Core Viewpoint - The humanoid robot industry is driven by "technological deepening" and "scene implementation," with a focus on the transition from industrial applications to smart home environments [1][3]. Group 1: Technological Advancements - Figure 02 has achieved a breakthrough in autonomous clothing folding through its Helix architecture and new datasets, showcasing significant technical capabilities in complex tasks [1]. - The ability to fold clothes requires high environmental perception, precision in force control, and motion planning, which Figure 02 has successfully demonstrated using neural network algorithms [1]. - The innovative design of the dexterous hand utilizes underactuated modular finger components, integrating all necessary components within the fingers, which enhances movement stability and adaptability for grasping [2]. Group 2: Market Trends and Applications - The breakthrough in clothing folding signifies a shift from industrial applications to household scenarios, indicating potential for expanding capabilities in daily service needs such as cleaning and caregiving [3]. - The collaborative upgrade path of "algorithm - data - components" is essential for the ongoing development of humanoid robots, emphasizing the importance of algorithm optimization and data accumulation [3].
国泰海通|机械:Helix模型助力Figure 02自主折衣,灵巧手工程创新实现突破
国泰海通证券研究·2025-08-15 10:15