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國泰君安:NEO Gamma人形機器人發佈,新材料應用迎催化

國泰君安研報表示,隨着挪威人形機器人公司1X的新一代人形機器人NEO Gamma面市,纖維新材料在機器人領域的應用場景進一步拓寬,板塊景氣度向上。建議關注兩條主線:1)超高分子量聚乙烯纖維龍頭:主要應用於機器人靈巧手等腱繩結構;2)尼龍纖維龍頭。

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