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

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 material industry is in its early development stage in China, with key players like 九州星际, 千禧龙纤, and others producing ultra-high molecular weight polyethylene (UHMWPE) fibers that meet the requirements for humanoid robots [4][5]. - The market size for humanoid robot tendon materials is estimated to reach approximately 552 million yuan in 2024, with expectations to grow to 757 million yuan by 2030 [4][44]. - The industry is characterized by a competitive landscape where international companies dominate the high-end market, while domestic products are improving in performance [5][40]. Industry Overview - The humanoid robot tendon materials are designed to simulate biological tendon functions, primarily consisting of steel cables and UHMWPE fibers [4]. - The production technology and product performance of tendon materials are continuously optimized, laying a solid foundation for their application in humanoid robots [4][44]. Market Competition - The high-end market for humanoid robot tendon materials is mainly led by international companies, with domestic manufacturers like 九州星际 and others gradually enhancing their product capabilities [5][40]. - The market is segmented into three tiers: the first tier includes leading companies like 九州星际 and 霍尼韦尔; the second tier consists of companies like 千禧龙纤 and 南山智尚; and the third tier includes smaller players like 璟邦新材料 [5][40]. Market Size and Growth - The report estimates that each humanoid robot requires approximately 20 tendon materials, with an individual price of around 60 yuan, leading to a projected market size of 552 million yuan in 2024 and 7.57 billion yuan by 2030 [4][44]. - The humanoid robot market in China is expected to reach approximately 53 billion yuan by 2025, with significant growth anticipated in the coming years [4][46]. Supply Chain Analysis - The supply chain for humanoid robot tendon materials includes upstream raw materials (UHMWPE), midstream manufacturers (steel cable and UHMWPE fiber producers), and downstream applications in humanoid robot dexterous hands [13][15]. - The production capacity for UHMWPE in China is rapidly expanding, with existing capacity of about 250,000 tons per year and additional capacity under construction [20][23]. Production Technology - The most mature production method for UHMWPE fibers is the gel-spinning method, which is being industrialized in China, with a significant share of global demand being met by Chinese manufacturers [28][30]. - The report highlights that China accounted for approximately 61% of global UHMWPE fiber demand in 2023, indicating a strong domestic market presence [30][36]. Competitive Landscape - The competitive landscape for UHMWPE fibers is dominated by companies like 九州星际, 埃万特, and 霍尼韦尔, with 九州星际 holding a significant market share [40][42]. - The report outlines the competitive positioning of various companies within the industry, emphasizing the technological advancements and market strategies employed by leading firms [40][42].