Figure 03发布，这些上市公司相关

Core Insights - Figure, a leading company in humanoid robotics, announced the launch of Figure 03, designed for the Helix system and home environments, as well as large-scale real-world applications [1] Product Innovations - Figure 03 features a new generation perception and hand system specifically designed for the Helix model, which is a proprietary visual-language-action (VLA) large model [3] - The upgraded visual system has doubled the frame rate, reduced latency to one-fourth, and increased the field of view by 60%, enabling better navigation and operation in complex environments [3] - Each hand of Figure 03 is equipped with wide-angle low-latency cameras for close-range visual feedback during object manipulation [4] - The hand design has improved compliance and tactile feedback, allowing for stable grasping of various shapes and sizes of objects [4] Design Improvements - The body of Figure 03 has a multi-density foam anti-pinch design and is covered with flexible fabric instead of hard metal, reducing weight by 9% compared to Figure 02 [4] - The flexible outer layer is fully washable and can be changed without tools, allowing users to customize the robot's appearance [4] - Figure 03 supports wireless inductive charging and data transmission, with a built-in charging coil that allows for 2kW inductive charging when placed on a charging dock [4] Manufacturing and Supply Chain - Figure has redesigned nearly all components to reduce the number of parts and assembly steps, significantly lowering manufacturing costs [5] - The company has established a complete supply chain system, vertically integrating the design and manufacturing of key modules while collaborating with global suppliers for other components [5] - The BotQ factory is dedicated to the mass production of humanoid robots, with an initial production line capable of producing up to 12,000 units annually and a goal of 100,000 units over the next four years [5] Market Potential - While Figure 03 is primarily focused on home applications, the company emphasizes its potential in commercial markets due to enhanced performance and capabilities [5] - The upgraded drive performance, speed, and torque density enable faster completion of handling and operational tasks in commercial settings [5] Industry Developments - In the A-share market, Changying Precision has expressed its support for Figure by providing components for humanoid robots, indicating optimism for lightweight and safe AI humanoid robots in homes [6] - Hongrun Construction has invested in Matrix Superintelligence, which has developed the Matrix-1 humanoid robot, aiming to compete with Figure [6]