多家新材料龙头入局，机器人又一千亿细分赛道！

Core Viewpoint - The article highlights the growing demand for new materials driven by the booming robotics industry, particularly focusing on lightweight functional materials and advanced components like dexterous hands, gear reducers, and long-lasting batteries [2][3]. Group 1: Dexterous Hands - Dexterous hands are becoming the focal point in humanoid robotics, with their technology maturity directly influencing the practical applications of robots. The CES 2026 showcased dexterous hands as a key competitive area, with over 55 financing rounds and 7.5 billion yuan in investments in the domestic market by 2025, indicating their popularity [3]. - The market for dexterous hands has not fully matured, but there is a consensus that controlling the most dexterous "hand" is crucial for the practicality of humanoid robots [3]. Group 2: Manufacturing Landscape - Numerous companies are developing dexterous hand technologies, with notable players in the Beijing-Tianjin-Hebei region including Lingxin Qiaoshou, Yinshi Robotics, and Kunwei Technology. The Yangtze River Delta region features companies like Lingqiao Intelligent and Qiangnao Technology, while the Greater Bay Area includes firms like Dahuang Robotics and LeiSai Intelligent [5]. - Zhiyuan Robotics has recently spun off its dexterous hand business into a new company named "Critical Point," aiming to capture a significant market share [5]. Group 3: Material Innovations - The main materials for dexterous hands include high-strength lightweight transmission materials, flexible sensing materials, and precision structural materials, with lightweight materials being particularly in demand. Electronic skin technology is also gaining attention, simulating human skin functions to sense pressure and touch [5]. - Leading new material companies are actively investing in electronic skin technologies. For instance, Lushan New Materials has launched a new generation of electronic skin products, while Fulei New Materials has introduced a third-generation tactile sensing system that integrates flexible materials, chips, algorithms, and large models [7][8]. Group 4: Market Potential - The global electronic skin market is projected to reach $6.44 billion by 2025 and expand to $111.53 billion by 2035, with a compound annual growth rate (CAGR) of 33% over the next decade [9]. - The article emphasizes that the variety of materials and the opportunities in the market are significant, suggesting that now is an opportune time for investment and development in this sector [10].