CNANO(SH:688116) DT新材料·2025-09-07 16:04Core Viewpoint - The establishment of Changzhou Tiannai Robotics by Tiannai Technology aims to explore the application of carbon nanotubes in the robotics sector, marking a strategic shift from solely serving the lithium battery industry to diversifying into new markets [4][8]. Group 1: Company Developments - Tiannai Technology has invested 5 million yuan to set up a wholly-owned subsidiary focused on the research and market development of carbon nanotube materials for robotics [4]. - The company has a leading position in the dispersion slurry and single-walled carbon nanotube technology, which is crucial for mitigating the impact of industry cycles on performance [4][8]. Group 2: Industry Trends - The robotics industry is transitioning from demonstration applications to large-scale implementation, with global industrial robot sales consistently exceeding 500,000 units annually [5]. - The rise of "embodied intelligence" has expanded the role of robots beyond manufacturing to include human-robot interaction and daily life applications [5]. Group 3: Material Innovations - Carbon nanotubes are identified as a promising material for robotics due to their high strength, excellent conductivity, and ability to be woven and compounded [6]. - Applications of carbon nanotubes in robotics include enhanced composite materials, electromagnetic shielding, anti-static components, artificial muscles, and flexible sensors, covering multiple critical areas of the robotics supply chain [6][7]. Group 4: Future Prospects - The potential for carbon nanotube fibers to be developed into "electrically driven muscles" could revolutionize robotic movement, making it more akin to biological systems [7]. - Tiannai Technology's ability to scale production and ensure consistency in carbon nanotube manufacturing positions it well for cross-industry applications, which could lead to significant market breakthroughs [7][8].