SIASUN(SZ:300024) 智通财经网·2025-03-19 06:42Core Insights - Figure, a US humanoid robotics company, is developing a new high-output manufacturing facility named BotQ, aiming to accelerate the commercialization of humanoid robots in various sectors such as industrial and logistics [1][4] - The factory's first production line is expected to have an annual capacity of 12,000 humanoid robots, with plans to expand to 100,000 units within four years, showcasing Figure's ambition in the humanoid robotics field [1][4] - The company aims to achieve a closed-loop manufacturing model through "robots making robots," which will enhance automation and reduce reliance on human labor [1][4] Industry Developments - Figure is adopting a vertical integration manufacturing model, controlling all key production stages from raw material procurement to final assembly, ensuring high quality and efficiency [2] - Advanced software platforms, including MES, PLM, ERP, and WMS, will be implemented to digitize and intelligently manage production processes, improving efficiency and resource utilization [2] - The internal AI software Helix will directly control robots on the production line, reducing dependence on traditional conveyor systems, which is crucial for scaling home robots [2] Product Transition - Figure plans to transition from the prototype humanoid robot Figure02 to the production-ready Figure03, designed for mass production and cost-effectiveness [3] - The design simplification aims to reduce the number of components and streamline the assembly process, shifting from costly CNC machining to more efficient manufacturing techniques like injection molding and stamping [3] Manufacturing Capability - The establishment of the BotQ humanoid robot factory signifies a significant advancement in scalable manufacturing capabilities within the humanoid robotics sector [4] - With a focus on high-efficiency production systems, continuous technological innovation, and highly automated processes, Figure is accelerating the application of humanoid robots across various industries [4] - The ongoing development of the BotQ factory is expected to facilitate the rapid realization of humanoid robots in multiple industry applications, driving the intelligent transformation of modern production and lifestyle [4]