Recently, Norwegian humanoid robotics company 1X Technologies (1X) launched its latest home robot, Neo Gamma, marking a significant step forward in home robotics technology. Unlike previous prototypes, Neo Gamma will undergo limited home testing, aiming to provide users with a more human-friendly intelligent service experience.
1X prioritized minimizing potential harm from robot-human interaction in Neo Gamma's design. Its exterior uses a novel woven nylon material, differing from the metal, carbon fiber, or PEEK materials typically used in humanoid robots. This innovation enhances safety while improving weight and wear resistance.
Image Source Note: Image generated by AI, licensed through Midjourney.
In robotics manufacturing, PA6 and PA66 nylon are increasingly preferred due to their superior performance. These materials provide the necessary strength while reducing overall weight. Market research suggests the PA66 market will reach approximately $12 billion in 2025, with automotive and electronic components being major applications. Widespread adoption of nylon in robotics could create a virtuous cycle of "volume driving technology," further propelling industry growth.
Several publicly listed companies are optimistic about PA66's prospects in the robotics market. Over ten A-share companies involved in nylon materials, including Xinhecheng, Xinghu Technology, and China Resources Materials, are actively positioning themselves to capitalize on this opportunity. For example, Xinhecheng recently announced a new nylon material project in Tianjin Nangang Industrial Zone, with a projected investment of 10 billion yuan.
Furthermore, the market's growing interest in robotics technology has led to strong performance in related stocks. Nanshan Zhishang, benefiting from the dexterous hand concept, saw its stock price surge over 86% year-to-date. However, companies face uncertainties in developing the robotics market. Seven nylon-related companies have released 2024 earnings forecasts; five, including Wote Shares, Juhesun, Huading Shares, and Xinhecheng, predict growth exceeding 100%, while Shenma Shares anticipates a decline.