Fulai New Material(SH:605488) DT新材料·2026-02-11 16:04Core Viewpoint - The article highlights the strategic partnership between Fulei New Materials and Lingxin Qiaoshou, marking a significant milestone in the robotics industry with the delivery of 100,000 tactile sensors, also known as "electronic skin" [2][3]. Group 1: Strategic Partnership - Fulei New Materials has signed a comprehensive strategic cooperation agreement with Lingxin Qiaoshou for the procurement of 100,000 tactile sensors [2]. - This partnership aims to develop integrated tactile sensing technology for robotic dexterous hands and design intelligent solutions, enhancing industry standards and promoting upgrades in flexible sensors and AI products [4]. Group 2: Industry Context - The dexterous hand segment is crucial in humanoid robotics, with a consensus that mastering dexterous hand technology is key to practical applications [6]. - Lingxin Qiaoshou, established in 2019, dominates the high-freedom dexterous hand market, holding over 80% market share globally [6]. Group 3: Production Capacity and Future Plans - Lingxin Qiaoshou has built four intelligent factories with an annual production capacity exceeding 10,000 units, reducing delivery cycles to two weeks [7]. - The company anticipates an overall delivery volume of 50,000 to 100,000 units this year as production capacity and demand increase [7]. Group 4: Technology Overview - Electronic skin is a flexible tactile sensor that mimics human skin, applicable in humanoid robotic hands and expanding to other body parts [9]. - Fulei New Materials is pioneering the tactile intelligent TPU concept, integrating chips and algorithms to enhance the precision and safety of robotic hand operations [9]. Group 5: Competitive Landscape - Numerous companies are entering the market, including those in the Beijing-Tianjin-Hebei, Yangtze River Delta, and Greater Bay Area regions, indicating a growing competitive landscape in the robotics sector [6][11]. - Lingxin Qiaoshou has secured significant funding, totaling over hundreds of millions, making it one of the largest in terms of financing in the dexterous hand industry [6].