通信：灵巧手：人形机器人中必不可少，有望带动空心杯电机及传感器市场持续增长

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The humanoid robot market is expected to see significant growth, with projected sales reaching 1 million units by 2030 under conservative estimates, and potentially 2.7 million units by 2030 under optimistic scenarios [2][17]. - The global market for dexterous hands, a crucial component of humanoid robots, is forecasted to reach approximately 32.06 billion yuan by 2030, with a compound annual growth rate (CAGR) of 81.2% under conservative estimates and 109.3% under optimistic estimates [2][17]. Summary by Sections 1. Dexterous Hands: Essential End-Effectors in Humanoid Robots - Dexterous hands are vital end-effectors that directly execute tasks and interact with the environment, characterized by high flexibility and adaptability [14]. - The market for dexterous hands is expected to expand significantly due to the rapid development of humanoid robots, with a projected market size of 32.06 billion yuan by 2030 [17]. 2. Development History of Dexterous Hands - The evolution of dexterous hands has progressed from simple two-finger grippers to complex multi-fingered hands, enhancing functionality and complexity [15][16]. - Notable historical developments include the Okada hand in 1974 and the Stanford hand in 1983, which set the foundation for modern dexterous hand designs [18][19]. 3. Breakdown and Classification of Dexterous Hands - The report identifies two main categories of dexterous hands based on degrees of freedom: fully driven and under-driven, with the latter being simpler and more robust [32]. - Dexterous hands can also be classified by structural form, including external, internal, and hybrid drive configurations, each with its advantages and disadvantages [34]. 4. Market Opportunities in Related Components - The demand for hollow cup motors and sensors is expected to grow alongside the dexterous hand market, driven by advancements in technology and increasing market penetration of humanoid robots [3][6]. - The hollow cup motor market is projected to grow at a CAGR of 7.1% from 2022 to 2027, with significant opportunities for domestic companies to capture market share [3]. 5. Related Companies - Key companies mentioned in the report include Mingzhi Electric, Tuobang Co., Dingzhi Technology, and others, which are positioned to benefit from the growth in the dexterous hand and related component markets [6].