编辑部 整理自 MEET2026 量子位 | 公众号 QbitAI 从夹爪到灵巧手，具身智能操作正在从简单的抓取迈向真正可泛化的灵巧操作。 就在特斯拉人形机器人因灵巧手，整体延期交付，卡在"手"上时，灵心巧手联合创始人 张延柏 却表示： 灵巧手是不依赖人形机器人的终端，在一些场景能比机器人更早应用，但光有硬件不够，还要有算法。 换句话说，灵巧手不是人形机器人的附属部件，而是具身智能的核心执行平台。 它不依赖人形本体，可率先进入工业与家庭场景；它是软硬一体的平台，决定了机器人是否具备真正的泛化能力；同时，它也是门槛最高、生 态最深的关键部件之一。 在他的判断中，一只好的灵巧手既要有高自由度、高耐用性、高性价比和多模态感知，还得软硬结合，为不同场景定制解决方案，具备稳定 性。 为了完整呈现张延柏的思考，在不改变原意的基础上，量子位对演讲内容进行了整理编辑，希望能提供新的视角与洞察。 MEET2026智能未来大会是由量子位主办的行业峰会，近30位产业代表与会讨论。线下参会观众近1500人，线上直播观众350万+，获得了主 流媒体的广泛关注与报道。 核心观点梳理 灵巧手是具身智能的核心零部件之一，一方面灵巧手可以不依 ...

Key Points - 36Kr will cover the global stories of Chinese brands at CES 2026, following their previous coverage at IFA and GITEX GLOBAL in 2025 [2] - Didi's international business has expanded to 14 countries and regions across Latin America, Asia-Pacific, and Africa, with a 13.8% year-on-year increase in core platform order volume [3] - WeRide and Uber have launched L4 level fully autonomous Robotaxi commercial operations in Abu Dhabi, marking the first such operation in the Middle East [4] - Cainiao has launched a cross-border small package service covering eight African countries, with plans to expand to South Africa and Egypt by the end of December [4] - Temu has partnered with Royal Mail to enhance its local fulfillment system in the UK, adding over 24,000 parcel drop-off points [4] - JD FinTech has partnered with Banking Circle to provide cross-border financial services for global enterprises, facilitating multi-currency accounts and payment solutions [5] - J&T Express has implemented an AI sorting system in Thailand, doubling efficiency and achieving over 99% accuracy [5] - Dianping has expanded its services to over 1,000 cities worldwide, focusing on destinations popular among Chinese tourists [6] - The tea brand Jasmine Milk Tea has opened two stores in Jakarta, Indonesia, and four stores in the US, expanding its global presence [7] - Leapmotor has officially entered the South American market with launches in Brazil and Chile, planning to establish 36 outlets in Brazil by 2025 [7] - Aito has launched its Aito 11 model in Brazil, collaborating with CAOA Group for market entry and sales support [7] - EVE Energy has signed a three-year memorandum for a 1.48GWh energy storage project in Northern Europe, with the first batch of orders to be shipped in December [8] - Tencent's Hunyuan 3D engine has launched an international version, allowing global users to create high-quality 3D works [8] - Das Intellitech has established its MENA headquarters in Doha, aiming to enhance cooperation with local SMEs and support Qatar's innovation goals [8] - Hypershell has completed $70 million in financing, expanding its consumer-grade exoskeleton products to over 70 countries [9] - Bixing Coffee has raised several million yuan in B round financing to expand its presence in Italy, Japan, and Indonesia [10] - Lingxin Smart Hand has completed A+ round financing, with monthly orders exceeding 1,000 units [10] - Ruiyun Cold Chain has raised nearly 100 million yuan in A+ round financing to enhance its digital capabilities and international expansion [10] - WoFei ChangKong has completed C round financing to integrate eVTOL into the global low-altitude transportation system [11] - Bain predicts that global humanoid robot sales could exceed 10 million units by 2035, with a market size reaching $260 billion [12] - Beijing is supporting humanoid robot companies to expand internationally and enhance global collaboration [12]

Core Insights - The article discusses the emergence of the embodied intelligence industry, highlighting the rapid growth and commercialization of robotic technologies, particularly focusing on the company Lingxin Qiaoshou [2][5]. Company Overview - Lingxin Qiaoshou has achieved a monthly order volume exceeding 1,000 units, with notable overseas clients including Samsung and Siemens [4][6]. - The company has completed its A+ round financing, raising several hundred million yuan, with participation from various well-known investment institutions [5]. Product Development - Lingxin Qiaoshou aims to become the first company to produce 1 million dexterous hands, believing that this scale is necessary to accumulate sufficient data for diverse skills [7]. - The product lineup includes three main driving technologies: tendon, direct drive, and linkage, offering a wide range of options with 11 to 42 degrees of freedom [9]. Market Position - The Linker Hand series has become the world's first mass-produced high-freedom dexterous hand series, with the Linker Hand L20 featuring 21 degrees of freedom priced at 49,900 yuan [10]. - The company holds over 80% of the global market share for high-freedom dexterous hands, with a monthly production capacity exceeding 4,000 units [13][14]. Production Challenges - Lingxin Qiaoshou faces challenges in production delivery due to the newness of the production line and concentrated order volumes, necessitating the establishment of self-built production lines to control core capacity [13][14]. Strategic Initiatives - The company is developing an open modular robot teleoperation system called Open TeleDex to lower the cost of data collection for clients [15]. - Lingxin Qiaoshou is also building a multi-modal data collection system, LinkerSkillNet, aimed at creating the world's largest database of human hand skills [16]. Team and Expertise - The core team includes CTO Zhou Yong, who has extensive experience in internet and robotics, and algorithm training lead Cao Gang, a recognized expert in artificial intelligence [19].

Core Insights - The company "Lingxin Qiaoshou" has completed a multi-hundred million yuan A+ round of financing, marking its fourth round in eight months, with participation from several well-known investment institutions [1][2] - The company aims to produce 1 million dexterous hands to accumulate data for various skills, offering products at a price range from several thousand to nearly 100,000 yuan to cater to different user needs [2][4] - Lingxin Qiaoshou has achieved a monthly order volume exceeding 1,000 units, with international clients including Samsung and Siemens [1][8] Financing and Investment - The recent financing round included participation from Zhejiang Innovation Investment, Deqing Industrial Investment, and several other notable investors [1] - The company has attracted investments from major players like Ant Group and Sequoia Seed Fund in previous rounds [1] Product Offerings - The product matrix includes three main drive technologies: tendon, direct drive, and linkage, offering a wide range of products with 11 to 42 degrees of freedom [4][5] - The Linker Hand series has become the world's first mass-produced high-degree-of-freedom dexterous hand series, with the Linker Hand L20 priced at 49,900 yuan and the Linker Hand L30 at 99,900 yuan [4][5] - Lower-cost options include the Linker Hand L6 at 19,900 yuan and the Linker Hand O6 at 6,666 yuan, with a subsidized price of 3,999 yuan for the Lite version [5] Production and Capacity - Lingxin Qiaoshou is the only company globally to achieve mass production of high-degree-of-freedom dexterous hands, holding over 80% of the global market share in this segment [7] - The company has a monthly production capacity exceeding 4,000 units and aims to deliver 50,000 to 100,000 units in the next year [8] Technological Development - The company emphasizes full-stack self-research to achieve cost advantages in core components, having built a complete industrial chain from reducers to materials [6] - Lingxin Qiaoshou has launched the Open TeleDex modular robot remote operation system to lower the cost of data collection for clients [9] Strategic Initiatives - The company has initiated the "Lingchun Future Dexterous Hand Intelligent Industry Investment Fund" to support innovation in the supply chain and application solutions [10] - The "Lingchuang Qiaojie" plan aims to deploy robots equipped with Lingxin Qiaoshou's products on production lines to facilitate continuous learning and self-evolution [10] Team and Expertise - The core team includes CTO Zhou Yong, who has a background in both internet and robotics, and algorithm lead Cao Gang, who has significant experience in AI projects [12]

Core Insights - Lingxin Qiaoshou (Beijing) Technology Co., Ltd. has completed a multi-hundred million yuan Series A financing round, led by Jingguorui Management and Bojia Capital, with participation from several well-known institutions including Guozhong Capital and Ant Group [1][2] - The company is the only global entity to achieve mass production of high-degree-of-freedom dexterous hands, which will enhance its production capacity, accelerate technology development, and strengthen its leadership in the field [1][2] Company Overview - The core strategy of Lingxin Qiaoshou revolves around "Dexterous Hand + Cloud Intelligence," with its Linker Hand series achieving breakthroughs in both technology and commercial production [1] - The Linker Hand series features the highest model with 42 degrees of freedom, where each finger can independently achieve 9 degrees of freedom and 360-degree rotation [1] - The latest product, Linker Hand L30, boasts 22 degrees of freedom, a maximum load of 20 kg, and a repeat positioning accuracy of ±0.2 mm, suitable for complex scenarios in precision manufacturing and medical assistance [1] Market Position - The Linker Hand series has achieved full coverage of various drive solutions, with the new Linker Hand L6 designed to meet demanding industrial requirements for high load and speed [2] - Monthly orders for the Linker Hand series have surpassed 1,000 units, capturing over 80% of the global high-degree-of-freedom dexterous hand market [2] - Established in 2018, the Lingxin Qiaoshou team focuses on the research and development of embodied intelligent end-effectors and related technologies, building a complete ecosystem centered around the Linker Hand series [2]

Core Insights - The 2025 IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS 2025) in Hangzhou focuses on the deep integration of artificial intelligence and robotics, showcasing China's advancements in the robotics industry [1] - The conference highlights a shift from isolated breakthroughs to a systematic and ecological development stage in China's robotics technology [1] Humanoid Robots: From Technical Marvels to Practical Applications - Humanoid robots are a focal point, with companies showcasing diverse technological paths and commercialization strategies [2] - Companies like Fourier Intelligence and ZhiYuan Robotics are exploring emotional interaction and open-source strategies, while others like Magic Atom and ZhuJi Dynamics are enhancing humanoid robot movement through imitation and reinforcement learning [2] ZhiYuan Robotics - ZhiYuan Robotics presented a comprehensive display of its full product range and scene layout, emphasizing its all-stack technology and open-source ecosystem [3] - The company showcased its "Expedition," "Lingxi," and "Spirit" product families, highlighting their capabilities in commercial, interactive, and industrial applications [5] PNDbotics - PNDbotics aims to simplify the development, simulation, and deployment of humanoid robots, focusing on model-based gait planning and embodied intelligence algorithms [7][9] - The company has established a self-owned manufacturing center, achieving complete autonomy in the development and production of core components [9] Magic Atom - Magic Atom demonstrated its strong capabilities with a high self-research rate of 90%, showcasing a complete product matrix of humanoid and quadruped robots [10][12] - The company has rapidly launched multiple new products since June 2025, indicating a fast-paced commercialization process [12] Fourier Intelligence - Fourier showcased its "Care-bot" concept and the N1 robot, emphasizing its open-source strategy and collaboration with global developers [13][15] - The company aims to transition from a manufacturer to a foundational player in the embodied intelligence ecosystem [15] Zero Point Robotics - Zero Point Robotics highlighted its milestone in achieving long-sequence multi-task operations, establishing itself as a leader in the commercialization of embodied intelligence [16][18] ZhuJi Dynamics - ZhuJi Dynamics presented its humanoid robot Oli and the TRON 1, showcasing advanced capabilities in movement and stability [19][21] - The company has achieved a commercial closed-loop process for its products, which are now being delivered globally [22] ZhiShen Technology - ZhiShen Technology displayed its comprehensive technology service capabilities across the entire robotics industry chain, emphasizing its confidence in driving industrialization [23][25] LingYu Intelligent - LingYu Intelligent introduced its TeleAvatar remote operation robot system, integrating VR technology for immersive control experiences [28][30] Core Components: Precision Breakthroughs - The conference highlighted the importance of core components in robotics, with companies focusing on breakthroughs in joint modules, end-effectors, and sensors [31] - Modular and standardized designs are becoming mainstream, reducing R&D costs and accelerating product iterations [31] QingTong Vision - QingTong Vision showcased its intelligent data collection platform, addressing the industry's need for high-quality training data for humanoid robots [32][34] LingXin QiaoShou - LingXin QiaoShou presented its bionic dexterous hand products, demonstrating the capabilities of embodied intelligence in precise and flexible operations [35][37] Kunwei Motion Technology - Kunwei Motion Technology showcased its digital three-dimensional force measurement platform, providing critical data for optimizing robot control algorithms [39][41] YinShi Robotics - YinShi Robotics presented its micro servo cylinders and bionic dexterous hands, redefining the capabilities of robotic end-effectors [43][45] Oak Fruit Robotics - Oak Fruit Robotics focused on high-precision tactile perception, showcasing its Tac3D multi-modal tactile sensor for fine autonomous operations [47][49] LingZu Era - LingZu Era demonstrated its integrated joint modules, achieving significant growth in shipments and showcasing its competitive edge in the global market [50][52] Industrial Robots: AI Integration Driving Innovation - The conference revealed a new paradigm in industrial robots, where AI is becoming a core driving force, enabling robots to handle complex tasks previously reliant on human expertise [53] - Companies like Faao Robotics showcased their comprehensive solutions from core components to industry applications, emphasizing their role in automating complex processes [54][56]