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The analysis report from CITIC Securities believes that according to the patent search system of the National Intellectual Property Administration, the invention patent "Dexterous Hand Finger, Dexterous Hand and Robot" of Shanghai Zhiyuan Xinchuang Technology Co., Ltd., which was publicly disclosed on August 1, 2025, states that the three degrees of freedom of the dexterous hand finger are all driven by tendon ropes, with the tendon rope passing through the tube divided into inner and outer tubes. Combining the analysis of publicly available information, the report predicts that mainstream humanoid robot manufacturers both domestically and internationally, including Tesla, will adopt tendon rope tube designs. It is estimated that the global market size of tendon rope tubes for humanoid robots will reach 10.2 billion yuan by 2030. The report believes that the market currently does not place enough importance on tendon rope tubes, and sees potential in companies that are currently or may in the future focus on tendon rope tubes.
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