SIASUN(SZ:300024) 3 6 Ke·2025-07-16 03:22Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd. has recently completed nearly 100 million RMB in Series B financing, with funds allocated for product R&D, overseas market expansion, and team augmentation [1] - The company, established in 2019, specializes in the research and application of intelligent robot force control technology, with a core team from prestigious institutions [1] - Blue Dot Touch has developed a range of products including humanoid robot six-dimensional force sensors and torque sensors, which are applied in various industries such as medical, aerospace, and automotive [1] Group 1: Technology and Product Development - The six-dimensional force sensor has its origins in aerospace applications, measuring aerodynamic characteristics during flight tests [2] - The founder believes that domestic force sensors have a deeper technical accumulation compared to international brands, leveraging over 70 years of experience in aerospace research [2] - The company has made significant adjustments in cost control and technical solutions, achieving better cost-performance ratios while maintaining high performance [3] Group 2: Performance Metrics - Blue Dot Touch has achieved notable advancements in product performance, including an accuracy of 0.3% FS and a high precision of 0.1% FS for humanoid robot sensors [3] - The response frequency has reached up to 10 kHz, allowing for rapid data acquisition [3] - The weight and volume of sensors have been reduced by over 80% and 90% respectively, facilitating easier integration into robotic systems [3] Group 3: Market Trends and Growth - The embodied intelligence industry is experiencing rapid growth, with significant increases in orders for collaborative robots and humanoid robots expected to exceed 2,000 units in 2024 [5] - The importance of force sensors is becoming more pronounced as robots engage in real-world interactions, necessitating precise operations beyond visual positioning [5] - Blue Dot Touch has established a strong market presence, with a projected market share of over 70% in humanoid robot six-dimensional force sensors by 2024 [7] Group 4: Strategic Initiatives - The company is focusing on developing specific product lines for humanoid and industrial robots, including LA and LC series for humanoid robots and LB, LD, and LE series for industrial applications [6] - Following the recent financing, Blue Dot Touch plans to enhance R&D investments and expand its team to meet the growing demand for high-precision sensors [7] - The company aims to leverage its technological advantages to expand its commercial channels and target overseas markets in Europe and America [7]