其推出的仿人五指灵巧手采用创新型直线驱动设计，具有6个自由度和12个运动关节，结合力位混合控制算法，可以模拟人手进行诸如弹琴、猜拳等复杂动作。 详细会议介绍参看往期文章： （点击蓝字跳转） IRCTC 2025报告嘉宾重磅揭晓！ 72小时后早鸟票关闭！ 截稿延期通知：IRCTC2025九大期刊联合征文延期至7月12日！ 具身智能浪潮奔涌，作为其颠覆性核心的灵巧手技术，正迎来关键突破与激烈竞逐。 作为目前最接近人类手部功能的机械结构，灵巧手是具身智能机器人实现复杂环境交互的必要媒介。那么，国内灵巧手技术当前发展态势如何？又有哪些代表性 企业和产品引领风潮？下文将进行首批企业梳理，更多核心玩家尽在后续二、三辑，敬请期待！同时，诚邀您在评论区提名"遗珠"企业，后续统一发布！ 01 北京因时机器人科技有限公司 因时机器人创立于2016年，是一家专注于微型精密运动部件研发制造和伺服控制技术突破创新的专精特新企业。主要产品包括微型伺服电缸和仿人五指灵巧手，在 微小型、高精度和力控技术等方面具有独特优势，产品被广泛应用于机器人及其他机械设备的运动执行部位。 创始人倪华良毕业于复旦大学电子工程系，拥有19年电子科技行业经验以 ...

2025 人形机器人-因时机器人灵巧手销量缘何超预期？ 20250708 摘要 因时机器人 2025 年上半年销量显著增长，主要受益于政策推动和市场 需求的增加，特别是 C 端需求的快速增长，以及头部机器人企业客户出 货量的大幅提升，对整个产业链造成一定压力。 公司第三轮融资主要用于综合运营，包括人员招聘（员工人数从 180 人 增至近 250 人）、产能扩张（扩大北京和苏州工厂面积）以及研发人才 储备，为未来发展奠定基础。 灵巧手技术方案已实现标准化，上半年出货量较大，主要客户为头部机 器人企业。除灵巧手外，4 伏电缸及其他工业类夹爪业务也实现快速增 长，上半年增速均超过 100%。 灵巧手的核心运动部件是微型伺服电缸，包含空心杯电机、行星滚柱丝 杠等自研自产的核心元器件，在成本上具有显著优势。公司持续关注外 部供应商的技术发展，但目前仍以自研自产为主。 公司计划在 2025 年下半年发布两款基于客户非标准需求的新品，解决 共性痛点问题，并将在上海 WASD 展会和北京世界机器人大会上亮相， 进一步巩固市场领先地位。 Q&A 截至 2025 年上半年，因时机器人在国内的销量情况如何？ 截至 2025 年上半 ...

Group 1 - The report addresses the differences between dexterous hands and grippers, emphasizing the importance of dexterous hands in robotic applications [1] - Dexterous hands have four key modules: drive, deceleration, transmission, and perception, which are crucial for the commercialization of robots [1] - In industrial applications, grippers are favored for their stability and cost-effectiveness, while dexterous hands offer greater adaptability and flexibility for complex tasks [1] Group 2 - The complexity of dexterous hands is expected to drive demand for various components, with a notable increase in degrees of freedom showcased at the "werobot" event [2] - The application of micro-screws and tendon ropes is expanding among manufacturers like Tesla for more efficient transmission solutions [2] - The market for dexterous hands is projected to reach 900 million yuan by 2025 and 37.6 billion yuan by 2030, with a compound annual growth rate of 110% [2] Group 3 - The competitive landscape for dexterous hands includes three main types of players: self-researching robot manufacturers, startups focused on dexterous hands, and companies extending from other industries into dexterous hand components [3] - Companies with quality products related to dexterous hands include Longsheng Technology, Xiangxin Technology, Wuzhou Xinchun, Nanshan Zhishang, Hengshuai Co., Guangyang Co., and Helit Technology [3]

证券代码：301325 证券简称：曼恩斯特 时考虑到锂电新技术中粉体材料处理及硫化物材料对设备耐 磨损、抗腐蚀、高硬度等要求趋严，公司前瞻性提出新型陶瓷 材料改造锂电设备尤其固态/干法新技术装备的升级方案。现 在公司已搭建较完整的陶瓷科研实验室及加工产线，通过自研 的陶瓷材料配方及加工工艺，已开发有陶瓷模头、陶瓷双螺杆、 陶瓷搅拌浆、陶瓷辊等代表性产品。 此外，公司现已规划有较完善的固态电池极片制造解决方 案，针对不同材料的适配性亦有多种工艺路线选择，且在多工 序的干法设备均有订单出货。为了确保固态电解质薄层均匀性 制备要求以及尽快推动商业化落地，公司所开发的电解质薄涂 技术，干膜厚度可以控制在 1-15µm，具备较强的竞争优势。 深圳市曼恩斯特科技股份有限公司 投资者关系活动记录表 编号：2025-005 | | █特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | █现场参观 | | | □其他（电话会议） | | 参与单位名称 | （以下排名不分先后） | | | 博时基金、长城基金、金鹰基 ...

Group 1 - The core focus of the Guangdong provincial government is to promote the development of the artificial intelligence and robotics industries, aiming to create a high-tech and high-growth industrial pillar [2][3] - The establishment of the Guangdong Artificial Intelligence and Robotics Industry Alliance is a strategic move to gather resources and enhance the industry's capabilities [2] - The initiative aligns with the national strategy for developing artificial intelligence and robotics, emphasizing high-quality development and innovation [2] Group 2 - Dahuang Robotics is a national high-tech enterprise specializing in industrial intelligent manufacturing, providing core components for precision motion and force control [5][6] - The company was founded by a team with a strong technical background, led by a prominent academic in robotics, aiming to address the limitations of existing robotic end-effectors [6] - Dahuang Robotics has developed a product matrix that includes dexterous hands, electric grippers, and other components, filling gaps in domestic precision manufacturing [8] Group 3 - The company's core technologies include precision control and feedback, high-precision force control, integrated technology, and intelligent technology, achieving superior performance compared to industry standards [10] - Dahuang Robotics has successfully implemented a closed-loop force control algorithm that significantly improved product yield rates for clients [11] - The company emphasizes its ability to provide customized solutions and rapid local support, which has helped it maintain a competitive edge in the market [11] Group 4 - The industry is witnessing a shift from pneumatic to electric technologies, with electric actuators expected to replace pneumatic grippers due to their advantages in precision and energy efficiency [12] - Key trends in the robotics industry include modularization, intelligent perception, and the emergence of collaborative robots, which are expected to drive demand for advanced components [12][13] - Dahuang Robotics aims to lead in the global market for dexterous actuators, focusing on the integration of AI and physical systems to enhance precision and intelligence [13]

Core Insights - Lumos Robotics has completed a Series A++ financing round, raising nearly 200 million in total since its angel round, with investors including Fosun RZ Capital and DeMa Technology [1][8] - The company focuses on the development and commercialization of embodied intelligent robots, with key products including the LUS and MOS humanoid robot series [1][4] - The team consists of members from top universities and has extensive experience in the field of embodied robotics, particularly in perception, decision-making, and execution technologies [2] Company Developments - Lumos Robotics launched its full-size humanoid robot LUS earlier this year, with core components fully self-developed and ready for mass production by the end of the year [4] - The company has developed high-performance integrated joints, high-precision encoders, and multi-modal sensors to ensure performance and cost control [4] - The recently released LUX series tactile-visual module integrates tactile feedback, visual recognition, and motion control for a comprehensive intelligent solution [5] Future Plans - The founder of Lumos Robotics highlighted the importance of tactile perception for dexterous operations, with plans to introduce the first VTLA multi-modal robot model [6] - The company has established strategic partnerships with notable firms like DeMa Technology and COSCO Shipping to accelerate the commercialization of embodied intelligence in logistics and smart manufacturing [6] - Future efforts will focus on expanding the product matrix to meet diverse industrial needs and enhancing collaboration with industry partners across various sectors [6]

具身智能技术的崛起，宛如一场 新的 工业革命，正将机械臂、机器人从执行指令的工具进化为自主思考 的伙伴。然而，这场革命的背后，却隐藏着一片广袤的数据荒漠 —— 高质量、场景化、可复用的数据极 度稀缺，如同沙漠中的绿洲般珍贵。 松灵的这套解决方案，有着数据端、硬件端、平台端的坚实底座。其中 数据端 又体现在 三大核心优势 。 企业和科研团队 若想跨越技术落地的最后一公里，必须找到一条高效获取数据的路径。 然而 尽管行业 已探索出从真实物理世界采集到虚拟仿真模拟，从人工手动标注到自动化生成等多元路径，但 当前数据 获取 仍面临三大核心痛点： 其一， 数据易丢失、管理难 ，由于缺乏统一规范的存储与管理体系，数据在采集、传输、处理等环节存 在泄露风险，且难以实现高效检索与分析； 其二， 数据采集成本居高不下 ，无论是真实场景的数据采集设备投入，还是虚拟仿真的算力消耗，都给 企业和科研团队 带来沉重的经济负担； 其三， 采集平台搭建耗时、超预期 ，从硬件部署到软件调试，再到系统集成，往往需要耗费大量的时间 与人力成本，且实际搭建过程中常因技术兼容性等问题导致预算超支，严重影响项目推进效率。 机器人大讲堂近日发现， 松灵 ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 写在前面 （文末有惊喜） 一直在路上，所以停下脚步，只在于分享 包括： 新 材料/ 半导体 / 新能源/光伏/显示材料 等 投资要点 の 东吴证券 2 ◆ 灵巧手vs夹爪:场景落地不同,稳定性与泛化性的博弈。场景应用决定硬件需求，不同的场景匹配不同的硬件, 无论是灵巧手还是夹爪,都有英适合的应用场景。夹爪:泛化能力有限但稳定性高,更适合工业应用场景。夹 爪的泛化性弱于灵巧手,但低成本与高稳定性的特性使其更适配工业场景。一方面工业场景不会为多余的功能 买单,夹爪可以以最高的性价比满足工业端需求;另一方面夹爪泛化性差但操作简单,现有的控制算法已可以 赋予其较高的稳定性,这对于工业场景对高良率和高稳定性的要求比较友好。灵巧手:终局泛化能力强,适配 更复杂的应用场景。灵巧手相比夹爪能实现更多复杂的操作,例如需要抓握、手指联动的场景中,灵巧手是必 然选择。长期来看,人形机器人的最终目标就是融入人类的环境,因此灵巧手会是终局解决方案,能够适用于 更多的应用场景。 驱动模块/减速模块/传动模块是灵巧手的三大组成部分。1驱动 ...