灵巧手：结构向高承载发展，四缸数量或倍增

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The dexterous hand is a high-degree-of-freedom robotic end effector that mimics human hand functionality, providing flexibility and adaptability that surpass traditional mechanical grippers. It is a critical component of humanoid robots, accounting for approximately 20%-30% of the total cost of the robot. The future value of humanoid robots will largely depend on the dexterous hand's flexibility and collaborative capabilities [4][5]. Summary by Sections 1. Key Technologies and Comparison of Dexterous Hands - The design of dexterous hands is inspired by the complex structure and functionality of human hands, enabling robots to perform diverse tasks such as grasping and manipulation. A typical dexterous hand system consists of four key components: drive system, transmission system, sensor system, and control system [13][14]. - The trend in dexterous hand technology is towards electric drive systems combined with composite transmission and tactile sensing [14][22]. 2. Drive Devices: Domestic Competitive Advantages - Electric motor drives are the mainstream technology due to their precision and cost-effectiveness. The report highlights that the demand for motors will increase with the rise in degrees of freedom in dexterous hands, presenting market opportunities for suppliers of hollow cup motors and brushless gear motors [5][22]. 3. Transmission Methods: Ball Screw Advantages - The report indicates that ball screw transmission is becoming a dominant trend in dexterous hand design due to its high load-bearing capacity and precision, making it suitable for industrial applications [35][41]. 4. Sensors: Increasing Sensor Count - The report notes that the number of sensors in dexterous hands is on the rise, with various types including tactile, force, and position sensors being utilized to enhance interaction with external objects [47][52]. 5. Dexterous Hands and Related Industry Chain - The dexterous hand represents a high-value component with significant barriers to entry, indicating a robust market potential for companies involved in its development and production [5][44].