新材料|智元公布灵巧手新专利,关注腱绳套管环节

中信证券研究
Aug 13

文|李超 陈旺 俞腾 郭柯宇结合对公开资料的分析,我们判断包括特斯拉在内的国内外主流人形机器人厂商都会采用腱绳套管设计,预计2030年全球人形机器人腱绳套管市场规模有望达到10.2亿元。我们认为当前市场尚未重视腱绳套管的重要性,看好当前布局套管的厂商或未来可能布局套管的腱绳厂商。▍智元公布灵巧手新专利,套管起到保护腱绳的关键作用。根据国家知识产权局专利检索系统,上海智元新创技术有限公司的...

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