灵巧手深度：机器人交互核心部件，预期差显著

Investment Rating - The report rates the industry as "Outperform" [9] Core Insights - The dexterous hand is a high-degree-of-freedom end effector that simulates human hand functions, widely used in education, research, medical, and service industries. The global market for dexterous hands is steadily growing, with a market size of $1.507 billion in 2023, expected to reach$3.035 billion by 2030, representing a CAGR of 14.5% [2][41]. Summary by Sections 1. Current Status of the Dexterous Hand Industry - The dexterous hand is a crucial component of humanoid robots, capable of flexible operations and complex tasks. It typically features multiple fingers, with the most common number being 3-5, and is designed to perform various gripping actions [22][24]. 2. Dexterous Hand Breakdown 2.1. Drive Mechanism - The main drive solutions for dexterous hands include hollow cup motors and brushless DC motors. Hollow cup motors offer high power density and quick response but have lower output torque and higher costs. Brushless DC motors are more suitable for high-load applications [3][46]. 2.2. Transmission Mechanism - The transmission methods include gear transmission, linkage transmission, and tendon transmission, each with its advantages and disadvantages. Gear transmission is precise but complex, linkage transmission is robust but bulky, and tendon transmission is flexible but less precise [3][40]. 2.3. Sensing Mechanism - The sensing system consists of intrinsic and extrinsic sensors, including joint angle sensors, force sensors, and tactile sensors. Key components include resistive, piezoelectric, and capacitive tactile sensors, which are essential for various applications [3][4]. 3. Tesla's Dexterous Hand Breakdown - Tesla's dexterous hand has completed its second generation and is set to launch a third generation. The first generation had 11 degrees of freedom, while the third generation is expected to have 22 degrees of freedom, utilizing a brushless motor and an advanced transmission system [4][41]. 4. Related Companies - Key players in the industry include Qb Robotics, SCHUNK, Shadow Robot, and Tesla internationally, and domestic companies like Yinshi Robotics and Zhaowei Electric, which are rapidly emerging [4][41].