Tou Bao Yan Jiu Yuan·2025-06-19 12:19Investment Rating - The report does not explicitly provide an investment rating for the humanoid robot wire harness industry Core Insights - The humanoid robot wire harness is crucial for connecting various components of robots, serving as their "blood vessels" and "nervous systems" [3] - The performance requirements for humanoid robot wire harnesses are higher than those for industrial robot wire harnesses but slightly lower than those for automotive-grade wire harnesses [3][21] - The market for humanoid robot wire harnesses in China is expected to grow significantly, with a projected market size of approximately 3.4 billion yuan in 2025, increasing to 17 billion yuan by 2030, reflecting a compound annual growth rate of about 118.6% [5][46][47] Summary by Sections 1. Requirements for Humanoid Robot Wire Harnesses - Humanoid robot wire harnesses must meet high performance standards, including vibration resistance, waterproofing, and heat resistance [3][21] - The vibration resistance requirement is ten times that of industrial robots and one-fourth that of automotive-grade harnesses [21] - Additional requirements include lightweight design, corrosion resistance, shielding performance, and bending life, all of which exceed those of industrial robot wire harnesses [21] 2. Market Competition for Humanoid Robot Wire Harnesses - Major suppliers for overseas humanoid robot companies include international firms such as Aptiv, Sumitomo Electric, and Amphenol [4][37] - Chinese humanoid robot companies primarily collaborate with domestic suppliers like Luxshare Precision and Wanma Co., Ltd. [4][39] - The competitive landscape is categorized into three tiers, with top-tier companies being international giants and second-tier companies being leading Chinese firms [40][41] 3. Market Size of Humanoid Robot Wire Harnesses - The humanoid robot wire harness market in China is projected to reach approximately 3.4 billion yuan in 2025 and grow to 170 billion yuan by 2030 [5][46][47] - The estimated shipment volume for humanoid robots in China is expected to be 50,000 units in 2025, increasing to 5 million units by 2030 [47] - The average value of wire harnesses per humanoid robot is estimated at around 6,800 yuan in 2025, with a potential decrease in price as domestic manufacturers enter the market [47]