行业动态报告：关注机器人仿生设计中的TPU、PEEK、PA等材料应用

Investment Rating - The report rates the industry as "Outperform" [1] Core Insights - Recent advancements in bionic design for robots, particularly by Xiaopeng Robotics, have garnered market attention. While humanoid robots do not require complete bionic features, the exploration of skin, dexterous hands, and automation in household and commercial robots is deemed reasonable [1] - The future of robots in household and commercial settings is expected to involve various external covering materials. Leading robotics companies are trending towards diversified covering materials, including fabric skin, 3D printed lattice materials, and other coverings, highlighting the importance of materials such as PEEK, nylon (PA), thermoplastic polyurethane elastomer (TPU), carbon fiber, and ultra-high molecular weight polyethylene fibers [1] - Key companies to watch include Mingxin Xuteng, Nutaige, Jujie Microfiber, Fuchun Dyeing and Weaving, Hengbo Co., Nanshan Zhishang, and Henghui Security [1] Material Applications - TPU is recognized for its high strength, toughness, wear resistance, and oil resistance, making it suitable for robot shell coverings. It is a common, high-quality, multifunctional material with a wide hardness range and excellent mechanical strength. Leading global companies include BASF, Wanhua Chemical, and Meirui New Materials. Companies with relevant industrial layouts include Nutaige and Mingxin Xuteng, both of which have cooperation agreements with BASF [2] - PEEK is a high-temperature resistant engineering plastic with "plastic instead of steel" characteristics. It has good temperature resistance, high strength, and self-lubricating properties, applicable in high-end fields such as aerospace, medical implants, and semiconductors. Leading global companies include Victrex, with significant domestic production capacity from Zhongyan Co. Relevant companies include Zhongyan Co., Hengbo Co., Fuchun Dyeing and Weaving, Zhongxin Fluorine Materials, and Zhaomin Technology [2] - Nylon, also known as polyamide (PA), is one of the five major engineering plastics with potential applications in robotics. PA exhibits high mechanical strength and toughness, with tensile strength surpassing that of metals. The main varieties include Nylon 6, Nylon 66, Nylon 610, and others, with a highly concentrated industry led by BASF and DuPont. Domestic companies include Kingfa Technology and Wanhua Chemical. Relevant companies include Nutaige and Mingxin Xuteng, both of which have cooperation agreements with BASF [3] Key Manufacturer Material Overview - Xiaopeng utilizes 3D printed lattice materials for muscle simulation, with seamless materials for overall covering - Figure AI's third-generation humanoid robot "Figure 03" features a fabric covering for its outer layer - 1X's latest robot NEO Gamma uses woven nylon materials for its shell - Zhiyuan employs flexible skin-like materials for its outer shell - Yushu Technology combines aerospace aluminum, titanium alloy, and high-strength engineering plastics for its products [4]