Sensata First Quarter 2025 Earnings Presentation May 2025 Forward-Looking Statements and Non-GAAP Measures Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by terminology such as "may," "will," "could," "should," "expect," "anticipate," "believe," "estimate," "predict," "project," "forecast," "continue," "intend," "plan," "potential," "opportunity," "gui ...

Core Viewpoint - Analysts expect Sensata (ST) to report quarterly earnings of $0.72 per share, reflecting a year-over-year decline of 19.1% and revenues of $879.52 million, down 12.6% from the previous year [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong link between earnings estimate trends and short-term stock price movements [2] Key Metrics Analysis - Analysts estimate 'Net Revenue- Sensing Solutions' at $245.61 million, indicating a year-over-year decline of 4.7% - The consensus for 'Net Revenue- Performance Sensing' is $635.90 million, reflecting a decrease of 10.9% from the same quarter last year [4] Segment Profit Estimates - Estimated 'Segment Profit- Performance Sensing' is $137.69 million, down from $185.13 million reported in the same quarter last year - 'Segment Profit- Sensing Solutions' is projected to be $69.39 million, compared to $72.48 million reported in the same quarter of the previous year [5] Stock Performance - Sensata shares have increased by 22.3% over the past month, outperforming the Zacks S&P 500 composite's 10.6% increase, but the stock holds a Zacks Rank 4 (Sell), indicating expected underperformance in the near term [6]

国泰海通发布研报称，头部人形机器人或灵巧手厂家陆续推出迭代的触觉方案，触觉由手向身体其他部 位扩散应用，触觉传感器成本快速收敛。触觉成为当前人形机器人落地商用的一大瓶颈，触觉传感技术 方案百家争鸣，当前产业优选电容与霍尔效应两类技术。未来触觉传感在人形机器人应用有望从手向手 臂、足部、躯干和头部渗透，行业空间持续打开。建议重点关注触觉传感器行业，受益标的包括汉威科 技（300007）(300007.SZ)、福莱新材（605488）(605488.SH)、柯力传感（603662）(603662.SH)、祥源 新材（300980）(300980.SZ)(材料供应商)。 国泰海通主要观点如下： 无触不成手，无手则无实用的人形机器人 根据美国劳工局统计，约99%的工作需要人手的灵活性与手指的精细操作。触觉的本质在于提供反馈， 手无反馈则无法处理各类日常任务，进而不足以称为灵巧手，而无灵巧手则不足以支撑人形机器人走入 千家万户。 弹性体感知力产生变形，高分辨率相机通过LED灯打光进行高频拍照记录弹性体变形的图像，之后通过 图像处理算法完成对力的拟合。VBTS路线可实现1mN的力感知、微米级空间分辨率，最接近人手指尖 触 ...

互动问题： 点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 小编好奇点：电子皮肤摸起来能不能和人的皮肤一样有触感呢？ 问题1：能否用生物3D打印皮肤呢？可行性如何？ 1.1 电子皮肤:赋予机器人感知能力的关键 图表2: 机器人触觉传感系统的层次功能和结构框图 (控制功作(给执行器信号)] ( | 计划 ( 通信局 但机身发接口 成人式数据处理单元 太合协退去 HXG电影 《柔怪触觉传感器的三维打印制造技术研究进展》-汪 来源: 来源:《触觉传感器与电子皮肤研究进展》-朱盛鼎,陈冬冬 延成等-机械工程学报2020.10,中泰证券研究所 裔静桃-电子机械工程2022.08. 中泰证券研究所 专业|领先|深度|诚信 中泰证券 1.2电子皮肤具备感知温度、法向力、剪切力的能力 ■ 电子皮肤具备多维触觉感知能力,主要包括以下三类: 图表3:电子皮肤感知能力与技术实现原理、材料和应用场景 | 能力 | 感如维度 | 技术原理 | 代表树料/技术 | 应用场景 | | --- | --- | --- | --- | --- | | 温度感知 | 携响应 | 将温差转化为电信号 ...

Core Insights - The article highlights the growing interest in Huali Chuang Science's multi-dimensional force sensors, which are based on "optical multi-modal sensing technology," particularly in the context of the booming humanoid robot market [2][8]. Company Overview - Huali Chuang Science was founded in 2019 and has developed unique technology that addresses previously unmet sensing needs in various industries [2][4]. - The CEO, Yu Chen, has a strong technical background, having worked on the technology for over a decade before establishing the company [4]. Technology and Product Development - The company's six-dimensional force sensor is notably small, comparable to the size of a fingernail, and represents a significant advancement in the field of multi-dimensional sensing [6][7]. - Huali Chuang Science's technology allows for the detection of nano-level micro-deformations using non-laser light sources, which is a breakthrough compared to traditional methods [6][7]. - The sensors are designed to meet the demands of humanoid robots, surgical robots, and other applications requiring lightweight and compact solutions [7][9]. Market Trends and Opportunities - The rise of humanoid robots has led to increased interest from major industry players, with Huali Chuang Science frequently approached by potential clients [8][10]. - The company has identified key revenue sources in humanoid robots, aerospace, and precision processing, with expectations for significant growth in 2025 [11]. Future Prospects - Huali Chuang Science anticipates a doubling of its revenue in 2025, driven by new sensor demands in smart healthcare and new energy vehicles [11]. - The company is well-positioned to benefit from supportive policies in Shenzhen aimed at advancing artificial intelligence and humanoid robotics [12]. - The establishment of a presence in the Hong Kong Science Park will facilitate collaboration within the Greater Bay Area, enhancing the company's growth potential [12].

Table of Contents FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MULTISENSOR AI HOLDINGS, INC. (Exact name of registrant as specified in its charter) SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 As filed with the Securities and Exchange Commission on July 15, 2024 Registration No. 333- UNITED STATES Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 86-3938682 (I.R.S. Employer Identification No. ...

Table of Contents As filed with the Securities and Exchange Commission on June 17, 2024 Registration No. 333-280016 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MULTISENSOR AI HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 3827 (Primary Standard Industrial Classification Code Number) 86-3938682 (I.R.S. Em ...

Table of Contents As filed with the Securities and Exchange Commission on December 12, 2023 Registration No. 333-275521 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SPORTSMAP TECH ACQUISITION CORP.* (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) Copies to: Ralph V. De Martino ArentFox Schiff LLP 1717 K Street NW Washing ...

创业板投资风险提示 本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业 融合存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高 等特点，投资者面临较大的市场风险。投资者应充分了解创业板的投资风险 及本公司所披露的风险因素，审慎作出投资决定。 深圳安培龙科技股份有限公司 （Shenzhen Ampron Technology Co., Ltd.） （深圳市坪山区坑梓街道金沙社区规划十路 1 号安培龙智能传感器 产业园） 首次公开发行股票并在创业板上市 招股说明书 （注册稿） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 保荐机构（主承销商） 深圳安培龙科技股份有限公司 招股说明书 声明：本公司的发行申请尚需经交易所和中国证监会履行相应程序。本招 股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正 式公告的招股说明书作为投资决定的依据。 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性 ...

创业板投资风险提示 本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业 融合存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高 等特点，投资者面临较大的市场风险。投资者应充分了解创业板的投资风险 及本公司所披露的风险因素，审慎作出投资决定。 深圳安培龙科技股份有限公司 （Shenzhen Ampron Technology Co., Ltd.） （深圳市坪山区坑梓街道金沙社区规划十路 1 号安培龙智能传感器 产业园） 首次公开发行股票并在创业板上市 招股说明书 （注册稿） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 保荐机构（主承销商） 深圳安培龙科技股份有限公司 招股说明书 声明：本公司的发行申请尚需经交易所和中国证监会履行相应程序。本招 股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正 式公告的招股说明书作为投资决定的依据。 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性 ...