SIASUN(SZ:300024) 3 6 Ke·2025-11-20 06:35Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd. has completed over 100 million C-round financing led by Sequoia China, with funds primarily allocated for R&D expansion, production automation upgrades, and market expansion [1] Company Overview - Blue Dot Touch specializes in robotic force sensor hardware, offering a range of products including humanoid robot six-dimensional sensors, general six-dimensional force sensors, joint torque sensors, and tension-compression sensors [1] - The company has established a strong client base, including leading humanoid robot manufacturers such as Zhi Yuan Robotics, Xiaomi Robotics, and UBTECH, and has expanded its reach to industry clients like the Beijing Humanoid Robot Innovation Center [1] Market Position - The shipment volume of Blue Dot Touch's joint force sensors has exceeded 100,000 units, achieving a market share of over 95%, while the humanoid robot six-dimensional force sensors have surpassed 10,000 units with a market share exceeding 80% [2] Production Capacity and Automation - The company is advancing its production automation and standard operating procedures (SOP) with a new production base in Guangdong covering approximately 10,000 square meters, featuring a fully automated production line for joint force sensors with an annual capacity of 1 million sets and 200,000 sets for end six-dimensional force sensors, which will enhance overall production capacity by 3 to 4 times [3] Industry Trends - The growth in shipment volume is driven not only by prototype validation demands from leading clients but also by stable demand in data training and limited application scenarios, indicating a shift from theoretical discussions to actual product deployment [3] - Data training is crucial for robots to transition from preset programs to autonomous intelligence, requiring high-precision and reliable tactile sensors as essential data entry points [3] Application Scenarios - Current practical applications of robots include welcoming displays, commercial performances, and limited factory operations, with the realization of broader applications being a gradual iterative process [6] - The company acknowledges the existence of industry bubbles but aims to remain resilient post-bubble by ensuring strong team capabilities, practical product solutions, and diversified strategies [6] Competitive Advantages - Blue Dot Touch's competitive edge in overseas markets stems from its R&D capabilities and rapid iteration speed, leveraging aerospace technology to match international leaders while benefiting from domestic supply chain advantages that allow for product iteration cycles of 2-3 weeks [7] - The company has established a significant presence in the European market and aims to leverage the resources from Sequoia China's investment to further expand its market reach [7]