Public company map · focused evidence curves
Robotics companies: four focused public pages
这不是 winner ranking，也不是投资建议。公开站点只展示四个当前需要重点跟踪的证据曲线： Tesla Optimus 的产能与制造路径、Figure AI 的部署 KPI、Unitree / 宇树的低成本平台曲线， 以及绿的谐波的供应链报表信号。其他公司资料继续保留在 Notion / research workspace， 但暂不做网页展示，避免分散注意力。
Draft updated 2026-06-13. This page is a working surface for review before the final publishing flow.
Focused company pages
Tesla Optimus
Capacity ambition + manufacturing infrastructure
Anchor: Fremont first-generation Optimus line designed for 1M robots/year; Texas second-generation line long-term designed annual capacity 10M robots.
S4 deployment + manufacturing signalFigure AI
Deployment KPI + manufacturing KPI
Anchor: BMW: 11 months, 10-hour shifts, 90,000+ parts loaded, 1,250+ runtime hours; BotQ: 350+ Figure 03 delivered, >80% EOL FPY, 99.3% battery-line FPY.
S3/S4 cost-access + platform signalUnitree / 宇树
Cost-access curve + developer-platform
Anchor: R1 from US$4,900; G1 from US$13.5K; H2 US$29,900; H2 Plus / G1-D reference Jetson T5000, Isaac GR00T / TeleOp / Sim and data/training workflow.
S4 filing-backed supplier signal绿的谐波 / Leaderdrive
Supplier filing + product-route evidence
Anchor: 2025 revenue RMB 570.714m, +47.31%; harmonic reducer sales 425,158 units, +72.48%; industrial and embodied-intelligence robot parts revenue RMB 422.528m, +52.61%.
Evidence map
| Company | Evidence curve | Best public anchor | Missing before S5 |
|---|---|---|---|
| Tesla OptimusUS · S4 infrastructure / capacity-intent | Capacity ambition + manufacturing infrastructure | Fremont first-generation Optimus line designed for 1M robots/year; Texas second-generation line long-term designed annual capacity 10M robots. | Current production rate, actual output, yield, utilization, uptime, intervention, external paid customers, robot revenue, gross margin. |
| Figure AIUS · S4 deployment + manufacturing signal | Deployment KPI + manufacturing KPI | BMW: 11 months, 10-hour shifts, 90,000+ parts loaded, 1,250+ runtime hours; BotQ: 350+ Figure 03 delivered, >80% EOL FPY, 99.3% battery-line FPY. | Contract value, robot count by customer, customer-confirmed ROI/payback, repeat-order economics, intervention rate, gross margin. |
| Unitree / 宇树China · S3/S4 cost-access + platform signal | Cost-access curve + developer-platform | R1 from US$4,900; G1 from US$13.5K; H2 US$29,900; H2 Plus / G1-D reference Jetson T5000, Isaac GR00T / TeleOp / Sim and data/training workflow. | Shipment volume, industrial customer KPI, uptime/reliability, support cost, gross margin, repeat orders, customer ROI/payback. |
| 绿的谐波 / LeaderdriveChina · S4 filing-backed supplier signal | Supplier filing + product-route evidence | 2025 revenue RMB 570.714m, +47.31%; harmonic reducer sales 425,158 units, +72.48%; industrial and embodied-intelligence robot parts revenue RMB 422.528m, +52.61%. | Named humanoid customers, contract volume, humanoid-specific revenue, per-robot content value, customer ROI/payback, humanoid-specific margin. |
Scope note
其他候选公司研究资料不删除；它们保留在 Notion / source packets / workspace 中供后续判断。 当前 public site 的 company 展示层只保留四个聚焦入口，直到有更明确的发布理由。