SIASUN(SZ:300024) 3 6 Ke·2025-11-20 08:07Core Insights - The rapid development of humanoid robots, industrial automation, and smart home devices has made "perception capability" a core indicator of robotic intelligence. However, tactile perception has long been hindered by technological bottlenecks [1][5] - Yimu Technology, which has been focused on robotic perception for ten years, recently launched the world's thinnest bionic tactile sensor, opening new possibilities for the commercialization of "tactile intelligence" [1][3] Business Segments - The "Instrument Intelligence" segment, centered on chip-based molecular spectroscopy, has achieved mature commercialization with annual revenues reaching hundreds of millions and continuous profitability, primarily applied in water quality testing and laboratory analysis [2] - The "Electrical Intelligence" segment, aimed at AI integration in household robots and appliances, is in the early stages of large customer collaborations and is expected to scale up in the next one to two years [2] - The "Embodied Intelligence" segment, focused on tactile sensors, has secured numerous orders and is anticipated to experience explosive growth next year [2][3] Product Development - Yimu Technology's bionic tactile sensor features a contact surface mimicking human fingertip shape, with a thickness of only half that of similar products in the industry, addressing the common issue of excessive size in traditional tactile solutions [3][4] - The sensor incorporates self-developed perception algorithms to eliminate blind spots and achieve IP65 protection level, ensuring stability and accuracy in complex working conditions [3][4] - The sensor boasts micron-level deformation resolution, 0.005N force resolution, and a maximum output frame rate of 120fps, enabling robots to detect minute pressure changes and provide timely tactile feedback for precise operations [3][4] Material Science Breakthroughs - Yimu Technology has developed its own flexible electronic skin materials, breaking the reliance on imported materials and achieving stable performance under extensive testing conditions [4][5] - The company employs a self-developed full-stack simulation workflow in optical design, significantly accelerating product iteration and reducing development costs [4] Market Demand and Collaboration - The long-standing industry pain points have remained unresolved due to the multidisciplinary nature of tactile technology and the lack of mature solutions that activate market demand [5] - Following the product launch, major companies like Tesla and leading domestic robotics firms have shown interest, leading to signed cooperation contracts and entry into commercial applications [5] Future Plans - Yimu Technology plans to focus on the embodied intelligence sector, with a goal to release an improved version of the tactile alignment algorithm by 2026 and advance the next generation of tactile sensors [6] - The company aims for significant performance improvements in sensor capabilities while reducing costs through self-research, automated production, and bulk procurement [6] Competitive Strategy - The company emphasizes "strategic determination" and "systematic capability" as keys to maintaining a competitive edge, focusing on perception and related algorithms without venturing into robotics or gripper manufacturing [7] - Yimu Technology has established a complete process from market insight to industrial-scale production, gathering top talent from prestigious institutions [7]