603051 进军人形机器人“电子皮肤”赛道

Core Viewpoint - Lushan New Materials (603051) has officially launched its new product, a battery-free flexible electronic skin, positioning itself as a new player in the humanoid robot "electronic skin" market [2] Group 1: Product Launch and Technology - The company held a product launch event in Guangzhou, introducing its battery-free temperature and pressure dual-modal electronic skin [2] - The core technology of the electronic skin is based on a battery-free flexible electronic skin, which features high sensitivity, wide range, low power consumption, and inherent flexibility [7] - The technology offers advantages such as high sensitivity and high signal-to-noise ratio, making it highly responsive to small forces like light touches and pulses [7] Group 2: Material and Cost Advantages - The core sensitive materials are based on polymers and ionic compounds, allowing for cost control through formula and process optimization, indicating potential for large-scale application [9] - The company can customize the molecular structure to meet specific performance needs such as sensitivity and mechanical toughness, enabling differentiated breakthroughs in sensor performance [9] Group 3: Application Scenarios - The electronic skin can enhance robots' tactile feedback in smart manufacturing, leading to more accurate and safer handling [9] - In health and energy monitoring, it can provide real-time force and temperature monitoring for rehabilitation devices, smart wearables, lithium batteries, and energy storage [9] - The technology will facilitate more natural and direct interaction between robots and humans, improving collaborative capabilities [9] Group 4: Strategic Goals - Lushan New Materials aims to provide systematic material solutions across three key areas: perception, interaction, and energy for humanoid robots [10] - The company plans to expand its capabilities in multi-physical quantity perception networks and develop flexible display and touch interface materials for robots [10] - The strategic choice to enter the humanoid robot sector is part of the company's vision to transition from a functional material supplier to a smart ecological material system service provider over the next 3 to 5 years [11]