henry 发自 凹非寺 量子位 | 公众号 QbitAI 打拳、跳舞、跑马拉松……"不务正业"的机器人终于能帮人洗衣服了！ 刚刚，Figure公司创始人Brett Adcock发布了一段Figure.02机器人在家中洗衣服的演示视频。 视频里，机器人半蹲，双手协作，左手拿着衣篓，右手一件件将衣服放进洗衣机，中途还不时调整衣物的位置。 据Adcock表示，这套动作已经在办公室里连续测试了一个月，而这次是机器人首次在真实家庭环境中完成这一任务！ 从之前的宝马车间到分拣流水线，再到家里的洗衣房，行业标杆Figure终于"登堂入室"，实现了真正的工业和家用场景操作。 那么，Figure到底做了什么？ 洗衣服这件"小事" 对于机器人来说，洗衣服这项任务可以分为两个层面： 就像开头Adcock提到的，搭载Helix的Figure.02在办公环境跑了一个月后才在家庭环境中落地，这就体现出任务场景（task environment） 之于机器人这类智能体的重要性。 在工业场景下，机器人面对的是 结构化、重复、确定的任务 。像装配零件、搬动物体这样的任务，都具备清晰、可控的操作流程。 同时，工业场景中 物体和设备的位置都相对 ...

Investment Rating - The report assigns an "Overweight" rating for the robotics industry [4]. Core Insights - The robotics industry is expected to continue its growth trajectory, driven by new product launches and events like the WAIC conference [2]. - Key investment opportunities are identified in both complete robotics manufacturers and core component suppliers, including motors, sensors, and actuators [25]. Summary by Sections Industry News and Company Dynamics - China Railway Design has developed an intelligent quadruped robot capable of autonomous inspection in data centers, showcasing advancements in IoT and AI technologies [6]. - Yuejiang's collaborative welding robot has achieved breakthroughs in high-precision applications, enhancing efficiency in various manufacturing sectors [8]. - ByteDance's GR-3 humanoid robot demonstrates significant advancements in multi-modal interaction technology, improving task execution capabilities [9]. Investment Recommendations - Focus on robotics manufacturers and core component suppliers, with specific recommendations for: 1. Motors: Mingzhi Electric 2. Rotational joints: Zhongchen Technology, Shuanghuan Transmission, Landai Technology 3. Linear joints: Hengli Hydraulic, Zhejiang Rongtai, Demais [25]. - The report highlights the importance of domestic suppliers benefiting from the growing demand in the robotics sector [25]. Financing Dynamics - UBTECH Technology secured a record order for humanoid robots, accelerating its commercialization efforts [22]. - Tom Cat collaborates with partners to develop AI companion robots, leveraging their respective strengths in IP and technology [22]. - Yushun Technology is progressing towards an IPO, aiming to become the first humanoid robot company listed on the Sci-Tech Innovation Board [22].