Industry Overview - The torque sensor industry is crucial for advanced equipment in sectors such as automotive, aerospace, and robotics, converting physical torque changes into precise electrical signals for data recording and real-time monitoring [1][15] - The market size of China's torque sensor industry is projected to grow from 120 million yuan in 2019 to 550 million yuan in 2024, with a compound annual growth rate (CAGR) of 35.59% [1][15] - By 2025, the market size is expected to reach 950 million yuan, driven by increasing demand from aerospace, automotive crash testing, and flexible robotics [1][15] Industry Development History - The development of torque sensors began in 1856 with the discovery of resistance change in metal wires under mechanical strain, leading to the creation of strain gauges [5] - Significant advancements occurred in the 1980s with the introduction of new types of torque sensors, including magnetic and piezoelectric sensors [5] - Recent innovations include non-contact measurement methods and multi-dimensional torque sensors, enhancing performance and application range [5] Industry Policies - Recent government policies support the development of the torque sensor industry, including initiatives to accelerate technological breakthroughs in high-end equipment like humanoid robots [7][8] - Investment funds are encouraged to support strategic and technologically advanced projects in the high-end instrument and sensor sectors [7][8] Industry Value Chain - The torque sensor industry has a relatively simple value chain, with upstream components including materials like elastic bodies and strain gauges, midstream focusing on manufacturing, and downstream applications in robotics, automation, and aerospace [9] Key Companies - Leading companies in the torque sensor market include ATI, Kunwei Technology, Keli Sensor, and Haoshi Electromechanical, which dominate the first tier due to their technological advantages [17] - The second tier includes companies like Blue Point Touch and Haibosen, which have specific technological strengths in automotive electronics and industrial automation [17] - Smaller regional firms and startups make up the third tier, competing through customized services and pricing strategies [17] Market Trends - The torque sensor industry is moving towards miniaturization, allowing integration into compact devices like robots and medical instruments while maintaining high precision [23] - There is a trend towards smart sensors that utilize AI and IoT technologies for real-time data collection and analysis, enhancing automation and predictive maintenance capabilities [24] - Future products are expected to offer multi-dimensional and multi-parameter measurements, catering to complex data needs in high-precision fields like aerospace and new energy vehicles [25]

或许主要还是着眼于经济和安全两个角度。改装车的成本远比量产车要高。目前市场上的人形机器人产 品，基础版也要近10万元人民币，可供用户二次开发的版本则价格更高，而厂商自己千锤百炼打磨出 的"视频主角"，恐怕更是带着商业机密的宝贝，概不出售。据消费者反馈，除了一次性购买机器外，对 机器人动作的"付费升级"，也是不少厂商的收入来源。另一方面，在算法尚未完全成熟的情况下，如果 贸然提供给消费者，万一机器人"回旋踢"出了事故该咋办？ 所以，厂商的视频标定了机器人产品的上限，告诉我们今天的技术条件下，人形机器人可以达到什么水 平；而消费者手里买到的机器人，则划出了产品的下限，告诉我们今天的机器人量产产品至少会稳定在 一个什么样的水平。从上限到下限，就是一项新技术从实验室到消费者的距离，是理想与现实的距离。 尽快缩小这两条线的差距，就是行业要努力推动的事情。 对于厂商来说，展示技术成果，本身无可厚非。就像汽车厂商发布概念车，手机厂商展示折叠屏样机， 这些"技术秀"既是对未来的展望，也是吸引资金投入的必要手段。 在互联网上，有两类人形机器人的视频特别火。一类是机器人厂商发布的视频。视频中，机器人跳街 舞、打太极、回旋踢，一个 ...