未知机构：机器人宇树机器狗功能惊艳升级产业化进程再加速关注机器人机器狗产业链进展-20241226

Industry/Company Involved - Humanoid Robots - Robot Dogs - Specific Companies - Boston Dynamics - Tesla - Huawei -宇树科技 - 云深处 - 三花智控 - 拓普集团 - 北特科技 - 贝斯特 - 五洲新春 - 双林股份 - 震裕科技 - 恒立液压 - 鸣志电器 - 兆威机电 - 步科股份 - 伟创电气 - 绿的谐波 - 双环传动 - 中大力德 - 柯力传感 - 安培龙 - 汉威科技 - 旭升集团 - 爱柯迪 - 比亚迪 - 禾川科技 - 中坚科技 - SanctuaryAI Key Points and Arguments - Humanoid Robots - Boston Dynamics successfully replicated the high-difficulty backflip action of the hydraulic version Atlas with the electric-driven version Atlas [doc id='1']. - Focus on Tesla's fixed-point/production node and the new direction of the next generation of robot technology [doc id='1']. - Pay attention to the breakthroughs in the domestic robot industry chain, such as Huawei [doc id='1']. - Robot Dogs - The market has recently focused on robot dogs, and the robot industry has shifted from humanoid robots to robot dogs [doc id='3']. - As one of the best carriers of embodied intelligence, robot dogs have huge potential in commercial, industrial, and special scenarios [doc id='3']. - Yutong's product upgrade and Yunshen's delivery of the Singapore power grid order have achieved industry-level landing, and the domestic industry chain is expected to continue to benefit [doc id='3']. - The domestic robot/robot dog industry chain includes Huawei, BYD, Hechuang Technology, Zhongjian Technology, Yutong Technology, and Yunshen [doc id='3']. - Yutong's upgraded version B2-W robot dog can complete Thomas full rotation, dive down steep slopes, cross forests, and grasslands, and can carry an adult male [doc id='4']. - The performance of the robot dog has been comprehensively upgraded after one year of mass production (the iteration speed has accelerated) [doc id='7']. - Industry Trends - The development of robot dogs is accelerating, and the industrialization process is accelerating [doc id='4']. - The integration of touch sensors in dexterous hands will further improve the operation ability and accuracy of robots [doc id='5']. - The technology of robot dogs and humanoid robots has similarities, and the industry chains have cross-sections, which promote each other and optimize iteratively [doc id='6']. Other Important Content - Robot Dog Industry Chain - Focus on the breakthroughs in the industry chain of leading robot dog manufacturers such as Yutong and Yunshen, as well as the progress of parts manufacturers [doc id='2']. - Humanoid Robot Industry Chain - The humanoid robot industry chain includes T chain actuators, high-barrier screw links, motor links, reducer links, high-value and core component sensor links, lightweight parts, and domestic robot/robot dog industry chains [doc id='3']. - New Products - Zhenqing Robot launched a lightweight, high-dynamic, fully open embodied intelligent body PM01 yesterday, with commercial version/education version prices starting at 88,000 yuan [doc id='5']. - SanctuaryAI launched a new generation of touch sensor technology, and the dexterous hand can perceive the tiny pressure of the outside world [doc id='5']. - Performance Improvement - The electric drive scheme can achieve rapid performance improvement and gradually narrow the gap with the high-movement ability hydraulic scheme [doc id='8'].