Xin Lang Cai Jing·2025-11-12 12:29Group 1 - The core focus of the article is on the rising demand for modified plastics in the humanoid robotics sector, driven by the need for lightweight, high-strength, and durable materials [1][2][5] - Companies like Daon and Jinfa Technology are actively developing new materials such as TPE and SiTPV for applications in humanoid robots, showcasing advancements in soft artificial muscles and skin [1][2][6] - The industry is witnessing a shift towards high-performance engineering plastics like PEEK, which are essential for reducing weight and enhancing performance in robotic applications [3][4] Group 2 - Jinfa Technology highlighted that lightweight, high-performance polymers can replace metals in robotic structures, which will significantly boost the demand for new materials [2][4] - Daon has reported progress in developing TPE products with unique properties, such as low electrical resistance and the ability to simulate human facial expressions, which could transform the design of humanoid robots [2][3] - The current stage of the humanoid robotics market is still in its infancy, with many companies only supplying small batches or in the research phase, indicating potential for future growth [5][6] Group 3 - Companies are planning to enhance their R&D efforts and expand their product offerings in the modified plastics sector to mitigate risks and create new profit growth points [7] - The industry is expected to evolve with a focus on technology validation and ecosystem development, with significant milestones set for 2025 and beyond [6][7]