目前，该订单的具体产业方与支付方式暂未披露，两大确定合作方中，星尘智能专注于全能AI机器人平台研发应用，仙工智能以控制器系统为核心，全球 客户包括飞利浦、施耐德、西门子等企业。 此次合作双方优势互补，通过"核心部件+整机应用"模式，联合构建AI机器人平台，积累规模化部署经验。其中星尘智能的绳驱机器人可以模拟人类肌腱用 力方式，让AI机器人能够在物料配送、装配搬运、协作操作中展现高动态响应、高灵巧操作与高交互安全等优势。仙工智能的控制器则保障工业级的可靠 性和成本优势。 星尘智能联合创始人方科对第一财经记者表示，此次双方合作较为全面，覆盖联合研发、产品、渠道和售后等环节。目前订单落地的首批场景主要聚焦在工 业、制造、仓储、物流，未来也会借助仙工智能的客户资源，尝试辐射到3C、汽车、自动化设备等更多细分场景。 今年整个机器人行业发展至新高点，一级市场融资活跃，技术路线多元突破，商业落地多场景试水。星尘重点投入的绳驱路线目前仍介于"早期商业 化"与"成长期"之间。方科对记者表示，绳驱本身已不是新技术，此前在工业场景已被应用了几十年，如电梯、吊车等。虽然技术原理简单，但工程实现难 度较高。选择这条路线是因为绳驱传动具 ...

Core Insights - The development of tendon ropes, a key component of cable-driven robots, is accelerating among listed companies and startups to meet future demands in robotics [1][2] Group 1: Industry Overview - Cable-driven robots are characterized by their lightweight, flexibility, high safety performance, energy efficiency, and strong biomimetic capabilities [1] - Current prototypes of cable-driven robots have been developed by various companies, including a university's octopus-like robotic arm capable of handling fragile and irregular objects [1] Group 2: Company Developments - Jiangsu Henghui Security Co., Ltd. is actively developing ultra-high molecular weight polyethylene fibers for use in robotic tendons, having completed multiple rounds of sample testing with leading robotics firms [2] - Shandong Daye Co., Ltd. is focusing on the development of metal tendons for cable-driven robots, having received small batch orders based on their research in high-performance steel wire [2] - Shandong Nanshan Zhishang Technology Co., Ltd. is producing ultra-high molecular weight polyethylene fibers with properties suitable for robotics, and is in the process of sending samples to various downstream robotics companies [2] Group 3: Material Innovations - Some companies are exploring carbon fiber materials for tendon development due to their superior tensile strength, corrosion resistance, and fatigue performance compared to metals and polymers [3]