机械设备行业点评报告：动作捕捉：人形机器人数据采集利器

Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry [1]. Core Insights - The key issue to be addressed before mass production of humanoid robots is obtaining high-quality data at low costs [4][14]. - Motion capture is currently the most mainstream data collection method for humanoid robots, offering high precision and comprehensive data collection capabilities [22][97]. - The core of motion capture systems consists of datasets, sensors (high-precision IMU), and algorithm libraries [43]. Summary by Sections Data Collection Challenges - High-quality human motion training data is crucial for enhancing the flexibility and coordination of humanoid robots, which require vast amounts of 3D data for training [13][28]. - The development of low-cost, high-quality data collection methods is essential for the advancement of humanoid robots [14][97]. Motion Capture Technology - Motion capture technology is categorized into optical and inertial methods, with inertial motion capture being more suitable for humanoid robots due to its ability to detect balance and disturbances [18][22]. - The market for motion capture was valued at 5.8 billion yuan in 2022, with potential growth driven by humanoid robots [40][42]. Beneficiary Companies - Companies likely to benefit from advancements in motion capture technology include: 1. Motion Capture Systems: Aofei Entertainment, Jiechengtong, Lingyun Technology, Liard, Tianyu Data Science [23][98]. 2. IMU Providers: Xindong Lianhe, Minxin Co., Suzhou Solid State [23][98]. Industry Development - Major players like Tesla and Zhiyuan are actively investing in data collection for humanoid robots, supported by domestic policies [35][97]. - The establishment of data collection bases, such as the one by the National and Local Joint Innovation Center for Humanoid Robots, aims to create extensive datasets for training [16][32].