机器人行业周报：Figure发布具身智能模型Helix，助力机器人家用场景落地

Investment Rating - The report maintains an "Outperform" rating for the robotics industry, indicating expected returns above the market average over the next six months [1]. Core Insights - The robotics index outperformed the market during the week of February 17 to February 23, with the CSI Robotics Index rising by 12.8%, surpassing the Shanghai Composite Index by 11.8 percentage points [5][10]. - Significant advancements in humanoid robotics were noted, including the launch of the Helix AI system by Figure AI, which enhances robots' ability to recognize and interact with previously unseen household items [12][13]. - The introduction of the Neo Gamma humanoid robot by 1X aims to facilitate household tasks, showcasing improvements in hardware reliability and noise reduction [14]. - Ant Group's recruitment for humanoid robotics positions signals a strong interest from tech giants in the robotics sector, potentially boosting innovation and investment [16]. - Clone Robotics introduced a bionic robot named Clone, which features a human-like lower limb structure and advanced capabilities for household tasks [16]. Summary by Sections Market Review - The robotics index showed strong performance, with both the CSI Robotics Index and the National Robotics Index increasing by approximately 12.8% and 11.9%, respectively, during the reporting week [5][10]. Industry Dynamics - Figure AI launched the Helix AI system, which allows robots to identify and organize various household items through a multimodal approach [12][13]. - 1X's Neo Gamma robot is designed for home use, featuring enhanced safety and operational capabilities [14]. - Ant Group's entry into humanoid robotics through recruitment efforts indicates a growing competitive landscape in the sector [16]. - Clone Robotics unveiled the Clone robot, which utilizes innovative muscle-like technology for fluid movement and household tasks [16]. Financing Dynamics - Apptronik secured $350 million in funding to expand its humanoid robot production, positioning itself as a leading player in the market [20]. - Star Sea Map completed a financing round of approximately 300 million yuan, with Ant Group as the lead investor, aimed at advancing its embodied intelligence technology [20].