Core Insights - The company, Folei New Materials, recently held an investor relations event where foreign institutions showed interest in its second-generation electronic skin products and North American business strategy [1][2]. Group 1: Technology Advancements - The second-generation flexible tactile sensors have achieved significant breakthroughs in materials, structure, and perception dimensions, featuring "true flexibility," "full curvature," and "three-dimensional force" capabilities [2]. - The sensors are made from highly stretchable and bendable materials, allowing them to conform closely to complex surfaces of robotic hands, enhancing motion flexibility and providing comprehensive tactile perception [2]. - The introduction of deep learning algorithms has improved the accuracy and real-time recognition of object materials, shapes, and surface characteristics, establishing a technological foundation for robots to transition from merely executing commands to perceiving their environment [3]. Group 2: North American Market Strategy - Folei New Materials has established a wholly-owned subsidiary, Apex Sensing LLC, in San Francisco, aimed at providing tactile sensing solutions and technical support tailored to the North American market [4]. - The establishment of Apex Sensing is a key move in advancing the company's globalization strategy, enabling a more agile response to local customer needs and shortening delivery times [4]. - The company has appointed a former vice president of Syntouch to lead North American operations and has formed a specialized business team to deepen connections with international robotics companies, emphasizing the higher technical requirements and algorithm focus of foreign clients compared to domestic ones [4].

9月23日，芯动联科跌2.77%，成交额6.25亿元。两融数据显示，当日芯动联科获融资买入额6181.39万 元，融资偿还7694.71万元，融资净买入-1513.31万元。截至9月23日，芯动联科融资融券余额合计7.65 亿元。 融资方面，芯动联科当日融资买入6181.39万元。当前融资余额7.64亿元，占流通市值的4.01%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，芯动联科9月23日融券偿还163.00股，融券卖出400.00股，按当日收盘价计算，卖出金额3.06 万元；融券余量1.27万股，融券余额97.20万元，低于近一年50%分位水平，处于较低位。 资料显示，安徽芯动联科微系统股份有限公司位于北京市海淀区知春路7号致真大厦A座19层1901号， 成立日期2012年7月30日，上市日期2023年6月30日，公司主营业务涉及高性能硅基MEMS惯性传感器的 研发、测试与销售。主营业务收入构成为：MEMS陀螺仪87.41%，MEMS加速度计6.22%，惯性测量单 元5.76%，技术服务收入0.25%，压力传感器0.22%，其他0.14%。 截至6月30日，芯动联科股东户数1.52万，较上期 ...

Core Insights - Zhejiang Fulai New Materials Co., Ltd. (referred to as "Fulai New Materials") held a joint research meeting with several international investment banks, including Bank of America and Merrill Lynch, to discuss the company's core technologies, business progress, and future plans [2][3] - The company highlighted significant breakthroughs in its second-generation flexible tactile sensors, emphasizing their competitive advantages over the first generation, which include "true flexibility," "full curvature," and "three-dimensional force" capabilities [2][3] Technology and Product Development - The second-generation flexible tactile sensors have achieved three critical breakthroughs in material selection, structural design, and perception dimensions, allowing for better integration with complex robotic structures [2] - The sensors utilize highly stretchable and bendable materials, enabling them to conform closely to the surfaces of robotic hands, thus enhancing the flexibility of robotic movements [2] - The new sensors can detect both vertical pressure and multi-directional shear forces, providing robots with richer tactile feedback [2][3] Algorithm and Innovation - To enhance perception accuracy and real-time capabilities, the company has engaged a team of deep learning algorithm experts, significantly improving the sensor's ability to recognize material properties, shapes, and surface characteristics [3] - The collaboration between algorithms and hardware has led to advancements in measurement resolution and spatial resolution, positioning the company's flexible electronic skin at an internationally advanced level [3] Market Strategy and Future Outlook - Fulai New Materials has established partnerships with several leading domestic and international robotics companies, successfully commercializing its flexible sensors in various practical applications [3] - The company plans to continue monitoring global trends in robotics and intelligent sensing, focusing on product iteration and business expansion through a dual approach of "technology + market" to strengthen its global competitiveness in the flexible tactile sensor field [3]

Group 1 - The company announced on September 23 that its high-end pressure sensors utilize silicon piezoresistive technology, with comprehensive indicators better than 0.01% F.S [1] - The company is currently implementing domestic production in phases as planned, and will advance chip autonomy based on the mass production progress of the sensors [1]

9月23日，安培龙跌5.13%，截至发稿，报166.68元/股，成交5.88亿元，换手率5.93%，总市值164.02亿 元。 资料显示，深圳安培龙科技股份有限公司位于广东省深圳市坪山区坑梓街道金沙社区聚园路1号安培龙 智能传感器产业园1A栋201、1A栋、1B栋、2栋，成立日期2004年11月15日，上市日期2023年12月18 日，公司主营业务涉及热敏电阻及温度传感器、氧传感器、压力传感器研发、生产和销售。主营业务收 入构成为：压力传感器52.79%，热敏电阻及温度传感器45.39%，氧传感器及其他1.82%。 从基金十大重仓股角度 数据显示，前海开源基金旗下1只基金重仓安培龙。前海开源深圳特区股票A（011722）二季度减持1.95 万股，持有股数20.62万股，占基金净值比例为5.63%，位居第七大重仓股。根据测算，今日浮亏损失约 185.97万元。 前海开源深圳特区股票A（011722）成立日期2021年5月7日，最新规模2.36亿。今年以来收益29.96%， 同类排名1649/4220；近一年收益67.83%，同类排名1321/3814；成立以来收益16.34%。 前海开源深圳特区股票A（0117 ...

从基金十大重仓股角度 数据显示，中邮基金旗下1只基金重仓安培龙。中邮专精特新一年持有期混合A（015505）二季度持有 股数5万股，与上期相比持股数量不变，占基金净值比例为2.19%，位居第十大重仓股。根据测算，今 日浮亏损失约45.1万元。 9月23日，安培龙跌5.13%，截至发稿，报166.68元/股，成交5.88亿元，换手率5.93%，总市值164.02亿 元。 资料显示，深圳安培龙科技股份有限公司位于广东省深圳市坪山区坑梓街道金沙社区聚园路1号安培龙 智能传感器产业园1A栋201、1A栋、1B栋、2栋，成立日期2004年11月15日，上市日期2023年12月18 日，公司主营业务涉及热敏电阻及温度传感器、氧传感器、压力传感器研发、生产和销售。主营业务收 入构成为：压力传感器52.79%，热敏电阻及温度传感器45.39%，氧传感器及其他1.82%。 中邮专精特新一年持有期混合A（015505）基金经理为曹思。 截至发稿，曹思累计任职时间11年123天，现任基金资产总规模4.71亿元，任职期间最佳基金回报 107.3%， 任职期间最差基金回报8.27%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型 ...

摘要 全球传感器市场规模庞大，2023 年接近 1.5 万亿元，中国市场约为 3,600 亿元，但国产传感器产业与国际领先水平存在 15-20 年差距，高 端产品 80%依赖进口，国产替代需求迫切。 安培龙专注于温度、压力和力传感器，其中压力传感器 95%应用于汽车 领域，温度传感器主要应用于家电和汽车，受益于新能源汽车三电系统 温控需求提升，单车价值量显著增加。 压力传感器市场中，汽车行业占比最大，安培龙已拓展 MEMs、玻璃微 容及陶瓷电容三类技术路线，成为国内少数全量程覆盖企业，并在汽车 压力传感器领域实现国产替代领先。 力传感器是机器人发展的关键组成部分，六维力传感器市场潜力巨大， 预计未来十年人形机器人领域市场复合增速高达 70%，安培龙有望凭借 技术优势和成本优势进入大客户供应链。 安培龙通过纵向拓展产业链，从热敏电阻起家，逐步进入汽车及人形机 器人赛道，目前压力与温度传感器毛利率均超过 30%，2018-2024 年 复合增速达 24%，利润增长拐点已现。 安培龙 20250922 中国传感器产业目前处于世界第三梯队，与强国的差距约为 15 至 20 年。这导 致中国在全球中的产能占比不足 6% ...

光莆股份（300632.SZ）9月22日在投资者互动平台表示，公司激光雷达探测传感器件及 TOF传感器 件、接近/环境光传感器件、生物识别传感器件均已批量出货，并在智能驾驶、机器人、智能穿戴领域 实现批量销售，具体客户与业务进展请以公司公开披露信息为准。 每经AI快讯，有投资者在投资者互动平台提问：今年车载激光霄达销量暴增，公司和比亚签暑的激光 雷达供货正常吗？ （记者 谭玉涵） ...

格隆汇9月22日丨杭州柯林(688611.SH)在投资者互动平台表示，公司研发的六维力传感器属于人形机器 人的关节核心部件，正在推进多家头部目标客户的适配送样。 ...

Core Viewpoint - Hangzhou Kelin (688611.SH) is currently developing a six-dimensional force sensor primarily targeting the ankle and wrist joints of robots [1] Company Summary - The six-dimensional force sensor is designed for specific applications in robotics, focusing on enhancing the functionality of robot joints [1]