华金证券：六维力传感器市场加速扩容 国产替代机遇与挑战并存

Group 1 - The humanoid robot industry is progressing as expected, with complex scene interaction demands leading to an increase in component requirements, particularly in the force sensor sector, which has significant domestic replacement potential [1] - The necessity of six-dimensional force sensors is highlighted as they enhance motion control capabilities in humanoid robots, allowing for real-time measurement of ground forces to improve balance and gait on uneven surfaces [1][2] - The main technical barriers for six-dimensional force sensors include product structure design, production processes, and calibration testing, with calibration being the core challenge due to the need for custom equipment and the exponential growth of sample points required for calibration [2] Group 2 - The market for six-dimensional force sensors is projected to reach 14.442 billion yuan by 2030, with a CAGR of 49.73%, and 27.78 billion yuan by 2035, with a CAGR of 30.6%, driven by the acceleration of the humanoid robot industry [3] - The current total sales of six-dimensional force sensors are low, and production costs are high, creating an urgent need for cost reduction, while domestic brands are gradually closing the gap with foreign competitors in the high-end market [3]