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从材料性能上看,PEEK优势何在?
Changjiang Securities·2025-07-20 07:41

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - The trend of "using plastic instead of steel" is becoming evident, with a focus on lightweight materials such as magnesium-aluminum alloys and engineering plastics for robotic components [4][14] - PEEK (Polyether Ether Ketone) is highlighted for its multiple advantages, making it a promising candidate for key component materials in robotics [5][21] - The performance of lightweight materials is analyzed across various dimensions, including stiffness, strength, wear resistance, heat resistance, corrosion resistance, insulation, and flame retardancy [24][29] Summary by Sections Lightweight Material Comparison - The shift towards lightweight materials in robotics has been ongoing, with engineering plastics like nylon and POM previously replacing metal materials in industrial robots [4][14] - PEEK is noted for its self-lubricating properties, superior wear resistance, and longevity compared to other engineering plastics [29][32] Mechanical Strength and Durability - Among engineering plastics, CFRP (Carbon Fiber Reinforced Plastic) exhibits the best mechanical performance, while PEEK and PPS show similar properties, both significantly outperforming PA and PC/ABS in mechanical strength [6][28] - PEEK's molecular structure contributes to its excellent self-lubrication and wear resistance, making it suitable for high-load applications [29][35] Thermal Stability and Insulation - PEEK and CFRP demonstrate superior thermal stability and insulation properties compared to other engineering plastics, with PEEK having the highest long-term usage temperature [32][35] - The insulation performance of PEEK is slightly better than that of standard engineering plastics, making it suitable for various applications [35] Cost and Processing - The production cost of PEEK and CFRP is notably high, but their durability and performance justify the investment, with PEEK's lifespan being four times that of PPS [32][36] - PEEK's processing is complex, requiring precise control during manufacturing, which can affect production efficiency [36]