Core Insights - The article discusses the advancements and strategic direction of Titanium Deep Technology, which focuses on flexible tactile sensing technology for battery safety detection and humanoid robotics [1][2][3] Company Development - Titanium Deep Technology was founded in 2018, with its technology originating from research conducted by Professor Pan Tingrui in 2010 [1] - The company has established its headquarters in Shenzhen and expanded its R&D and market teams to Beijing, Chengdu, and Changzhou [1] Technology Innovation - The company has developed a fourth-generation flexible sensing mechanism called "electrostatic tactile sensing technology," which overcomes the limitations of traditional pressure sensors based on resistive and capacitive principles [2] - The flexible sensors can be applied to various materials such as fabric, rubber, and paper, enabling tactile intelligence upgrades [2] - The sensors can simultaneously collect temperature and pressure signals, providing a comprehensive sensing solution [3] Application in Battery Safety - During the 15th National Games, Titanium Deep Technology's proactive safety warning system utilized nearly 10,000 flexible sensor arrays to ensure 100% green power supply for the event [2] - The sensors can detect micro-level changes in battery cell expansion, providing over 30 minutes of early warning for potential safety risks [3] Humanoid Robotics Potential - The company views the humanoid robotics sector as a significant growth opportunity, where flexible sensors can enhance the precision of robotic interactions with the physical world [4] - The commercial viability of robotics is expected to grow alongside overall industry advancements, while battery detection is already a pressing need [4] Competitive Advantage - Titanium Deep Technology claims to have no direct competitors, as it has evolved into a data service provider for battery health management, unlike other companies that focus solely on hardware sales [5] - The company emphasizes its full-chain capabilities, controlling quality, cost, and delivery through in-house production lines [5] Cost Efficiency - The flexible sensing technology offers significant cost advantages in large-area and high-density applications compared to traditional visual solutions [5] Capital Strategy - The company prioritizes independent survival before planning its capital market strategy, focusing on scaling production to solidify its market position [5] Investment and Collaboration - A-share listed company Fulaient has invested 25 million yuan in Titanium Deep Technology, acquiring a 6.1106% stake, aiming to collaborate on developing new flexible sensing polymer composite materials [6] - Fulaient's existing customer resources in the textile dyeing industry align with Titanium Deep Technology's applications in smart wearable technology [6]

Core Viewpoint - The company, Sifang Optoelectronics, emphasizes that its battery thermal runaway sensors are crucial for enhancing safety and quality control in the solid-state battery sector [1] Group 1 - Investors inquired whether solid-state batteries still require the company's thermal runaway sensors [1] - The company's response highlights the focus of its sensor products on improving battery safety and production quality control in the solid-state battery field [1]

格隆汇11月19日丨四方光电(688665.SH)在投资者互动平台表示，公司传感器产品在固态电池领域的应 用聚焦于提升电池安全性和生产质量控制方面。 ...

格隆汇11月19日丨四方光电(688665.SH)在投资者互动平台表示，公司传感器产品在固态电池领域的应 用聚焦于提升电池安全性和生产质量控制方面。 ...

Core Viewpoint - GaoHua Technology's stock price has experienced a decline of 5.03% on November 19, with a total market value of 6.314 billion yuan, indicating a cumulative drop of 4.08% over three consecutive days [1] Company Overview - GaoHua Technology Co., Ltd. is located in Nanjing Economic and Technological Development Zone, Jiangsu Province, and was established on February 29, 2000. The company was listed on April 18, 2023. Its main business involves the research, design, production, and sales of high-reliability sensors and sensor network systems [1] - The revenue composition of GaoHua Technology includes high-reliability sensors (85.06%), sensor network systems (14.43%), sensor chips (0.28%), and other supplementary products (0.24%) [1] Shareholder Information - Among the top ten circulating shareholders of GaoHua Technology, a fund under Penghua Fund holds a significant position. The Penghua High-Quality Growth Mixed A Fund (010490) reduced its holdings by 486,600 shares in the third quarter, now holding 1.4885 million shares, which accounts for 1.42% of the circulating shares [2] - The estimated floating loss for the fund today is approximately 2.6792 million yuan, with a cumulative floating loss of 2.2625 million yuan over the three-day decline [2] Fund Performance - The Penghua High-Quality Growth Mixed A Fund (010490) was established on November 18, 2020, with a current scale of 966 million yuan. Year-to-date returns are 49.97%, ranking 786 out of 8138 in its category, while the one-year return is 50.43%, ranking 812 out of 8055 [2] - The fund manager, Hu Ying, has a tenure of 4 years and 5 days, with a total asset scale of 1.468 billion yuan. The best fund return during the tenure is 48.04%, while the worst is 6.27% [3] Fund Holdings - The Penghua High-Quality Growth Mixed A Fund (010490) has GaoHua Technology as its tenth largest holding, with the reduced shares accounting for 5.08% of the fund's net value [4]

（文章来源：第一财经） 11月19日，机器人六维力传感器厂商蓝点触控宣布完成C轮超亿元人民币融资。本轮由红杉中国领投， 珠海科技产业集团跟投。据了解，本轮融资将重点投入产品研发、产能提升、团队建设与海外市场拓 展。 ...

万物互联的时代，传感器是打通物理世界与数字空间的"神经末梢"。记者昨日从郑州高新区经济发 展部了解到，2025传感器大会将于11月29日至12月1日在郑举办。 烟雾报警器、酒精检测仪、上下班打卡的签到机……日常生活里，传感器让日用品有了"触觉""嗅 觉""知觉"，中国市场的表现尤为亮眼，成为全球产业版图中名副其实的"黄金赛道"。根据赛迪顾问发 布的《2024年传感器十大园区发展报告》显示，近年来，全球传感器市场规模不断增长。国内方面传感 器技术水平不断提升，市场规模迅速增长，2023年市场规模达3644.7亿元，其中智能传感器市场比重近 40%，3年复合增长率17.9%，增速连续多年高于全球。 连续六届传感器大会的举办，更成为产业发展的"加速器"。大会累计吸引91个签约项目，协议总金 额超790亿元，来自全球传感器领域最具影响力的科学家和企业家汇聚郑州，聚焦智能传感器、光纤传 感器、智能感知等主题，交流全球传感器科技、产业和应用的最新成果，汇聚行业顶尖资源，加速市场 与需求对接，助力郑州市打造传感器产业集群，为推动河南经济高质量发展注入新动能。 基于2018—2024传感器大会的良好效果，一年一度的"传感之约 ...

Core Viewpoint - The company, Hongying Intelligent (001266.SZ), has responded to investor inquiries regarding the applications of its sensor business, highlighting its versatility across various industries [1]. Group 1: Applications of Sensor Products - The company's sensor products are applicable in engineering machinery, port machinery, aerial work, agricultural machinery, fire vehicles, and new energy vehicles [1].

格隆汇11月17日丨安车检测(300572.SZ)在互动平台表示，矽睿科技专注于传感器领域的芯片，产品已 运用于智能手机、智能穿戴、智能家居及人形机器人等多个领域。公司可提供新能源汽车检测解决方 案。 ...

Core Viewpoint - The company, Fulad New Materials (stock code: 605488), is set to launch its third-generation flexible sensing system on November 27, 2025, which integrates flexible sensors, chips, algorithms, and large models, achieving multiple core technological breakthroughs [1][2]. Group 1: Product Development - The third-generation product will be unveiled during an investor communication event, showcasing advancements in flexible sensor technology [2]. - The company has successfully launched the first and second generations of flexible tactile sensors, with ongoing technological iterations and breakthroughs [2]. - The second-generation flexible sensor can perfectly conform to various complex surfaces, overcoming the physical limitations of traditional semi-flexible or flat sensors, enabling comprehensive tactile perception [2]. Group 2: Strategic Collaborations - The company has established a joint laboratory with the Zhejiang Tsinghua Flexible Electronics Technology Research Institute, led by algorithm and large model expert Dr. Liao Yongxing, to advance embodied intelligence ecosystem development [3]. - A strategic partnership has been formed with Tongzhi Technology to promote an integrated solution encompassing materials, perception, algorithms, and terminals [3]. Group 3: International Expansion - In September, the company established a wholly-owned subsidiary, Apex Sensing LLC, in California, USA, and formed a local business team to accelerate the integration of flexible sensing technology with the North American embodied intelligence industry [4].