近日，有市场传闻称大业股份已推出用于人形机器人的腱绳产品，并可能已进入批量生产阶段。对此，公司于2024年6月发布澄清公告明确表示，其机器人腱绳产品目前仍处于研发和小批量试制阶段，尚未实现规模化量产，也未形成相关销售收入。大业股份主营业务为胎圈钢丝、胶管钢丝等金属制品，近年来积极探索新材料在高端制造领域的应用，包括机器人关键零部件。腱绳作为仿生机器人中模拟肌腱功能的重要组件，对材料强度、柔韧性和耐疲劳性要求极高。公司虽具备一定的高强钢丝技术积累，但要满足人形机器人商业化所需的性能标准和成本控制，仍需进一步技术验证与客户适配。因此，投资者应理性看待相关概念炒作，关注公司后续在该领域的实质性进展。
Recently, market rumors suggested that Daye Co., Ltd. has launched tendon cable products for humanoid robots and may have already entered mass production. In response, the company issued a clarification announcement in June 2024, explicitly stating that its robot tendon cables are still in the research and development and small-batch trial production phase, with no large-scale commercial manufacturing or related revenue generated to date. Daye’s core business focuses on metal products such as bead wires and hose wires. In recent years, the company has been actively exploring applications of advanced materials in high-end manufacturing, including critical components for robotics. Tendon cables—key elements that mimic biological tendons in humanoid robots—demand extremely high standards in tensile strength, flexibility, and fatigue resistance. Although Daye possesses relevant expertise in high-strength steel wire technology, meeting the performance and cost requirements for commercial humanoid robots will require further technical validation and customer integration. Investors are advised to approach related market speculation rationally and monitor the company’s tangible progress in this emerging field.
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