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方正證券:輕量化是人形機器人重要產業趨勢 鎂合金、PEEK等材料或迎來滲透率向上

方正證券研報認爲,輕量化助力人形機器人在續航、性能、使用壽命等多方面優化提升,是大勢所趨。在政策、資本等加持下,人形機器人產業提速,有望於不遠的將來實現商業閉環。特斯拉、優必選、宇樹等主流機器人廠商在迭代過程中均不同程度呈現減重、輕量化趨勢。特斯拉於2023年12月推出OptimusGen2,其相較Gen1除了在傳感器等方面的變化,體重減輕10kg,步行速度提升30%。機器人輕量化可選材料包括鋁、鎂、PEEK、碳纖維材料等,在機器人軀體外殼、關節殼體、齒輪、軸承、減速器/電機零部件等領域或將廣泛應用。

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