机械行业周报：Figure发布大模型Helix，加速人形机器人商业化落地

Investment Rating - The industry is rated as "Positive" with expectations of overall returns exceeding the CSI 300 index by more than 5% in the next six months [50]. Core Viewpoints - Figure has launched the Helix model, accelerating the commercialization of humanoid robots. This model integrates perception, language understanding, and learning control, achieving unprecedented control over the upper body of humanoid robots [5][13]. - The Helix model allows humanoid robots to execute complex actions via voice commands without specialized training for each object, showcasing strong generalization capabilities [5][13]. - The model is the first to enable full upper body control, multi-robot collaboration, and the ability to grasp a wide variety of household items through simple natural language instructions [5][13]. - The introduction of Helix is seen as a breakthrough for Figure, enhancing training efficiency and generalization, which is expected to accelerate the commercialization of humanoid robots and create investment opportunities in the industry [5][13]. Industry Performance Review - During the period from February 17 to February 21, the CSI 300 index rose by 1.0%, while the machinery sector increased by 6.4%, ranking third among all primary industries. The industrial robotics and control systems sub-sector saw the largest increase of 20.0%, while oil and gas equipment had the smallest increase of 1.1% [4][43].