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仙子被屈辱打开玉腿沦陷|实现建筑工程的高效打桩解决方案
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仙子被屈辱打开玉腿沦陷|实现建筑工程的高效打桩解决方案

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呼伦贝尔市(扎赉诺尔区、额尔古纳市、扎兰屯市、鄂温克族自治旗、鄂伦春自治旗、莫力达瓦达斡尔族自治旗、牙克石市、阿荣旗、陈巴尔虎旗、海拉尔区、根河市、新巴尔虎右旗、满洲里市、新巴尔虎左旗)

  人形机器人正加速迈向产业化临界点。4月16日,在第三十七届中国国际塑料橡胶工业展览会上,金发科技股份有限公司(以下简称“金发科技”)现场展示应用了高性能工程材料PEEK(聚醚醚酮)、PA66(聚己二酰己二胺)、LCP(液晶高分子聚合物)的机器人产品,吸引了众多观展者驻足观看。

  “机器人产品的关节能够实现灵活转动,得益于金发科技自主研发的高性能工程材料,这种材料具有耐磨、耐热、阻燃、耐腐蚀、自润滑等特性,且相较于金属具有明显的减重效果。”金发科技营销副总经理关勋宁在接受《证券日报》记者采访时表示,“作为化工新材料龙头企业,金发科技牢牢把握具身智能产业对各类高性能新材料提出的新需求,与赛道头部企业共同研发,推动具身智能轻量化发展。”

  前瞻性布局PEEK材料

  PEEK被誉为“站在金字塔顶端”的新材料,其生产具有较高的壁垒,技术难度大、资金投入高、验证周期长,过去这一高端产品市场长期被海外头部企业占据。金发科技是国内少数掌握PEEK聚合技术、并实现改性PEEK量产的企业之一。

  关勋宁向《证券日报》记者讲述了金发科技研发PEEK材料的历程。早在2013年,金发科技就启动了对PEEK的研究。PEEK作为一种特种工程塑料,当时市场需求主要来自航空航天、医疗器械等领域。此后长达10多年的时间里,金发科技一路攻坚克难,从未中断过这项研究。从实验室到改性材料产业化量产,要克服重重困难。随着国家政策的支持和下游应用领域的不断扩大,公司团队在一个个关键环节逐步取得突破,抓住黄金时期实现规模化量产,产品获得市场认可。

  “目前,包括人形机器人在内的具身智能产业加速发展,引爆市场对PEEK材料的需求。PEEK材料在这些中高端领域有望逐步替代金属材料。”关勋宁表示。

  金发科技高度重视研发投入。数据显示,公司2022年研发费用为14.54亿元,2023年为19.73亿元,2024年前三季度为16.01亿元。

  随着PEEK材料市场需求的不断增长和应用领域的拓宽,金发科技的研究还在继续深入。一方面,公司研发团队不断改进PEEK改性材料的配方工艺,以满足更高的性能要求;另一方面,加强与国内外科研机构、人形机器人头部企业的合作,推动PEEK材料的创新和应用。

  PEEK材料不仅被应用于具身智能产品之中,成为价值量较高的关键材料之一,而且有望延伸应用到低空经济、智能驾驶等领域。“随着规模化应用,PEEK综合成本将持续下降,市场接受度也将提高,未来前景广阔。”关勋宁说。

  担当产业发展“推手”

  具身智能产业发展带来的高性能新材料需求,远不止PEEK材料。比如,人形机器人完成高难度空翻,其轻盈灵动动作的背后,有着金发科技自主研发的改性聚酰胺材料为支撑。再比如,机器人在极寒、高湿、强腐蚀等特殊环境工作,则需要金发科技自主研发的碳纤维增强半芳香聚酰胺材料。

  “高性能新材料的应用无处不在。人形机器人内部的通讯模块连接器,可采用公司液晶高分子聚合物产品,该产品的特点是具有优异的介电性能;视觉传感器,可采用公司的环烯烃聚合物产品,该产品具有高透光性。此外,面罩、胸腔、关节、灵巧手皮肤、雷达外壳、存储器、电池组外壳、执行器齿轮等,都可应用公司不同类别的高端材料。”金发科技营销总经理助理洪先军向《证券日报》记者表示。

  作为全球化工新材料产品种类最为齐全的企业之一,金发科技在本轮具身智能产业起步期,担当产业发展的“推手”,积极与行业头部企业深度合作,将新材料开发节点前移至机器人的设计阶段,推动具身智能轻量化发展,加速商业化落地进程。

  今年,“具身智能”首次被写入《政府工作报告》,成为未来产业的重要组成部分。根据灼识咨询报告,按销售收入计,全球机器人行业的市场规模在2028年将达9600亿元,2023年至2028年的复合年增长率为16.4%。

  “具身智能规模化商用渐行渐近,政策红利与技术进步将加速其渗透至工业与消费领域。”众和昆仑(北京)资产管理有限公司董事长柏文喜在接受《证券日报》记者采访时表示。

  “经过32年的发展,金发科技已经成为全球规模最大、产品种类最为齐全的改性塑料生产企业。未来,金发科技将聚焦新技术突破,继续加快推进新型长碳链聚酰胺、聚酰胺弹性体、生物基液晶高分子聚合物、环烯烃聚合物等材料的研发与产业化,并深化在新能源汽车、高频通讯、具身智能、低空经济、健康生活等领域的应用,助力新兴产业链快速发展。”洪先军表示。

  (文章来源:证券日报)

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