ECOVACS(SH:603486) 机器人圈·2026-01-07 09:45Core Viewpoint - Shanghai ZhiShi Intelligent Technology Co., Ltd. (YaoLe Technology) has completed nearly 100 million yuan in Pre-A round financing, indicating strong industry recognition for its flexible tactile sensing technology and capabilities [2] Company Overview - YaoLe Technology, established in 2015 and registered in Xuhui District, Shanghai, focuses on the research and development of flexible fabric pressure sensors and provides integrated solutions [2] - The company offers a "flexible tactile perception" platform technology, providing B-end clients with sensor design, hardware, and algorithm solutions, while also targeting C-end and overseas markets with a health perception product matrix [2] Technology and Innovation - The company has proposed the innovative concept of "fabric as a sensor," achieving vertical integration from fiber yarn to finished sensor products [3] - Its core technology utilizes a "sandwich" structure resistive design, allowing for high-density, high-consistency pressure point measurement with skin-like properties [3] Market Potential - The flexible sensor market is experiencing explosive growth, with the global smart sensor market expected to reach $51.42 billion in 2023 and grow at a compound annual growth rate (CAGR) of 19.0% from 2024 to 2030 [5] - The global flexible sensor market is projected to grow at a CAGR of approximately 18.5% during the same period, indicating significant demand [5] Business Model - YaoLe Technology has established a clear dual business model targeting both B-end and C-end markets, successfully integrating into the supply chains of major automotive manufacturers and expanding into overseas markets [5] - The company has developed intelligent cockpit pressure sensing solutions for over 100 clients, including major automotive brands, and is set to launch a series of smart health products in the North American market [5] Industry Trends - The entry of automotive manufacturers into the flexible intelligent sensor market is a significant trend, with a focus on performance, cost control, and mass production experience [7] - YaoLe Technology has completed mass production in key industries such as automotive, smart home, and electric vehicles, with multiple projects in the automotive sector currently in delivery stages [7] Competitive Advantages - YaoLe Technology's fabric tactile sensor solution offers three unique advantages: modular design for easy installation, direct integration with fabric surfaces for rapid response, and large-area seamless coverage for complex surfaces [9] - The company aims to redefine the design paradigm of robotic tactile systems, transitioning from point-based measurement to intelligent interaction across surfaces [9] Future Outlook - Investors express optimism about YaoLe Technology's prospects, highlighting its competitive advantages in stability, durability, and cost-effectiveness in the flexible tactile sensing market [12] - The company is well-positioned to capitalize on the growing demand for tactile perception in robotics and other applications, with a focus on large-area flexible sensing solutions [12]