人形机器人商业化落地可期

Core Insights - Shanghai's Economic and Information Technology Commission has issued the "Action Plan for High-Quality Development of the Intelligent Terminal Industry (2026-2027)", emphasizing the enhancement of robotic terminal capabilities and the development of humanoid robots with emotional and cognitive skills [1] - The humanoid robot industry is entering a phase of rapid commercialization, with significant advancements in technology and increased participation from both domestic and international players [1][2] - The recent launch of Figure03 by FigureAI marks a significant step towards general intelligence in robotics, featuring upgraded perception systems and dexterous hands, indicating a shift towards mass production capabilities [2] Group 1 - The action plan aims to support the research and mass production of humanoid robots, focusing on core components like edge chips, dexterous hands, and batteries [1] - The emergence of AI companies like DeepSeek is driving the development of general-purpose humanoid models, leading to a diverse and competitive landscape in the humanoid robot industry [1] - The commercial viability of humanoid robots is becoming increasingly evident, with industrial applications gaining traction both domestically and internationally [1] Group 2 - FigureAI's Figure03 can autonomously handle household tasks such as laundry, cleaning, and dishwashing, showcasing advancements in sensory systems and dexterous manipulation [2] - The production capacity for Figure03 is projected to reach 10,000 units annually within four years, indicating a robust manufacturing strategy that moves away from CNC processing to more efficient methods [2] - The humanoid robot industry is expected to officially enter commercialization by 2026, with a focus on identifying high-quality companies within the supply chain for long-term investment opportunities [2]