直击股东大会 | 福莱新材总经理李耀邦：柔性传感器能帮助机器人灵巧手更好地实现功能

Core Viewpoint - The company, Fulei New Materials, is focusing on providing materials and functional components for humanoid robots, particularly in the area of tactile sensing solutions, which is a significant demand in the robotics industry [2][6]. Company Performance - Fulei New Materials reported a total revenue of 2.541 billion yuan, representing a year-on-year growth of 19.23% [5][6]. - The net profit attributable to shareholders reached 139 million yuan, showing a substantial increase of 98.42% year-on-year [5][6]. - The company plans to distribute profits with a proposal of 10 shares for 4 and a cash dividend of 1.5 yuan per share (before tax) [5]. Market Trends - The consumer electronics industry is experiencing a recovery in 2024, leading to increased orders across the supply chain [6][7]. - Fulei New Materials is focusing on two main areas: OLED display materials and the development of composite films using ultra-thin adhesive tapes, which are expected to enhance production efficiency for downstream clients [7]. Product Development - The company is developing high-performance flexible sensor materials for applications in humanoid robots, industrial detection, wearable devices, and medical health [8][9]. - Fulei New Materials aims to create a second-generation electronic skin with higher integration, addressing the challenges of tactile feedback in robotic hands [11]. Competitive Advantage - The company's core competencies in the flexible sensor field include systematic integration design capabilities and a strong understanding of coating processes and polymer materials [9][11]. - Fulei New Materials is one of the few domestic companies capable of iterating electronic skin products, focusing on high-end application scenarios for advanced technical solutions [11].