【国金证券：人形机器人开启量产元年 材料端迎来机遇】金十数据2月27日讯，国金证券研报表示，随着人形机器人迎来量产元年，上游核心化工新材料也将从中持续受益。从人形机器人的结构组成来看，“大脑”和“小脑”涉及到的相关材料为AI材料，“肢体”部分需要应用化工新材料实现轻量化和“感知”功能。从应用方向分类，助力机器人实现轻量化的材料主要为高端工程塑料和碳纤维，其中高端工程塑料包含聚醚醚酮（PEEK）、聚酰胺（PA）、聚苯硫醚（PPS）、液晶聚合物（LCP）、热塑性弹性体（TPE）和超高分子量聚乙烯（UHMW-PE）等；帮助机器人实现感知交互能力的电子皮肤涉及到的主要材料为柔性传感器和基底材料，其中运用最广泛的两种柔性基底材料为聚二甲基硅氧烷（PDMS）和聚酰亚胺(PI)薄膜。
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