Lucky Harvest(SZ:002965) Quan Jing Wang·2025-09-17 12:05Core Viewpoint - Xiangxin Technology (002965.SZ) is focusing on humanoid robots as a core strategic direction, emphasizing the development of intelligent strategies and components for industrial applications [1] Group 1: Product Development - The company has successfully developed two generations of dexterous hands, achieving a balance in demand, efficiency, quality, cost, and lifespan for industrial applications [1] - The first generation LH-H01 series dexterous hand utilizes a bionic structure and intelligent algorithms, featuring 15 degrees of freedom and 20 motion joints, enabling it to replicate human hand movements [2] - The second generation dexterous hand has been designed to be lighter, smaller, and more cost-effective, with a weight reduction of 17% to 725g while enhancing static load capacity [4] Group 2: Technological Advancements - The first generation's core competitive advantage lies in its self-developed force-position hybrid control algorithm, allowing for adaptive and safe grasping of various objects without relying on tactile sensors [2] - The second generation features 16 tactile sensor modules and a precision of ±0.09mm for fingertip positioning, upgrading from "blind control" to "perception closed-loop" [5] - The second generation has undergone extensive testing, achieving a lifespan improvement of over three times compared to the first generation [4] Group 3: Market Application - The first generation dexterous hand has been successfully applied in welding production lines, enhancing product quality and operational efficiency [3] - The second generation is designed to meet the actual needs of production lines, capable of handling diverse and irregular components, thus facilitating flexible production scenarios [5] Group 4: Strategic Vision - Xiangxin Technology's product iterations reflect a clear evolution in dexterous hand technology, transitioning from basic functionality to stability and long-term usability [7] - The company is pursuing a dual strategy of internal research and external investments, collaborating with institutions like the Guangdong Academy of Sciences to enhance its humanoid robot ecosystem [7]