Workflow
马斯克最想要的“一双手”,藏在南京
Sou Hu Cai Jing·2025-11-10 06:34

Core Insights - The article discusses the advancements in humanoid robotics in China, highlighting the contrast with Elon Musk's Optimus robot, which has not yet been launched due to technical challenges, particularly with its dexterous hands [3][4]. Group 1: Humanoid Robotics in China - Chinese humanoid robots have gained significant attention, showcasing capabilities from marathon running to competitive events [3]. - The dexterous hand is identified as a critical component for humanoid robots, accounting for 17% of the overall system's value and presenting substantial engineering challenges [4]. - In contrast to Musk's Optimus, which struggles with hand functionality, several Chinese companies, including Inks Intelligent Technology, have made notable progress in developing dexterous hands [4][6]. Group 2: Inks Intelligent Technology - Founded in September 2022 by a group from Nanjing University of Aeronautics and Astronautics, Inks focuses on robotic joint modules, recognizing the importance of joints in robotic movement [7]. - Inks launched an open-source robot platform in January 2024, leading to a cumulative shipment of 10,000 robots and annual revenue reaching 30 million yuan [7]. - In April 2025, over half of the robots participating in the world's first humanoid robot half marathon used Inks' joint modules, with the winning teams' robots entirely equipped with Inks products [6][9]. Group 3: Technological Innovations - Inks' EC-DexHand-5F, released in April 2025, features 20 degrees of freedom, weighs only 0.85 kg, and is designed to be compact and efficient, differing from traditional designs by using a direct drive mechanism [9][11]. - The company aims to create a complete hardware ecosystem rather than just being a supplier of joint modules, indicating a broader vision for future growth [9]. Group 4: Industry Environment and Support - Nanjing's Jiangning District has been instrumental in fostering a supportive environment for tech startups, providing resources and infrastructure that facilitate rapid development and innovation [25][29]. - The district has seen significant economic growth, with a GDP surpassing 315 billion yuan in 2024, and has been recognized as one of China's top industrial districts [25]. - Local policies and initiatives, such as the "Entrepreneur Jiangsu" technology entrepreneurship competition, have provided platforms for exposure and investment opportunities for companies like Inks and Daoda [29].