Core Viewpoint - Henghui Security (300952) believes that robotic skin clothing and skin gloves are evolving from "auxiliary components" to "core necessities," which are crucial for the extension of humanoid robots from B-end industrial scenarios to C-end service scenarios such as home services, healthcare, office, community, and entertainment [1] Group 1 - The company emphasizes the importance of robotic skin clothing and gloves as key support for the transition of humanoid robots to consumer service applications [1] - There are significant challenges ahead to achieve true electronic skin clothing and gloves, indicating ongoing development needs [1] - The company plans to leverage its manufacturing and raw material layout advantages to steadily advance product research and development, aiming to seize opportunities in niche markets [1]
恒辉安防:机器人皮肤衣、皮肤手套正从“辅助部件”升级为“核心刚需”