SIASUN(SZ:300024) Sou Hu Wang·2025-12-04 13:55Core Insights - The development of humanoid robots has made significant strides in movement capabilities, but the lack of fine manipulation skills remains a critical bottleneck for widespread commercial application [1] - The focus on overcoming high-precision, low-cost tactile sensing technology has attracted substantial capital investment [1] Group 1: Investment and Financing - Damo Robotics, a company specializing in embodied intelligent tactile perception, recently completed a strategic round of financing amounting to hundreds of millions, exclusively funded by China Mobile Chain Long Fund [2] - This financing round occurred just over two months after a previous round led by China Merchants Venture Capital, indicating strong investor interest [2] - Damo's investors include key players from national industrial capital, tech giant funds, and venture capital, showcasing a broad support network [1][2] Group 2: Technological Advancements - Damo Robotics has developed a unique "monochromatic light" tactile sensing technology, breaking the monopoly of the "three-color light" technology by MIT, and has launched the world's first multi-dimensional high-resolution tactile sensor, DM-Tac [5][6] - The DM-Tac sensor features 40,000 sensing units per square centimeter, significantly surpassing human fingertip sensitivity, and can capture high-resolution multi-modal tactile information [5][6] - Damo has set new industry standards by being the first to achieve mass production of tactile sensors, integrating them seamlessly into dexterous fingertips, and obtaining certifications for durability and environmental protection [6] Group 3: Market Potential - The global tactile sensor market is projected to reach $15.33 billion by 2024, with significant growth expected as the embodied intelligence industry accelerates [6] - Research predicts that when humanoid robot production reaches 100 million units, the market sizes for various tactile technologies will be: resistive at 301 billion, capacitive at approximately 12.5 trillion, magnetic Hall effect at about 25 trillion, and visual tactile at around 37.6 trillion [6] Group 4: Competitive Positioning - Damo Robotics is positioned at a critical expansion juncture, focusing on maintaining technological leadership and building ecological advantages amid rapid growth [9] - The company has introduced a new generation of tactile solutions at a competitive price starting from 1,299 yuan, aiming to provide superior tactile performance at traditional sensor prices [9]