Core Viewpoint - The development of humanoid robot tendon materials is driven by advancements in ultra-high molecular weight polyethylene (UHMWPE) fibers, which have achieved performance levels comparable to international leaders while reducing costs by 30% [1][17]. The mass production plans of benchmark products like Tesla's Optimus are significantly increasing the demand for high-end tendon materials [1][17]. Industry Overview - Humanoid robot tendon materials are used to connect and fix robot joints, simulating human tendons to drive joint movement. These materials are crucial for enhancing the dexterity and lightweight characteristics of robotic hands [2][9]. Industry Development History - The industry has undergone three phases: 1. **Technical Enlightenment (2019-2022)**: The introduction of UHMWPE as a key strategic material by the Ministry of Industry and Information Technology (MIIT) and the initiation of domestic production [9]. 2. **Industrial Exploration (2023-2024)**: The MIIT's guidance on humanoid robot innovation and the successful mass production of high-strength fibers by companies like Nanshan Zhishang [10]. 3. **Ecosystem Construction (2025-Present)**: The establishment of standards and funding support for tendon material companies, with advancements in fiber strength and the introduction of smart tendon materials [10][24]. Industry Chain - The upstream of the tendon materials industry includes raw materials like UHMWPE resin and production equipment. The midstream involves the manufacturing of tendon materials, while the downstream applications include humanoid robots, industrial robots, and medical robots [12]. Market Size - The market for humanoid robot tendon materials in China is projected to grow from 1.325 million RMB in 2025 to 47.368 million RMB by 2029, with a compound annual growth rate (CAGR) of 144.52% [1][17]. Key Companies' Performance - Key players in the UHMWPE fiber sector include Jiuzhou Xingji, Qianxi Longxian, Tongyi Zhong, Henghui Anfang, and Nanshan Zhishang, with significant production capacities and product performance [19][22]. For instance, Jiuzhou Xingji has an annual production capacity of 30,000 tons, leading globally [19]. Industry Development Trends 1. **Material Performance and Smart Integration**: The industry will focus on enhancing UHMWPE fibers' strength and reducing creep rates, while also developing smart tendon materials with real-time monitoring capabilities [24]. 2. **Application Scenario Diversification**: The demand for tendon materials will split into high-end applications for medical and rehabilitation robots and low-cost solutions for educational and entertainment markets [25][26]. 3. **Domestic Substitution and Global Supply Chain Restructuring**: Chinese companies are accelerating domestic substitution and entering global supply chains, with a projected increase in domestic market share from 20% in 2023 to 35% in 2024 [27].

中国人形机器人腱绳材料行业市场 规模测算逻辑模型 头豹词条报告系列 于利蓉 人形机器人腱绳材料行业规模 | 1. 中国人形机器人腱绳材料市场规模 (结论图) | P3 | | --- | --- | | 2. 中国人形机器人腱绳材料市场规模 | P4 | | 3. 中国人形机器人市场规模 | P5 | | 4. 人形机器人市场均价 | P6 | | 5. 中国人形机器人市场销量 | P7 | | 6. 单台人形机器人用腱绳根数 | P8 | | 7. 腱绳价格/根 | P9 | | 8. 单台人形机器人腱绳价值量 | P10 | | 9. 溯源信息链接引用 | P11 | | 10. 法律声明 | P12 | | 11. 头豹研究院简介 | P13 | | 12. 头豹词条介绍 | P14 | | 13. 头豹词条报告 | P15 | 1. 中国人形机器人腱绳材料市场规模 (结论图) P3 2. 中国人形机器人腱绳材料市场规模 P4 | 中国人形机器人腱绳材料市场规模:（结论=C*F） 中国人形机器人腱绳材料市场规模:（结论=C*F） | | | | | | | | --- | --- | --- | --- ...

Group 1: Company Strategy and Development - The company aims for "deep integration and collaborative development across the entire industry chain" as its strategic focus, with traditional textiles at its core, integrating high-performance materials like ultra-high molecular weight polyethylene and nylon fibers [1] - The company is committed to upgrading traditional industries and building a modern industrial system, focusing on high-end, intelligent, and green development [3] Group 2: Financial Performance - In Q1 2025, the company achieved an operating income of 360 million yuan, with a net profit attributable to shareholders of approximately 37.3 million yuan, representing a year-on-year growth of 12.84% [2][6] - The company's equity attributable to shareholders increased by 27.39% year-on-year [2] Group 3: Product Development and Innovation - The company is focusing on ultra-high molecular weight polyethylene fibers and nylon fibers, with the former already having established product lines in military, civilian, and deep-sea cable applications [6] - The company is actively developing new materials, including plans for electronic skin and the integration of fabrics with sensors [4] Group 4: Brand and Market Strategy - The company is enhancing brand influence through a "domestic substitution" strategy and collaboration with designers to promote its fabrics and clothing on a global stage [2] - The company plans to leverage its information technology and digitalization to transform from a traditional manufacturing enterprise to a smart enterprise [5] Group 5: Technological Advancements - The company is investing in R&D for ultra-high molecular weight polyethylene fibers and nylon fibers, collaborating with academic institutions to drive technological innovation [8] - The company has developed patents for its products, addressing industry challenges and enhancing product stability and durability [8]

2025年 人形机器人腱绳材料行业词条 报告 头豹分类/综合及概念/其他 Copyright © 2025 头豹 企业竞争图谱：2025年人形机器人腱绳材料 头豹词条报告系列 于利蓉 · 头豹分析师 2025-04-03 未经平台授权，禁止转载 行业分类： 综合及概念/其他 摘要 人形机器人腱绳材料是指用于人形机器人的UHMWPE纤维或钢丝绳类材料，主要应用于人形机器人灵巧手。腱绳材料是灵巧手的"肌腱"，牵引人形机器人手指活动，完成各 种动作，是提升灵巧手的精细控制能力，灵巧手轻量化的重要材料。超高分子量聚乙烯纤维是目前主流的腱绳材料。2025年将是人形机器人的量产元年，人形机器人产业正 以超线性的速度突破临界点，完成从0到1量产道路上的加速奔跑。腱绳材料作为人形机器人灵巧手的主流高性能纤维材料有望将随人形机器人产业实现快速增长。 行业定义 腱绳是一种用于连接和固定键盘按键的细绳或纤维绳，通常由高强度材料制成，整体分为钢丝绳、高分子纤维两大类，以确保按键在长时间 使用中保持稳定和耐用。钢丝绳包括钨钢丝绳、不锈钢丝绳等，高分子纤维中以Dyneema和Spectra两种纤维为主流，分别为帝斯曼和霍尼韦尔 生产的U ...