纺织业行业：NEO GAMMA人形机器人发布新材料应用迎催化

国泰君安证券股...2025-02-25

本报告导读：近日挪威机器人公司1X 发布新一代人形机器人NEO Gamma，其全身多处采用腱绳结构，且外衣采用尼龙材料制成，纤维新材料的应用场景进一步拓宽。投资要点：投资建议：随着挪威人形机器人公司1X 的新一代人形机器人NEOGamma 面市，纤维新材料在机器人领域的应用场景进一步拓宽，板块景气度向上。建议关注两条主线：1）超高分子量聚乙烯纤维龙头：主要应用于机器人灵巧手等腱绳结构中，推荐...

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端家用场景，通过腱绳关节可灵活完成扫地、烧水、取快递等多种活动，同时该机器人采用尼龙编织外衣，不仅可提升美观度，同时兼具耐磨、耐老化属性。超高分子量聚乙烯纤维具备密度低、拉伸强度大、抗蠕变性优等优点，可广泛应用于机器人灵巧手的腱绳结构。①应用场景：机器人灵巧手手指主流传动方式包括腱绳、连杆和齿轮传动等，其中腱绳结构具备远距离传动，自由度高，传动柔性和抓取自适应性强等优点。目前腱绳主流的应用材料之一为超高分子量聚乙烯纤维，该超高分子纤维强度高、质量轻、耐腐蚀等有特点，有望成为以特斯拉为代表的人形机器人灵巧手的重要应用材料。②国产进展：目前超高分子量聚乙烯国产规模正逐步扩大，头部供应商包括南山智尚（一期+二期共3600 吨）、恒辉安防（一期+二期共3000 吨）、康隆达（目前约1000 吨），此外云中马投资的子公司中玺新材系超高分子量聚乙烯纤维的上游原材料颗粒供应商，未来均有望受益于新材料应用领域拓展。NEO Gamma 机器人外衣为尼龙材料制成，尼龙纤维在机器人领域的应用场景进一步拓宽。①应用场景：尼龙（也称“锦纶”）纤维在强度、耐磨性等方面优势突出，已广泛应用于户外服饰等民用领域，未来有望受益于机器人外衣需求增加，应用场景有望进一步拓展。②国产进展：近年来国内尼龙纤维制造商台华新材、南山智尚等均积极扩建尼龙 6、尼龙66 产能，其中台华新材于2023 年扩产6 万吨高端PA66 产品，目前尼龙66/尼龙6 纤维产能规模分别约10 万吨/15 万吨+，产能规模居行业前列；南山智尚锦纶项目于2024Q4 开始投产，设计产能包括3.6 万吨尼龙66 和4.4 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纺织业行业：NEO GAMMA人形机器人发布 新材料应用迎催化

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纺织业行业：NEO GAMMA人形机器人发布新材料应用迎催化