中信证券：智元公布灵巧手新专利 关注腱绳套管环节

Core Viewpoint - The report from CITIC Securities highlights the significance of the tendon-sheath design in humanoid robots, predicting a market size of 1.02 billion by 2030, driven by major manufacturers including Tesla adopting this technology [1] Group 1: Patent and Technology Insights - Shanghai Zhiyuan New Technology Co., Ltd. has a patent for a dexterous hand and fingers, which will be publicly disclosed on August 1, 2025 [1] - The dexterous fingers feature three degrees of freedom driven by tendons, with the tendon passing through a sheath composed of inner and outer layers [1] Group 2: Market Potential and Trends - The report anticipates that the global market for tendon-sheath designs in humanoid robots will reach 1.02 billion by 2030 [1] - Current market sentiment has not fully recognized the importance of tendon-sheath technology, presenting an opportunity for companies currently investing in or planning to invest in this area [1]