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1 SAC S0010520020001 2023 10 25()2 2028 276 Markets and Markets 2023 18 2028 138 Optimus 2 2028 69 138 Optimus 31.6 Optimus 53.8%2028 60%5/2/2028 276 Bebionic 32/5/+13mm 1162 465 6 2028 465 6 138=38.5 14%QYResearch 2022 54.6 5%2.7 2028 41.2 41.2 40%=16.5 15%2028 40%0YDWyRrMoNoPtNtQmRtMpOaQdN9PnPoOsQtQeRmNqQkPpNtO7NoPpRvPmOrPvPpNzQ31 2 4 3 5 4 AI DAY 2022 60%90%3 3 5 Shadow BrainRobotics Bebionic Shadow Robot Ottobock 11 12 24 10 10-12 6 6 20 6 5 5/220/10.8/32/AI DAY 2022 Bionics For Everyone Hub Shadow 220/Bebionic 32/BrainRobotics 10.8/5/6 MedSci Shadow 7 Optimus BOM 31.64%AI DAY 2022 Optimus BOM 8 Optimus AI DAY 2022 Optimus 9 Markets and Markets Markets and Markets 2023 18 2028 138 Optimus 2 2028 69 138 5/Optimus 31.6 Optimus 2 1:7.3 14.6 53.8%Optimus 2028 60%2/500002000001000020000300004000050000600002023 2028E 2028 138 2/2028 276 101 2 4 3 5 11 27 19 34 48 5 14 8 100%40%20%12 Gray s Anatomy 21 5 4 1 2 1 2 2 2 1 2 13 Integrated linkage-driven dexterous anthropomorphic robotic hand ILDA ILDA 5 20 ILDA 15 2 1 ILDA ILDA ILDA 14 1974 Okada 3 11/1983 UTAH/MIT 4 16/1983 Stanford/JPL 3 9 20 80 20 80/1983 Stanford/JPL 3 3 12 N+1 Utah/MIT 4 4 16 2N 1970-1990 1962 Belgrade 1974 Okada 3 3 4 15 1990-2010 20 90 20 90 DLR I NASA 1998 DLR I 4 12/1999 NASA 5 14/2004 Shadow 5 20/2008 HIT/DLR II 5 15/6 21 21 Shadow HIT/DLR II 161 2 4 3 5 17 MIT Optimus Walker 18 AI DAY 2022 Shadow 1.2.1.2.1.2.3.1.2.Optimus Walker 19 AI DAY 2022 HIT/DLR II 20 or AI DAY 2022 6 11 1.Shadow 220 2.Shadow 211 2 4 3 5 22 AI DAY 2022+6 11 Optimus Optimus 1.1/3-1/2 2.70%90%70%3.23+24 IT Shadow Robot Multisensory five-finger dexterous hand:The DLR/HIT Hand II Maxon HIT/DLR II Shadow LA10 Maxon 241916 Maxon 118608 13.2mm 20mm 13mm 66.5mm 13.6mm 38.9mm 21g 15g 27g 1290 632 1153 Shadow Shadow 20 16 Maxon 118608 HIT/DLR II HIT/DLR II 20mm 13.6mm 15g Maxon 241916 6 25 13mm HIT/DLR II Shadow 2004 20000h 2000h 20000rpm 13000rpm vs LA10 无刷空心 杯电 机 13mm Shadow 13.2mm 13mm Shadow 13mm 13mm 16mm 26 Maxon Maxon Faulhaber Portescap CR3 70%-80%15%2 1 Maxon Faulhaber Portescap Maxon NASA Bebionic Faulhaber 2 Maxon Faulhaber Portescap 27 2 3 Maxon Faulhaber Maxon Faulhaber/&()28 Faulhaber Maxon Faulhaber Maxon Faulhaber Maxon 36.7%ECU13038H18-S001 13mm 23400rpm 3.5mNm 1162 Faulhaber 1226S012B 12mm 27400rpm 1.97mNm Maxon ECX SPEED 13 M 13mm 45700rpm 4.21mNm 2079 2028 15%40%40%60%15%85%2023 2028 29 Maxon QYResearch Maxon 13mm 20-49 63.6%13mm 1162 930 80%Optimus 53.8%50%930 465 MaxonECX SPEED 13 M1-4 2079 5-19 1624 20-49 1323 50 Maxon 2.7 3.25.912.318.928.841.20%20%40%60%80%100%120%0.010.020.030.040.050.02022 2023E 2024E 2025E 2026E 2027E 2028E YOY 2028 138 6 2028 465 6 138=38.5 14%QYResearch 2022 54.6 1:7.3 5%2.7 2028 41.2 41.2 40%=16.5 301 2 4 3 5 31 iFinD 2022 48.1%2022 29.6 23.2 78%51.9%48.1%13.215.0 16.421.023.20%10%20%30%0.010.020.030.040.02018 2019 2020 2021 2022 YOY29.6 2018-2022 2022 32 iFinD 2022 29 2023 2022 25%25%-10%0%10%20%30%0102030402018 2019 2020 2021 2022 YOY 2018-2022 51.6%48.4%2022 2 16mm-42mm 33 iFinD 3.4mm-38mm 1-5 6mm 5.314.68.27.47.1-80%-40%0%40%80%120%160%051015202018 2019 2020 2021 2022 2018-2022 34 iFinD 2022 18.1 17.2 95%2021 74.29%2022 48.36%14 56 1 72800KM 74.29%48.36%-20%0%20%40%60%80%051015202018 2019 2020 2021 2022 YOY 2018-2022 35 36 6 A 300 500 6 5%;6-5%5%;6 5%;6-12 15%6-12 5%15%6-12-5%5%6-12 5%6-12 15%
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