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Recently, the official Twitter account of the humanoid robot company Figure announced that Figure 02 will be released on August 6. It is reported that Figure has previously received investments from giants such as Nvidia, OpenAI and Microsoft. In March 2023, FigureAI officially launched its first general humanoid robot Figure 01, which aims to solve the global labor shortage problem by performing various tasks in industries such as manufacturing, logistics, warehousing and retail. Although the Figure 02 trailer video does not reveal too many specific details, it shows the robot's joints and limbs, as well as some interesting and potentially flexible mesh designs.

Foreign giants have accelerated the progress of humanoid robot business. Zou Runfang of AVIC Securities said that looking forward to the future, humanoid robots may usher in intensive catalysis such as new product releases, fixed-point, Optimus progress updates, and conferences. After adjustments in the early stage, the sector currently has a high configuration value. In terms of market space, the "Humanoid Robot Industry Research Report" shows that the development of the global humanoid robot industry has entered a golden period, and the market size will show a sustained growth trend. It is estimated that the scale of the Chinese humanoid robot market will exceed 10 billion in 2026, reaching 10.471 billion yuan, and is expected to grow into a 100 billion market in 2030, with a market size of 119.246 billion yuan.

According to the Cailianshe theme database, among the relevant listed companies:

Siling sharesThe robot parts products are planned to cover industrial robots, collaborative robots and humanoid robots. The company said that the harmonic reducer and actuator modules are expected to reach mass production standards in Q3 this year.

MOONS' ELECTRICMultiple product lines including coreless slotless motors, brushless DC motors, servo motor encoders, reducers, etc. have good market prospects in this application field.