With the launch of the Norwegian humanoid robot company 1X NEO Gamma, the application scenarios of new fiber materials in the field of robotics have been further expanded, and the market boom has improved.
The Zhitong Finance App learned that Guotai Junan released a research report saying that recently, the Norwegian robotics company 1X released a new-generation humanoid robot NEO Gamma. Its body uses tendon rope structures in many parts of its body, and its outer clothing is made of nylon materials. The application scenarios of new fiber materials have been further broadened, and the sector is booming. It is recommended to focus on two main lines: 1) Ultra high molecular weight polyethylene fiber faucet: mainly used in tendon rope structures such as robot dexterous hands, etc., we recommend Henghui Security, which benefits from Nanshan Zhishang (300918.SZ), Kang Longda (603665.SH), and Yunzhongma (603130.SH); 2) Nylon fiber faucet: Recommended new materials from Taihua (603055.SH), benefiting from Nanshan Zhishang.
Guotai Junan's main views are as follows:
Incident: Recently, the Norwegian humanoid robot company 1X released the next-generation humanoid robot NEO Gamma, which is mainly targeted at the C-end household scene. It can flexibly complete various activities such as sweeping the floor, boiling water, and receiving express delivery through tendons and joints. At the same time, the robot uses a nylon woven jacket, which not only enhances aesthetics, but also has wear resistance and aging resistance.
Ultra high molecular weight polyethylene fiber has the advantages of low density, high tensile strength, and excellent creep resistance, and can be widely used in tendon rope structures for robot dexterous hands
Application scenarios: The mainstream transmission methods for robot dexterous hands include tendon rope, connecting rod, and gear transmission. Among them, the tendon rope structure has the advantages of long-distance transmission, high degree of freedom, flexible transmission, and strong grip adaptability. Currently, one of the mainstream application materials for tendon ropes is ultra-high molecular weight polyethylene fiber. This ultra-high molecular fiber has characteristics such as high strength, light weight, and corrosion resistance, and is expected to become an important application material for the dexterous hands of humanoid robots represented by Tesla.
Domestic production progress: Currently, the scale of domestic production of ultra-high molecular weight polyethylene is gradually expanding. Leading suppliers include Nanshan Zhishang (Phase I+Phase II, a total of 3,600 tons), and Kang Longda (currently about 1,000 tons). In addition, the upstream raw material particle supplier of Zhongxi New Material series ultra-high molecular weight polyethylene fiber, a subsidiary of Yunzhongma Investment, is expected to benefit from the expansion of new material applications in the future.
The NEO Gamma robot coat is made of nylon material, and the application scenarios of nylon fiber in the field of robotics have been further expanded
Application scenarios: Nylon (also known as “nylon”) fiber has outstanding advantages in terms of strength and wear resistance. It has been widely used in civilian fields such as outdoor clothing. It is expected to benefit from increased demand for robot outerwear in the future, and application scenarios are expected to expand further.
Domestic production progress: In recent years, domestic nylon fiber manufacturers Taihua Xincai, Nanshan Zhishang, etc. have all actively expanded nylon 6 and nylon 66 production capacity. Among them, Taihua Xincai will expand production of 0.06 million tons of high-end PA66 products in 2023. Currently, the production capacity scale of nylon 66/nylon 6 fiber is about 0.1 million tons/0.15 million tons+, respectively, leading the production capacity in the industry; the Nanshan Zhishang nylon project began production in 2024Q4. The design capacity includes 0.036 million tons of nylon 66 and 44,000 tons of nylon 6. As demand for downstream applications increases, new production capacity is expected to rise at an accelerated pace.
Risk Alerts
Downstream demand fell short of expectations, and profits from fiber materials fell short of expectations.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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