Recently, Norwegian humanoid robot company 1X Technologies (1X) released its latest home robot, Neo Gamma, marking an important step in home robot technology. Unlike previous prototypes, Neo Gamma will conduct limited home testing, aiming to give users a more user-friendly smart service. This release not only demonstrates 1X's innovation in robotics technology, but also provides new possibilities for the future development of smart homes.
1X Company designed the Neo Gamma with special emphasis on reducing the damage that robots may cause when they come into contact with humans. Its shell is made of new woven nylon, which is different from the metal, carbon fiber or PEEK materials used by traditional humanoid robots. This innovation not only improves the safety of the robot, but also makes it outstanding in weight and wear resistance. The application of this material makes Neo Gamma more flexible and durable in a home environment, and can better adapt to various home needs.
In the field of robot manufacturing, PA6 and PA66 nylon materials have gradually become the first choice due to their superior performance. These two nylon materials not only provide the robot with the required strength, but also effectively reduce the overall weight. According to market research, the market size of PA66 is expected to reach about US$12 billion in 2025, with automotive parts and electronic components being the main application areas. If nylon materials are more widely used in the robot industry, a virtuous cycle of "promoting technology through quantity" will be formed, further promoting industry development. This trend will not only improve the performance of robots, but will also drive the advancement of related material technology.
In terms of the capital market, many listed companies have expressed optimism about the prospects of PA66 in the robot market. In the A-share market, there are more than a dozen related companies involving nylon materials, including Xinhecheng, Xinghu Technology and China Resources Materials. These companies are actively making arrangements to gain a share of the opportunity of new materials being applied to the robotics industry. For example, Xinhecheng recently announced that it will invest in the construction of a nylon new material project in Tianjin Nangang Industrial Zone, with a total investment expected to reach 10 billion yuan. This investment not only shows the company's confidence in the future market, but also provides a solid material foundation for the development of the robot industry.
In addition, with the market's continuous pursuit of robotics technology, the performance of related stocks is also quite impressive. Nanshan Zhishang benefited from the concept of dexterity and its stock price rose by more than 86% this year. However, companies also face some uncertainties when developing the robot application market. At present, seven nylon-related companies have released their performance forecasts for 2024. Five companies including Watt Co., Ltd., Juheshun, Huading Co., Ltd., and Xinhecheng have predicted performance growth of more than 100%, while Shenma Co., Ltd. has expected performance reductions. These data reflect the market's high expectations for robotics technology, and also reminds companies to be cautious in responding to market changes while developing rapidly.