浙商机械 邱世梁|王华君 人形机器人系列【福莱新材】电子皮肤性能与交付领先，持续推荐-2026/2/2 1、主业稳健：国内喷墨打印复合材料行业首家实现基膜、胶水、涂布一体化的企业 2、电子皮肤：好赛道！稀缺价值量有扩张逻辑的人机零部件，具身智能落地的最后一公里 3、公司性能与交付领先 1、主业稳健：国内喷墨打印复合材料行业首家实现基膜、胶水、涂布一体化的企业 2、电子皮肤：好赛道！稀缺价值量有扩张逻辑的人机零部件，具身智能落地的最后一公里 3、公司性能与交付领先 1）技术突破：公司合作# 清华柔电院 # 通智科技 ，形成"材料+芯片+算法"的全栈式技术能力，分别于2025年2 月、6月、11月举办新品发布会相继推出三代柔性触觉传感器产品，其中第三代产品实现芯感一体，可在指尖完成 边缘计算 2）商业化进展：2025年12月，公司向灵心巧手交付千套级电子皮肤，目前已与国内外几十家客户合作，除机器人 之外，在工业检测、新能源、消费电子等场景也有应用 风险提示：柔性触觉传感器发展不及预期 3）北美实现小批量订单：公司已成立北美子公司，现北美销售负责人为前Syntouch公司副总裁 1）技术突破：公司合作# 清华柔电院 ...

Core Insights - The core focus of the article is on the launch of the second-generation flexible tactile sensor by Fulei New Materials, highlighting its significance in the robotics industry and the company's strategic direction towards flexible sensing technology [3][5]. Company Developments - Fulei New Materials held a product launch event for its second-generation flexible tactile sensor, attended by over a hundred guests from various sectors including robotics components, brokerage firms, and investment companies [1]. - The chairman of Fulei New Materials emphasized that the flexible tactile sensor project will be a key area for future expansion, expressing excitement about the potential applications of electronic skin technology [3]. - The company has been dedicated to technological innovation in the new materials field for nearly 20 years and began focusing on flexible sensors in 2017, leading to the release of its first-generation tactile sensor in February of this year [5]. Product Features - The second-generation tactile sensor features significant upgrades over the first generation, transitioning from semi-flexible to fully flexible, enabling comprehensive curved surface tactile perception [5]. - The new sensor utilizes an innovative flexible film preparation process and unique structural designs, allowing it to conform to complex three-dimensional shapes, ensuring reliability and accuracy in practical applications [5]. - The sensor achieves full coverage of tactile perception, integrating seamlessly with various surfaces of robotic hands, providing a human-like tactile experience without dead angles [5]. Industry Context - According to GGII, the demand for flexible tactile sensors in the humanoid robotics sector is projected to reach 1.525 million square meters by 2030, with a market size of 27.4 billion yuan [3]. - The development of flexible tactile sensors is still in its early stages, with domestic manufacturers facing challenges in performance compared to international counterparts, particularly in sensitivity, durability, and multi-modal integration [3]. - Traditional tactile sensors have limitations in measuring multi-directional forces, which are crucial for complex robotic operations, highlighting the need for advancements in three-dimensional force sensing capabilities [6][7].