Core Viewpoint - The company has officially launched its third-generation electronic skin product, marking a strategic shift from a functional coating material supplier to an intelligent sensing solution provider, driven by advancements in AI technology [1][2]. Group 1: Product Development - The third-generation electronic skin features three core breakthroughs: integration of sensing and processing through embedded chips, advanced intelligent algorithms for enhanced perception, and a significantly increased effective sensing area [2][3]. - The product is described as a comprehensive system combining flexible materials, chips, algorithms, and large models, representing a significant upgrade from traditional single-function materials [2]. Group 2: Research and Development - The company's R&D team has doubled in size compared to the end of last year, attracting experts in sensor technology and AI algorithms, which enhances its competitive edge in the industry [3]. - The company emphasizes continuous investment in R&D, focusing on tactile sensors for robotics, industrial detection systems, and consumer electronics to deepen its technological moat [2][3]. Group 3: Market Expansion - The company is actively expanding into the North American market, establishing a wholly-owned subsidiary in California to support business and technical operations, positioning itself as a key supplier of electronic skin products [4]. - The company has received significant interest from leading humanoid robot companies in North America, with several clients placing bulk orders exceeding one hundred units [4]. Group 4: Strategic Focus - The company aims to explore new profit growth points by focusing on flexible tactile sensors, electronic-grade functional materials, and environmentally friendly coating packaging materials [5]. - The company's heat transfer film business is experiencing rapid growth, with applications expanding from clothing to personalized consumer products, particularly in overseas markets [5].

11月27日，福莱新材（605488）在上海召开第三代新品发布暨投资者交流会，正式推出第三代电子皮肤 （即柔性传感器）新品。 福莱新材首席科学家陈书厅介绍，第三代新品搭载触觉智能TPU（Tactile Processing Unit，触觉处理单 元），可在指尖完成边缘计算，而非统一集中到机器人的"大脑"完成处理。它向大脑输出的不再是简单 的"我碰到了"，而是直接告诉大脑："我摸到的是什么。"由此，该产品实现了从"原始数据"到"智能触 觉"的飞跃。 福莱新材第三代新品发布暨投资者交流会现场 产业化方面，福莱新材高管现场介绍，公司电子皮肤产品目前已与国内外几十家客户合作，并且部分有 明确提出批量订单的需求。北美市场方面，已实现小批量订单。 记者注意到，本次新品发布备受关注，现场参会踊跃，有100余家机构、近300人参加，其中不乏从外地 专程赶到的投资人。 投资者在会场外体验福莱新材电子皮肤 投资者在会场外体验福莱新材电子皮肤 福莱新材董事长夏厚君在会上表示，面对全球人工智能的澎湃浪潮，公司毅然开启了从"功能性涂布材 料供应商"向"智能传感解决方案提供商"的延展升级。"电子皮肤"是这一转型的核心载体，它标志着福 莱 ...

Core Viewpoint - Fulei New Materials (605488) is focusing on the emerging sector of flexible sensors, having successfully transitioned from a material supplier to a smart sensing solution provider, with its "electronic skin" products now in mass production [1][2] Group 1: Business Development - The company has established partnerships with dozens of clients, some of whom have placed bulk order requests [1] - Fulei New Materials has set up a wholly-owned subsidiary, Apex Sensing LLC, in Silicon Valley, marking a significant step towards internationalization [1] - The company emphasizes its competitive advantages in intelligence, product form, and efficiency, delivering tactile intelligent TPU rather than just sensor resistance signals [2] Group 2: Product Innovation - The third-generation product, "chip-sensing integration," features highly miniaturized and digitized circuits, making it more compatible with dexterous hands [2] - The company is focusing its R&D efforts on tactile sensors for robotics, industrial detection systems, and consumer electronics, with R&D expenses reaching 91.56 million yuan, a year-on-year increase of 25.46% [2] Group 3: Team and Expertise - The R&D team for flexible sensors has doubled in size, attracting experts in the sensor field and AI algorithm models, providing strong technical support for continuous innovation and industrialization [2] Group 4: Market Position and Challenges - The flexible sensor market is still in its early development stage, with high potential but significant uncertainties regarding order acquisition, technical solutions, mass production pace, and scale [2]

11月27日，国家发展改革委召开月度新闻发布会。国家发展改革委政策研究室副主任李超透露，下一步，国家 发展改革委将会同有关方面持续加力，为储能和氢能等新兴产业健康发展创造良好环境。一是深化电力市场改 革，鼓励储能项目结合自身特点参与电能量市场和调频、调峰、备用等辅助服务市场，获取合理收益；二是统 筹规划布局，有效衔接绿色氢氨醇供给和需求，在重点领域推动绿色氢氨醇规模化发展，适度超前推动产运储 等环节基础设施建设，有效降低系统运行成本；三是突破技术瓶颈，组织实施产业创新工程，支持领军企业联 合产业链上下游、高校科研院所，围绕不同应用场景，一体推进设施集群建设、技术研究开发、产品升级迭代 和应用推广，鼓励多种新型储能和氢能技术路线有序发展，为构建新型电力系统提供有力支撑。 REITs发行范围已涵盖12大行业52个资产类型 11月27日，国家发展改革委政策研究室副主任李超在新闻发布会上回答证券时报记者提问。李超表示，自2020 年基础设施领域不动产投资信托基金（REITs）启动以来，国家发展改革委会同证监会，持续推动基础设施 REITs市场扩围扩容。在工作开展初期，将仓储物流、收费公路、市政设施、产业园区等纳入发行 ...

Core Viewpoint - The company emphasizes the importance of research and innovation, focusing on flexible sensors as a strategic core direction, with a significant increase in R&D investment [1] R&D Investment - R&D expenses in the first three quarters have shown a significant year-on-year increase, with investments directed towards robotic touch, industrial detection sensor systems, and consumer electronics [1] Team Expansion - The flexible sensor R&D team has rapidly expanded, doubling in size and attracting experts in the sensor field and AI algorithm models, ensuring a strong technical foundation and practical experience [1] Technical Achievements - The team has successfully overcome multiple technical challenges in the sensor domain, showcasing their deep technical accumulation and rich practical experience [1]

人民财讯11月27日电，福莱新材（605488）11月27日在机构路演活动表示，公司自主研发的"电子皮 肤"产品已完成多次迭代并实现批量供货，顺利完成从材料供应商向智能传感解决方案提供商的转型， 在智能感知与智能制造新赛道中开辟出第二增长曲线。 公司的第三代触觉传感系统实现了从"原始数据"到"智能知觉"的飞跃，触觉传感器不再仅仅是"数据搬 运工"，而是成为"触觉智能核心"。 ...

福莱新材(605488.SH)发布投资者关系活动记录表公告称，公司自主研发的"电子皮肤"产品已完成多次 迭代并实现批量供货，成功实现从材料供应商向智能传感解决方案提供商的转型。目前国内外合作的客 户已有几十家，并且部分是有明确提出批量订单的需求。公司的产品有"芯感一体"和"算法赋能"，是实 现灵巧手的灵巧操作和安全交互的重要支持。公司的高性能触觉传感在目标应用领域上，主要面向：在 高端智造方面，实现人形机器人、灵巧手完成过去只有人手才能做的精密装配；在智能伴侣方面，从指 尖到全身的触觉覆盖。这让机器人能安全地与人互动，做到"感同身受"。北美市场的客户在全球通用人 工智能AGI大脑方面的研究比较深入，更关注产品的一致性、可靠性、寿命、信号漂移，要为机器人大 脑提供最可靠的数据。今年9月，公司在美国加州设立了全资子公司Apex Sensing LLC，在当地成立了 商务和技术团队，已在北美市场实现小批量订单进展。 ...

Core Points - The stock of Fulei New Materials fell by 5% to 32.28 CNY per share, with a trading volume of 348 million CNY and a turnover rate of 3.85%, resulting in a total market capitalization of 9.045 billion CNY [1] Company Overview - Fulei New Materials Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on June 8, 2009. The company was listed on May 13, 2021. Its main business involves the research, production, and sales of functional coating composite materials [1] - The revenue composition of the company includes: 46.65% from advertising inkjet printing materials, 31.42% from label printing materials, 9.17% from other sources, 6.94% from functional base film materials, 3.95% from electronic-grade functional materials, and 1.86% from other supplementary materials [1] Shareholder Information - The Oriental Alpha Fund has a position in Fulei New Materials, with its fund, Oriental Alpha Preferred Mixed A (007518), entering the top ten circulating shareholders in the third quarter, holding 1.9064 million shares, which accounts for 0.69% of the circulating shares. The estimated floating loss today is approximately 3.2409 million CNY [2][4] - The fund was established on September 12, 2019, with a latest scale of 128 million CNY. Year-to-date returns are 42.66%, ranking 1169 out of 8130 in its category, while the one-year return is 45.95%, ranking 1058 out of 8054 [2] Fund Manager Information - The fund manager of Oriental Alpha Preferred Mixed A is Zhou Mi, who has been in the position for 7 years and 270 days. The total asset scale of the fund is 6.989 billion CNY, with the best fund return during the tenure being 112.22% and the worst being -5.86% [3]

证券日报网讯11月26日晚间，福莱新材（605488）发布公告称，公司未对控股股东和实际控制人及其关 联人提供担保。公司不存在逾期担保的情况。 ...

| 证券代码：605488 证券简称：福莱新材 | 公告编号：临 2025-161 | | --- | --- | | 债券代码：111012 债券简称：福新转债 | | 本次发行的可转债存续期为自发行之日起 6 年，即自 2023 年 1 月 4 日至 2029 年 1 月 3 日。债券利率为第一年 0.40%、第二年 0.60%、第三年 1.20%、第四年 1 浙江福莱新材料股份有限公司 关于不提前赎回"福新转债"的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 浙江福莱新材料股份有限公司（以下简称"公司"或"福莱新材"）股票自 2025 年 11 月 6 日至 2025 年 11 月 26 日期间，已连续十五个交易日中有十五个 交易日的收盘价不低于当期转股价格 9.56 元/股的 130%（即 12.43 元/股），已触 发"福新转债"的有条件赎回条款。公司董事会决定本次不行使"福新转债"的提前 赎回权利，不提前赎回"福新转债"。 未来三个月内（即 2025 年 11 月 27 日至 2026 年 ...