Summary of Conference Call Records Industry Overview - The records discuss the competitive landscape of the dexterous hand market, focusing on the products from Zhaowei and Xingdong Era, particularly their direct-drive technologies and design challenges [1][2][3]. Key Points and Arguments Product Pricing and Competitiveness - Zhaowei's new dexterous hand is priced at 128,000 yuan, which is competitive compared to its main competitor, Xingdong Era, priced around 100,000 yuan [3][4]. - The pricing strategy is justified given the product's nearly 20 degrees of freedom and enhancements in tactile feedback, gear lifespan, motor performance, and software control [1][2]. Technological Innovations - Zhaowei employs linear motors and screw drives for its finger joints, achieving a design that closely mimics human hand structure with three finger joints [1][6]. - The direct-drive technology allows for independent control of each joint, simplifying algorithm calculations and enhancing the potential for imitation and reinforcement learning [5][12]. Design Challenges - Space limitations are a critical challenge in the design of dexterous hands. Zhaowei has innovatively used linear stepper motors to keep the height of the power unit under 2 centimeters, allowing for a compact design [9][10]. - Current direct-drive dexterous hands face constraints related to the size of micro motors and reducers, which can compromise performance [10][11]. Performance and User Experience - Both dexterous hands demonstrated acceptable heat generation during testing, indicating efficient thermal management [13]. - In terms of tactile sensing, Zhaowei's products utilize high-quality sensors, with the 17-degree-of-freedom version featuring advanced tactile sensors capable of sensing normal and tangential forces [15]. Future Directions - The future focus includes developing smaller, high-precision power modules and applying these technologies in large model robots for data collection and model training [12]. - The anticipated growth in the direct-drive dexterous hand market is expected as these technologies evolve [12]. Cost Considerations - While both dexterous hands are priced similarly, Zhaowei's higher costs are attributed to the extensive use of screws, including stepper trapezoidal screws and ball screws, which are more expensive than the components used by Xingdong [14]. Supplier Dynamics - The choice of suppliers for Tesla's fourth-generation dexterous hand will significantly influence its design and pricing strategy, with a preference for suppliers that can provide high torque, compact size, and cost-effective solutions [18]. Additional Important Insights - The design of finger joint lengths is crucial for achieving natural movement and grip capabilities, with Zhaowei aiming to keep joint lengths around 2.5 centimeters for optimal functionality [8]. - The market currently lacks small-sized harmonic reducers, which could enhance efficiency in dexterous hand designs [16]. This summary encapsulates the critical insights from the conference call records, highlighting the competitive dynamics, technological advancements, and future prospects within the dexterous hand industry.

编辑丨 刘恒涛 图源 丨本末科技 近日， 李泽湘弟子张笛创办的 本末科技 ， 完成数亿元的 B轮及B+轮融资， 金额达数亿人民币， 北京市先进制造和智能装备产业发展投资基金领投，北京市新材料产业投资基金、顺禧基金、联想之 星联合跟投。 公司全称： 东莞市本末科技有限公司 融资轮次：B 轮 产品/服务： 人工智能 创始人：张笛 作者丨 黎晓梅 根据官方对外发布的消息，本轮融资资金 将主要用于三大方向：面向新兴需求的电机柔性化设计和生 产，继续提升直驱关节模组规模化交付能力，加速机器人产品开发迭代与多场景商业化落地。 本末科技成立于 2018年，聚焦于无减速器的直驱型精准动力方案 和轮足机器人业务 。成立 7年 来 ，本末科技完成了 7轮融资 。如今，本末科技 实现了关节模组出货超百万 台，轮足机器人售出数千 台，而且，是 机器人赛道中罕见的盈利企业。 | | | 东莞市本未科技有限公司-融资历程 | | | --- | --- | --- | --- | | 融资轮次 | 事件时间 | 融资金额 | 投资方 | | | | | 京国瑞基金 | | B轮 | 2025-06-06 | 数亿人民币 | 顺禧基金 | ...

公司全称： 东莞市本末科技有限公司 融资轮次：B 轮 产品/服务： 人工智能 创始人：张笛 作者丨 黎晓梅 编辑丨 刘恒涛 图源 丨本末科技 近日， 李泽湘弟子张笛创办的 本末科技 ， 完成数亿元的 B轮及B+轮融资， 金额达数亿人民币， 北京市先进制造和智能装备产业发展投资基金领投，北京市新材料产业投资基金、顺禧基金、联想之 星联合跟投。 根据官方对外发布的消息，本轮融资资金 将主要用于三大方向：面向新兴需求的电机柔性化设计和生 产，继续提升直驱关节模组规模化交付能力，加速机器人产品开发迭代与多场景商业化落地。 本末科技成立于 2018年，聚焦于无减速器的直驱型精准动力方案 和轮足机器人业务 。成立 7年 来 ，本末科技完成了 7轮融资 。如今，本末科技 实现了关节模组出货超百万 台，轮足机器人售出数千 台，而且，是 机器人赛道中罕见的盈利企业。 | | | 东莞市本末科技有限公司-融资历程 | | | --- | --- | --- | --- | | 融资轮次 | 事件时间 | 融资金额 | 投资方 | | | 2025-06-06 | 数亿人民币 | 京国瑞基金 | | B轮 | | | 顺禧基金 | ...

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