① Today, Figure founder Brett Adcock showcased the running posture of the F.03 humanoid robot; ② Previously, Tesla reposted a running video of Optimus 2.5 with the caption: Just set a new personal record in the lab; ③ As of yesterday, there were reports that the U.S. government is considering issuing an executive order on robotics next year.
The STAR Market Daily reported on December 4 that following Tesla's release of the 'Optimus' running video, Figure founder Brett Adcock also showcased the running posture of the F.03 humanoid robot today. He stated: 'This F.03 robot controller is powered by an onboard neural network developed by the Helix team.'
The incident began when Tesla reposted a running video of Optimus 2.5 on social platform X yesterday, adding the caption: Just set a new personal record (PR). At that time, platform user Joakim Viskinde tagged Figure's official account in the comments section, saying: 'Your move now.' Less than 20 hours later, Adcock responded with a video.
Regarding Optimus’s running posture, a brokerage firm commented that this is Optimus’s first true 'run.' Based on video analysis, Optimus’s speed is estimated to be around 2.5-3 meters per second, close to the pace of a human jogging. Even more impressive is its gait: smooth weight transfer, seamless foot landing and push-off, natural arm swings, and even visible elastic flexion and extension of the knee and ankle joints during acceleration.
Amid the intense rivalry between the two leading robotics companies, there are reports that U.S. Commerce Secretary Howard Lutnick has been meeting with CEOs in the robotics industry and is making every effort to accelerate sector development. According to two informed sources, the government is considering issuing an executive order on robotics next year.
In addition, according to a person familiar with the plans, the U.S. Department of Transportation is also preparing to announce a robotics task force, which may be established by the end of the year. Founder Securities believes that the U.S. robotics industry has been pushing for government officials and lawmakers to get involved. They consider robots as the physical manifestation of AI, and any measures to enhance AI competitiveness must include initiatives to advance robotics technology. Companies hope to obtain tax incentives or federal funding to help integrate advanced supply chains and accelerate the widespread deployment of robots.
Influenced by the aforementioned news, the robot industry chain in today's Hong Kong stock market reacted positively. By the close of trading, Ubtech Robotics, Xiaomi Group, SMIC, Huahong Semiconductor, Horizon, and XPeng Motors all saw gains.
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 the embodied intelligence industry represented by humanoid robots is growing at an extraordinary rate of over 50% annually. According to market research firms’ forecasts, the market scale will reach 100 billion yuan by 2030.
In terms of product technology iteration, ZQ Robotics recently launched the full-size general-purpose humanoid robot T800 and released numerous videos to “address CG skepticism.” According to the official introduction, it is equipped with 29 fully integrated joint modules, and its comprehensive physical capabilities surpass 90% of adult males. Previously, XPeng Motors unveiled its new-generation humanoid robot IRON, featuring human-like spine, biomimetic muscles, and full-coverage flexible skin design, while also responding to suspicions about “robots concealing real people.”
Guoyuan Securities pointed out that humanoid robots are not yet fully mature in terms of technical routes, commercialization models, and application scenarios. Currently, China already has over 150 humanoid robot companies, a number that continues to grow, with more than half being startups or entering the field from other industries. Attention should be paid to risks such as an oversupply of similar products flooding the market and compressed R&D space. The robotics industry will increasingly focus on leading companies going forward, and it is recommended to monitor$Tesla (TSLA.US)$ key players in the core industrial chain such as Unitree, Zhiyuan, and others.
Editor/Liam
