国泰海通：人形机器人全身自主控制实现突破 重点关注机器人核心零部件供应商

Core Insights - Figure's Helix 02 represents a significant technological breakthrough, transitioning humanoid robots from demonstration to practical application, with a focus on a single neural control system that addresses the industry's challenges in mobility and operation integration [1][3] Group 1: Event Overview - On January 27, Figure officially launched its new AI model Helix 02, which marks a key advancement in the full-body autonomous control capabilities of humanoid robots compared to its predecessor, Helix [1] Group 2: Practical Applications - Helix 02 has demonstrated its ability to perform 61 continuous actions autonomously, such as loading and unloading a dishwasher, indicating its potential for real-world applications in home services and restaurant kitchens [2] - The robot can execute complex tasks like opening bottle caps and sorting items in cluttered environments, showcasing its capabilities beyond pure visual control and providing possibilities for future applications in medical assistance and precision manufacturing [2] Group 3: Technological Advancements - Helix 02 introduces a "three-level collaborative" integrated control architecture, utilizing a new SYSTEM 0 that operates at a frequency of 1kHz to manage full-body balance and coordination [3] - The model employs over 1,000 hours of human motion data and 200,000 parallel simulation environments for reinforcement learning, replacing millions of lines of manual code with a single neural network for natural human-like movement [3] - SYSTEM 1 enhances the visual motion strategy by integrating high-sensitivity tactile sensors and multi-dimensional cameras, creating an end-to-end control link from pixel to joint, capable of both millimeter-level precision and room-scale mobility [3] - SYSTEM 2 upgrades semantic reasoning capabilities, allowing the robot to interpret complex long-term commands without intervention in the underlying movements, addressing the industry's core pain points of mobility and operation interdependence [3]