柯力传感：构筑传感器“产业森林”，开拓人形机器人新市场

Core Insights - The sensor industry is crucial for bridging the physical and digital worlds, with significant advancements in technology and market growth in China [1][2] - Keli Sensor has established a strong market position in weighing sensors and is actively expanding into non-mechanical sensor fields through strategic investments [2][3] - The rise of humanoid robots emphasizes the importance of sensors, which are essential for perception and decision-making in robotics [4][5] Industry Overview - The Chinese sensor market is projected to grow from 364.47 billion yuan in 2023 to 554.72 billion yuan by 2026, with a compound annual growth rate (CAGR) exceeding 15% [2] - Keli Sensor has maintained a market share leadership for 14 years, achieving over 40% gross margin by focusing on high-end applications in metallurgy, chemicals, and logistics [2] Company Strategy - Keli Sensor's competitive advantages include technological innovation, market-driven principles, and ecosystem collaboration [2] - The company has diversified its product offerings by developing new mechanical sensors and investing in non-mechanical sensor companies, establishing a comprehensive sensor "industry forest" [3][5] - Keli Sensor's investments in seven companies and stakes in two others have laid a solid foundation for expanding into non-mechanical sensor markets [3] Humanoid Robot Market - The humanoid robot sector is rapidly evolving, with significant potential for disruptive innovation, driven by advancements in AI, high-end manufacturing, and new materials [4] - Sensors account for approximately 30% of the cost of humanoid robots, indicating a growing demand for intelligent sensors as the market expands [5] - Keli Sensor is focusing on developing sensors specifically for humanoid robots, including six-dimensional force sensors and torque sensors for joints [5][6] Technological Requirements - The main types of sensors needed for humanoid robots include vision, touch, force/torque, posture (IMU), and position (encoder) sensors [6] - Humanoid robots require sensors that can operate in unstructured environments, necessitating high precision, durability, and cost-effectiveness [6] - The integration of multiple sensor technologies is essential for enhancing the intelligence and operational capabilities of humanoid robots [6]