Industry Overview - The strain sensor industry is projected to grow from 5.672 billion RMB in 2024 to 8.945 billion RMB in 2028, with a CAGR of 12.06% [29] - The industry has evolved through three stages: early technological exploration (1930-1969), technological transformation and application promotion (1970-2014), and digital and intelligent development (2015-present) [9][10][11][12] - Strain sensors are widely used in commercial scales, petroleum, chemical, military, metallurgy, textile, medical, and other fields [4] Industry Characteristics - The industry features high technical and certification barriers, with domestic high-end technology not yet mature [6][7] - Digitalization and intelligence are the future development directions of strain sensors [6][9] - The industry is moving towards integration, high performance, low cost, and miniaturization [15][21] Industry Classification - Strain sensors are classified by usage characteristics into weighing sensors, pressure sensors, force sensors, and torque sensors [5] - Based on elastic body materials, they are categorized into alloy steel sensors, stainless steel sensors, and aluminum sensors [6] Industry Chain Analysis - Upstream: Raw materials include steel, aluminum, base plates, wires, and other components, accounting for over 70% of product costs [14][16][17] - Midstream: Strain sensor technology is developing towards integration, high performance, low cost, and miniaturization [15][21] - Downstream: Applications include commercial scales, petroleum, chemical, aerospace, metallurgy, and other fields [16][23][24] Competitive Landscape - The global strain sensor market is dominated by foreign manufacturers like HBM, Mettler Toledo, and Vishay [38] - Domestic manufacturers like KeLi Sensing and Zhonghang Electronic Measurement are competitive in the mid-to-high-end market [38][39] - Domestic manufacturers are narrowing the technology gap with foreign counterparts through innovation and intelligent layout [39][40] Key Companies Zhonghang Electronic Measurement (300114) - Focuses on innovation and R&D, with R&D investment intensity exceeding 10% in 2023 [47] - Strengthens its position in the sensor platform, promoting applications in aerospace, military vehicles, and ships [47] KeLi Sensing (603662) - Has a diversified product portfolio, including force, electricity, fiber optic temperature, gas, flow, and light curtain sensors [53] - Expands from traditional weighing scales to robotics and high-end equipment industries [53] Policy Environment - The government has issued policies to encourage the development of intelligent sensors, including the "High-performance Manufacturing Technology and Major Equipment" project [33][34] - Policies aim to promote the integration of digital technology and sensors, enhancing the competitiveness of the industry [34][37]
企业竞争图谱：2024年应变式传感器 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-06 12:23