明星机器人企业正式推出灵巧手,价格下探至万元内
SIASUNSIASUN(SZ:300024) Xuan Gu Bao·2025-08-17 23:14

Group 1 - The core viewpoint of the article is the launch of OmniHand 2025 series dexterous hands by Zhiyuan Robotics, which includes two products: the agile version for interactive services and the professional version for specialized tasks [1] - The agile version will be available on Zhiyuan Mall and JD Mall starting August 18, with a guide price of 14,800 yuan, and an initial discount of 5,000 yuan, bringing the price below 10,000 yuan [1] - According to Guohai Securities, the flexibility, load efficiency, and interaction safety of dexterous hands are key indicators of the practical value of humanoid robots, with structural components including driving, deceleration, transmission, and perception modules [1] Group 2 - Huolong Securities emphasizes three points regarding dexterous hands: the technology route is still evolving, dexterous hands are crucial for the functionality of humanoid robots, and the market potential is significant, with dexterous hands accounting for 30% of the overall value [1] - Tesla has disclosed plans to achieve mass production of humanoid robots by 2025, with Guohai Securities estimating the global market size for dexterous hands to reach 900 million yuan in 2025 and 37.6 billion yuan by 2030, reflecting a compound annual growth rate of 110% over five years [1] - Dongwu Securities identifies core components of dexterous hands, such as electronic skin and lead screws, with key suppliers including Hanwei Technology and Zhengyu Industrial for electronic skin, and Zhejiang Rongtai, Fulivang, and New Coordinates for lead screws [1]