开源证券：人形机器人轻量化催生需求结构件与手套增量市场或超百亿元

智通财经网2025-12-23

智通财经APP获悉，开源证券发布研报称，在人形机器人整机系统中，结构件承担着“骨骼+关节支架”的基础性功能，手部包覆材料(“手套”)则是覆盖件中技术集成度最高、工程挑战最集中的环节之一。特斯拉Optimus机器人的亮相显示，其结构件在轻量化与强度平衡方面取得阶段性进展。该行测算，量产百万台人形机器人对应结构件和手套的增量市场空间合计超百亿元。看好相关标的，结构件：受益标的：模塑科技(000700....

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yuan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300007":1.86,"300433":1.88,"300952":1.86,"601689":1.88,"603286":1.86,"06613":1.88,"TSYW.SI":0.6,"TSLA":1.93,"000700":1.88},"content_text":"智通财经APP获悉，开源证券发布研报称，在人形机器人整机系统中，结构件承担着“骨骼+关节支架”的基础性功能，手部包覆材料(“手套”)则是覆盖件中技术集成度最高、工程挑战最集中的环节之一。特斯拉Optimus机器人的亮相显示，其结构件在轻量化与强度平衡方面取得阶段性进展。该行测算，量产百万台人形机器人对应结构件和手套的增量市场空间合计超百亿元。看好相关标的，结构件：受益标的：模塑科技(000700.SZ)、拓普集团(601689.SH)、蓝思科技(300433.SZ)；(2)电子皮肤及覆盖材料：受益标的：日盈电子(603286.SH)、恒辉安防(300952.SZ)、汉威科技(300007.SZ)。开源证券主要观点如下：“结构件”与“手套”：特斯拉Optimus机器人轻量化的“关键一环”12月3日，特斯拉Optimus机器人于NeurIPS2025公开亮相，可明显看见其最新展示内容中，头部、躯干等外观及主要承载结构中已采用嵌塑件与注塑件方案；机器人在动态演示中实现的奔跑“飞行相”突破，亦从侧面验证了结构件在轻量化与强度平衡方面取得的阶段性进展。同时，Optimus Gen2.5展示的手部包覆材料，进一步凸显了覆盖件在提升安全交互能力、环境适应性及拟人化表现中的关键作用。该行测算，量产百万台人形机器人对应结构件和手套的增量市场空间合计超百亿元。结构件：机器人复杂场景落地的基础，多材料系统化集成趋势明确在人形机器人整机系统中，结构件承担着“骨骼+关节支架”的基础性功能，其设计与性能直接决定机器人能否实现类人运动学结构、完成多自由度协同动作，并适应工业、仓储及日常生活等复杂应用场景。以特斯拉Optimus为代表的头部厂商，在结构件设计上高度强调运动适配性、轻量化与强度平衡、长期可靠性。从Optimus的迭代路径看，其躯干、四肢等主承载结构件，以及各类连接与辅助结构件，对材料体系和加工工艺均提出了显著高于传统工业机器人的要求。一方面，头部厂商在全球化供应链背景下，对产品性能、制造精度与量产稳定性、以及成本均设有标准；另一方面，人形机器人的材质体系正经历从“单一材料功能化”向“多材料系统化集成”的结构性升级。面向未来百万台级量产，Optimus结构件制造路径有望向冲压、一体化压铸、精密锻造及注塑等高效率工艺迁移。该行认为含以下特点的公司或将脱颖而出：(1)配合本体厂商进行持续的迭代，同步推进国内资本开支和海外产能建设；(2)产品性能达到要求的同时，必须具备大规模制造和降本能力；(3)结构件等无需新增大额资本开支即可量产推进的环节更具确定性，企业需依靠强大的模具能力和自身基地快速形成产能。受益标的：模塑科技、蓝思科技、拓普集团等。手套：Optimus机器人精细操作的“下一个突破口”手部是人形机器人完成精细操作的核心末端执行单元，而手部包覆材料(“手套”)则是覆盖件中技术集成度最高、工程挑战最集中的环节之一。在Optimus机器人的设计目标下，手套不仅承担防护功能，更直接影响触觉反馈、抓取稳定性以及人机交互安全性，其核心技术要求包括：(1)超薄与高贴合度，尽量降低对传感层灵敏度的影响；(2)高摩擦系数与类人触感，以适应多种材质和形态的物体；(3)优异的耐磨、抗撕裂与耐疲劳性能；(4)对触觉、力觉等传感功能的潜在集成能力。从特斯拉Optimus的产品演进来看，“手套式织物包覆方案”正成为当前阶段较为理想的工程选择。该方案通过为机器人灵巧手佩戴特制织物手套，在磨损后可快速更换，显著降低维护成本，并为后续大规模部署提供可行路径。同时，织物结构本身具备较强的材料扩展性，可通过编织导电纤维、力敏材料等方式，实现触觉传感功能的集成。在Optimus 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开源证券：人形机器人轻量化催生需求 结构件与手套增量市场或超百亿元

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开源证券：人形机器人轻量化催生需求结构件与手套增量市场或超百亿元