东北证券：预计2030年人形机器人电子皮肤市场空间将达155亿元

Group 1 - The humanoid robot industry is accelerating in commercialization, leading to technological upgrades and market expansion for tactile sensors as core components [1] - As technology matures and costs decrease, it is expected that dexterous electronic skin touchpoints will expand from five fingertips to full coverage of the palm and finger pads [1] - The market for humanoid robot electronic skin is projected to reach 15.5 billion by 2030, with the dexterous electronic skin market accounting for approximately 5 billion [1] - Companies with leading material processes, such as Jinghua New Materials, are recommended for attention [1]