2025年中国人形机器人腱绳材料行业概览：人形机器人量产在即，灵巧手腱绳材料加速渗透（精华版）

Investment Rating - The report indicates a strong growth potential for the humanoid robot tendon material industry, with a projected compound annual growth rate (CAGR) of 127% from 2024 to 2030, suggesting a favorable investment outlook [4][44]. Core Insights - The humanoid robot tendon materials are essential for simulating biological tendon functions and are primarily composed of steel wire and ultra-high molecular weight polyethylene (UHMWPE) fibers. The industry is currently in its early development stage in China, with several domestic companies meeting the requirements for humanoid robots [4][5]. - The market for humanoid robot tendon materials is expected to grow rapidly, with the market size estimated at approximately 5.52 million yuan in 2024 and projected to reach 757 million yuan by 2030 [4][44]. - The competitive landscape shows that the high-end market is dominated by international companies, while domestic products are improving in performance. The market is structured into three tiers, with leading companies including 九州星际 (Kyushu Star), 埃万特 (Evonik), and 霍尼韦尔 (Honeywell) [5][40]. Industry Overview - The humanoid robot tendon material industry is characterized by a supply chain that includes raw materials (primarily UHMWPE), manufacturers of tendon materials (steel wire and UHMWPE fibers), and application sectors focused on humanoid robot dexterous hands [13][15]. - The production technology for UHMWPE fibers is advancing, with China expected to account for over 66% of global production by 2024. The demand for UHMWPE fibers is steadily increasing, with China being the largest consumer market [28][30]. Market Size and Growth - The report estimates that each humanoid robot dexterous hand requires approximately 20 tendons, with each tendon priced around 60 yuan. This leads to a projected market size of 5.52 million yuan in 2024, with expectations of reaching 757 million yuan by 2030 [4][44]. - The humanoid robot market in China is also expanding, with projections indicating a market size of approximately 5.3 billion yuan in 2025 and 94.6 billion yuan by 2030 [46]. Competitive Landscape - The competitive structure of the UHMWPE fiber market includes a first tier of leading companies such as 九州星际 (Kyushu Star), 埃万特 (Evonik), and 霍尼韦尔 (Honeywell), while the second tier includes companies like 千禧龙纤 (Millennium Dragon Fiber) and 同益中 (Tongyi Zhong) [40][41]. - The market concentration is high, with 九州星际 holding approximately 48% of the production capacity in China, and the top five companies accounting for over 80% of the market share [38][40].