六维力传感器成机器人关键部件多家上市公司掀起“军备竞赛”

Core Insights - The six-dimensional force sensor is a key component for solving motion control challenges in humanoid robots, with several A-share listed companies engaged in a "arms race" in this field [1][4] - The production cost of six-dimensional force sensors is currently high, but there is a strong demand for cost reduction as the humanoid robot industry rapidly advances [1][10] - The market for six-dimensional force sensors is expected to grow significantly, with projections indicating that by 2030, annual shipments in China could exceed one million units, leading to a market size of several billion yuan [9][10] Company Developments - Jiuding Investment announced plans to acquire a 53.29% stake in Nanjing Shenyuan Intelligent Technology for 213 million yuan, highlighting the company's potential in six-dimensional force sensor development [2] - Donghua Testing is in the small-batch trial production stage of six-dimensional force sensors and is customizing development based on diverse customer needs [3] - Minxin Co. is actively engaging in the research and development of six-dimensional force sensors and related technologies, aiming to push product applications [3] - Haoshi Electromechanical has achieved breakthroughs in core functional components, enabling domestic production of key parts for intelligent robots [3] - Many companies, including Hanwei Technology and Anpeilong, are entering the humanoid robot sensor market, indicating a growing trend in the industry [4] Market Trends - The demand for six-dimensional force sensors is closely linked to the booming humanoid robot industry, with applications expanding across various sectors [5][6] - The penetration rate of six-dimensional force sensors in humanoid robots is expected to exceed 30% in the future [8] - The price of six-dimensional force sensors currently ranges from 20,000 to 100,000 yuan for imported brands and 10,000 to 50,000 yuan for domestic mid-to-high-end products [10] - The application of MEMS technology is anticipated to significantly reduce production costs, making large-scale manufacturing feasible [10][11]