SIASUN(SZ:300024) Zhong Guo Zheng Quan Bao·2025-12-02 05:27Core Insights - The article emphasizes the critical role of six-dimensional force sensors in enabling precise operations for humanoid robots, likening their function to providing "nervous endings" to machines [1] - The company Blue Dot Touch, founded by Liu Wuyue, leverages aerospace-grade technology to develop force control technology for robots, breaking the long-standing technological monopoly held by foreign manufacturers [1][3] Technology Breakthrough - The six-dimensional force sensor allows robots to perform complex tasks with precision, such as turning off a light switch without damaging it, by providing real-time feedback on force and torque [3] - The sensor achieves a measurement precision of 0.1 Newtons, comparable to the weight of a bottle cap, enhancing the robot's operational reliability and sensitivity [3] Market Dynamics - The demand for humanoid robots is increasing as applications become more diverse, necessitating the integration of force sensors alongside visual technology for improved operational accuracy [6] - The market for six-dimensional force sensors is projected to experience explosive growth, with an expected shipment of 12,300 units in China by 2025, representing a year-on-year increase of 510.1% [6] Company Developments - Blue Dot Touch has established a comprehensive technology platform to enhance service efficiency, reducing customer response time to 3-4 weeks [7] - The company has recently completed a Series C financing round exceeding 100 million RMB, which will be allocated to product development, capacity expansion, team building, and international market exploration [7] - Blue Dot Touch currently holds a 72.6% market share in China's humanoid robot six-dimensional force sensor sector, indicating its dominant position in the industry [6][7]