Core Viewpoint - The SENSOR CHINA 2025 exhibition will take place from September 24 to 26, showcasing the advancements in the sensor industry over the past decade and focusing on technology iteration and market explosion [13][24]. Event Details - The exhibition will cover an area of 30,000 square meters and feature over 600 sensor-related enterprises, with 8 major display zones and more than 30 high-profile concurrent events [1][13]. - The event will gather over 500 industry leaders to discuss growth trends and innovations in the sensor industry [1][18]. Registration and Attendance - Pre-registration for attendees is currently ongoing, allowing for easy access to entry tickets and conference passes [3][7]. - Attendees can exchange their pre-registration QR codes for visitor badges at the venue [7][8]. Exhibition Highlights - The exhibition will feature a variety of concurrent forums and activities, including discussions on sensor technology applications in smart manufacturing, smart driving, and environmental monitoring [18][20]. - A total of 30+ forums will be held, with participation from over 500 industry experts, academicians, and leaders [18][20]. Special Features - The event will include the finals of the International Smart Sensor Innovation Competition, showcasing 30 outstanding projects that have advanced through rigorous selection [25]. - Eight specialized exhibition zones will be set up, covering various aspects of the sensor industry, from robotics to smart healthcare [25]. Logistics and Amenities - The venue is located in Shanghai, with convenient access from major transportation hubs, including airports and train stations [30]. - Attendees can enjoy a variety of dining options nearby, with a range of cuisines available [30]. Future Events - The next SENSOR CHINA Expo & Conference is scheduled for September 16-18, 2026, at the same venue [34].

Core Viewpoint - The company, Fule New Materials (605488.SH), has developed flexible sensors with advanced features for tactile perception, which are applicable in various fields, particularly in robotics [1] Group 1: Hardware Features - The flexible sensors utilize a fully flexible design, allowing them to conform to complex surfaces [1] - They achieve "full surface" coverage, enabling deployment on critical areas of robotic hands such as fingertips, palms, and backs [1] - The sensors can perform "three-dimensional" vector sensing, accurately capturing and analyzing multi-directional forces, including vertical and shear forces [1] Group 2: Algorithm and Technology - The company has engaged algorithm expert Dr. Liao Yongxing to implement deep learning for tactile recognition [1] - The system integrates multi-modal sensory data to achieve real-time extraction of high-dimensional features and accurate identification of object properties [1] - The technical parameters for sensing accuracy, resolution, and discrimination are reported to be excellent [1] Group 3: Market Applications - The flexible sensors and tactile perception systems have been successfully deployed in multiple application areas [1] - The company has established deep collaborations with several well-known robotics and dexterous hand companies [1]

Core Viewpoint - The company has made progress in its investment in PVDF flexible film materials, which are suitable for applications in humanoid robot dexterous hands and electronic tactile skin [2] Group 1: Company Progress - The PVDF flexible film sensor project has achieved preliminary mass production capabilities [2] - The material features lightweight, flexibility, and high sensitivity, aligning with the needs of humanoid robot dexterous hands and electronic tactile skin [2] - The target company has received orders for the development of pressure monitoring for conventional robotic arms, laying the foundation for transitioning to dexterous hands and other applications [2]

Core Viewpoint - The company has achieved preliminary mass production capability for its PVDF flexible film sensor project, which aligns with the demand for humanoid robot dexterous hands and electronic skin applications [1] Group 1: Project Development - The PVDF flexible film sensor material is characterized by its lightweight, flexibility, and high sensitivity, making it suitable for various applications [1] - The target company has received research and development orders for pressure monitoring of conventional robotic arms, laying the groundwork for transitioning to dexterous hand applications [1] - The company aims to actively promote the development of related sensor modules to accelerate the realization of final application scenarios [1]

Group 1 - The core point of the news is the decline in the stock price of Anpeilong, which dropped by 5.06% to 185.60 CNY per share, with a trading volume of 1.247 billion CNY and a turnover rate of 11.39%, resulting in a total market capitalization of 18.263 billion CNY [1] - Anpeilong Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 15, 2004. The company specializes in the research, production, and sales of thermal resistors, temperature sensors, oxygen sensors, and pressure sensors [1] - The revenue composition of Anpeilong's main business includes pressure sensors at 52.79%, thermal resistors and temperature sensors at 45.39%, and oxygen sensors and others at 1.82% [1] Group 2 - Among the top circulating shareholders of Anpeilong, a fund under Baoying Fund has entered the top ten, specifically the Baoying Strategy Growth Mixed Fund (213003), which holds 364,500 shares, accounting for 0.63% of the circulating shares [2] - The Baoying Strategy Growth Mixed Fund (213003) was established on January 19, 2007, with a latest scale of 1.139 billion CNY. It has achieved a return of 105.27% this year, ranking 48 out of 8,172 in its category, and a return of 166.96% over the past year, ranking 41 out of 7,980 [2]

Core Insights - Tianjin Binhai High-tech Zone is the only national high-tech zone in Tianjin, serving as a hub for many technological resources, including the assembly of China's space station [1][4] - The event aims to bridge innovation resources between China and Germany, promoting industrial collaboration in fields such as industrial robotics, sensors, and biomedicine [1][4] Summary by Categories Industrial Development - The Tianjin High-tech Zone has established a modern industrial system centered on information technology, biomedicine, new energy, and new materials, with a research and development investment intensity of 8.3%, surpassing the national average of 2.7% [4] - Since 2020, the high-tech zone has attracted foreign investment totaling $5.4 billion [4] International Collaboration - The high-tech zone has formed a solid cooperation foundation with 14 German companies, including Siemens, and currently hosts 7 large German enterprises [4] - The event featured participation from multiple enterprises in the Tianjin High-tech Zone and German companies, showcasing advancements in areas such as nano-microelectronics, industrial multiphysics simulation, quantum computing, and artificial intelligence [4] Strategic Partnerships - Strategic cooperation frameworks were signed between Tianjin Binhai High-tech Zone and the German Innovation Alliance, as well as a cooperation intention agreement with the Rhine-Main LAUNCH Innovation Incubator [4] - A professor from the Technical University of Munich emphasized the importance of seeking international cooperation in China to achieve global consensus and success [4]

Core Viewpoint - The article emphasizes the potential of a company that is building a platform for the robotics and AI vision industry, highlighting its significant market share and growth opportunities in related sectors [1]. Group 1: Company Overview - The company has developed a comprehensive 3D vision sensor system, achieving over 70% market share in its niche [1]. - It is also expanding into 3D scanning technology, which is expected to create a second growth curve for the business [1]. Group 2: Technological Advancements - The company is entering the high-precision components and electromechanical sectors for robotics, with core technologies that can be applied to both new energy motor shafts and robotics [1]. - A production line capable of producing 600,000 motor shafts annually has already been successfully launched [1].

Investment Rating - The investment rating for the company is "Accumulate (Maintain)" [4] Core Views - The company reported steady growth in its semi-annual performance, with new products gradually being introduced into downstream applications [1][6] - In the first half of 2025, the company's revenue reached 330 million yuan, representing a year-on-year increase of 16.26%, while net profit was 50.47 million yuan, up 7.81% year-on-year [6][4] - The growth in performance is attributed to product and technology upgrades, enhancing core competitiveness and increasing order demand from downstream markets [6] - The sensor business saw significant growth, with revenue of 276 million yuan, a year-on-year increase of 28.77%, driven by continuous R&D investment and product upgrades [6] - The actuator business experienced a decline in revenue, down 33.16% to 43.76 million yuan, primarily due to reduced sales in the electroacoustic device segment [6] Financial Forecast - The company’s projected total revenue for 2025 is 738 million yuan, with a growth rate of 19.50%, and net profit is expected to be 102.84 million yuan, growing by 17.32% [3][6] - The forecast for 2026 and 2027 shows continued revenue growth, with estimates of 924 million yuan and 1.23 billion yuan respectively, reflecting growth rates of 25.22% and 33.34% [3][6] - The return on equity (ROE) is projected to increase from 9.62% in 2025 to 12.72% by 2027 [3] Product Development - The company has introduced a specialized flow sensor for liquid cooling in smart servers, utilizing a dual-technology architecture for comprehensive thermal management [6] - The product is currently in the testing phase with downstream customers, aiming for accelerated mass application [6] - Growth in the robotics sector is notable, with increased orders driven by the rise in sensor integration in service and industrial robots [6]

Core Viewpoint - Anpei Long (301413.SZ) has noted increased market attention on humanoid robots, but its related sensor products are still in the testing phase and have not yet generated significant revenue [1] Group 1: Company Product Development - The company has developed several force sensor products for humanoid and collaborative robots, including pressure sensors, tension sensors, torque sensors, and six-dimensional force sensors [1] - Pressure sensors, tension sensors, and torque sensors have completed development but are currently undergoing customer sample testing and validation [1] - The six-dimensional force sensor based on MEMS silicon strain gauge and glass micro-fusion technology is still in the research and development stage and has not yet been delivered as a product [1] Group 2: Revenue Impact and Market Outlook - Revenue from the company's robot force sensor products constitutes a very low proportion of its main business income, thus having a minimal impact on overall performance [1] - There is uncertainty regarding the market potential for humanoid robots and whether the company will achieve customer sample delivery or secure bulk orders in the future [1]

Group 1 - The core viewpoint of the article highlights the advancements in flexible sensor technology, specifically the second-generation flexible tactile sensor developed by Fulei New Materials, which achieves full coverage and three-dimensional force perception capabilities [1] - Fulei New Materials is recognized as a leading company in the domestic flexible sensor (electronic skin) research and development sector [1] - The company has successfully created a sensor that mimics "smart skin" for robots, enabling comprehensive sensory perception across various parts of the hand [1] Group 2 - Guangpu Co., Ltd. (300632.SZ) has actively engaged in forward-looking technology research and development, focusing on optical encoding and flexible materials for robotic joint control applications [1] - The company is exploring the application of flexible sensors in core tactile components of robots, such as dexterous hands [1]