Group 1 - A total of 263 listed companies were researched by institutions this week, with Jerry Holdings receiving the most attention from 168 participating institutions [1] - Other companies such as Amlogic and Fulaixin Materials also attracted over 100 institutional research engagements [1] - In terms of total research frequency, Haixia Holdings and Weisheng Information were researched 4 times, while companies like Slin, Baiyun Airport, and Weixing Holdings were researched 2 times each [1] Group 2 - Institutions are continuously focusing on sectors such as industrial machinery, electronic components, chemicals, and electrical equipment [2]

Group 1 - The core viewpoint of the article highlights that institutional research activity remains high, with 254 listed companies disclosing investor research records during the week of November 24 to November 28 [1] - Over 80% of the stocks that were the subject of institutional research achieved positive returns, indicating a strong correlation between institutional interest and stock performance [1] - Notable performers included Hai Xin Food, which achieved a three-day consecutive increase with a rise of 45.4%, and Tongyu Communication, which saw a two-day consecutive increase with a rise of 39.1% [1] Group 2 - Popular research targets included companies such as Jereh Petroleum Equipment, which received over 100 institutional research inquiries, and Fule New Materials, which also attracted significant institutional interest [1] - Other companies like Century Huatong, Naconor, and Kaiying Network received inquiries from over 80 institutions, reflecting their growing prominence among investors [1]

Core Insights - Institutional research activity remains high, with 254 listed companies disclosing investor research records this week, and over 80% of these companies achieved positive returns [1] - Notable performers include Hai Xin Food with a 45.4% increase, Tongyu Communication with a 39.1% increase, and several others exceeding 20% [1] Group 1: Jerry Holdings - Jerry Holdings received attention from 168 institutions this week, focusing on its gas power generation business and competitive advantages in the field [2] - The company has developed a comprehensive product system for gas power generation, including gas turbine generator sets and energy storage equipment, and has secured over $100 million in sales orders for data center generator sets in North America [2] - Jerry Holdings aims to expand its application areas and secure new orders to meet diverse global energy demands [2] Group 2: Fule New Materials - Fule New Materials attracted 106 institutional inquiries regarding its third-generation electronic skin, which integrates flexible materials, chips, algorithms, and large models [3] - The company has transitioned from a material supplier to a provider of intelligent sensing solutions, achieving significant advancements in tactile sensing technology [3][4] - The third-generation system features ultra-high resolution and advanced algorithms that enable it to interpret tactile information intelligently [3] Group 3: Century Huatong and Kaiying Network - Century Huatong received inquiries from 96 institutions, with a focus on its outlook for the gaming industry and core competitiveness [5] - The company emphasizes the importance of gaming in driving technological advancements and aims to connect a broader digital world through its products [5][6] - Kaiying Network engaged with 87 institutions, discussing its strategic investment in Century Huatong and the financial implications of its stock holdings [6] - The company plans to maintain its investment in Century Huatong to enhance collaboration in IP and brand development, without short-term plans to sell its shares [6]

Core Viewpoint - The stock prices of several companies, including Xiangyang Bearing, Lixing Co., and others, have experienced significant increases, indicating a bullish trend in the market [1] Company Summary - Xiangyang Bearing has reached its daily limit up, reflecting strong investor interest and confidence in its performance [1] - Lixing Co. has seen its stock price rise by over 10%, suggesting positive market sentiment towards the company [1] - Other companies such as Haoshi Electromechanical, Fule New Materials, Buke Co., and Huaru Technology have also experienced notable price increases, indicating a broader trend of growth within this sector [1]

中证报中证网讯(记者罗京)11月27日，福莱新材（605488）在上海举行第三代电子皮肤新品发布暨投资 者交流会，正式推出集成"柔性材料+芯片+算法+大模型"的新一代触觉传感系统。 公司董事长夏厚君在发布会上表示，面对全球人工智能发展浪潮，福莱新材积极推动业务升级，以"电 子皮肤"产品为核心载体，开辟了以智能感知为代表的第二增长曲线。 公司表示，目前国内外已有数十家合作客户，部分客户已明确提出批量订单需求。 在资本运作方面，公司再融资项目已进入交易所问询阶段，并已提交问询函回复材料。据了解，公司本 次定增募投项目的建设内容包括标签标识印刷材料和电子级功能材料的扩产升级、研发中心升级项目以 及补充流动资金，募集总额为7.07亿元。 福莱新材表示，公司作为国内喷墨打印复合材料行业首家实现基膜、胶水、涂布一体化的企业，依 托"产业一体化、应用多元化"战略，持续强化产业链协同与多元化应用能力，构筑差异化竞争优势。同 时，通过研发中心升级项目强化公司核心研发能力，为主业发展提供持续创新动力，推动产品技术升 级。随着公司经营规模的不断扩大，对资金的需求日益增加，本次定增将为公司后续发展提供有力保 障，提升公司市场竞争力， ...

Core Insights - Zhejiang Fulai New Materials Co., Ltd. has officially launched a new generation of tactile sensing systems, marking a strategic shift from a coating material supplier to a provider of intelligent sensing solutions [1][3] - The company aims to leverage its electronic skin products as a "second growth curve" to release industrial value amid the global wave of artificial intelligence development [1][3] Group 1: Product Launch and Technology - The third-generation electronic skin product was introduced, featuring the innovative concept of a "Tactile Processing Unit" (TPU) to address the tactile limitations of current robots [3] - The technology achieves a breakthrough with a pressure resistance resolution of less than 0.1mm and possesses full-surface three-dimensional force partition perception capabilities [3] - The electronic skin products have already garnered recognition from leading humanoid robot and dexterous hand companies, with several clients expressing demand for bulk orders [3] Group 2: Strategic Vision and Market Position - The company is committed to advancing its industrial layout around three main directions: flexible tactile sensors, electronic-grade functional materials, and environmentally friendly coating packaging materials [3] - The chairman emphasized the company's determination to transition from a material supplier to a new material innovator and comprehensive solution provider, collaborating with industry partners to promote the substantial development of embodied intelligence [1][3] Group 3: Insights from Industry Experts - The CTO of Tongzhi Artificial Intelligence Technology highlighted the critical role of data in driving breakthroughs in embodied intelligence technology and its application in various scenarios [2] - The AI algorithm technology director explained the essential function of algorithms in transforming sensor data into meaningful perception, enabling coordination among touch, vision, language, and movement [2]

中化新网讯 11月25日，路博润公司与浙江福莱新材料股份有限公司正式签署合作备忘录，双方将围绕 生物基涂层、可降解涂层、特种印刷涂层、高阻隔柔性包装涂层等创新材料领域建立战略合作，共同开 发可持创新续涂层材料。 根据备忘录，双方将成立联合工作组，通过定期信息共享与联合研发机制，系统推进新一代可生物降解 的环保涂层树脂、功能性涂层树脂、高性能喷墨用树脂等技术的开发与应用。此次合作将结合路博润在 特种化学品领域的研发优势与福莱新材在涂布复合材料制造及市场应用方面的丰富经验，致力于开发可 再浆、可循环利用等环保材料解决方案，为客户提供更具竞争力的产品。 图为签约仪式现场。 合作将重点关注食品包装领域的纸杯、防油纸等环保纸张应用，以及标签材料等领域的特种功能性涂层 应用。通过路博润提供的生物基和可降解涂层等技术支持，福莱新材将能够生产一系列的差异化产品， 满足市场对环保和高性能材料日益增长的需求。 ...

Group 1: Market Insights - Morgan Stanley is optimistic about the Chinese stock market, raising the A-share rating to "overweight" due to multiple positive incremental drivers expected next year, such as broader applications of artificial intelligence and consumer stimulus measures [1] - The National Development and Reform Commission warns against the risk of oversaturation in the humanoid robot market, noting that the industry is growing at over 50% annually and is projected to reach a market size of 100 billion yuan by 2030 [2] - The State Administration for Market Regulation is enhancing anti-monopoly enforcement and promoting fair competition to create a market environment that stimulates the vitality of various business entities [3] Group 2: Company News - Moore Threads reported that online investors abandoned the subscription of 29,302 shares, which were fully underwritten by the sponsor, with a total subscription amount of 334.86 thousand yuan [3][4] - Dongxin Co. announced a strategic cooperation framework agreement with a leading domestic cloud computing service provider, focusing on areas such as domestic cloud desktop systems and digital twin solutions [4] - Huayang Group is indirectly supplying optical communication module components to NVIDIA through international clients [4] - Guofeng New Materials plans to acquire 46.26 million shares of Jinzhan Technology, with the Shenzhen Stock Exchange agreeing to resume the review of this transaction [4] - Hunan Gold's subsidiary obtained a mining license for tungsten, magnetite, and silver, with an annual production capacity of 990,000 tons [5] - Jereh Group signed a sales contract for generator sets for North American data centers, exceeding 100 million USD, marking a significant breakthrough in the high-end power market [7] - Saiwei Electronics experienced abnormal stock trading, with the National Integrated Circuit Fund reducing its holdings by 14.26 million shares, dropping below 5% ownership [8] - Fulei New Materials has completed multiple iterations of its self-developed "electronic skin" product and achieved bulk supply, transitioning from a material supplier to a smart sensing solution provider [9] - Tianpu Co. announced a suspension of trading due to significant stock price fluctuations, with a cumulative increase of 452% since August 22 [10] - FAW Jiefang plans to increase capital in its joint venture with CATL and Telda, totaling 412 million yuan, to enhance competitiveness in the new energy commercial vehicle sector [11] - Heng Rui Medicine received clinical trial approval for five drugs, including the anti-PD-L1 monoclonal antibody, with significant research and development investments [12]

Core Viewpoint - The company, Fulei New Materials, has launched its third-generation electronic skin, which represents a significant advancement in tactile sensing technology, enabling robots to have enhanced perception capabilities [4][5][6]. Product Launch and Features - Fulei New Materials held a product launch event in Shanghai, introducing the third-generation electronic skin, also known as "flexible sensors," which incorporates a Tactile Processing Unit (TPU) for edge computing [4][5]. - The new product allows for advanced tactile feedback, providing detailed information about the objects being touched rather than just basic contact data [4][5]. - The third-generation electronic skin features three core breakthroughs: integration of sensing and processing, advanced intelligent algorithms for deeper perception, and an increased effective sensing area [5][6]. Market Demand and Orders - The electronic skin has garnered interest from numerous domestic and international clients, with some expressing clear demand for bulk orders [4][9]. - In the North American market, the company has achieved small batch orders, indicating a growing interest in its products [9]. Strategic Direction and R&D Investment - Fulei New Materials is transitioning from a functional coating material supplier to an intelligent sensing solution provider, with the electronic skin being a key component of this transformation [5]. - The company has significantly increased its R&D investment, particularly in the flexible sensor project, which has seen funding in the million-yuan range [7]. - The R&D team is expanding, bringing together experts in sensor technology and AI algorithms to tackle technical challenges in the sensor field [7]. Collaborations and Industry Impact - The company is fostering partnerships with leading research institutions to enhance its technology, including a collaboration with Zhejiang Tsinghua Flexible Electronics Technology Research Institute [8]. - The integration of flexible sensing technology with AI algorithms is expected to create a significant impact on the industry, driving innovation and development in embodied intelligence applications [8].

Core Insights - The humanoid robot industry is entering the commercialization phase, with "humanoid tactile interaction" identified as a key bottleneck for application expansion. Flexible tactile sensors, referred to as "electronic skin," are crucial for providing robots with multi-modal perception capabilities, forming the foundational sensory network for interaction with the physical world. By 2030, the demand for flexible tactile sensors is projected to reach 1.525 million square meters, with a market size of 27.4 billion yuan [1][3]. Company Overview - Fulei New Materials, established in 2009 and listed on the Shanghai Stock Exchange in April 2021, focuses on the research, production, and sales of functional coated composite materials. The company has been developing flexible sensors since 2017, launching its first tactile sensor in February and a second-generation product in June, which can detect force vectors in three directions [3][4]. Product Development - Fulei New Materials introduced a new generation tactile sensing system that integrates flexible materials, chips, algorithms, and large models. The system features three core technological breakthroughs: "chip-sensor integration," advanced intelligent algorithms for enhanced object interaction, and an expanded effective sensing area to improve tactile information acquisition [1][4]. Market Positioning - The company has established partnerships with numerous domestic and international clients, with some expressing demand for over a hundred units. In the North American market, clients prioritize product consistency, reliability, lifespan, and signal drift, which are critical for providing reliable data to robotic systems. Fulei New Materials has a competitive edge in supply chain efficiency and has set up a wholly-owned subsidiary in California to facilitate bulk supply [4][5]. Financial Strategy - Fulei New Materials is progressing with its refinancing project, planning to raise up to 707 million yuan through a private placement. The funds will be allocated to expand production capacity for label printing materials, upgrade electronic-grade functional materials, enhance the research center, and supplement working capital. The company aims to transition from a supplier of coated materials to a new materials innovator and comprehensive solution provider [5].