机械设备-电气设备行业专题研究-人形机器人系列专题之力传感器：六维力核心壁垒高，国产企业崭露头角

Investment Rating - The report maintains a rating of "Outperform" for the electrical equipment industry [5]. Core Insights - The report highlights the high core barriers of six-dimensional force sensors, which are crucial for humanoid robots, and notes the emergence of domestic companies in this field [7][8]. - The potential market for six-dimensional force sensors is projected to exceed 10 billion yuan, driven by the commercialization of humanoid robots [7][8]. - The competitive landscape shows that foreign companies currently dominate the market, but domestic firms are gaining ground due to supply chain advantages and cost-effectiveness [7][8]. Summary by Sections 1. Sensor Overview - Sensors are essential for perceiving external information, serving as a bridge between software control and hardware components, and are key to achieving embodied intelligence [11][12]. 2. Force Sensors - Six-dimensional force sensors are the highest dimensional force sensors, capable of measuring forces and moments in three orthogonal directions, making them ideal for precise force control [22][23]. - The main applications of six-dimensional force sensors include collision testing in the automotive industry, aerospace, biomechanics, medical rehabilitation, and robotics [54][55]. - The report estimates that with a global annual production of 500,000 humanoid robots, the market space for six-dimensional force sensors could reach over 10 billion yuan [55][56]. 3. Competitive Landscape - The market for six-dimensional force sensors is concentrated, with foreign companies holding a significant share, but domestic companies are increasing their market presence [58][59]. - The top ten manufacturers in the domestic market accounted for nearly 70% of the market share in 2023, with domestic firms capturing 32.1% of the market [58][59]. - Key domestic players include Keli Sensor, Kailida, and Donghua Testing, which are recommended for investment due to their technological strengths and progress in sample delivery [102][103].