SIASUN(300024)2025-02-26 16:22Summary of YX Robotics Conference Call Company and Industry Overview - The focus is on YX Robotics, specifically their home service robots which utilize a tendon-driven system for enhanced interaction and control [1][2]. Key Points and Arguments - Tendon-Driven System: YX Robotics employs a tendon-driven system with low gear ratios (1:5 to 1:1) to improve control and human-robot interaction, overcoming issues related to high gear ratios that create reverse driving forces [1][2][4]. - Weight Management: The weight of the home service robot is limited to 30 kg to enhance safety and practicality in home environments, making it easier for users to handle in case of falls or malfunctions [1][5]. - Motor Design: The motors are designed with Halbach arrays to optimize magnetic field distribution, allowing for high torque at low gear ratios, which is crucial for effective operation [1][9][14]. - Material Selection: The use of synthetic fibers like aramid (Vicat) for the tendon materials ensures high strength, durability, and low friction, which are essential for the robot's performance [1][11][16]. - Mechanical Locking: The tendons are secured using a mechanical locking method that ensures reliable connection to the joints, facilitating stable power transmission [1][3][12]. Additional Important Insights - Investment Opportunities: Investors are advised to focus on companies involved in low gear ratio technologies and related motor designs, such as Koliar, which holds patents for Halbach array motors, and suppliers of aramid fibers like Taihe New Materials [3][15]. - Advancements in Steel Wire: There are notable advancements in steel wire modifications, with companies like Dayi introducing new alloy steel wires that exhibit exceptional flexibility and strength, which could be relevant for robotics applications [17]. - Natural Interaction: The design choices made by YX Robotics aim to facilitate natural human-robot interaction, which is a significant factor in the usability of home service robots [6][7][8]. Conclusion YX Robotics is positioned to leverage innovative technologies in tendon-driven systems and motor design to create effective home service robots, with a focus on safety, usability, and interaction. Investors should monitor developments in this sector, particularly in low gear ratio technologies and material advancements.