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传感器概念持续走强,日盈电子涨停
Mei Ri Jing Ji Xin Wen· 2025-09-22 02:31
(文章来源:每日经济新闻) 每经AI快讯,9月22日,传感器概念持续走强,日盈电子涨停,润欣科技、盾安环境、歌尔股份、蓝思 科技、开特股份、和林微纳等跟涨。 ...
技术与政策助力传感器行业加速发展
Zheng Quan Ri Bao· 2025-09-19 16:07
Group 1: Industry Overview - The global sensor industry market size is projected to grow from 3.7 trillion yuan in 2020 to 5.5 trillion yuan in 2024, with a compound annual growth rate (CAGR) of 10.1% [2] - China's sensor industry market size is expected to increase from 0.8 trillion yuan in 2020 to 1.3 trillion yuan in 2024, achieving a CAGR of 13.3% [2] - The rise of artificial intelligence and robotics has injected strong momentum into China's sensor industry, particularly in the robotics sector where sensor performance is crucial for interaction precision and operational capability [2] Group 2: Technological Advancements - The development of NeuroWorm, a flexible and stretchable neural electrode, represents a significant breakthrough in bioelectronics, enabling active control and intelligent response in neural interfaces [1] - Future trends in the sensor industry include miniaturization, intelligence, and integration, with applications expanding into smart healthcare, autonomous driving, and robotic interaction [4] Group 3: Market Dynamics - Recent data indicates that 35 sensor-related listed companies have undergone institutional research in the past month, highlighting the market's focus on application implementation, mass production progress, and order status [5] - Companies like Zhejiang Fulai New Materials and Xiamen Guangpu Electronics are actively engaging in the development and application of flexible sensors in robotics, indicating a growing interest in this segment [5][6] Group 4: Policy and Collaboration - The establishment of the "Optics Valley Sensor Industry Innovation Alliance" aims to create a globally influential smart sensor industry hub by 2030, reflecting local government support for sensor technology development [3] - Policies from the Ministry of Industry and Information Technology and other agencies are promoting the application of smart sensors and digital transformation in various industries [2]
高华科技(688539.SH):传感器芯片产品已进入小批量供货阶段
Ge Long Hui· 2025-09-19 08:34
格隆汇9月19日丨高华科技(688539.SH)在互动平台表示,公司传感器芯片产品已进入小批量供货阶段, 2025年上半年,公司传感器芯片收入为514,343.36元,订单正在有序交付。 ...
收藏 | SENSOR CHINA2025保姆级逛展攻略来啦!一起打卡天花板级传感大展!
是说芯语· 2025-09-19 06:48
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].
福莱新材(605488.SH):与多家知名机器人公司和灵巧手公司均有深度合作
Ge Long Hui· 2025-09-18 10:49
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]
盛景微:PVDF柔性薄膜传感器项目已初步具备量产能力
Mei Ri Jing Ji Xin Wen· 2025-09-18 08:01
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]
盛景微(603375.SH):投资的PVDF柔性薄膜传感器项目已初步具有量产能力
Ge Long Hui· 2025-09-18 07:54
格隆汇9月18日丨盛景微(603375.SH)在投资者互动平台表示,公司投资的PVDF柔性薄膜传感器项目已 初步具有量产能力。该材料具备轻薄、柔性和高灵敏度等特性,与人形机器人灵巧手、电子触感皮肤需 求契合,具备应用潜力。目前投资的目标公司已获常规机械臂压力监测研发订单,为向灵巧手等场景过 渡奠定基础。公司将积极推进相关传感器模组的研发,争取加快落地最终应用场景的需求。 ...
安培龙股价跌5.06%,宝盈基金旗下1只基金位居十大流通股东,持有36.45万股浮亏损失360.88万元
Xin Lang Cai Jing· 2025-09-18 05:39
9月18日,安培龙跌5.06%,截至发稿,报185.60元/股,成交12.47亿元,换手率11.39%,总市值182.63 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%。 从安培龙十大流通股东角度 数据显示,宝盈基金旗下1只基金位居安培龙十大流通股东。宝盈策略增长混合(213003)二季度新进 十大流通股东,持有股数36.45万股,占流通股的比例为0.63%。根据测算,今日浮亏损失约360.88万 元。 宝盈策略增长混合(213003)基金经理为容志能。 截至发稿,容志能累计任职时间2年187天,现任基金资产总规模43.5亿元,任职期间最佳基金回报 167.74%, 任职期间最差基金回报35.69%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布, ...
德国创新机构走进天津高新区 搭建多领域创新合作桥梁
Zhong Guo Xin Wen Wang· 2025-09-17 20:26
据介绍,天津高新区构建了以信息技术、生物医药、新能源、新材料为核心的现代产业体系,研发投入 强度达8.3%,超越2.7%的全国平均研发投入水平。从2020年以来,高新区共吸引境外投资54亿美元。 在与德国合作方面,高新区已与西门子等14家德企建立良好合作基础,现有7家规模较大的德资企业入 驻。未来,高新区将依托自身区位、政策和制度等方面的优势,为国际合作提供便利化服务。 此次活动吸引了多家天津高新区企业与德国企业参与,现场多家德国企业推介了纳米微电子、工业多物 理仿真、量子计算、人工智能等内容。活动现场,天津滨海高新区与中关村科技园德国创新联盟、滨海 中关村(天津自创区)创新中心企业与德国史太白微电子技术转移中心签订战略合作框架,创新中心与德 国莱茵美茵LAUNCH创新企业孵化器签订合作意向书。德国慕尼黑工业大学航空与航天学院终身教 授、欧洲航天航空学会会士奥斯卡·海德恩教授表示:"只有来到中国寻求国际合作才能寻求全球共识, 共造成功未来。"(完) 中新网天津9月17日电(薛淳月王君妍)"天津滨海高新区是天津唯一一个国家级高新区,聚集了天津市的 许多科技资源,中国的空间站就是在这里组装出发的。"17日,天津高 ...
【风口研报】公司全技术路线3D视觉传感器体系、细分市场占有率超过70%,另有3D扫描构建第二增长曲线
财联社· 2025-09-17 11:11
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].