人形机器人“好用”的关键：特斯拉Optimus22自由度灵巧手方案解析

Investment Rating - The report maintains a recommendation for investment in the humanoid robot sector, specifically focusing on Tesla's Optimus project [2]. Core Insights - The demand for dexterous hands arises from flexible manufacturing, with humanoid robots being the most aligned with human daily production and life needs. The integration of machine learning and brain-like intelligence will enhance the smart capabilities of humanoid robots, making dexterous hands a key component for improving flexible operational capabilities [3][16]. Summary by Sections 1. Dexterous Hands as Key End Effectors - Dexterous hands are complex end effectors crucial for robot performance, significantly impacting flexibility and usability. They differ from traditional industrial robotic hands, which are designed for specific tasks and lack flexibility and precision [14][15]. - The evolution of dexterous hands is driven by the need for flexible manufacturing, allowing for small-batch production and adaptability to environmental changes [16]. 2. Key Changes in Tesla's Next-Generation Dexterous Hand - Tesla's next-generation dexterous hand will feature three major changes aimed at increasing the value of lead screws, including the transition to external drive systems, the replacement of worm gears with lead screws, and the use of tendons instead of torsion springs [55][57]. - The new design will enhance precision, load capacity, and operational efficiency, with the current Optimus dexterous hand achieving 22 degrees of freedom, comparable to human hands [51][58]. 3. Key Components of Dexterous Hands - The most valuable components of dexterous hands include lead screws, motors, and reducers. Recommended companies for investment in these components are listed, including Shuanglin Co., Best, and Beite Technology for lead screws, and Mingzhi Electric and Zhaowei Electromechanical for motors and reducers [8][9]. - Hollow cup motors are highlighted for their energy-saving and responsive control characteristics, making them suitable for high-performance applications like robotics [61][62].