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机械设备:首个异构人形机器人训练场启用,灵心巧手发布灵巧手钛金版
Huafu Securities·2025-01-26 04:00

Investment Rating - The industry rating is "Outperform the Market" [7][15] Core Insights - The first heterogeneous humanoid robot training ground has been established in Shanghai, covering an area of over 5,000 square meters and deploying over 100 humanoid robots in its initial phase, which will facilitate breakthroughs in humanoid robot technology and its application [3] - Linkerbot has launched its first-generation Linker Hand Titanium Edition, with prices set at 19,999 yuan and 49,999 yuan for models T10 and T20 respectively. The product features a modular design that enhances speed and flexibility while reducing maintenance costs [4] - Tesla's Optimus robot is expected to release a new generation, with advancements in tactile sensor integration and fine control through tendons, indicating potential growth areas in the industry [5] Summary by Sections Humanoid Robot Training Ground - The establishment of the first heterogeneous humanoid robot training ground in Shanghai aims to support technological advancements and applications in humanoid robotics, with major companies already participating [3] Linker Hand Titanium Edition - The Linker Hand Titanium Edition features a modular design, high degrees of freedom, and advanced sensory systems, allowing for precise grasping operations and enhanced interaction with objects [4] Future Developments - The upcoming generation of Tesla's Optimus robot is anticipated to include improved tactile sensors and control mechanisms, which could represent significant growth opportunities in the robotics sector [5]