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中信建投:Figure、1X新品發佈,模型迭代加速人形機器人商業化落地
中信建投研報表示,2月20日,Figure推出其自研VLA模型Helix。我們認爲,Helix在較少的訓練數據下,展現出極強的泛化能力,訓練效率顯著提升,有助於人形機器人的通用化發展,利好板塊的發展前景。2月22日1X發佈NEO GAMMA人形機器人,在人工智能、設計、硬件等方面進行了全面升級,爲開啓家庭內部測試鋪平道路。模型迭代與供應鏈降本,正加速人形機器人商業化落地,核心關注具備零部件低價批量供應能力的企業,以及具備技術或者產業鏈卡位優勢的企業。
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