Zhong Guo Neng Yuan Wang·2025-08-18 02:54Core Viewpoint - The trend of lightweight humanoid robots is becoming a core aspect of their commercialization process, driven by product iterations from leading domestic and international companies [1][4]. Market Review - From August 11 to August 15, the CSI 300 index rose by 2.4%, while the machinery sector increased by 3.1%, ranking 11th among all primary industries. The laser processing equipment sector saw the highest increase at 9.0%, whereas the engineering machinery sector experienced the largest decline at 0.4% [2]. Industry Insights - The lightweight humanoid robots offer advantages such as improved endurance, flexibility, reduced costs, and decreased safety risks associated with heavy machinery. For instance, Tesla's Optimus Gen2 reduced its weight from 73 kg to 63 kg, achieving a 10 kg reduction while enhancing walking speed by 30% and improving balance and overall control. Additionally, Unitree Technology's Unitree G1 weighs only 35 kg, utilizing a combination of aluminum alloy and engineering plastics to balance strength and lightweight design [4]. - The lightweight design of humanoid robots can be achieved through structural and material lightweighting. Structural lightweighting involves parameter optimization, topology optimization, morphological optimization, and integrated design. Material lightweighting focuses on replacing traditional metals with low-density, high-performance materials, such as magnesium alloys, PEEK, and carbon fiber, which meet mechanical strength, heat resistance, and corrosion resistance requirements while reducing weight [4]. - The industry recognizes that lightweighting significantly enhances the endurance, performance, and safety of humanoid robots, marking it as an important trend for future development. Investment opportunities in the related supply chain are recommended [4].