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 ...

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 - Lingxin Qiaoshou (Beijing) Technology Co., Ltd. has completed a series A+ financing round of several hundred million RMB, following its series A round in October, to enhance its product development and commercialization of dexterous hands [1] - The company has achieved a significant milestone by becoming the only global enterprise to mass-produce over a thousand high-degree-of-freedom dexterous hands, capturing over 80% of the global market share in this segment [1] Financing and Investment - The A+ round financing was supported by multiple renowned investment institutions, including Zhejiang Innovation Investment and Dinghui Baifu [1] - The funds will be utilized to support the entire chain from product research and development to capital support for the industrial chain [1] Product Development - The Linker Hand L20, featuring 21 degrees of freedom, is designed to meet both algorithm development and industrial application needs, making it a unique product in the market [2] - The company has introduced the Linker Hand L6 to complete its "Industrial Master" product series, utilizing a self-developed "super electric cylinder" that achieves a driving efficiency of over 90% [2] Market Positioning - Lingxin Qiaoshou has launched the Linker Hand O6, the lightest dexterous hand globally at 370g, significantly reducing end-load and offering a competitive price point of 3999 RMB after subsidies [4] - The company aims to democratize technology and mass production advantages across the industry [4] Technological Innovation - The introduction of the Open TeleDex modular robotic remote operation system allows for a flexible and cost-effective setup for data collection in dexterous operations [5] - The LinkerSkillNet multi-modal data collection system aims to build the largest dexterous operation skill library globally, empowering developers to create new applications quickly [5] Strategic Vision - The company has proposed a new strategy called "Ling Chuang Qiao Jie," extending the concept of "self-manufacturing" to "self-evolution," focusing on creating an ecosystem where robots can continuously learn and evolve [7] - Lingxin Qiaoshou plans to enhance its mass production capabilities, targeting the delivery of 50,000 to 100,000 dexterous hands by 2026 [7]

Core Insights - Lingxin Qiaoshou (Beijing) Technology Co., Ltd. has completed a multi-billion RMB A+ round financing, with participation from several well-known investment institutions [2] - The company has achieved mass production of over 1,000 high-degree-of-freedom dexterous hands, capturing over 80% of the global market share in this segment [2] - Lingxin Qiaoshou's Linker Hand L20 and Linker Hand O6 products are designed to meet diverse industrial applications, showcasing high efficiency and competitive pricing [3][6] Financing and Market Position - The recent financing round raised several billion RMB, indicating strong investor confidence in the company's growth potential [2] - Lingxin Qiaoshou is recognized as the only company globally to achieve mass production of high-degree-of-freedom dexterous hands, with a monthly order volume exceeding 1,000 units [2] Product Development - The Linker Hand L20 features 21 degrees of freedom and is designed for both general and industrial applications, fulfilling the entire chain from algorithm development to industrial application [3] - The Linker Hand O6 is the lightest in its category at 370g, significantly reducing payload and offering a competitive price point of 3,999 RMB after subsidies [3][6] Technological Innovation - The company has launched the Open TeleDex modular robot remote operation system, which supports various external devices and significantly reduces system setup costs for dexterous operation data collection [6] - The LinkerSkillNet multi-modal data collection system aims to build the largest dexterous operation skill library globally, empowering developers to create new applications quickly [6] Strategic Initiatives - Lingxin Qiaoshou has initiated the "Bailing Plan" in collaboration with Chengkai Fund to support innovation in core technologies and applications related to dexterous hands [7] - The company has introduced a new strategy called "Ling Chuang Qiao Jie," focusing on self-manufacturing and self-evolution of robots, aiming to create an ecosystem where robots can continuously learn and evolve [10] Future Outlook - The company plans to enhance its mass production capabilities, targeting the delivery of 50,000 to 100,000 dexterous hands by 2026, aiming to lead the innovation in dexterous operations [10]

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 Viewpoint - The investment landscape for embodied intelligence robots is heating up, with significant capital flowing into the sector, indicating a shift from experimental phases to commercial viability [1][2]. Group 1: Investment Trends - From October 20 to the present, four companies in the embodied intelligence sector have disclosed financing totaling over 2 billion yuan, covering a complete chain from core components to humanoid robots and platforms [1]. - State-owned capital is increasingly participating in the sector, with national enterprises like "Wuba Intelligent" completing a strategic financing round of approximately 500 million yuan [3]. - Private enterprises are also seeing substantial investments, with companies like Songyan Power and Leju Robotics securing significant funding from state-owned and market-oriented funds [4][5]. Group 2: Market Dynamics - The industry is transitioning from technology validation to commercial validation, with a focus on companies that can demonstrate revenue and profitability models [7]. - Songyan Power launched a humanoid robot priced under 10,000 yuan, indicating a trend towards more affordable robotics solutions [7]. - Major orders are emerging, such as a 250 million yuan contract for humanoid robots from a well-known domestic company, highlighting the growing demand for practical applications [8]. Group 3: Technological Development - The development of dexterous hands is crucial for the practical application of embodied intelligence, with companies like Lingxin Qiaoshou making significant advancements and securing funding for further development [10][11]. - Lingxin Qiaoshou has achieved mass production of high-freedom dexterous hands, with orders exceeding 1,000 units, showcasing its market readiness [11][12]. - The industry is still in its early stages, facing challenges in technology maturity, application scenario matching, and cost control, which will be critical for future growth [12].

Core Viewpoint - The investment landscape in the embodied intelligence robotics sector is heating up, with significant participation from state-owned enterprises (SOEs) and a focus on commercial viability and mass production capabilities [3][4][6]. Investment Trends - From October 20 to the present, four companies in the embodied intelligence sector have disclosed financing totaling over 2 billion yuan, covering the entire supply chain from core components to complete humanoid robots and platforms [3]. - SOEs are increasingly involved in the robotics sector, with notable investments such as the 500 million yuan strategic financing for "Wuba Intelligent" led by state-backed funds [5]. - Private enterprises are also seeing active participation from SOEs, with companies like Songyan Power and Leju Robotics securing significant funding rounds [7][10]. Market Dynamics - The industry is transitioning from technology validation to commercial validation, with many companies entering B and C funding rounds focused on proving revenue and profitability models [10]. - The price of humanoid robots is rapidly decreasing, with Songyan Power launching a humanoid robot priced at 9,998 yuan, indicating a shift towards affordability [10][11]. - Large orders are becoming more common, with companies like UBTECH securing substantial contracts, although some industry voices express skepticism about the sustainability of such demand [11][12]. Technological Development - The development of dexterous hands is crucial for the practical application of embodied intelligence, with companies like Lingxin Qiaoshou making significant advancements and achieving mass production [15][16]. - Lingxin Qiaoshou has established a complete product line and has successfully produced over a thousand units of its high-freedom dexterous hand, indicating strong market traction [16][17]. - The industry is still in its early stages, facing challenges related to technology maturity, application scenario matching, and cost control [17].

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？ ...