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人形机器人行业观点更新:FIGURE机器人产业端催化不断 持续关注FIGURE机器人产业链

Group 1 - Figure is making significant strides in the humanoid robot sector, with the launch of its first humanoid robot, Figure 01, in October 2023, capable of performing simple tasks and learning through human demonstration [1] - The company completed a $675 million Series B funding round in February 2024, with investors including Microsoft, Intel, OpenAI Startup Fund, Amazon Industrial Innovation Fund, and Nvidia, and announced a partnership with OpenAI to develop a specialized AI model for its humanoid robots [1][2] - The second-generation humanoid robot, Figure 02, was launched in August 2024, featuring a complete redesign with an exoskeleton structure for improved reliability and compactness [1] Group 2 - Figure's valuation surged to $2.6 billion following its Series B funding round in February 2024, with significant investments from major tech companies and venture capitalists [4] - The company is in discussions for a Series C funding round in April 2025, aiming for a valuation of $40 billion (approximately 290 billion) to raise between $1 billion and $2 billion [5] Group 3 - Brett Adcock, the founder of Figure, has a successful entrepreneurial background, having previously founded and exited two companies, which may contribute to Figure's potential success in the humanoid robot market [6]