注：本文系新闻报道，不构成投资建议 据联交所11月27日披露，广东奥迪威传感科技股份有限公司向联交所提交上市申请，拟香港主板上市， 招商证券(香港)有限公司为独家保荐人。 公司是全球领先的传感与执行解决方案的领导者和先锋之一，致力于面向智能家居、智能汽车、智能终 端以及智能制造等人工智能与物理世界互联互动的各类场景提供智能传感及精密微型执行解决方案。 ...

Core Insights - The humanoid robot industry in China is experiencing rapid growth, particularly in the six-dimensional force sensor market, which is crucial for real-time precision force control [1][2] - By 2025, the shipment volume of six-dimensional force sensors in China is expected to reach 12,300 units, representing a year-on-year increase of 510.1% [2] - The market is becoming increasingly concentrated, with leading companies capturing over 70% of the market share [2] Industry Overview - The six-dimensional force sensor is considered a top-tier product in the force sensor field, essential for humanoid robots to achieve precise force control [5] - These sensors are primarily installed in the wrists and ankles of humanoid robots to facilitate delicate operations and stable movement on uneven surfaces [5] - Future developments may see these sensors integrated into the fingertips of dexterous hands to enhance fine motor skills [5] Market Dynamics - Domestic companies are becoming market leaders due to their high cost-performance ratio, customization capabilities, and rapid response services [5] - Key players in the six-dimensional force sensor market include companies like Blue Dot Touch, Keli Sensor, Kunwei Technology, and Amperon, with Blue Dot Touch holding a market share of 72.6% in the first three quarters of 2025 [5] - The industry has seen eight financing events since 2025, indicating strong interest from the capital market in this sector [5] Future Projections - The shipment volume of six-dimensional force sensors is projected to grow approximately 40 times by 2030, exceeding 460,000 units [2] - Optimistically, the market could reach a scale of over 100 billion yuan by 2035 as humanoid robots penetrate consumer scenarios [2] - According to Morgan Stanley, the number of human-like robots could surpass 1 billion by 2050, with China aiming to solidify its leading position in this field [2]

Core Viewpoint - The company, Fulei New Materials, has launched its third-generation electronic skin, which represents a significant advancement in tactile sensing technology, enabling robots to have enhanced perception capabilities [4][5][6]. Product Launch and Features - Fulei New Materials held a product launch event in Shanghai, introducing the third-generation electronic skin, also known as "flexible sensors," which incorporates a Tactile Processing Unit (TPU) for edge computing [4][5]. - The new product allows for advanced tactile feedback, providing detailed information about the objects being touched rather than just basic contact data [4][5]. - The third-generation electronic skin features three core breakthroughs: integration of sensing and processing, advanced intelligent algorithms for deeper perception, and an increased effective sensing area [5][6]. Market Demand and Orders - The electronic skin has garnered interest from numerous domestic and international clients, with some expressing clear demand for bulk orders [4][9]. - In the North American market, the company has achieved small batch orders, indicating a growing interest in its products [9]. Strategic Direction and R&D Investment - Fulei New Materials is transitioning from a functional coating material supplier to an intelligent sensing solution provider, with the electronic skin being a key component of this transformation [5]. - The company has significantly increased its R&D investment, particularly in the flexible sensor project, which has seen funding in the million-yuan range [7]. - The R&D team is expanding, bringing together experts in sensor technology and AI algorithms to tackle technical challenges in the sensor field [7]. Collaborations and Industry Impact - The company is fostering partnerships with leading research institutions to enhance its technology, including a collaboration with Zhejiang Tsinghua Flexible Electronics Technology Research Institute [8]. - The integration of flexible sensing technology with AI algorithms is expected to create a significant impact on the industry, driving innovation and development in embodied intelligence applications [8].

Core Insights - The humanoid robot industry is entering the commercialization phase, with "humanoid tactile interaction" identified as a key bottleneck for application expansion. Flexible tactile sensors, referred to as "electronic skin," are crucial for providing robots with multi-modal perception capabilities, forming the foundational sensory network for interaction with the physical world. By 2030, the demand for flexible tactile sensors is projected to reach 1.525 million square meters, with a market size of 27.4 billion yuan [1][3]. Company Overview - Fulei New Materials, established in 2009 and listed on the Shanghai Stock Exchange in April 2021, focuses on the research, production, and sales of functional coated composite materials. The company has been developing flexible sensors since 2017, launching its first tactile sensor in February and a second-generation product in June, which can detect force vectors in three directions [3][4]. Product Development - Fulei New Materials introduced a new generation tactile sensing system that integrates flexible materials, chips, algorithms, and large models. The system features three core technological breakthroughs: "chip-sensor integration," advanced intelligent algorithms for enhanced object interaction, and an expanded effective sensing area to improve tactile information acquisition [1][4]. Market Positioning - The company has established partnerships with numerous domestic and international clients, with some expressing demand for over a hundred units. In the North American market, clients prioritize product consistency, reliability, lifespan, and signal drift, which are critical for providing reliable data to robotic systems. Fulei New Materials has a competitive edge in supply chain efficiency and has set up a wholly-owned subsidiary in California to facilitate bulk supply [4][5]. Financial Strategy - Fulei New Materials is progressing with its refinancing project, planning to raise up to 707 million yuan through a private placement. The funds will be allocated to expand production capacity for label printing materials, upgrade electronic-grade functional materials, enhance the research center, and supplement working capital. The company aims to transition from a supplier of coated materials to a new materials innovator and comprehensive solution provider [5].

据港交所11月27日披露，广东奥迪威传感科技股份有限公司(简称：奥迪威)递表港交所主板，招商证券国际为其独家保荐人。招股书显示，奥迪威是全球领 先的传感与执行解决方案的领导者和先锋之一。公司致力于面向智能家居、智能汽车、智能终端以及智能制造等人工智能与物理世界互联互动的各类场景提 供智能传感及精密微型执行解决方案。 根据弗若斯特沙利文资料，就全球智能家居产品传感器收益而言，奥迪威于2024年在中国排名第二；就全球汽车超声波传感器与执行器出货量而言，公司于 2024年在全球排名第三；就全球传感器出货量而言，公司于2024年在中国排名第五；就全球汽车传感器出货量而言，公司于2024年在中国排名第三。 ...

智通财经APP获悉，据港交所11月27日披露，广东奥迪威传感科技股份有限公司(简称：奥迪威)递表港交所主板，招商证券国际为其独家保荐人。招股书显 示，奥迪威是全球领先的传感与执行解决方案的领导者和先锋之一。公司致力于面向智能家居、智能汽车、智能终端以及智能制造等人工智能与物理世界互 联互动的各类场景提供智能传感及精密微型执行解决方案。 根据弗若斯特沙利文资料，就全球智能家居产品传感器收益而言，奥迪威于2024年在中国排名第二；就全球汽车超声波传感器与执行器出货量而言，公司于 2024年在全球排名第三；就全球传感器出货量而言，公司于2024年在中国排名第五；就全球汽车传感器出货量而言，公司于2024年在中国排名第三。 ...

11月27日，福莱新材（605488）在上海召开第三代新品发布暨投资者交流会，正式推出第三代电子皮肤 （即柔性传感器）新品。 福莱新材首席科学家陈书厅介绍，第三代新品搭载触觉智能TPU（Tactile Processing Unit，触觉处理单 元），可在指尖完成边缘计算，而非统一集中到机器人的"大脑"完成处理。它向大脑输出的不再是简单 的"我碰到了"，而是直接告诉大脑："我摸到的是什么。"由此，该产品实现了从"原始数据"到"智能触 觉"的飞跃。 福莱新材第三代新品发布暨投资者交流会现场 产业化方面，福莱新材高管现场介绍，公司电子皮肤产品目前已与国内外几十家客户合作，并且部分有 明确提出批量订单的需求。北美市场方面，已实现小批量订单。 记者注意到，本次新品发布备受关注，现场参会踊跃，有100余家机构、近300人参加，其中不乏从外地 专程赶到的投资人。 投资者在会场外体验福莱新材电子皮肤 投资者在会场外体验福莱新材电子皮肤 福莱新材董事长夏厚君在会上表示，面对全球人工智能的澎湃浪潮，公司毅然开启了从"功能性涂布材 料供应商"向"智能传感解决方案提供商"的延展升级。"电子皮肤"是这一转型的核心载体，它标志着福 莱 ...

Core Viewpoint - Fulei New Materials (605488) is focusing on the emerging sector of flexible sensors, having successfully transitioned from a material supplier to a smart sensing solution provider, with its "electronic skin" products now in mass production [1][2] Group 1: Business Development - The company has established partnerships with dozens of clients, some of whom have placed bulk order requests [1] - Fulei New Materials has set up a wholly-owned subsidiary, Apex Sensing LLC, in Silicon Valley, marking a significant step towards internationalization [1] - The company emphasizes its competitive advantages in intelligence, product form, and efficiency, delivering tactile intelligent TPU rather than just sensor resistance signals [2] Group 2: Product Innovation - The third-generation product, "chip-sensing integration," features highly miniaturized and digitized circuits, making it more compatible with dexterous hands [2] - The company is focusing its R&D efforts on tactile sensors for robotics, industrial detection systems, and consumer electronics, with R&D expenses reaching 91.56 million yuan, a year-on-year increase of 25.46% [2] Group 3: Team and Expertise - The R&D team for flexible sensors has doubled in size, attracting experts in the sensor field and AI algorithm models, providing strong technical support for continuous innovation and industrialization [2] Group 4: Market Position and Challenges - The flexible sensor market is still in its early development stage, with high potential but significant uncertainties regarding order acquisition, technical solutions, mass production pace, and scale [2]

Core Viewpoint - The company is actively monitoring opportunities in downstream application fields, including commercial aerospace, and is committed to expanding its product applications based on market and customer demands [2]. Group 1: Company Developments - The company has high-performance MEMS inertial sensor products that are characterized by high reliability and have applications in commercial aerospace, high-reliability fields, unmanned systems, and intelligent driving [2]. - Ongoing projects in the commercial aerospace sector are progressing, establishing a technological foundation for the company to participate in the commercial aerospace industry chain and support national action plans [2]. - The company plans to leverage its core advantages in high-performance MEMS inertial technology to continuously expand the breadth and depth of product applications [2].

Core Viewpoint - The company is actively involved in the commercial aerospace sector, focusing on high-performance MEMS inertial sensors, including MEMS gyroscopes and MEMS accelerometers, which are essential for satellite navigation, attitude control, and orbit determination systems [1]. Group 1 - The company primarily conducts business in the commercial aerospace field with high-performance MEMS inertial sensors [1]. - Core products include MEMS gyroscopes and MEMS accelerometers [1]. - The company's products have been gradually applied in the commercial aerospace sector for several years [1].