国泰海通｜机械：宇树新款人形机器人H2亮相，关注生态链机会

Core Insights - The article highlights the launch of the H2 humanoid robot by Yushu Technology, showcasing significant advancements in technology and product capabilities [1][2]. Group 1: Product Features - The H2 humanoid robot stands at 180 cm and weighs 70 kg, designed to closely resemble human proportions, featuring a bionic face for enhanced visual appeal and potential sensory functions [2]. - The robot boasts 31 joints, allowing for a wide range of movements, including ballet and martial arts, demonstrating improved flexibility and stability compared to its predecessor [2]. - The H2 has achieved breakthroughs in motion capabilities, enabling it to perform complex actions like jumping and dancing, thanks to optimized motor arrangements [2]. Group 2: Technological Advancements - Yushu Technology has showcased its superior capabilities in motion control algorithms and hardware design through the H2 robot [3]. - The self-developed AI algorithms utilize NVIDIA GPU acceleration for high-speed learning of dynamic movements, continuously evolving its capabilities [4]. - The company has over 200 patent applications and 180 granted patents related to key components like motors and reducers, with the H1 joint motor achieving a maximum torque of 360 Nm [4]. Group 3: Market Position and Growth Potential - Yushu Technology plans to go public, having completed the necessary preparatory steps, with an IPO application expected in Q4 2025 [4]. - The company is a leader in the quadruped and humanoid robot sectors, projected to capture 32.4% of the global robot market share by 2024, with anticipated sales of 23,700 robotic dogs, representing 69.75% of the global market [4]. - Yushu Technology has a diverse customer base, including universities and research institutions, and recently secured a contract worth 46.05 million yuan for humanoid robot manufacturing services [4].