国泰海通｜机械：Figure人形机器人实现无遮挡行走，能力边界持续突破

Core Viewpoint - The humanoid robot industry is experiencing rapid advancements, particularly in the area of "human-like autonomous decision-making," driven by technological deepening and practical applications [1][2][3] Group 1: Technological Breakthroughs - Figure's humanoid robot has demonstrated significant progress in walking technology, showcasing the ability to navigate complex environments without visual input [1] - The robot's walking stability has improved through reinforcement learning, achieving superhuman performance in certain areas [1] - The introduction of the new Helix walking controller and the ability to autonomously fold clothes highlight the robot's advanced skill set and adaptability [1][2] Group 2: Technical Evolution - The evolution of humanoid robots is moving from motion control and perception interaction to multi-scenario adaptability, requiring high precision in environmental perception and force control [2] - Key technologies such as tactile feedback, algorithms, and data accumulation are crucial for expanding the robot's skill set, enabling dynamic decision-making and precise force control [2] Group 3: Industry Dynamics - The industry is expected to maintain a dual-driven momentum of "technological deepening" and "scene implementation," with a collaborative upgrade path involving brain, algorithms, data, and components [3] - Humanoid robots are gradually penetrating from industrial applications into household scenarios, indicating a potential expansion of their capabilities [3]