Core Viewpoint - The development of Tesla's third-generation humanoid robot, Optimus, has been delayed due to challenges in developing a dexterous hand, which is crucial for the robot's functionality and market application [1][3]. Market Overview - The global market for dexterous hands is rapidly expanding, with projections indicating a market size of 700 million yuan by 2025 and potentially exceeding 20 billion yuan by 2030 [3][21]. - Dexterous hands account for 15%-30% of the total cost of humanoid robots, making their development and cost reduction critical for the commercialization of humanoid robots [3][17]. Product Innovation - The Linker Hand O6, developed by Lingxin Qiaoshou, weighs only 370 grams and can support a load of 50 kg, setting a record for the lightest mass-produced dexterous hand globally, priced at 6,666 yuan [1][4][17]. - The design of Linker Hand O6 targets medium-sized humanoid robots (1-1.6 meters tall) and emphasizes a "lightweight yet powerful" approach [4][7]. Technical Challenges - Achieving extreme lightweight in dexterous hands involves overcoming multiple technical challenges, including material selection and structural design [9][10]. - The use of advanced materials like PEEK and magnesium alloys has been pivotal in reducing weight while maintaining strength and durability [10][18]. Application and Impact - The lightweight design of Linker Hand O6 enhances the operational capabilities of humanoid robots, making them more effective in interacting with the physical world [7][15]. - In the prosthetics field, the reduced weight of Linker Hand O6 significantly improves user comfort and willingness to use, compared to traditional prosthetics that often exceed one kilogram [7][15]. Cost Reduction and Market Accessibility - The price reduction of dexterous hands, exemplified by Linker Hand O6, is expected to facilitate broader adoption of humanoid robots across various sectors, including industrial and service industries [17][20]. - The cost of high-performance dexterous hands has historically been a barrier to commercialization, with previous models priced at tens of thousands of dollars; however, the new pricing strategy aims to make these technologies more accessible [17][20]. Future Trends - The dexterous hand market is projected to grow significantly, with estimates suggesting a market capacity of 760,100 units and a market size of 1.706 billion USD by 2024 [21]. - Future developments in the dexterous hand sector are expected to focus on standardization, application-specific designs, and integration of AI technologies, enhancing their functionality and market appeal [22].

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]

万凯新材（301216.SZ）8月13日在投资者互动平台表示，灵心巧手最新发布的Linker Hand O6暂未开始 使用PEKC材料以及公司的新材料。公司与灵心巧手共建的"联合实验室"目前已完成样品的制备与测试 工作，尚在做进一步的改性实验及完善注塑工艺，以推动产业化应用落地。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有无产品在灵心巧手linker hand O6灵巧手创 新型创新材料上？ ...

2025世界机器人大会（WRC）的灵心巧手展台前，一场特殊的音乐会正在上演，不同型号的灵巧手各执乐器共同演奏，钢琴手是LinkerHand L6，12个自由 度的手指在琴键上跳跃，和弦转换并不逊色于真人乐手，吉他手Linker Hand L6发出的颤音引得观众举起手机。 Q：外界对参数往往不甚了解，在灵巧手领域，最重要的技术参数是什么？ "这是我们首次实现工业、通用、迷你灵巧手的全矩阵覆盖。"灵心巧手联合创始人张延柏站在展台侧，指着整个乐队向北京商报记者介绍，这次WRC上带 来的新品LinkerHand O6，仅有女性手掌大小，却集成了6个主动自由度和10个被动自由度。 在这场伴着音乐声的专访中，张延柏详细讲解了灵巧手在工程方面的待解难题，他也承认具身智能的形态不仅是人形，但这不影响灵巧手成为目前机器人的 标配。 灵心巧手成立于2023年，两年时间，这家公司已成为目前全球唯一有能力实现量产千台高自由度灵巧手的公司，出货量占全球高自由度灵巧手市场的80%以 上，客户名单中既有荣耀、富士康等工业巨头，也有斯坦福大学、清华等科研机构。 乐队演奏的是什么曲子？"没有具体的名字，有时候我们也叫它《欢迎来到碳基生命的世界 ...