中国移动以亿元战略投资落子，抢占具身智能触觉“必争之地”

Core Viewpoint - The article emphasizes the growing importance of tactile sensors in robotics, highlighting their role in enabling precise manipulation and interaction with various materials, which is crucial for the advancement of embodied intelligence [3][4][10]. Market Overview - The global tactile sensor market is projected to grow from $15.33 billion in 2024 to $35.59 billion by 2031, with a compound annual growth rate (CAGR) of approximately 12.8% [4]. - The market is currently dominated by overseas leading companies, but domestic manufacturers are enhancing their competitiveness through innovation and market expansion [4]. Company Spotlight: Daimeng Robotics - Daimeng Robotics has recently completed a series of funding rounds, raising significant capital to advance its tactile sensing technology and maintain its leading position in the field of embodied intelligence [6][7]. - The company has achieved a record in angel round financing within the tactile sensor sector, accumulating several hundred million RMB over four rounds in two years [6][7]. - The latest funding round, led by China Mobile Chain Long Fund, is expected to accelerate Daimeng's technological breakthroughs and global expansion [8][9]. Technological Innovations - Daimeng Robotics is focusing on a monochromatic optical tactile sensing approach, which differs from the traditional three-color GelSight method, allowing for better engineering feasibility and mass production [15][17]. - The company has launched a new generation of tactile sensing products, including the DM-Tac series, which cater to various applications and emphasize high performance and reliability [17][19]. Product Development and Market Position - Daimeng's products are priced competitively, starting at 1,299 RMB, significantly lower than many international competitors, which typically range from 6,000 to 7,000 RMB [19]. - The company has achieved mass production of its tactile sensors, with successful certifications and orders from international clients, marking a significant milestone in the early-stage tactile sensor market [19][20]. Future Directions - The article suggests that the integration of tactile sensors into robotic systems is essential for enhancing their operational capabilities, and Daimeng is positioning itself as a comprehensive tactile perception company, focusing on hardware and software solutions [22][25]. - The industry is still exploring the optimal technical pathways for tactile sensors, and practical application and iterative feedback are crucial for advancing the technology [23][25].