① Today, Figure founder Brett Adcock shared a picture of the F.03 humanoid robot . The running posture; ② Previously, Tesla Forwarded a running video of Optimus 2.5 with the caption: Just broke my personal record in the lab; ③ Just yesterday, news broke that the US government is considering issuing an executive order on robots next year.
Following Tesla's release of a video of Optimus Prime running, Figure founder Brett Adcock also shared a video today of the F.03 humanoid robot running. He stated, "The F.03 robot's controller runs on an onboard neural network developed by the Helix team."
F.03 Running
Optimus Prime Running
The incident began yesterday when Tesla shared a running video of the Optimus 2.5 on the social media platform X, captioning it: "Just broke my personal record (PR) in the lab." At the time, platform user Joakim Viskinde commented below, tagging Figure's official account and saying, "It's your turn to make a move." Less than 20 hours later, Adcock responded with a video.
Regarding Optimus's running form, some securities firms commented that this was Optimus's first true "run." Based on the footage, Optimus's speed was estimated to be around 2.5-3 meters per second, approaching the speed of human jogging. Even more impressive was its gait: smooth weight transfer, seamless foot strike and push-off, natural arm swings, and even during acceleration, the elastic bending and extension of the knee and ankle joints could be seen.
Just as the two leading robotics companies are engaged in fierce competition, reports indicate that U.S. Commerce Secretary Howard Lutnick has been meeting with CEOs of robotics companies and is making every effort to accelerate the industry's development . According to two sources familiar with the matter, the government is considering issuing an executive order regarding robotics next year.
Furthermore, according to a source familiar with the planning, the U.S. Department of Transportation is also preparing to announce a robotics task force, which may be established before the end of the year. (Founder Securities) The report argues that the US robotics industry has been pushing for the involvement of government officials and legislators. It maintains that robots are the physical manifestation of AI, and any initiative to enhance AI competitiveness must include plans to advance robotics technology. Businesses are seeking tax incentives or federal funding to help integrate advanced supply chains and accelerate the widespread deployment of robots.
Affected by the above news, A-shares related to the robotics industry rallied today. As of press time, Haichang New Materials... Huawu Shares Giant Wheel Intelligence Multiple stocks hit their daily limit, including Googol Technology. Dematic Sanhua Intelligent Control Prices rose across the board.
From a domestic perspective, Li Chao, deputy director of the Policy Research Office of the National Development and Reform Commission, stated at a press conference that, taking humanoid robots as an example, the robotics industry... The embodied intelligence industry, represented by [example company name], is experiencing rapid growth at a rate exceeding 50%. Market research institutions predict it will reach a market size of hundreds of billions of yuan by 2030.
In terms of product technology iteration, ZQGame recently released the T800, a full-size general-purpose humanoid robot , and released numerous videos to "respond to CG criticisms." According to official information, it is equipped with 29 fully integrated joint modules, and its overall physical capabilities surpass those of 90% of adult men. Previously, XPeng Motors... The company unveiled its new generation of humanoid robot, IRON, which features a humanoid spine, bionic muscles, and fully covered flexible skin. It also responded to questions about whether a "real person is hidden inside the robot."
Guoyuan Securities It is pointed out that humanoid robots are not yet fully mature in terms of technology, commercialization models, and application scenarios. Currently, there are over 150 humanoid robot companies in China, and the number is constantly increasing. More than half of them are startups or entrants from other industries. It is necessary to be wary of the risks of a "clustering" of highly repetitive products entering the market and the compression of R&D space. The future of the robotics industry will focus on leading companies; Tesla is recommended for attention. Core industry chain companies such as Unitree and Zhiyuan.
(Article source: CLS)
