六维力传感器

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【东华测试(300354.SZ)】上半年经营稳健,重点开拓人形机器人领域——2025年半年报点评(贺根)
光大证券研究· 2025-08-23 00:06
查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件: 公司发布2025年半年度报告,25H1实现营业收入2.83亿元,同比增长2.44%;归母净利润0.76亿元,同比 增长2.80%。其中,25Q2实现营业收入1.74亿元,同比增长1.34%;归母净利润0.48亿元,同比增长 1.14%。上半年,公司经营活动现金流量净额为80.4万元,同比实现由负转正。 主业结构力学系统与电化学工作站业务经营稳健 上半年,结构力学性能测试分析系统收入1.94亿元,同比增长2.35%;电化学工作站收入0.28亿元,同比增 长10.33%。两项业务的毛利率分别为69.62%、67.83%,较上年同期分别提升3.30、2.93个百分点。结构安 全在线监测及防务装备PHM系统业务收入小幅下滑,上半年收入0.35 ...
东华测试(300354):上半年经营稳健,重点开拓人形机器人领域
EBSCN· 2025-08-22 06:10
2025 年 8 月 22 日 公司研究 上半年经营稳健,重点开拓人形机器人领域 ——东华测试(300354.SZ)2025 年半年报点评 要点 事件:公司发布 2025 年半年度报告,25H1 实现营业收入 2.83 亿元,同比增长 2.44%;归母净利润 0.76 亿元,同比增长 2.80%。其中,25Q2 实现营业收入 1.74 亿元,同比增长 1.34%;归母净利润 0.48 亿元,同比增长 1.14%。上半年, 公司经营活动现金流量净额为 80.4 万元,同比实现由负转正。 主业结构力学系统与电化学工作站业务经营稳健:上半年,结构力学性能测试分 析系统收入 1.94 亿元,同比增长 2.35%;电化学工作站收入 0.28 亿元,同比增 长 10.33%。两项业务的毛利率分别为 69.62%、67.83%,较上年同期分别提升 3.30、2.93 个百分点。结构安全在线监测及防务装备 PHM 系统业务收入小幅下 滑,上半年收入 0.35 亿元,同比下降 13.03%;毛利率为 64.99%,较上年同期 下降 0.46 个百分点。在我国《国民经济和社会发展第十四个五年规划和 2035 年远景目标纲要》中明 ...
【点金互动易】机器人+液冷+商业航天,公司参股企业六维力传感器实现量产,液冷产品广泛用于3C等多个领域
财联社· 2025-08-20 01:09
Group 1 - The article emphasizes the investment value of significant events, industry chain companies, and key policy interpretations [1] - The company Six Dimensions Sensor has achieved mass production of liquid cooling products, which are widely used in various fields including 3C [1] - Six Dimensions Sensor has strategic cooperation with Super Fusion in the liquid cooling product sector [1] Group 2 - The commercial aerospace clients of Six Dimensions Sensor include Blue Arrow and Starry Glory [1]
凌云股份20250819
2025-08-19 14:44
摘要 凌云股份 20250819 在轻量化领域,凌云股份主要涉及热成型和铝合金核心技术应用。通过与韩国 GS 公司的合作,公司进入一汽、北汽、奥迪、宝马等供应链体系。在材料方面, 通过收购德国瓦达沙夫掌握铝合金核心技术,并开拓电池托盘应用领域,与宝 马、奔驰、一汽大众等建立配套关系。此外,通过与下游客户谈判及原材料降 本措施,预计瓦达沙夫将在 2026 年实现扭亏。 凌云股份在机器人业务上的进展如何? 凌云股份在机器人业务上主要专注于六维力传感器,这是一种用于实现柔性控 制的核心部件。在 22 年,中国市场六维力传感器销量为 8,360 套,其中机器 人行业销量为 4,840 套,到 27 年预计将突破 8.4 万套,总市场规模超过 16 亿 元,复合增长率 50%。公司与中科院合肥物质研究所、中兵创能智能创新研究 院合作,共同推进六维力传感器研发并实现低成本大规模生产。目前已具备 1~6 维力传感器设计研发及制造能力,可根据客户需求进行正向开发。 凌云股份是高端新能源电池壳领域的领先企业,2023 年汽车金属和塑 料零部件收入达 166 亿元,主要客户包括特斯拉、一汽大众等,新订单 充足为营收增长奠定基础。 ...
六维力传感器成机器人关键部件 多家上市公司掀起“军备竞赛”
Zheng Quan Shi Bao· 2025-08-18 21:53
Core Insights - The six-dimensional force sensor is a key component for solving motion control challenges in humanoid robots, with several A-share listed companies engaged in a "arms race" in this field [1][2][3] - The production cost of six-dimensional force sensors is currently high, but there is a strong demand for cost reduction as the humanoid robot industry rapidly advances [1][9] - The price of six-dimensional force sensors is expected to decrease significantly from over 20,000 yuan to around 2,000 yuan with mass production [1][10] Industry Competition - Jiuding Investment plans to acquire a 53.29% stake in Nanjing Shenyuan Intelligent Technology for 213 million yuan, highlighting the competitive landscape in the six-dimensional force sensor market [2] - More than ten listed companies are competing in the six-dimensional force sensor sector, with companies like Donghua Testing and Minxin Co. actively developing and customizing sensors for various robot manufacturers [2][3] - Companies such as Haoshi Electromechanical and Zhongding Co. are focusing on the development of core components for humanoid robots, indicating a strategic shift towards this technology [3] Market Potential - The demand for six-dimensional force sensors is expected to surge due to the expanding application scenarios for humanoid robots, particularly in the aging economy and smart home sectors [5][8] - According to IDC, the commercial sales volume of humanoid robots in China is projected to reach approximately 2,000 units in 2024, with a global forecast of 18,000 units by 2025 [7] - The market for six-dimensional force sensors is anticipated to exceed hundreds of millions of yuan by 2030, with humanoid robots being the primary application area [8] Cost Reduction Strategies - The high production costs of six-dimensional force sensors stem from technical challenges, material costs, and limited application scale [9] - Companies are exploring MEMS technology to significantly reduce costs, as it allows for mass production of sensors [9] - The production line planned by Ice Zero Technology aims to achieve a capacity of 2 million units, potentially lowering the cost of six-dimensional force sensors to about one-tenth of the current industrial product price [10]
六维力传感器成机器人关键部件多家上市公司掀起“军备竞赛”
Zheng Quan Shi Bao· 2025-08-18 18:33
Core Insights - The six-dimensional force sensor is a key component for solving motion control challenges in humanoid robots, with several A-share listed companies engaged in a "arms race" in this field [1][4] - The production cost of six-dimensional force sensors is currently high, but there is a strong demand for cost reduction as the humanoid robot industry rapidly advances [1][10] - The market for six-dimensional force sensors is expected to grow significantly, with projections indicating that by 2030, annual shipments in China could exceed one million units, leading to a market size of several billion yuan [9][10] Company Developments - Jiuding Investment announced plans to acquire a 53.29% stake in Nanjing Shenyuan Intelligent Technology for 213 million yuan, highlighting the company's potential in six-dimensional force sensor development [2] - Donghua Testing is in the small-batch trial production stage of six-dimensional force sensors and is customizing development based on diverse customer needs [3] - Minxin Co. is actively engaging in the research and development of six-dimensional force sensors and related technologies, aiming to push product applications [3] - Haoshi Electromechanical has achieved breakthroughs in core functional components, enabling domestic production of key parts for intelligent robots [3] - Many companies, including Hanwei Technology and Anpeilong, are entering the humanoid robot sensor market, indicating a growing trend in the industry [4] Market Trends - The demand for six-dimensional force sensors is closely linked to the booming humanoid robot industry, with applications expanding across various sectors [5][6] - The penetration rate of six-dimensional force sensors in humanoid robots is expected to exceed 30% in the future [8] - The price of six-dimensional force sensors currently ranges from 20,000 to 100,000 yuan for imported brands and 10,000 to 50,000 yuan for domestic mid-to-high-end products [10] - The application of MEMS technology is anticipated to significantly reduce production costs, making large-scale manufacturing feasible [10][11]
世界机器人运动会的“幕后英雄”:六维力传感器2024年出货大增11倍
Zheng Quan Shi Bao Wang· 2025-08-17 10:24
Group 1 - The 2025 World Humanoid Robot Games features 280 teams and over 500 humanoid robots competing in 487 technical matches, showcasing advancements in robotics technology [1] - Key technologies highlighted include six-dimensional force sensors, which are essential for dynamic balance and precise operations in humanoid robots [1][2] - The competition includes various tasks such as medical sorting with 0.1mm precision and logistics handling with a load of 30kg, all relying on the feedback from six-dimensional force sensors [2] Group 2 - The market for six-dimensional force sensors in humanoid robots is expected to see a significant increase, with a projected 1100% year-on-year growth in 2024 and a rise in domestic production rate from 19% to 57.8% over four years [3] - Major domestic companies are expected to ship over 10,000 units in 2024, with Blue Dot Touch Control leading the market with a 61.8% share [3] - The Chinese robotics market is projected to grow at an annual rate of 23%, with the market size expected to reach $470 billion in 2024 and $1,080 billion by 2028 [3] Group 3 - The founder of Blue Dot Touch Control emphasizes three advantages for China's development of high-end sensors: strong consumer demand, supply chain advantages, and a conducive environment for innovation [4]
机构:7月全球人形机器人行业共发生24起融资事件
Zheng Quan Shi Bao Wang· 2025-08-14 12:17
Group 1 - The humanoid robot financing market showed significant improvement in July, with a total of 24 financing events, 23 of which were domestic, and a total disclosed financing amount of approximately 7.094 billion RMB, representing a month-on-month increase of about 137.02% [1] - Major companies such as JD.com, Haier, Didi, Meituan, Lenovo, and SenseTime are actively participating in the embodied intelligence sector, indicating a competitive landscape among large enterprises [1] - Six companies in the core component sector received financing, with sensor companies leading the way, collectively raising about 200 million RMB [2] Group 2 - The transition from technology-driven to commercially-driven development in the humanoid robot industry is seen as a critical turning point, where players that can quickly convert technological advantages into market value will gain a competitive edge [2] - The rapid growth of body companies has significantly stimulated the upstream market, particularly in the sensor sector, which is crucial for the perception, decision-making, and execution capabilities of humanoid robots [2] - The financing of sensor companies is expected to lead to technological breakthroughs that will enhance the environmental perception and motion control capabilities of humanoid robots, creating a virtuous cycle of "technological breakthroughs - capital investment - industrial upgrading - market expansion" [3]
3天两板涨停!九鼎投资豪掷2.13亿拿下神源生53%股权 剑指产业领军者
机器人大讲堂· 2025-08-14 04:11
Core Viewpoint - The acquisition of Nanjing Shenyuan Intelligent Technology Co., Ltd. (Shenyuan) by Kunwu Jinding Investment Holdings Co., Ltd. (Jinding Investment) for 213 million yuan marks a strategic move to enhance Jinding's position in the humanoid robot sector, particularly focusing on the development of six-dimensional force sensors, which are critical components for humanoid robots [1][4][8]. Group 1: Acquisition Details - Jinding Investment will acquire a 53.29% stake in Shenyuan through a two-step process involving a 113 million yuan equity transfer and a 100 million yuan capital increase [2]. - The valuation of Shenyuan has reached 300 million yuan, up from 200 million yuan in its previous funding round [7]. Group 2: Market Context - The humanoid robot market in China is projected to reach 8 billion yuan by 2025 and could exceed 300 billion yuan by 2035, indicating significant growth potential [8]. - The global six-dimensional force sensor market is expected to grow to 330 million USD in 2024, with a compound annual growth rate of 40.52% from 2024 to 2030 [16]. Group 3: Technological Significance - Shenyuan specializes in six-dimensional force sensors, which are essential for enabling safe interactions and complex task execution in humanoid robots [10][12]. - The sensors developed by Shenyuan have been tested by leading companies like Tesla, receiving positive feedback, which underscores their technological advancement and market readiness [12][15]. Group 4: Competitive Landscape - Shenyuan has broken through the technological barriers that have historically been dominated by international giants, positioning itself as a leader in the domestic market and a rising player in the international arena [13][15]. - The company has developed a robust portfolio of 12 series and over 40 models of multi-dimensional force sensors, catering to various applications in robotics and aerospace [15].
传感器行业深度
2025-08-13 14:53
Summary of Sensor Industry Conference Call Industry Overview - The sensor industry is experiencing rapid growth driven by the increasing demand for humanoid robots, with Tesla's humanoid robot having a sensor value of approximately 24,000 yuan per unit, where vision, six-dimensional force, and touch account for 30%, 25%, and 16% respectively [2][5][4] - The Chinese market is growing quickly and shows significant potential for expansion [2] Key Points and Arguments - **Sensor Functionality and Types**: Sensors convert external changes into electrical signals and can be categorized into various types such as force, vision, and touch, as well as by working principles like resistive and capacitive [2][6] - **Vision Sensors**: Contribute about 70% of the perception information in robots, with the mainstream configuration being three 3D cameras and one LiDAR. Leading companies in this field include Orbbec and Intel, with Orbbec showing rapid revenue growth and profitability [2][12][11] - **Touch Sensors**: Mimic human skin to detect pressure or vibration signals, with capacitive sensors favored for their sensitivity, while resistive sensors remain the mainstream for mass production [2][13][15] - **Six-Dimensional Force Sensors**: Used in robot joints for controlling six-dimensional forces, facing challenges in structural design and calibration precision [2][18] - **Market Growth Factors**: The industry is expected to grow due to the continuous iteration of large models, maturing supply chains, and increasing application scenarios requiring high-performance sensors [2][10] Important but Overlooked Content - **Market Size and Growth**: The global smart sensor market is valued at $52 billion with an annual growth rate of about 10%, while the Chinese market is growing even faster [3] - **Future Demand**: The humanoid robot market is projected to create an additional demand of 10%-20% for 3D vision sensors, with the market expected to reach 20 billion yuan by 2030 [11][12] - **Challenges in Vision-Touch Technology**: This technology aims to combine visual and tactile capabilities but faces challenges such as high data volume and energy consumption [2][16] - **Industry Risks**: The sensor industry is subject to high volatility, including intense market competition and potential supply chain risks, necessitating continuous monitoring of industry dynamics [2][25] Recommended Companies - **Vision Sector**: Orbbec is recommended due to its stable market position and rapid growth [2][24] - **Six-Dimensional Force Sector**: Companies like Koli Sensor and Lingyun Co. are highlighted for their cost reduction efforts and technological advancements [2][24] - **Touch Sector**: Hanwei Technology and Fule New Materials are noted for their strong performance in technology expansion and process understanding [2][24]