关节扭矩传感器

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从“卡脖子”走向自主可控 机器人六维力传感器国产突破
Zheng Quan Shi Bao Wang· 2025-09-24 07:14
蓝点触控在本届工博会展示了其在机器人力控传感领域的多项创新成果,凸显了其技术领先性与全面的 产品布局。其中,人形机器人六维力传感器系列方面,产品突破了传统结构设计限制,在维持高刚性的 同时,实现了高达0.1%FS的综合精度。500%的抗过载能力和内置的低噪声放大器,使其能可靠地应用 于人形机器人的上下肢平衡控制和复杂的物理交互场景,有效帮助机器人摆脱"机械感",具备类人操作 的灵活性。 正在举行中的2025中国国际工业博览会上,以蓝点触控为代表的国内企业突破多维度解耦算法、温度补 偿与应变结构设计等关键技术,推动国产传感器在测量精度、长期稳定性及抗过载能力等关键指标上媲 美进口产品,并在成本控制和定制化服务方面展现出显著优势。 力传感器是机器人实现精确力控作业和环境智能交互的核心部件,其中六维力传感器因技术复杂度高、 研发难度大,长期被国际品牌垄断。 蓝点触控会上展出了全系列力传感产品,涵盖人形机器人六维力传感器、高精度通用六维力传感器、关 节扭矩传感器以及拉压力传感器,展现出中国企业已构建完整的技术矩阵及相关产品体系,全面实现从 单点技术突破到系统级创新的跨越。 作为国内智能机器人力控技术的领军企业,蓝点触 ...
柯力传感(603662):传感器业务新增并表贡献业绩,深度参与人形机器人产业布局
Changjiang Securities· 2025-09-16 14:20
丨证券研究报告丨 [Table_Summary] 主业经营稳健,受益于新增并表子公司,公司 2025Q2 实现收入和业绩的同环比增长。聚焦人 形机器人赛道,持续深化具身智能投资布局,25H1 公司完成对开普勒、他山科技、猿声先达、 北微传感等战略投资。同时,公司在工业级多物理量传感器领域的投资与并购也在推进,进一 步丰富产品矩阵和技术路线。对关键领域的投资布局,为公司业绩持续增长奠定良好基础。目 前公司人形机器人推进送样并获得批量订单。2025H1 公司已向超过 50 家国内人形机器人、协 作机器人及工业机器人企业送样,获得市场认可。 公司研究丨点评报告丨柯力传感(603662.SH) [Table_Title] 柯力传感:传感器业务新增并表贡献业绩,深度 参与人形机器人产业布局 报告要点 分析师及联系人 [Table_Author] SAC:S0490517110001 SAC:S0490520030003 SAC:S0490524030001 SFC:BRP550 赵智勇 倪蕤 刘晓舟 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 柯力传感(603662. ...
人形机器人产业的中场答卷:谁赚钱,谁落地,谁在探索下注?
中国基金报· 2025-09-04 09:11
Core Viewpoint - The humanoid robot industry is experiencing significant growth, with a notable increase in the number of concept stocks and a strong performance in the capital market, indicating a promising investment landscape [2][4]. Group 1: Market Performance - As of September 4, 2023, there are 172 humanoid robot concept stocks in the A-share market, with only 12 experiencing a decline in stock price this year. Nearly 70 stocks have increased by over 50%, and 25 have doubled in value, showcasing a strong upward trend [2]. - Over 60% of the concept stocks reported improved performance in their semi-annual reports, with companies like Aobo Zhongguang, Keli Sensor, and Lide Xiebo achieving profitability, marking the first wave of industry benefits [4][5]. Group 2: Profitability and Key Players - The year 2025 is anticipated to be the "year of mass production" for humanoid robots, with upstream companies providing essential components and sensors being the primary beneficiaries rather than the front-line manufacturers [7]. - Among the 172 humanoid robot concept stocks, 114 reported a year-on-year increase in net profit, with 25 companies exceeding 100% growth and 38 surpassing 50% growth, particularly in sectors like reducers, controllers, and servo motors [8]. - Aobo Zhongguang reported a revenue of 435 million yuan, a 104% increase year-on-year, and a net profit of 60.19 million yuan, marking a turnaround with over 200% growth [9]. - Keli Sensor achieved a revenue of 685 million yuan and a net profit of 173 million yuan, reflecting year-on-year growth of 23.4% and 47.9%, respectively [10]. - Lide Xiebo's revenue reached 251 million yuan, with a net profit of 53.42 million yuan, both showing nearly 46% growth [10]. Group 3: Major Contracts and Developments - Leading manufacturers like Ubtech have secured significant contracts, including a nearly 1 billion yuan order and a 250 million yuan contract for humanoid robot products, indicating a shift from concept to commercial application [11][12]. - In the first half of 2025, over 83 humanoid robot projects were disclosed in China, with total contract amounts nearing 330 million yuan, a significant increase from the previous year [14]. Group 4: New Entrants and Industry Expansion - The humanoid robot sector is attracting new players, with traditional automotive parts companies like Top Group and Junpu Intelligent entering the market, leveraging their existing business advantages [16][17]. - Tianqi Co. has established a humanoid robot division and signed an investment agreement to advance the development of humanoid robots in industrial applications [17]. - The number of companies entering the humanoid robot concept stock category is rapidly increasing, reflecting growing interest and investment in this sector [18].
柯力传感(603662)2025年中报点评:业绩增速表现亮眼 聚焦机器人传感器领域
Xin Lang Cai Jing· 2025-09-04 06:38
Core Viewpoint - The company reported strong revenue and profit growth in the first half of 2025, driven by the consolidation of new subsidiaries and active investment in the robotics sensor sector [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 685 million yuan, a year-on-year increase of 23.40% - The net profit attributable to shareholders was 173 million yuan, reflecting a year-on-year growth of 47.93% - Basic earnings per share (EPS) stood at 0.61 yuan [1] - For Q2 2025, revenue reached 370 million yuan, up 20.41% year-on-year, with net profit of 97 million yuan, an increase of 31.66% [2] - The company's gross margin and net margin were 44.04% and 28.48%, respectively, up 0.61 percentage points and 4.93 percentage points from the same period last year [2] - The period expense ratio increased by 2.15 percentage points to 25.65% compared to the previous year [2] Business Development - The company made significant progress in expanding its robotics sensor business, sending samples to over 50 domestic humanoid, collaborative, and industrial robot companies [3] - Key components include six-dimensional force/moment sensors and joint torque sensors, with nearly 1,000 units of six-dimensional force sensors shipped, and some clients moving from sample validation to small batch orders [3] - Strategic investments were completed in companies such as Kepler Humanoid Robotics and others, achieving full coverage from robot bodies to underlying key mechanical sensing components [3] Research and Development - The company has mastered key technologies related to six-dimensional force sensors, including structural decoupling, algorithm decoupling, and high-speed sampling and communication [4] - Newly purchased automated testing and machining equipment has been put into use, enhancing product precision, consistency, and production efficiency [4] - Ongoing research focuses on MEMS silicon-based six-dimensional force/torsion sensors, aiming for upgrades in miniaturization, high-frequency response, and embedded force control algorithm integration [4] Profit Forecast - Under a neutral scenario, the company expects revenues of 1.527 billion, 1.823 billion, and 2.196 billion yuan for 2025-2027, with corresponding net profits of 326 million, 394 million, and 482 million yuan, and EPS of 1.16, 1.40, and 1.72 yuan respectively [5]
渤海证券研究所晨会纪要(2025.09.02)-20250902
BOHAI SECURITIES· 2025-09-02 03:31
晨会纪要(2025/09/02) 编辑人 022-28451618 SAC NO:S1150511010016 cuijian@bhzq.com 崔健 渤海证券研究所晨会纪要(2025.09.02) 宏观及策略研究 结构性因素拉动下,制造业景气边际改善——2025 年 8 月 PMI 数据点评 公司研究 业绩增速表现亮眼,聚焦机器人传感器领域——柯力传感(603662)2025 年 中报点评 主要产品量价齐升,增量项目持续推进——紫金矿业(601899)2025 年半年 报点评 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 7 晨会纪要(2025/09/02) 宏观及策略研究 价格带动业绩增长,资源基础继续夯实——中金黄金(600489)2025 年半年 报点评 证 券 研 究 报 告 结构性因素拉动下,制造业景气边际改善——2025 年 8 月 PMI 数据点评 宋亦威(证券分析师,SAC NO:S1150514080001) 严佩佩(证券分析师,SAC NO:S1150520110001) 靳沛芃(研究助理,SAC NO:S1150124030005) ...
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]
装备制造行业周报(7月第3周):工程机械销售保持增长趋势-20250721
Century Securities· 2025-07-21 01:19
Investment Rating - The report indicates a positive investment outlook for the equipment manufacturing industry, particularly in engineering machinery and automotive sectors, suggesting continued growth and resilience in these areas [1][2][3]. Core Insights - Engineering machinery sales are on an upward trend, with domestic sales of 12 types of machinery showing a year-on-year increase of 9% in June, particularly driven by excavators which saw a growth of 6.2% [2][3]. - The automotive market is also experiencing growth, with average daily retail sales of passenger cars increasing by 11% year-on-year in the second week of July, supported by promotional activities and strong export growth [2][3]. - In the photovoltaic sector, silicon wafer prices have risen, but there are concerns about weak downstream demand and potential downward pressure on prices in the second half of the year [2][3]. Market Performance Review - From July 14 to July 18, the indices for machinery equipment, electric power equipment, and automotive sectors increased by 2.91%, 0.57%, and 3.28% respectively, ranking 4th, 15th, and 3rd among 31 primary industries [7][8]. - The top-performing sub-sectors included commercial vehicles with a rise of 5.98% and other power equipment up by 4.76%, while photovoltaic equipment saw a decline of 2.01% [8]. Industry News and Key Company Announcements - A new low-carbon data center project in Ulanqab has commenced operations, marking a significant step in integrating renewable energy with data center operations [17]. - The launch of a new humanoid robot with a hot-swappable battery system by UBTECH aims to enhance productivity in smart manufacturing [17]. - Guizhou's green electricity trading volume has surged by 224% year-on-year in the first half of the year, reflecting the province's commitment to developing renewable energy sources [17].
近亿元B轮融资!这家六维力传感器企业连续三年收入翻倍!产品市占率达70%
机器人大讲堂· 2025-07-20 03:02
Core Viewpoint - Blue Dot Touch (Beijing) Technology Co., Ltd. has recently completed nearly 100 million RMB in Series B financing, aiming to enhance R&D investment and expand its team to meet the demand for small-sized, high-precision, and high-bandwidth sensors in humanoid robots [1][3]. Company Overview - The company was founded in April 2019 by Liu Wuyue, a graduate of Northwestern Polytechnical University, and has received angel investment from the Zhiyou Jinmiao Fund in May 2020 [1]. - The core team primarily comes from prestigious research institutions such as the University of Science and Technology of China and the China Academy of Aerospace Technology [2]. Market Position - Blue Dot Touch holds over 70% market share in humanoid robot six-dimensional force sensors and 95% in robot joint force sensors, serving major clients like Xiaomi and UBTECH [2][9]. - The company has successfully positioned itself in the first tier of six-dimensional force sensors, competing directly with foreign brands like ATI [3]. Industry Trends - The humanoid robot market is experiencing a significant surge, with an expected shipment of approximately 2,000 units in China in 2024, surpassing industry expectations [5]. - The transition from prototype to mass production in humanoid robots is underway, with predictions of shipments reaching between 5,000 to 10,000 units by 2025 [5]. Product Development - Blue Dot Touch's sensors are critical components in humanoid robots, with each robot requiring four six-dimensional force sensors and 28 joint torque sensors, which account for 15% of the total BOM cost [7]. - The company has developed several flagship sensor modules, including six-dimensional force sensors and joint torque sensors, which have received positive feedback from clients [8][11]. Future Outlook - Liu Wuyue anticipates explosive growth in the humanoid robot force sensor market, projecting it to reach a scale of 100 billion RMB globally, with China's development pace outpacing that of foreign markets [13]. - The company plans to apply for an IPO on the Sci-Tech Innovation Board around 2028, reflecting its confidence in the rapidly growing market and its doubling revenue each year [15].
商道创投网·会员动态|蓝点触控·完成近亿元B轮融资
Sou Hu Cai Jing· 2025-07-17 14:07
Core Insights - Blue Dot Touch has recently completed a nearly 100 million RMB Series B financing round, led by GF Xinde, Fosun Chuangfu, Hefei Innovation Investment, and Huacang Capital [1] Company Overview - Founded in 2019, Blue Dot Touch's core team comes from prestigious institutions such as the University of Science and Technology of China, Aerospace Science and Technology Corporation, Chinese Academy of Sciences, and Beihang University. The company focuses on enabling robots to have tactile sensations similar to humans [2] - The company has developed six-dimensional force sensors, joint torque sensors, and tensile pressure sensors, which are used in humanoid robots, industrial robotic arms, and medical surgical robots, making it one of the few domestic high-tech enterprises capable of mass-producing advanced tactile sensing devices [2] Financing Purpose - The CEO of Blue Dot Touch stated that the funds will be allocated to three main areas: 1. Continued investment in the research and development of small-sized, ultra-high precision, and high-bandwidth tactile sensors to meet the extreme demands of humanoid robots for "finger-tip level" force control 2. Establishing localized technical business teams in Europe and America to accelerate global market penetration 3. Launching modular solutions for specific scenarios to provide more flexible force control systems for high-end manufacturing in sectors such as medical, automotive, and consumer electronics [3] Investment Rationale - A partner from GF Xinde noted that Blue Dot Touch has established a closed loop in force perception algorithms, MEMS micro-nano processing, and packaging calibration, creating high technical barriers. The demand for six-dimensional force sensors in humanoid robots is experiencing exponential growth as the industry reaches a critical turning point [4] - The founding team possesses both aerospace engineering experience and commercialization capabilities, making it a rare hard-tech investment opportunity. Fosun Chuangfu added that the company has already entered the supply chains of several leading manufacturers, indicating a clear path for growth and a foundation for global expansion [4] Investment Ecosystem Perspective - The founder of Shandao Venture Capital highlighted that the Ministry of Industry and Information Technology's "Guiding Opinions on the Innovative Development of Humanoid Robots" and the Ministry of Science and Technology's key special project on "Intelligent Robots" are driving industry chain collaboration with substantial policy support. Blue Dot Touch's achievement in core components reflects the spirit of scientists starting businesses [5] - Venture capital institutions are leveraging capital to help companies seize high ground in the global supply chain, which is a responsibility to their limited partners and signifies a shift in Chinese hard-tech investment from "domestic substitution" to "global definition" [5]
人形机器人六维力传感器市占率70%以上,为智元、小米供货,「蓝点触控」完成近亿元B轮融资 | 36氪首发
机器人圈· 2025-07-16 13:09
Core Viewpoint - Blue Dot Touch (Beijing) Technology Co., Ltd. has completed nearly 100 million yuan in Series B financing, which will be used for product R&D, overseas market expansion, and team expansion [3][4]. Company Overview - Established in 2019, Blue Dot Touch is a national high-tech enterprise focused on the research and application of intelligent robot force control technology, with a core team from prestigious research institutions [4]. - The company has developed a range of products including humanoid robot six-dimensional force sensors, general six-dimensional force sensors, joint torque sensors, and tension/compression sensors [4]. Product Development and Technology - The six-dimensional force sensors have applications in both traditional industrial robots and emerging humanoid robots, covering sectors such as medical, aerospace, 3C electronics, and automotive [4]. - The company has made significant improvements in cost control and technology, achieving better cost-performance ratios while maintaining high performance [6]. - Key performance indicators include a precision of 0.3% FS for general sensors and 0.1% FS for humanoid robot sensors, with response frequencies reaching up to 10 kHz [6]. Market Trends and Growth - The humanoid robot market is expected to see significant growth, with projected sales of approximately 2,000 units in 2024, potentially reaching 5,000 to 10,000 units by 2025 [10]. - The importance of force sensors is increasing as robots require precise operations that cannot rely solely on visual positioning [10]. - Blue Dot Touch has established a strong market presence, with a market share exceeding 70% in the humanoid robot six-dimensional force sensor sector by 2024 [12]. Strategic Focus - The company is targeting different needs in humanoid and industrial robots by launching specific product series tailored to each segment [11]. - Following the recent financing, Blue Dot Touch plans to enhance R&D investments and expand its team to meet the demands for small-sized, high-precision, and high-bandwidth sensors [12].