国泰海通｜汽车：Figure03正式发布，智元获数亿新订单

Core Insights - The humanoid robotics industry is experiencing significant advancements, indicating a rapid commercialization of the sector [2] - The release of Figure03 marks a transition from experimental prototypes to deployable and scalable products [3] Group 1: Figure03 Release - Figure has officially launched the third-generation humanoid robot, Figure03, designed for Helix, home, and large-scale applications [2] - Figure03 features a completely redesigned sensory suite and hand system for advanced AI capabilities [2] - The robot includes new functionalities such as soft goods, wireless charging, improved audio systems, and enhanced battery safety for home use [2] - The design aims for mass production, supported by a new supply chain and manufacturing process established at BotQ [2] Group 2: Strategic Partnerships and Orders - Zhiyuan Robotics has secured a multi-billion yuan order for the Zhiyuan Spirit G2 robot framework, marking one of the largest orders in the domestic industrial embodied intelligence robotics sector [3] - The partnership with a leading global ODM company aims to deploy nearly a thousand robots, addressing industry challenges such as inflexible production lines and capacity fluctuations [3] - This collaboration sets a new benchmark for AI manufacturing with a focus on flexible reuse, rapid reconfiguration, and scalable replication [3]