资本市场近期看好的越疆机器人，卷得动宇树吗？

Core Viewpoint - The competition in the humanoid robot sector is intensifying as industrial robot companies are increasingly entering the market, exemplified by the recent launch of Dobot Atom by Yuejiang Robotics, which combines dexterous manipulation and bipedal walking capabilities [2][3][15]. Group 1: Company Developments - Yuejiang Robotics has launched the world's first humanoid robot, Dobot Atom, which features both dexterous operation and bipedal walking [4][5]. - The stock market reacted positively to Yuejiang Robotics' entry into the humanoid robot sector, with the company's share price increasing by 27.88% on March 18, reaching 68.35 HKD per share and a total market capitalization of 276.30 billion HKD [6]. - Dobot Atom is designed with a height of 1.53 meters and a weight of 62 kilograms, featuring 41 degrees of freedom and a 7-degree-of-freedom industrial-grade bionic collaborative arm with a positioning accuracy of ±0.05mm [8][9]. Group 2: Technical Features - Dobot Atom utilizes a self-developed Neuro-Driven Dexterity System (NDS) for its operation, which employs a Transformer-based model architecture and dual RGB vision to achieve 28 degrees of freedom in its upper limbs, allowing for high-frequency control at 200Hz [10]. - The robot's bipedal walking capability is based on the Anthropomorphic Walking System (AWS), which reduces energy consumption by 42% compared to traditional knee-bending walking, enhancing the robot's endurance [11]. - Dobot Atom is equipped with a dual-system architecture for vertical domain operation skills, allowing it to learn new skills within 2 hours through imitation and reinforcement learning [12]. Group 3: Market Applications - Yuejiang Robotics plans to primarily apply Dobot Atom in industrial settings and has already initiated collaborations with domestic automotive manufacturers, electronics companies, and commercial service sectors [13]. - The robot has demonstrated capabilities in everyday scenarios, such as making breakfast and delivering documents, although its specific operational capabilities in industrial contexts remain to be fully detailed [14]. - As of 2023, Yuejiang Robotics has shipped a total of 72,000 units globally, with applications across various industries including 3C, automotive, semiconductor, chemical, medical, metal processing, food and beverage, and new retail [18].