Core Insights - The market size of China's embodied intelligence industry is expected to reach 400 billion yuan by 2030 and exceed 1 trillion yuan by 2035, driven by technological advancements and policy support [1][2]. Industry Overview - Embodied intelligence technology is making significant progress, particularly in humanoid robots, with advancements in multi-modal perception and six-dimensional force sensing [1]. - The capital market remains optimistic about the development prospects of embodied intelligence, with several financing rounds exceeding 100 million yuan completed this year [1]. Company Highlights - Blue Dot Touch (Beijing) Technology Co., Ltd. has achieved international leading standards in six-dimensional force sensors and joint torque sensors since its establishment in 2019, breaking the technological monopoly of overseas manufacturers [4]. - The company's products are widely used in humanoid robots, collaborative robots, and industrial robots, with major clients including ZhiYuan Robotics and Xiaomi Robotics [4]. - Blue Dot Touch has doubled its sales revenue for three consecutive years, with over 10,000 units of six-dimensional force sensors shipped by 2025, accounting for 80% of domestic humanoid robot shipments, and joint torque sensors exceeding 100,000 units, representing over 95% of total domestic shipments [4]. Investment Trends - The robust investment activity in the embodied intelligence sector indicates a shift beyond prototype validation to stable demand in various applications, including data training and commercial performances [4]. - The recent financing rounds are seen not only as financial support but also as strategic collaborations aimed at accelerating technological iteration and global expansion [4].

Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd., a leader in six-dimensional force sensors, has completed a C-round financing exceeding 100 million RMB, led by Sequoia China, just three months after its previous funding round [2] - The domestic market for six-dimensional force sensors has a localization rate of only 27%, indicating a significant opportunity for growth in the Chinese market [2] - The company has achieved a sales revenue doubling for three consecutive years, with an 80% market share in domestic humanoid robot shipments and over 95% in joint torque sensors [2] Industry Growth - Since 2025, the humanoid robot industry has experienced explosive growth in orders, with a 200% increase in demand for core components [3] - Blue Dot Touch is expanding its production capacity by establishing a new 10,000 square meter facility in Guangdong, which includes the first fully automated production line for robot force sensors in China [3] - The new production line is designed to achieve an annual capacity of 1 million joint torque sensors and 200,000 end six-dimensional force sensors, increasing overall capacity by 3 to 4 times to meet the rising demand for humanoid robots [3] Future Plans - The recent financing will be allocated towards three main areas: developing the next generation of lightweight and highly integrated sensing solutions for various applications, expanding production capacity to ensure stable supply of core components, and increasing efforts to penetrate overseas markets [3]

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，进一步巩固公司在机器人智能化进程中的技术护城河，强化市场领先地位。 ▍技术引领，打破垄断，构建全栈力控能力 蓝点触控自 2019 年成立以来，始终专注于智能机器人力控技术的研发与产业化。公司核心产品六维力传感器与关节力矩传感器，凭借 0.1%FS 的高精度、 10kHz 高频响应等性能指标，达到国际顶尖水准，成功打破海外厂商长期技术垄断。 近日，全球智能机器人力控感知技术领军企业、六维力传感器龙头——蓝点触控（北京）科技有限公司（以下简称"蓝点触控"）正式宣布完成 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。 值得注意的是，这已是公司时隔 3 个月完成的第二轮亿元级融资，密集资本注入充分彰显市 场对其技术实力和发展前景的高度认可。 核心团队来自航天科技集团、中国科学技术大学、北京航空航天大学等顶尖机构， 北京航空航天大学机器人所名誉所长、国家 863 计划机器人专题专家组 组长王田苗教授 担任公司董事。公司已搭建涵盖高性能弹性体设计、嵌入式硬件电路、高精度结构解耦算法及六维同步校准在内的四大平台技术，能够将客 户需求响应周 ...

2025 年 11 月 13 日，蓝点触控官宣完成超亿元人民币 C 轮融资。本轮融资由红杉中国领投、 珠海科技产业集团 跟投，也是公司时隔3个月落地的第二轮亿元级 融资。蓝点触控 CEO 刘吴月表示，资金将 重点投入产品研发、产能提升、团队建设与海外市场拓展，进一步巩固公司在机器人智能化进程中的技术护城河，强化 市场领先地位。 更新最新的对外披露截图（数据来源 IT桔子）此图为旧图 蓝点触控是全球智能机器人力控感知技术领军企业、六维力传感器龙头，公司在力传感器行业深耕六年， 2023年初公司组建人形机器人研发团队，并开发出多个 系列型号的力传感器产品。 有行业机构调研显示，蓝点触控关节传感器国内市占率超 95%，人形机器人六维力传感器市场份额突破80%，彻底打破了美国、德国等国际巨头长达三十年的垄 断。其 公司产品已广泛应用于人形机器人、协作机器人、工业机器人等多元场景，客户覆盖智元机器人、小米机器人、优必选、众擎、千寻智能 、 北京人形机器 人创新中心等行业标杆企业。 同时渗透至新能源汽车、医疗、航空等高附加值领域。 ▍ 资本从人形本体向核心零部件龙头企业看齐！ 今年 10月22日特斯拉三季度财报电话会上， ...

记者11月19日获悉，六维力传感器龙头蓝点触控（北京）科技有限公司（以下简称"蓝点触控"）最新完 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。值得注意的是，这已是公司 时隔3个月完成的第二轮亿元级融资。 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，进一步巩固公司在机器人智能化 进程中的技术护城河，强化市场领先地位。 蓝点触控自2019年成立以来，专注于智能机器人力控技术的研发与产业化。公司核心产品六维力传感器 与关节力矩传感器，凭借0.1%FS的高精度、10kHz高频响应等性能指标，打破海外厂商长期技术垄断。 公司核心团队来自航天科技集团、中国科学技术大学、北京航空航天大学等顶尖机构，北京航空航天大 学机器人所名誉所长、国家863计划机器人专题专家组组长王田苗教授担任公司董事。公司已搭建涵盖 高性能弹性体设计、嵌入式硬件电路、高精度结构解耦算法及六维同步校准在内的四大平台技术，能够 将客户需求响应周期压缩至3—4周，大幅提升行业服务效率。 刘吴月指出，当前机器人落地已超越"原型验证"阶段，在数据训练、迎宾展示、商演及部分工业有限场 景中，正形成批量稳定需求。"数据训练" ...

Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd., a leader in six-dimensional force sensors, has completed a Series C financing round exceeding 100 million RMB, led by Sequoia China, just three months after its previous funding round [1] - The company aims to accelerate core technology iteration, capacity expansion, and global layout to contribute to China's humanoid robot industry [1] Company Overview - Blue Dot Touch focuses on force control technology, achieving international leading standards with its products, which feature 0.1% FS high precision and 10 kHz high-frequency response [3] - The company has a domestic market share of 80% for six-dimensional force sensors in humanoid robots and over 95% for joint torque sensors, serving major clients like Xiaomi and UBTECH [3] Market Dynamics - The humanoid robot industry is experiencing explosive growth in orders, with a 200% increase in demand for core components since 2025 [5] - Blue Dot Touch is expanding its production capacity with a new 10,000 square meter facility and an automated production line designed to produce 1 million joint force sensors and 200,000 six-dimensional force sensors annually [5] Strategic Direction - The company has outlined a dual strategy of "technology iteration + global expansion" to solidify its domestic market position and compete globally [6] - The recent financing will be allocated to developing next-generation lightweight and highly integrated sensing solutions, expanding production capacity, and increasing efforts in overseas market penetration [6] Competitive Positioning - Blue Dot Touch leverages its aerospace-grade technology and domestic cost advantages to compete with international brands in the European market [7] - The company aims to become the "core perception foundation" of China's humanoid robot industry, transitioning from a follower to a leader in global competition [7]

Core Viewpoint - The humanoid robot sensor market is rapidly expanding, driven by advancements in sensor technology and increasing demand for humanoid robots, particularly in tactile, torque, and visual sensing areas [1][10]. Group 1: Market Trends and Developments - Recent exhibitions, such as the 2025 Chengdu Auto Show and the 2025 Guizhou Digital Expo, have highlighted the importance of sensors in humanoid robots, showcasing their role as the "nervous system" and "senses" of these machines [1]. - The humanoid robot sensor market is expected to grow significantly in the coming years, with tactile sensors and electronic skin likely becoming mainstream configurations [1][10]. - The demand for six-dimensional force sensors and joint torque sensors is particularly notable, with six-dimensional sensors projected to account for over 40% of the overall sensor market by 2030 [10]. Group 2: Technological Insights - Six-dimensional force sensors are crucial for dynamic balance and precise operations in humanoid robots, with a typical robot requiring four of these sensors [3][10]. - Various types of sensors, including RGB cameras, IMUs, and laser radars, are essential for the autonomous navigation systems of humanoid robots, enabling them to perform complex tasks [5][6]. - The integration of multiple sensors is necessary for humanoid robots to function effectively, but challenges remain in achieving cost-effective mass production and ensuring reliable performance [11][12]. Group 3: Investment and Financing Landscape - The sensor industry is experiencing a surge in investment, with significant funding rounds reported for companies like Blue Dot Touch and Kunwei Technology, indicating strong market interest [15][16]. - Government-backed funds are increasingly focusing on sensor technology as a key investment area, providing a safety net and attracting market capital [16]. - The financing landscape is becoming more concentrated, with investors favoring early-stage companies that possess original technologies capable of addressing engineering challenges [16].

Core Insights - The article discusses the increasing importance of six-dimensional force sensors in humanoid robots, which are transitioning from performance-oriented designs to practical applications in factories [1][10] - The demand for high-precision sensors is rising as humanoid robots are expected to perform complex tasks, necessitating advanced sensory feedback systems [10][12] Group 1: Market Trends - In the first half of this year, leading manufacturers of six-dimensional force sensors have seen shipment volumes reach thousands for single robot clients [1] - The market for humanoid robots is projected to grow significantly, with an estimated 2,000 units expected to be sold in China in 2024 and a global shipment forecast of 18,000 units by 2025 [9] - The penetration rate of six-dimensional force sensors in humanoid robots is anticipated to exceed 30% in the future [9] Group 2: Technological Developments - Six-dimensional force sensors are crucial for enabling robots to perform delicate tasks, as they can sense forces and moments in all six dimensions [4][5] - The technology behind these sensors involves complex algorithms that decode strain data into clear force and moment signals, enhancing the sensor's adaptability to dynamic environments [5][12] - The cost of six-dimensional force sensors has decreased by approximately 30% compared to last year, facilitating their entry into small-scale production [11] Group 3: Industry Challenges - The lack of standardized products in the robotics industry has led to a reliance on customized solutions, posing challenges for core component manufacturers [12] - Companies are focusing on balancing production capacity, cost control, and R&D investment to meet the growing market demand [11][14] - The rapid technological iteration in humanoid robots requires suppliers to maintain a fast response rate to client needs [12][14] Group 4: Competitive Landscape - The current market for force sensors has not yet entered a phase of aggressive price competition, allowing manufacturers to retain some bargaining power [14] - Companies are collaborating closely with robot manufacturers to support each other's development rather than engaging in fierce competition [14] - The ability to deliver quickly and innovate will be critical for companies to secure advantageous positions in the humanoid robot supply chain [14]

Group 1 - The core viewpoint of the article emphasizes the growing importance of six-dimensional force sensors in humanoid robots as they transition from performance-oriented to practical applications in factories [1][3][9] - The demand for humanoid robots is increasing, with projections indicating that China will see approximately 2,000 units sold in 2024, and global sales could reach 18,000 units by 2025 [8][10] - Six-dimensional force sensors are becoming essential for precise operations in robots, as they provide critical feedback for tasks that require delicate handling [9][10] Group 2 - The cost of six-dimensional force sensors has decreased by about 30% compared to the previous year, indicating a trend towards more affordable production [10][12] - Companies are facing challenges in balancing production capacity, cost control, and R&D investment as the market for robotic components expands [10][12] - The industry is currently in a phase of collaboration rather than fierce competition, with companies focusing on joint development and support rather than price wars [13]

Core Insights - The human-shaped robot industry is experiencing a significant influx of investment, with companies like Blue Dot Touch completing substantial funding rounds and planning for future IPOs [1][2][19] - The focus is shifting from complete robots to core components, particularly force sensors, which are essential for the functionality and precision of humanoid robots [1][3][5] - The domestic market in China is expected to grow rapidly, with a strong demand for high-performance products and a robust supply chain [9][12] Company Overview - Blue Dot Touch recently completed nearly 100 million RMB in Series B financing, with plans to apply for a listing on the Sci-Tech Innovation Board by 2028 [1][19] - The company has achieved profitability and is experiencing rapid growth, with a projected annual increase of 200%-300% in the shipment of its force sensors [2][18] - The founder, Liu Wuyue, emphasizes the importance of iterative development and adapting to market needs, indicating a strong organizational capability [16][17] Market Dynamics - The market for humanoid robot force sensors is projected to reach a scale of hundreds of billions, with a significant increase in demand expected in the coming years [3][4][18] - The current production cost of humanoid robots is heavily influenced by the cost of core components, with force sensors accounting for approximately 15% of the total bill of materials [2][14] - The shift towards rational investment in core components reflects a maturation of the industry, moving away from speculative investments in complete robots [5][18] Technological Advancements - Blue Dot Touch has achieved full domestic production of its force sensors, overcoming previous technological barriers [10][11] - The company has developed four core technologies that enable high-performance force sensors, which are critical for precise operations in humanoid robots [10][11] - The integration of AI is enhancing the capabilities of force sensors, allowing for more sophisticated applications in humanoid robots [12][24] Future Outlook - The growth trajectory for humanoid robots is expected to continue for at least the next 5-8 years, with annual growth rates projected to exceed three times [18] - Blue Dot Touch aims to expand its market presence internationally, particularly in North America and Europe, while maintaining a strong foothold in the domestic market [19][20] - The company is focused on enhancing brand recognition and acceptance of Chinese products in the global market [24]