Keli Sensing Technology (Ningbo) (SH:603662) Huan Qiu Wang·2025-11-28 01:00Core Insights - The humanoid robot industry in China is experiencing rapid growth, particularly in the six-dimensional force sensor market, which is crucial for real-time precision force control [1][2] - By 2025, the shipment volume of six-dimensional force sensors in China is expected to reach 12,300 units, representing a year-on-year increase of 510.1% [2] - The market is becoming increasingly concentrated, with leading companies capturing over 70% of the market share [2] Industry Overview - The six-dimensional force sensor is considered a top-tier product in the force sensor field, essential for humanoid robots to achieve precise force control [5] - These sensors are primarily installed in the wrists and ankles of humanoid robots to facilitate delicate operations and stable movement on uneven surfaces [5] - Future developments may see these sensors integrated into the fingertips of dexterous hands to enhance fine motor skills [5] Market Dynamics - Domestic companies are becoming market leaders due to their high cost-performance ratio, customization capabilities, and rapid response services [5] - Key players in the six-dimensional force sensor market include companies like Blue Dot Touch, Keli Sensor, Kunwei Technology, and Amperon, with Blue Dot Touch holding a market share of 72.6% in the first three quarters of 2025 [5] - The industry has seen eight financing events since 2025, indicating strong interest from the capital market in this sector [5] Future Projections - The shipment volume of six-dimensional force sensors is projected to grow approximately 40 times by 2030, exceeding 460,000 units [2] - Optimistically, the market could reach a scale of over 100 billion yuan by 2035 as humanoid robots penetrate consumer scenarios [2] - According to Morgan Stanley, the number of human-like robots could surpass 1 billion by 2050, with China aiming to solidify its leading position in this field [2]