点击下方 卡片 ，关注" 具身智能 之心 "公众号 2025年世界互联网大会乌镇峰会于11.7号正式开幕，吸引了全球近130多个国家和地区的1600多名嘉宾参 会，其中具身智能与机器人模块是本次峰会非常吸晴的内容，也为行业输出了很有价值的insight。 灵巧智能作为具身灵巧操作领域的行业龙头，峰会期间主办了"具身智能灵巧操作生态对接会"。创始人兼 CEO周晨为行业带来了一场关于灵巧操作数据、量产、场景落地等多个方向内容的分享，并强调"数据是制 约具身智能规模化落地的最大瓶颈之一"。 DexRobot正在做哪些事情？ 周总率先介绍了灵巧智能研发团队："DexRobot是一家以灵巧操作为核心科技的具身机器人企业，由院士团 队和众多硬核机器人科学家合作组建"。我们期望推动人形机器人和工业机器人产业的发展，提高机器人末 端执行器技术水平，实现通用智能多模态触视感知的灵巧操作系统的研发、生产和销售。"灵巧智能也在不 断努力成为全球领先的灵巧操作机器人和灵巧操作方案的提供商"。 不到两年，灵巧智能推出了3款灵巧手 | 14:35 - 14:55 | 《Al+机器人的柔性进化与产业落地》 | | --- | --- | ...

Core Insights - The development of dexterous hands is crucial for humanoid robots, with their engineering complexity potentially accounting for half of the overall robot development effort [1] - The dexterous hand market is experiencing a surge in product launches and funding, indicating a promising industry outlook [1][2] Industry Overview - The dexterous hand sector is currently in its "iPhone era," with significant growth potential as it is expected to account for over 30% of the robot's value [1][2] - As of March 2025, there are over 40 companies in the domestic dexterous hand market, including startups and established leaders like Zhaowei Electromechanical and Hechuan Technology [2] Technological Advancements - Dexterous hands are evaluated based on their degrees of freedom (DoF), with current models achieving over 20 DoF, significantly improving from earlier versions [3] - Tesla's Optimus third-generation dexterous hand has achieved 22 DoF, while domestic products like Dex5 and DexHand021 Pro also feature high DoF configurations [3] Market Trends - The global market for multi-finger dexterous hands is projected to exceed $5 billion by 2030, with a compound annual growth rate (CAGR) of 64.6% from 2024 to 2030 [5] - Recent funding rounds for companies like Aoyi Technology and Yinshi Robotics indicate strong investor interest in the dexterous hand sector [5][6] Product Development - Companies are focusing on balancing freedom, cost, lifespan, and reliability in their dexterous hand designs, with self-research and partnerships being key strategies [4][7] - The L10 product from Lingxin Dexterous Hand is priced at approximately 19,900 yuan domestically, significantly lower than overseas competitors priced between 60,000 to 100,000 yuan [4] Integration of Hardware and Software - The dexterous hand industry is characterized by competition among various technical solutions, with a focus on integrating hardware components like drive, transmission, and perception systems [7] - Companies are encouraged to pursue a software-hardware integrated approach to enhance competitive advantages, including the development of proprietary databases and dexterous operation models [7] Future Outlook - The industry is at a pivotal moment where dexterous hands must transition from experimental stages to widespread application, with ongoing improvements in both hardware and software [5][8]

Core Insights - The World Robot Conference 2025 (WRC 2025) showcased a nearly complete supply chain for humanoid robots, with over 1,240 participating companies and a total attendance exceeding 1.3 million, resulting in a cumulative transaction volume of over 26.9 billion yuan [2] - The market for dexterous hands reached a shipment volume of 666,900 units in 2023, with a market size of approximately 1.507 billion USD, reflecting a year-on-year growth of 13.65%. Projections indicate the market size will reach 1.921 billion USD by 2025 and between 32.06 billion yuan and 87.97 billion yuan by 2030, with a compound annual growth rate (CAGR) of 81.2%-109.3% [3] - The dexterous hand's technology challenges lie not only in degrees of freedom but also in translating high freedom into true dexterity, with a focus on making high-freedom dexterous hands more affordable for various industries [3] Industry Developments - The dexterous hand product DexHand021 Pro, developed by Lingqiao Intelligent, features a dual-rope drive system and a bionic architecture with 22 degrees of freedom (16 active + 4 passive + 2 wrist joints), achieving full palm perception and becoming the first robot hand module that can quantitatively assess dexterity [5][9] - The design of DexHand021 Pro allows for stable gripping of various shapes and the execution of complex tasks, showcasing significant improvements in anthropomorphism and dexterity compared to existing products [7] - Lingqiao Intelligent emphasizes the importance of high degrees of freedom in dexterous hands, distinguishing their products from lower freedom versions that may appear similar but lack functional capabilities [7][9] Technical Innovations - The dexterous hand's transmission methods are categorized into rigid direct drive and flexible transmission, with the latter being more suitable for mimicking biological tendon systems, enhancing dynamic response performance [4][5] - DexHand021 Pro incorporates advanced features such as a linear push rod for wrist movement, enhancing operational space and dexterity index [9] - The product's design integrates high-power density hollow cup motors and a planetary gear reducer, achieving a continuous output of 150N traction force within a compact structure [8] Market Focus - Lingqiao Intelligent is concentrating on feedback from top universities, research institutions, and leading companies in robotics and AI to ensure the practical application of their dexterous hand products [9] - The company aims to enhance the versatility of dexterous hands while reducing overall costs to facilitate large-scale commercialization [9]

Core Viewpoint - The article discusses the advancements and challenges in the field of robotic dexterity, particularly focusing on the development of human-like robotic hands that can perform complex tasks with high precision and adaptability [1][2][3]. Group 1: Technological Development - Recent advancements in artificial intelligence have improved language understanding and visual recognition, but robotic dexterity in physical manipulation remains limited compared to human capabilities [1]. - The design of robotic hands is still in a phase of parallel development with various configurations (2-finger, 3-finger, 4-finger, and 5-finger) and drive methods (cable-driven, direct-driven) lacking a unified technical standard [1][2]. - The ideal robotic hand should mimic human hand characteristics, including high degrees of freedom, precise force control, environmental adaptability, and rapid response [2]. Group 2: Design and Functionality - Human hands serve as a natural model for robotic hand design, with their structure optimized through evolution, providing a blueprint for achieving dexterity in robotic systems [2]. - The five-finger structure offers significant advantages in functionality compared to two or three-finger designs, particularly in tasks requiring fine manipulation and tool use [3][4]. - Cable-driven systems, which mimic human muscle-tendon control, are highlighted as a promising approach to enhance the performance of robotic hands by reducing weight and improving dynamic response [4][5]. Group 3: Core Challenges and Solutions - The key challenge in developing human-like robotic hands lies in replicating the 22 degrees of freedom found in human hands, necessitating a highly integrated drive system that can accommodate the non-linear mechanical properties of biological muscles [5]. - The integration of intelligent decision-making, efficient hardware, and multi-modal perception is essential for overcoming the limitations of current robotic systems in complex operational tasks [11][12]. - The "Dexterity" evaluation system proposed by the company emphasizes three core dimensions: physical dexterity index (IOD), perception index (IOS), and intelligence index (IOI) to assess the capabilities of robotic hands [13]. Group 4: Product Development and Market Position - The company has developed products like DexHand021 and DexHand021 Pro, which demonstrate significant advantages across the three core dimensions of dexterity, perception, and intelligence [14][21]. - The DexHand021 Pro features advanced sensing capabilities and real-time decision-making, enabling it to perform complex tasks with high precision [19][21]. - The introduction of a cost-effective three-finger robotic hand, DexHand021 S, aims to meet the needs of various applications while maintaining a balance between functionality and affordability [22]. Group 5: Industry Impact and Future Prospects - The company has established a comprehensive product matrix and is entering the commercialization phase, filling market gaps in high, medium, and low-end robotic hands [26]. - The strong technical foundation and experienced team behind the company have attracted significant attention from investors, indicating a promising future in the field of robotic dexterity and embodied intelligence [27][29]. - The company's focus on open-source software ecosystems and data collection systems positions it well to address industry challenges and enhance the efficiency of robotic operations [24][29].

Core Insights - The year 2025 marks the rise of embodied intelligence, coinciding with the "mass production year" for robots, showcasing advancements in various robotic technologies and applications [1][3]. Industry Developments - The Embodied Intelligence Robot Application Ecological Forum highlighted 22 "Technology Pioneer Awards" and 16 "Scene Expansion Pioneer Awards," recognizing companies across various robotic components and applications [1]. - Companies are exploring innovative sales methods, such as the upcoming 4S stores for embodied intelligence robots, allowing consumers to purchase robots similarly to cars [3]. Company Highlights - Shenzhen-based "Zhuji Power" showcased its TRON1 multi-form biped robot, which features modular foot designs and capabilities for various applications, including research and development [5][9]. - "Lingqiao Intelligent" introduced multiple dexterous hand products, including the DexHand021, capable of performing 32 out of 33 human hand functions, and the new DexHand021 Pro, designed for complex tasks [10][14]. - Chengdu's "Embodied Technology" presented its robotic dog "Ling Tong," which has been integrated into police operations for patrol and public safety, demonstrating its capabilities in various urban environments [18][21]. Investment and Financing - "Zhuji Power" completed a Pre-A round financing of 200 million yuan in 2023 and is set to raise an additional 500 million yuan in A round financing by early 2025, attracting strategic investors like Alibaba and NIO Capital [10]. - "Lingqiao Intelligent" has rapidly developed and launched new products within a year, with a focus on diverse applications in education, service, and agriculture [16]. - "Embodied Technology" achieved a valuation of several hundred million yuan within a year of establishment, focusing on police and emergency applications while exploring broader market opportunities [21]. Future Directions - The industry is witnessing a collective exploration of monetization strategies, with companies aiming to bridge the gap between core component breakthroughs and complete robotic solutions [23]. - The ongoing technological advancements and decreasing costs are expected to facilitate the transition of embodied intelligence robots from experimental stages to practical applications in factories, streets, and homes [23].