机器人电子皮肤细分迎来新进展，背后还有小米身影

Group 1 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to expand the application of flexible fabric pressure sensors in automotive and consumer technology sectors, and to actively develop robotic electronic skin [1] - Shanghai Zhishi's strategic shareholder, Xiaomi Technology, is actively investing in the field of embodied intelligent robots, and has initiated joint research with other leading companies in the same sector [1] - The electronic skin industry in China is expected to see increased production capacity, with a significant rise in order volume reported in a precision coating workshop in Jiaxing, Zhejiang, leading to 24-hour production schedules [1] Group 2 - According to Dongwu Securities, electronic skin and tactile sensors will first penetrate the fingertips and joints of dexterous hands to enhance the ability to handle complex tasks, followed by wrists, shoulders, knees, and thighs to improve robot interaction capabilities, eventually covering the entire body for generalization and intelligence [1] - Dongwu Securities estimates that by 2035, the global demand for humanoid robots will reach 11.65 million units, with the market for electronic skin and tactile sensors potentially reaching 17.5 billion yuan [2] - Hanwei Technology's flexible micro-nano sensor business is primarily conducted by its subsidiary Suzhou Nengsida, and the company has also invested in Weihan Technology, which focuses on flexible sensors [3] - Fulei New Materials is developing flexible tactile sensors and aims to become a supplier of multi-modal perception system integration [4]