Guotai Haitong: Siasun Robot&Automation achieves breakthrough in full-body autonomous control, focusing on core component suppliers.

Guotai Haitong released a research report saying that Figure Helix 02 has achieved a breakthrough in key technologies, promoting the transition of humanoid Siasun Robot&Automation from technical demonstration to practical application. The single neural control system has broken through the industry bottleneck of integrating movement and operation. Looking at the entire industry, many humanoid Siasun Robot&Automation companies continue to undergo technological innovations and explore application scenarios, jointly promoting the continuous advancement of the industrialization of humanoid Siasun Robot&Automation. It is expected to become a key node for the commercialization of humanoid Siasun Robot&Automation by 2026. Focus on key suppliers of Siasun Robot&Automation core components. Guotai Haitong's main points are as follows: Event On January 27th, humanoid Siasun Robot&Automation company Figure recently officially released its new self-developed AI model, Helix 02. Compared to the previous Helix model, which mainly controlled upper body movements, Helix 02 signifies a key breakthrough in Figure's full-body autonomous control capabilities in humanoid Siasun Robot&Automation. Further landing scenarios for humanoid Siasun Robot&Automation Helix 02, through core scenario validation, promotes the transition of humanoid Siasun Robot&Automation from the laboratory to practical applications. In the video released this time, Figure 02 autonomously completed dishwasher loading and unloading (61 consecutive actions, no human intervention), showing potential for landing in home services, restaurant kitchens, etc. Siasun Robot&Automation can autonomously walk, pick up, stack, etc. Even when hands are occupied, it can also rely on hip and foot coordination. In the field of fine operations, with the help of tactile sensors and palm visual feedback, tasks such as unscrewing bottle caps, extracting single pills, precise liquid injection, and sorting in a messy environment have been successfully completed, breaking through the limitations of pure visual control. This breakthrough also provides technical possibilities for subsequent high-precision scenarios such as medical assistance and precision manufacturing. The video also shows that humanoid Siasun Robot&Automation can respond to dynamic environmental changes and has error correction capabilities, making it possible to stably execute tasks in complex scenarios. Helix 02 restructures control logic, aiming to solve industry core pain points The key breakthrough of Helix 02 lies in creating a "three-level collaboration" integrated control architecture, with the addition of SYSTEM 0 dominating full-body balance and coordination at a frequency of 1kHz. Through training with over 1000 hours of human movement data and reinforcement learning in 200,000 parallel simulation environments, a single neural network replaces millions of lines of manual code to achieve human-like natural movement. SYSTEM 1 has been upgraded to a "full sensor input--full execution output" visual motion strategy, integrating high-sensitivity tactile sensors, multidimensional cameras, and whole-body self-perception, constructing an end-to-end chain from pixels to joint control, balancing millimeter-level fine operations with room-level movement across a dynamic range spanning four levels. SYSTEM 2 has been upgraded in semantic reasoning ability, able to interpret complex commands over a long time frame without intervening in lower-level movements. Overall, Helix 02 addresses the industry pain point of the mutual limitation of movement and operation. Although the current results are still in the early stages, they have fully demonstrated the huge potential of full-body autonomous control. Risk warning: Technological progress and industrialization progress may fall short of expectations, and industry competition may intensify.