Makampani opanga maloboti a humanoid akuyenda kuchokera ku labotale kupita m'masiku oyambilira kupanga zinthu zambiri, ndipo kupita patsogolo kwamitundu yayikulu ndi mawonekedwe akukonzanso zomwe zikufunika zachitsulo. Kuwerengera kwa Tesla Optimus kukamayenderana ndi kupita patsogolo kwaukadaulo kwa opanga nyumba, mtengo wamtengo wapatali wazitsulo zoyambira monga aluminiyamu ndi mkuwa m'mawonekedwe opepuka komanso okwera kwambiri umagulidwanso pamtengo, ndipo kusintha kwachitsulo koyendetsedwa ndi AI kwayamba mwakachetechete.
Kupita patsogolo kwaukadaulo, kukweza kwazinthu zothandizira
Zofunikira zakuthupi zamaloboti a humanoid zikutsegula malo ogwiritsira ntchito apamwamba kwambiri a aluminiyamu ndi mkuwa. Kutengera chitsanzo cha Tesla Optimus, cholumikizira chake chophatikizana chimagwiritsa ntchito ukadaulo wa aluminiyamu wophatikizira wakufa, womwe umachepetsa kulemera ndi 40% poyerekeza ndi zida zachikhalidwe zachitsulo, ndikuwongolera magwiridwe antchito pogwiritsa ntchito zida zamkuwa. Chitsanzo choyenda cha "Dragon Leap" chomwe chinatulutsidwa ndi Guodi Center chimafuna kuti maloboti azitha kusuntha molunjika kwambiri mkati mwa masekondi a 0.1, zomwe zimalimbikitsa kukweza kwa zida zochepetsera za harmonic ku titaniyamu aluminium alloy, ndipo kugwiritsa ntchito aluminiyumu ya robot imodzi kumaposa 8kg. Mlandu wa Zhuhai Guanyu wolowa mu SAIC Volkswagen supply chain ukuwonetsa kuti kufunikira kwa zipolopolo za aluminiyamu ya 12V lifiyamu kwakwera, ndikukankhira mtengo wa aluminiyumu ya batri mpaka 25%, kuwonjezeka kwa 12 peresenti poyerekeza ndi magalimoto amtundu wamafuta.
Scenario landing reconstruction amafuna curve
Kufunika kolimba kwa zochitika zachipatala ndikutsegula njira yachiwiri yakukula. Malinga ndi kubwerezabwereza kuchokera ku Amazon Logistics robot Kiva, chogulitsa cham'badwo wachitatu chokhala ndi magnesium aluminium alloy chimango chimatha kuwonjezera kuchuluka kwake mpaka 300kg, kukulitsa kuchuluka kwake ndi 20%, ndikugwiritsa ntchito mpaka 18kg ya aluminiyamu pagawo lililonse. Pankhani ya maloboti a exoskeleton azachipatala, dongosolo la Cyberdyne's HAL ku Japan limagwiritsa ntchito zida zophatikizika ndi kaboni fiber yopangidwa ndi aluminiyamu kuti iwonjezere kuyendetsa bwino kwagalimoto mpaka 92%, ndikuyendetsa chiwonjezeko chapachaka cha 35% pamsika wa aluminiyumu wazachipatala. Chochititsa chidwi kwambiri ndi kuphulika kwa zida zamkuwa m'ma track ang'onoang'ono monga agalu a robotic ndi manja anzeru. Dzanja laukadaulo la Boston Dynamics Atlas limagwiritsa ntchito mitolo yamawaya amkuwa, yokhala ndi chiwongolero chimodzi chamagetsi mpaka 120A/mm ², yomwe ndi yokwera katatu kuposa njira zachikhalidwe.
Investment Logic pansi pa Supply Chain Restructuring
Mabizinesi opangira ma aluminium akufulumizitsa kusintha kwawo kuti apange molondola. Ntchito yatsopano yamagetsi yama aluminium yamagetsi yomwe idayika yuan biliyoni 1.2 ndi Mingtai Aluminium Viwanda yakhazikitsidwa. Roboti yake yeniyeniZithunzi za 6061-T6zakuthupi zimakhala ndi mphamvu zolimba za 310MPa ndi zokolola zopitirira 98%. Tongling Nonferrous adapambana kudzera muukadaulo wa 800V high-voltage cable, kuchepetsa kutayika kwa mkuwa kwa ma windings a robot motor mpaka 0.5%. Chogulitsacho chalowa mumayendedwe a Ubiquitous. Malinga ndi deta yachiwiri yamsika, PE (TTM) ya gawo la A-share aluminium processing sector yachira kuchokera ku 25 kufika ku 32, ndipo ndondomeko ya ndondomeko ya kampani yopanga zojambula zamkuwa ya Nord Group yawonjezeredwa mpaka miyezi isanu ndi umodzi, kutsimikizira kusintha kwa zofuna.
Mwayi wobwezera mochulukira muukadaulo waukadaulo
The synergistic luso la opepuka ndi conductivity wapereka mwayi kwa zipangizo zatsopano. Roboti ya Tesla humanoid imagwiritsa ntchito graphene yolimbikitsidwa ndi aluminiyumu yopangidwa ndi zinthu zophatikizika, zomwe zimachepetsedwa mpaka 2.6g/cm ³ ndipo kutenthetsa kwamafuta kumawonjezeka mpaka 210W / m · K. Ngati njira yaukadaulo iyi ikayikidwa mukupanga kwakukulu, kugwiritsa ntchito aluminiyumu ya loboti imodzi kudzachepetsedwanso ndi 15%. Waya wamkuwa wa nanocrystalline wopangidwa ndi mtsogoleri wokonza mkuwa Hailiang Co., Ltd. ali ndi resistivity yochepetsedwa mpaka 1.2 μ Ω · masentimita ndipo yagwiritsidwa ntchito ku encoder yophatikizana ya robot ya Yushu Technology H1, ndi kuchepetsa mtengo wa 28% poyerekeza ndi njira zachikhalidwe. Kupita patsogolo kwaukadaulo uku ndikulembanso dongosolo lowerengera zazitsulo.
Chenjezo Lachiwopsezo ndi Malingaliro Oyenera
M'kanthawi kochepa, tiyenera kukhala tcheru za kuopsa kwa kusintha kwa njira zamakono, monga Tesla kusuntha ku magnesium alloy die-casting, zomwe zingakhudze kufunika kwa aluminiyamu. Ndi bwino kuganizira mizere iwiri ikuluikulu: choyamba, atsogoleri a aluminiyamu processing ndi zotchinga luso (monga Asia Pacific Technology ndi Nanshan Aluminiyamu Makampani), ndipo chachiwiri, mabizinesi amkuwa zinthu kulowa loboti kotunga (monga Jiangxi Copper Makampani ndi Jingda Co., Ltd.). Pakatikati mpaka nthawi yayitali, ngati maloboti a humanoid akwaniritsa kupanga mamiliyoni a mayunitsi, izi zipangitsa kuti kufunikira kwa aluminiyamu kopitilira matani 2 miliyoni ndi kufunikira kwa mkuwa kwa matani opitilira 500000, zofanana ndi kupanga msika watsopano wa zida zamagalimoto atsopano amphamvu.
Kutsiliza: Kukhazikitsa Gawo la Material Revolution mu Kusintha
Pamene AI imapatsa maloboti ndi nzeru za "humanoid", zida zachitsulo zikusintha kuchokera ku "thandizo la zomangamanga" kupita ku "zonyamula zogwira ntchito". Pachitukuko cha mafakitale chomwe chimayendetsedwa ndiukadaulo, malo opangira zitsulo zoyambira monga aluminiyamu ndi mkuwa afotokozedwanso. Mabizinesi otsogola omwe amadutsa zotchinga zaukadaulo ndikulumikizana ndi zochitika zazikulu pamapeto pake adzagawana keke yayikulu kwambiri pamakampani opanga ma robotic a madola thililiyoni.
Nthawi yotumiza: Jun-05-2025