机器人行业跟踪报告：Helix 02最新视频发布，单一神经控制系统实现移动操作一体化

Investment Rating - The report assigns an "Overweight" rating for the industry, indicating a potential return exceeding 15% relative to the CSI 300 index over the next 12 months [4][11]. Core Insights - The Figure Helix 02 has achieved a breakthrough in core technology for humanoid robots, enabling seamless integration of mobility and operation, thus opening new avenues for commercialization [2][4]. - The key barriers in humanoid robotics are identified as multi-modal data perception integration, stability of motion/force control loops, and deep integration of hardware and software [4]. Summary by Sections Investment Highlights - The Helix 02 model represents a significant leap from upper body control to full-body control, allowing for simultaneous execution of walking, balancing, and operational tasks, which enhances task coherence and real-time responsiveness [4]. - The robot can autonomously perform comprehensive cleaning tasks in a living room without remote control or human intervention, showcasing its advanced capabilities [4]. Recommended Companies and Forecasts - The report includes a profitability forecast for recommended companies, highlighting several key players in the humanoid robotics sector: - Changying Precision (300115.SZ): 2026E EPS of 0.83, PE of 44.06, rated "Overweight" - Hengli Hydraulic (601100.SH): 2026E EPS of 2.36, PE of 48.67, rated "Overweight" - Anpelon (301413.SZ): 2026E EPS of 1.54, PE of 85.84, rated "Overweight" [5].