Investment Rating - The report indicates a strong growth potential for the humanoid robot tendon materials industry, with an expected compound annual growth rate (CAGR) of 144.52% from 2025 to 2029, growing from 13.25 million RMB to 473.68 million RMB [29]. Core Insights - The humanoid robot tendon materials, primarily made from UHMWPE fibers or steel cables, are essential for the dexterous hands of humanoid robots, acting as "tendons" to facilitate finger movements and enhance control capabilities [4][10]. - 2025 is projected to be the year of mass production for humanoid robots, marking a significant acceleration in the industry as it transitions from concept to reality [4][33]. - The industry is characterized by a high concentration of production in China, which is expected to dominate the global market for UHMWPE fibers, accounting for over 67% of the total production capacity by 2023 [17][41]. Industry Definition - Tendon materials are classified into two main categories: steel cables and ultra-high molecular weight polyethylene (UHMWPE) fibers, with UHMWPE being the predominant material used in humanoid robot applications [5][6]. Industry Classification - The humanoid robot tendon materials can be categorized based on their material composition, specifically into steel cable tendon materials and UHMWPE fibers [6]. Development History - The development of UHMWPE fibers began in 1957, with significant advancements leading to commercial production in China by the late 1990s. The industry has since entered a rapid growth phase, particularly in the 21st century [12][15]. Industry Chain Analysis - The industry chain consists of upstream raw material suppliers, midstream tendon material manufacturers, and downstream application sectors focused on humanoid robot dexterous hands [18]. Market Size and Growth - The humanoid robot tendon materials market is expected to grow significantly, driven by increasing demand for humanoid robots, with the market size projected to reach approximately 5.3 billion RMB by 2025 [33]. Policy Support - Various government policies in China are aimed at promoting the development of the humanoid robot industry, including the "14th Five-Year Plan" which emphasizes breakthroughs in high-end equipment like humanoid robots [30][35]. Competitive Landscape - The UHMWPE fiber market is characterized by high concentration, with leading companies such as Kyushu Star and international players like Honeywell and DSM dominating the sector [38][40]. Company Overview - Beijing Tongyi New Material Technology Co., Ltd. is a key player in the UHMWPE fiber market, focusing on the research and production of high-performance fibers and composite materials [52].
企业竞争图谱:2025年人形机器人腱绳材料
Tou Bao Yan Jiu Yuan·2025-04-16 12:45