人形机器人商业化落地加速，带动传感器跨越产业化临界点

Group 1 - The 2025 World Humanoid Robot Games showcased advanced robotics technology and is seen as a testing ground for core technologies in the field [1] - 2025 is widely regarded as the year of mass production for humanoid robots, leading to rapid growth for core component manufacturers alongside complete machine shipments [1] - Jiuding Investment announced a strategic acquisition of 53.29% stake in Nanjing Shenyuan Intelligent Technology for 213 million yuan, driven by optimism about the six-dimensional force sensor market [1] Group 2 - The six-dimensional force sensor market in China is expected to see a significant increase, with a projected 1100% year-on-year growth in shipments by 2024 and a rise in domestic production rate from 19% to 57.8% over four years [1] - Companies like Blue Dot Touch are achieving international standards in sensor precision and resolution, leading to a 30% to 40% reduction in sensor prices compared to overseas counterparts [1] - The commercialization of humanoid robots is accelerating, with medical rehabilitation robots completing 95% of rehabilitation actions and household service robots seeing a 300% increase in sales [3] Group 3 - Morgan Stanley analysts project that the Chinese robotics market will grow at an annual rate of 23%, potentially doubling in size within four years [3] - By 2024, China is expected to hold a 40% share of the global robotics market, valued at $47 billion, with projections to reach $108 billion by 2028 [3] - The growth in the robotics market is anticipated to drive the industrialization of core components like six-dimensional force sensors [3]