【环球网科技报道 记者 心月】第八届中国国际进口博览会于11月10日闭幕。连续第四次参展的旭化成株式会 社以"赋能多元材料，共创新质生产力"为主题亮相本届进博会。展会期间，围绕公司核心技术毫米波雷达的适 老化应用、本土场景适配、行业生态共建等话题，旭化成电子科技市场开拓部总监杨瑞朝接受了环球网记者的 采访，详解旭化成如何以技术创新回应中国"银发经济"需求，助力健康养老产业升级。 锚定银发经济：毫米波雷达开辟适老化新路径 随着中国人口老龄化进程加速，智慧康养、智能家居市场迎来快速增长，旭化成精准捕捉这一社会课题与市场 机遇，将毫米波雷达技术作为切入适老化赛道的核心支点。本届进博会上，旭化成重点展示的天线一体型毫米 波雷达模组"AiM"，无需摄像头即可非接触监测多人位置、动作及呼吸心率，为家庭健康守护与隐私安全提供 了全新解决方案。 生命体征监测精度是适老化产品的核心竞争力。杨瑞朝透露，旭化成正与合作伙伴从多维度探索优化路 径："我们不断探索新算法，完善状态逻辑判断，优化安装使用场景，同时结合算力发展、算法升级和成本降 低的趋势，力求在细分领域实现突破，让产品获得用户广泛接受。"这种"技术+场景"的双重优化，让毫 ...

Summary of Conference Call on KAIT Co., Ltd. and the Human-Robot Sensor Industry Industry Overview - The human-robot sensor market is currently dominated by foreign manufacturers, with approximately 90% of the MEMS technology market share held by them. However, domestic companies like KAIT are actively pursuing domestic substitution, benefiting from cost advantages and technological advancements [2][9]. - The global sensor market is expected to grow at an annual rate of about 10% over the next decade, while the domestic market may see a growth rate of around 15% due to the push for domestic substitution [2][6]. Key Points on KAIT Co., Ltd. - KAIT's core business has shown significant growth, with a net profit increase of 40% year-on-year in Q3 2025. The company anticipates a doubling of its business in the next two to three years, with an annual growth rate exceeding 30% [4]. - The company is collaborating with North American clients to develop temperature sensors and various force sensors, which positions KAIT favorably in the domestic substitution process for human-robot applications [5]. - The BOM cost of sensors in human robots is estimated to be around 20%, while actuators account for about 30%. Despite the lower value compared to actuators, the sensor sector has higher profitability, making it a key area of focus [3][8]. Market Dynamics and Profitability - The sensor industry generally has a gross margin of 30% to 50%, compared to 20% to 30% for ordinary hardware components. This indicates that sensor companies can achieve a net profit margin of around 20%, significantly higher than the 10% typical for other component manufacturers [8]. - The demand for various types of sensors, including visual and force sensors, is expected to rise, particularly in the automotive and industrial sectors. The global sensor market is projected to reach approximately $550 billion in ten years, with the domestic market expected to grow to 550 billion RMB by 2026 [11]. Competitive Landscape - Major competitors in the robot sensor market include Amphenol, Donghua, Keli, Huapei, and KAIT. The competition is relatively concentrated, with a unique environment due to the need for close integration with host manufacturers' software algorithms [14]. - Domestic manufacturers are beginning to make strides in the automotive sector, with companies like Anpeilong achieving breakthroughs in automotive-grade pressure sensors, indicating a gradual advancement in domestic substitution [15][16]. Future Prospects - The development of six-dimensional force sensors is promising, with MEMS technology potentially reducing costs and improving efficiency. KAIT is collaborating with Xi'an Xutong to develop these sensors, indicating a positive outlook for this segment [18]. - The encoder market is also expanding, with KAIT and Xi'an Xutong making significant contributions. Encoders are essential for robots, with each unit requiring around 40 encoders, and the demand is expected to increase for more complex robotic systems [19]. Conclusion - The human-robot sensor market presents significant growth opportunities, particularly for domestic manufacturers like KAIT. The combination of technological advancements, strategic partnerships, and a focus on domestic substitution positions these companies well for future success in a rapidly evolving industry [2][9][20].

Core Insights - The company reported a revenue of 1.082 billion yuan for the first three quarters of the year, representing a year-on-year growth of 17.72%, and a net profit of 254 million yuan, up 33.29% year-on-year [2] Business Development - The company has focused on the "sensor forest" strategy and the core direction of robot sensors, consolidating its advantages in the high-end sensor field and industrial synergy [2] - The humanoid robot sector has become a focal point for investors, with the company making significant progress in sensor systems for humanoid robots since 2025 [2][3] Strategic Investments - The company has completed several strategic investments in various enterprises, including Shanghai Kepler Robot Co., Beijing Tashan Technology Co., and Wuxi Beimi Sensor Technology Co. [2] Technological Advancements - The company has developed a comprehensive robot sensing solution system centered around six-dimensional force sensors, integrating tactile and IMU capabilities [3] - Key technologies mastered include structural decoupling, algorithm decoupling, and high-speed sampling and communication, with the six-dimensional force sensor achieving linear accuracy better than 0.3% FS and crosstalk accuracy better than 2% FS [3] Customer Engagement - The company has sent samples to over 50 domestic humanoid, collaborative, and industrial robot companies, with nearly 1,000 units of six-dimensional force sensors shipped and some clients moving from sample verification to small batch orders [4] - The company aims to leverage its experience in strain gauge sensors to meet the market demand driven by the rapid development of the robotics industry [3][4] Market Strategy - The company plans to deepen its "market-oriented" strategy, establishing partnerships with leading robot companies to transition from sample validation to large-scale procurement, thereby driving future growth [5]

这段时间，苏州英瑞传感技术有限公司的生产研发车间分外忙碌，各种仪器设备紧张运转，工作人员有条不紊地忙碌着。"我们目前手上的订单已经排满 了，每天都在满负荷运转。"苏州英瑞传感技术有限公司总经理孙伟说。 作为抱团发展集体经济的典型案例，新丰社区与南郊社区共同成立太仓新南智能装备有限公司后，整合各自的闲置或低效利用的土地、资金等资源，形成 集聚效应，于2023年开发建设新南智能装备产业园，去年8月中旬正式竣工。 产业园总投资约1.2亿元，总用地面积27276.2平方米，总建筑面积36779.94平方米，共有7栋厂房以及1栋办公楼。 "我们在招引项目之初，主要是面向那些初创型、科技型的企业，择优入驻。"新南公司董事长叶斌介绍，目前已有15家企业入驻园区，出租率达87%，总 年收益约为580万元。 除了新南产业园之外，新南公司还投资建设了天镜湖公园配套设施及景观提升项目"沐风"和"观澜"、文化商旅项目汽车公园、民生服务项目"城南就是"老 街改造等，着力打造多元化发展格局。"我们希望通过多样化的发展路径，不仅能促进社区集体经济的发展，还能更好地服务城市建设发展，更好地服务 广大群众。"叶斌说。 英瑞传感是中国科学院上海 ...

Core Viewpoint - Teradar is developing a solid-state sensor utilizing the terahertz waveband for high-resolution sensing, aiming to revolutionize automotive safety and automation by providing a cost-effective alternative to existing radar and lidar technologies [2][8]. Group 1: Technology and Innovation - Teradar's sensor combines the best features of radar and lidar, offering high resolution without moving parts and the ability to penetrate adverse weather conditions [2][5]. - The sensor, named "Modular Terahertz Engine," is designed to be customizable for various advanced driver-assistance systems (ADAS) and autonomous driving applications, with a projected cost in the hundreds of dollars range [5][9]. - The technology boasts a 20-fold improvement in resolution compared to traditional automotive radar and maintains performance in challenging weather conditions [8][9]. Group 2: Market Position and Collaborations - Teradar has secured $150 million in Series B funding from notable investors, including Capricorn Investment Group and Lockheed Martin's venture arm, and has established partnerships with five major automotive manufacturers for technology validation [2][3][8]. - The company is working with three tier-one suppliers for production, indicating a strong supply chain strategy to support its market entry [3][8]. Group 3: Future Prospects - Teradar aims to have its sensor ready for integration into 2028 vehicle models, with expectations of preventing over 150,000 fatal accidents annually through enhanced perception capabilities [9][10]. - The company is focused primarily on the automotive sector but acknowledges potential applications in defense and industrial fields, showcasing versatility in its technology [6][10].

Core Insights - The company is a leader in the field of mechanical sensors in China, having built a vibrant "sensor industry forest" through continuous technological expansion and industrial integration [1] Company Overview - The company has transitioned from being a professional leader to an ecosystem builder in the sensor industry [1] - The interview features Ye Fangzhi, the Deputy General Manager and Secretary of the Board, discussing the company's growth journey [1]

Core Viewpoint - The company emphasizes the importance of continuous R&D investment for sustainable development, despite limited immediate revenue impact from new product launches [2]. Group 1: R&D Investment - The company has seen a continuous increase in R&D personnel and investment over the past three years [2]. - The focus is on technological innovation and exploration of cutting-edge technologies, which requires substantial R&D resources [2]. Group 2: Product Development and Market Readiness - Some R&D projects are still in the technical breakthrough and market cultivation stages, indicating that commercialization will take time [2]. - An example of successful product development is the refrigerant leak monitoring sensor, which began to see rapid growth last year and reflects the results of long-term strategic planning [2].

Core Insights - The company received project designations for automotive sensors worth billions but has not seen growth in this area this year due to various factors affecting customer production plans and procurement needs [1] - Multiple vehicle-mounted projects designated by the company are expected to start releasing orders gradually from 2026, with a lifecycle of 5-8 years, providing sustained growth momentum for the company's automotive electronics business [1] Company Factors - The overall situation of the automotive market and macroeconomic conditions are influencing the timing of project designations converting into orders [1] - The company emphasizes that project designations do not equate to actual orders, highlighting the need for investors to be aware of investment risks [1]

Domestic Investment - Zhizili Technology completed seed round financing of several million yuan, led by Cloud Angel Fund, focusing on a six-dimensional force sensing solution using self-developed machine learning algorithms and fiber grating sensing technology [1] - Xiyuan Anjian announced over 200 million yuan A round financing, led by Beijing Pharmaceutical Health Industry Investment Fund, to support the key III phase clinical research of its CGRP small molecule drug BR005 [2] - Fuxin Digital completed 50 million yuan Pre-A round financing, led by Yuan Yi Capital, to enhance its AI medical solutions and expand its team [3][4] - Jiayu Medical secured several million yuan angel round financing, led by Guokai Investment, to accelerate the registration and clinical promotion of its handheld magnetic particle imaging system [5] - Fengjia Technology and Xingwang Xintong received approval for their listings on the New Third Board, focusing on chip design and integrated communication solutions respectively [6][7] - Zhizhi Chip completed seed round financing of tens of millions of yuan, focusing on high-performance operator discovery and optimization [8] - Yuntu Zhixing raised tens of millions of dollars in angel round financing, focusing on geographic information and spatial intelligence computing [9] - Yuying Trade completed 8 million yuan angel round financing, focusing on software development and brand customization [10] - Nuowan Microelectronics completed nearly 100 million yuan angel round financing, focusing on optical interconnection chips [11] - Henan Hippo Technology completed 26 million yuan angel round financing, focusing on short video social e-commerce [12] - Anxin Medical completed a significant angel round financing to enhance its gynecological diagnostic tools [13] Foreign Investment - 1Mind AI raised $30 million in A round financing, focusing on AI sales service tools [14] - Scribe completed $75 million in C round financing, with a post-financing valuation of $1.3 billion, focusing on workflow management software [15] - Onchilles Pharma raised $25 million in A1 round financing, focusing on broad-spectrum cancer treatment candidates [16] - Majestic Labs secured $100 million in A round financing, focusing on AI infrastructure for high-memory AI servers [17] - Iambic Therapeutics received $100 million in strategic investment, focusing on AI-driven medical platforms [18] - Gamma completed $68 million in B round financing, achieving a valuation of $2.1 billion, focusing on AI-generated presentations [19] IPO Queue - Real Bio submitted an IPO application, focusing on innovative drug development for antiviral and oncology treatments [20] - Mindray Medical submitted an IPO application, focusing on medical device development across multiple fields [21] - Zhongding Intelligent submitted an IPO application, focusing on customized solutions for various industries [22]

Group 1 - The company has confirmed a partnership with Xiaopeng Robotics for the IMU products, indicating that it has received specific orders for the IMU posture sensors [2] - The company has begun small-scale sample deliveries of the IMU sensors, suggesting initial steps towards broader application [2] - The current business is still in the small-batch application stage, highlighting that it is in the early phases of development and deployment [2]