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机械设备行业定期报告:Figure机器人Helix模型表现惊艳,1X展示家庭设计人形机器人
Huafu Securities·2025-02-23 06:57

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [16]. Core Insights - Figure Robotics has showcased its latest humanoid robots capable of collaborating to complete tasks, demonstrating advanced capabilities in object recognition and manipulation without prior training [4][5]. - The Helix model utilized by Figure Robotics operates on a dual-system architecture, enabling the robots to perform complex tasks with high precision and adaptability [5]. - 1X has introduced the NEO Gamma home robot, which has undergone extensive testing in real household environments, showcasing its ability to perform various domestic chores effectively [6]. Summary by Sections Figure Robotics - The latest video from Figure Robotics highlights two humanoid robots working together to grasp objects based on verbal commands, showcasing their ability to recognize and manipulate household items [4]. - The Helix model allows these robots to operate without pre-programming, using a single neural network to learn all behaviors, thus enabling them to reason and handle a wide range of household items [5]. 1X Robotics - 1X has released the NEO Gamma home robot, which has been tested in employee homes for various household tasks, emphasizing its reliability and advanced hardware improvements [6]. - The NEO Gamma robot is designed for tasks such as organizing, deep cleaning, and home management, featuring soft, flexible materials for safe interaction [6].