还是用的叠毛巾和分包裹的同款Helix架构，没有新的算法，没有特殊的工程， 只有新的数据 。 时令 发自 凹非寺 量子位 | 公众号 QbitAI 会叠衣服还不够？Figure机器人现在连洗碗都包了。 但前提是你得先拥有一台洗碗机。 网友对此也是突然发现了盲点： 咦？它碰到脏盘子后会主动洗手吗？它会不会用沾满食物残渣的手再去叠衣服？ 笑死，关注洗手问题的还不在少数呢。 Figure机器人会洗碗了 言归正传，早在3个月前，Figure机器人就展示了其在物流场景包裹分拣的能力，整个过程长达一小时。 面对各种形态的包裹，它都能进行完成识别、抓取、翻转，并运送到传送带上，其操作灵活性和速度已接近人类水平。 就在上个月，这个Figure 02又精进技艺，学会了叠毛巾和衣服。 现在同样的Helix架构、同样的机器人却在处理一个完全不同的任务——将餐具装入洗碗机。 乍一看，将餐具放入洗碗机的操作或许很简单，只需拿起每个餐具并将其放入洗碗机即可。 然而，这其中还是涉及很多难题的。 这些餐具往往需要从杂乱的堆叠中分离出来、重新调整角度，甚至需要 双臂协同传递 。 不仅如此，光滑或易碎的物品则要求指尖级的精细操作，洗碗机的碗架对 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [5][9][32] Core Views - The humanoid robot sector is experiencing strong order growth, particularly from TSMC, which is expected to contribute significantly to revenue this year [2][17] - The report emphasizes the importance of supply chain positioning and the identification of key players in the humanoid robot market, focusing on components such as joint modules, dexterous hands, and sensors [3][4] - AI infrastructure is projected to see continued capital expenditure growth driven by demand for data centers, benefiting companies involved in gas turbines and chillers [3][4] Industry Dynamics - Recent developments include the global launch of Grando's intelligent robots and the official release of the TianGong Robot 2.0, showcasing advancements in service robots [1][18] - The Beijing Humanoid Robot Innovation Center has increased its registered capital to 460 million RMB, indicating strong investment in the sector [19] - The 2025 Global AI Technology Conference was held in Hangzhou, focusing on AI technology breakthroughs and industry trends [22] Company Dynamics - Key strategic partnerships have been formed, such as the collaboration between Kepler and ZhaoFeng Electromechanical, aimed at enhancing humanoid robot applications in industrial settings [24] - Other notable partnerships include the establishment of a smart sensing laboratory by Fulei New Materials and Tsinghua University, and a strategic agreement between Yujian Technology and YaoshiBang [25][26] Key Companies and Investment Focus - The report highlights several companies for investment consideration, including Longxi Co., JinDi Co., YiRui Technology, YingLiu Co., and DingYang Technology, all of which are positioned well within the humanoid robot supply chain [3] - Specific components and companies to watch include: - Joint modules: Hengli Hydraulic, Huichuan Technology, Zhenyu Technology, and Lens Technology - Dexterous hands: Zhaowei Electromechanical, Leisai Intelligent, and Lens Technology - Reducers: Lide Harmony and JinDi Co. - Sensors: Hanwei Technology [3][4]