On September 18, the humanoid robot sector saw renewed strength, with the dexterous hand concept performing actively, led by companies such as Changying Precision, Shuanghuan Transmission, and Julun Intelligent, which saw significant gains.
The dexterous hand, as the name suggests, is a mechanical component designed to mimic the structure and function of the human hand. It can simulate the multi-degree-of-freedom movements of human fingers and is one of the key components for robots to achieve refined and dexterous operations. Especially in the era of humanoid robots, the dexterous hand serves as an important end-of-arm tooling (EOAT) for robots, offering irreplaceable advantages in scenarios requiring multi-finger coordinated operations compared to traditional suction cups and grippers.
Although the dexterous hand evolved from standardized end-of-arm tools like vacuum suction cups and grippers used in industrial production lines, its design philosophy and functional characteristics have significantly diverged from traditional end-of-arm tools. It is based on the skeletal joint structure of the human hand and cleverly replicates human hand functions through precision transmission mechanisms, endowing robots with capabilities for fine operations comparable to humans and the ability to execute complex tasks.
In recent news, Tesla CEO Elon Musk stated at the 2025 ALL-IN Summit that the core focus of Gen3 is on the “hand and forearm,” further highlighting the strategic importance of the “hand.” Additionally, the latest video of Tesla’s Optimus robot showcases its dexterous hand evolving towards refinement and biomimicry.
From an industry perspective, the dexterous hand typically accounts for about 14%-18% of the total cost of humanoid robots. For instance, according to Morgan Stanley, the cost of the dexterous hand for Tesla’s second-generation humanoid robot, Optimus Gen2, is approximately 17.3% of the total cost.
Amid the surge in interest in humanoid robots, the dexterous hand is becoming a hotly contested area among various players.
Market research firm QYResearch indicates that the global market for multi-finger dexterous hands is expected to exceed $5 billion by 2030, with a compound annual growth rate (CAGR) of 64.6% from 2024 to 2030.
According to Open Source Securities, the dexterous hand is a key component for humanoid robots to achieve refined operations and intelligent interactions, directly related to the robot’s “brain.” The engineering effort for the Optimus dexterous hand accounts for about half of the overall development of the humanoid robot, making it a core focus in each iteration. Once the dexterous hand is optimized, it signifies that the core hardware is nearing convergence, marking the final link towards large-scale mass production of robots.
Here, Securities Star has compiled a list of some concept stocks related to robot dexterous hands. It is important to note that these related concept stocks are for investor reference only and do not constitute any investment advice.
1. Zhaowei Electromechanical: The company is a core supplier of bionic dexterous hand drive modules, featuring 17 degrees of freedom, and its products are compatible with Tesla’s Optimus.
2. Efort: The company has established Qizhi Robotics in collaboration with the National Advanced Manufacturing Industry Investment Fund, focusing on testing dexterous hand components and intelligent development of complete machines.
3. Zhongheng Group: The ROHand dexterous hand developed by its subsidiary Shanghai Aoyi Information Technology Co., Ltd. has 6 active degrees of freedom and will be showcased in conjunction with robotic arms and quadruped robots at the 2024 World Artificial Intelligence Conference.
4. Mingzhi Electric: The company leads in hollow cup motor technology, suitable for driving dexterous hand joints, with costs 30% lower than overseas competitors, serving clients like Tesla and Boston Dynamics.
5. Tuobang Co., Ltd.: The company is a core supplier of hollow cup motors, with products suitable for driving dexterous hand joints, and has provided samples for testing to multiple robotics manufacturers.
6. Jingyan Technology: The company’s MIM process parts are used for the skeleton of dexterous hands, with a capacity utilization rate of 95%.
7. Wuzhou Xinchun: The company has the capability to produce planetary roller screw assemblies, capable of mass production of micro ball screws under 4mm, with precision at the micron level, suitable for dexterous hand drive systems.
8. Green Harmonic: The company is a leader in harmonic reducers, providing high-precision, low-noise transmission solutions for dexterous hands.
9. Keli Sensor: The company develops three-dimensional force and six-dimensional torque sensors, which can enhance the tactile feedback capabilities of dexterous hands.
10. Shuanghuan Transmission: The company is a giant in the planetary roller screw industry and has entered Tesla’s supply chain.
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