---
title: "Fangzheng Securities: Lightweighting is an important industrial trend for humanoid robots, and materials such as magnesium alloy and PEEK may see an increase in penetration rate"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/239231325.md"
description: "The research report from Founder Securities points out that lightweighting is an important trend in the humanoid robot industry, which can enhance endurance, performance, and lifespan. With the support of policies and capital, the humanoid robot industry is expected to accelerate its development and achieve a commercial closed loop. Mainstream manufacturers like Tesla are gradually reducing weight in product iterations, with Tesla's Optimus Gen2 being 10kg lighter than Gen1 and walking speed increased by 30%. Lightweight materials such as aluminum, magnesium, and PEEK will be widely used in various components of robots"
datetime: "2025-05-08T01:27:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/239231325.md)
  - [en](https://longbridge.com/en/news/239231325.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/239231325.md)
generator: "portal-rs"
---

# Fangzheng Securities: Lightweighting is an important industrial trend for humanoid robots, and materials such as magnesium alloy and PEEK may see an increase in penetration rate

Fangzheng Securities research report believes that lightweight design will help humanoid robots optimize and enhance various aspects such as endurance, performance, and lifespan, which is an inevitable trend. With support from policies and capital, the humanoid robot industry is accelerating and is expected to achieve a commercial closed loop in the near future. Mainstream robot manufacturers such as Tesla, UBTECH, and Yushu have all shown varying degrees of weight reduction and lightweight trends during their iteration processes. Tesla will launch Optimus Gen2 in December 2023, which, compared to Gen1, has changes in sensors and other aspects, including a weight reduction of 10 kg and a 30% increase in walking speed. The lightweight materials available for robots include aluminum, magnesium, PEEK, carbon fiber materials, etc., which may be widely used in areas such as robot body shells, joint housings, gears, bearings, and reducer/motor components

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**