悅安新材(688786.SH):相關產品尚未在人形機器人領域開展送樣工作
格隆匯8月6日丨悅安新材(688786.SH)在投資者互動平臺表示,公司基於摺疊屏手機鉸鏈應用需求開發的具備高屈服強度的特種粉體材料,理論上可應用於人形機器人關節等需要輕質、耐磨損等性能的傳動零件。但目前該產品尚未在人形機器人領域開展送樣工作,也未形成市場銷售;據瞭解,機器人行業當前仍處於早期發展階段,零部件成型工藝多傾向於使用鑄造、鍛造、機加工等傳統金屬加工工藝,而公司所涉及的MIM工藝,需待下遊市場規模放量後,才能體現出一定的成本優勢。
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