汉威科技：以传感器入局，为机器人“画皮” | 供应链隐形冠军

Group 1: Industry Overview - The humanoid robot industry is on the brink of explosive growth, with a projected compound annual growth rate (CAGR) exceeding 60% over the next five years [4][6] - By 2030, the production capacity of humanoid robots is expected to reach 5-6 million units, with the market size surpassing 450 billion yuan [6] - In the first half of 2025, there were 87 financing events in China's humanoid robot sector, raising a total of 10.9 billion yuan, nearly doubling the financing amount from the entire year of 2024 [5] Group 2: Company Profile - Hanwei Technology - Hanwei Technology, established in 1998 and listed on the Shenzhen Stock Exchange in 2009, is a leading company in the gas sensor field in China [2] - The company is one of the few capable of mass-producing flexible tactile sensors, with a thickness of less than 0.3mm and sensitivity reaching 0.1 kPa [3] - Hanwei Technology is collaborating with various robotics companies to integrate flexible tactile sensors into robotic hands, enhancing their ability to perform complex and delicate tasks [3] Group 3: Technological Advancements - Hanwei Technology's product matrix covers multiple dimensions of perception for humanoid robots, including touch, balance, force control, and smell [4] - The company has developed various electronic skin technologies, including pressure-sensitive, piezoelectric, capacitive, magnetic, and liquid metal sensors, suitable for different body parts and functional scenarios [4] - The flexible sensor production line at Suzhou Nistad has reached full capacity, with new expansion plans underway to significantly increase production in the second half of the year [8] Group 4: Market Dynamics - The sensor market is expected to grow rapidly, driven by the humanoid robot market, with a projected CAGR of 61.6% by 2030 [7] - Force sensors are anticipated to dominate the market, with a demand scale of approximately 58.5 billion yuan by 2030, while visual sensors may reach around 20 billion yuan [7] - Hanwei Technology is actively supplying flexible electronic skin products to several humanoid robot manufacturers, indicating a strong market presence [7]