鹿山新材汪加胜：布局电子皮肤赛道 加速推进战略转型

Core Viewpoint - Lushan New Materials has officially launched a new type of battery-free dual-mode electronic skin, aiming to become a key supplier of materials and solutions for humanoid robots and smart terminals during the 14th Five-Year Plan period [1][4]. Group 1: Product Launch and Technology - The newly launched electronic skin utilizes "pressure-temperature" dual-mode integrated sensing technology, allowing it to capture changes in pressure and temperature simultaneously, providing richer environmental information [4]. - Compared to traditional capacitive and piezoresistive sensors, the battery-free electronic skin offers high sensitivity and a high signal-to-noise ratio, making it responsive to subtle forces like fingertip touches and pulse beats [4]. - The materials used in the electronic skin are soft and stretchable, allowing for close fitting to complex surfaces of robot joints and fingertips without affecting movement freedom [4]. Group 2: Strategic Transformation - The launch of the electronic skin represents a significant step for Lushan New Materials in its transformation from a functional materials supplier to a solution provider, aligning with the demands of the humanoid robot and artificial intelligence industries [5]. - The company is leveraging over 20 years of experience in functional materials to develop key supporting materials for emerging industries, particularly in the electronic skin sector [5]. Group 3: Market Applications and Future Prospects - The electronic skin is expected to open up important applications in various fields, including smart manufacturing, health monitoring, and human-machine interaction, enhancing robots' tactile feedback and collaborative capabilities [6]. - Lushan New Materials aims to collaborate with integration companies and research institutions to explore the practical value of electronic skin in real-world scenarios [6]. Group 4: Company Background and Development - Founded in 1998, Lushan New Materials specializes in the research, production, and sales of green, high-performance functional polymer materials, with applications in renewable energy, optical displays, and composite materials [7]. - The company has been listed on the Shanghai Stock Exchange since 2022 and has applied for 320 national patents, with 187 effective authorized patents as of June 2025 [7]. - During the 14th Five-Year Plan period, Lushan New Materials is focusing on the electronic consumer and renewable energy sectors, promoting the development of advanced new materials [7][8].