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 ...

格隆汇9月17日丨安培龙(301413.SZ)公布股票交易异常波动公告，公司关注到近期市场上对人形机器人 概念关注度较高。公司可用于人形机器人及协作机器人领域的力传感器产品主要包括压式测力传感器、 拉压力传感器、扭矩传感器、六维力矩传感器，其中公司压式测力传感器、拉压力传感器、扭矩传感 器、金属应变片式六维力传感器已完成开发，但尚处在客户样品测试验证阶段，尚未形成批量订单，同 时基于MEMS硅基应变片及玻璃微熔工艺技术的六维力传感器仍处在技术研发阶段，尚未形成产品交 付。公司用于机器人力传感器产品收入占主营业务收入比例极低，对公司业绩影响甚微。目前人形机器 人下游应用市场空间以及公司未来是否实现客户样品交付或取得客户批量订单尚存在不确定性，敬请投 资者注意投资风险，谨慎决策。 ...

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].

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]

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].

Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd. has recently completed nearly 100 million RMB in Series B financing, with funds allocated for product R&D, overseas market expansion, and team augmentation [1] - The company, established in 2019, specializes in the research and application of intelligent robot force control technology, with a core team from prestigious institutions [1] - Blue Dot Touch has developed a range of products including humanoid robot six-dimensional force sensors and torque sensors, which are applied in various industries such as medical, aerospace, and automotive [1] Group 1: Technology and Product Development - The six-dimensional force sensor has its origins in aerospace applications, measuring aerodynamic characteristics during flight tests [2] - The founder believes that domestic force sensors have a deeper technical accumulation compared to international brands, leveraging over 70 years of experience in aerospace research [2] - The company has made significant adjustments in cost control and technical solutions, achieving better cost-performance ratios while maintaining high performance [3] Group 2: Performance Metrics - Blue Dot Touch has achieved notable advancements in product performance, including an accuracy of 0.3% FS and a high precision of 0.1% FS for humanoid robot sensors [3] - The response frequency has reached up to 10 kHz, allowing for rapid data acquisition [3] - The weight and volume of sensors have been reduced by over 80% and 90% respectively, facilitating easier integration into robotic systems [3] Group 3: Market Trends and Growth - The embodied intelligence industry is experiencing rapid growth, with significant increases in orders for collaborative robots and humanoid robots expected to exceed 2,000 units in 2024 [5] - The importance of force sensors is becoming more pronounced as robots engage in real-world interactions, necessitating precise operations beyond visual positioning [5] - Blue Dot Touch has established a strong market presence, with a projected market share of over 70% in humanoid robot six-dimensional force sensors by 2024 [7] Group 4: Strategic Initiatives - The company is focusing on developing specific product lines for humanoid and industrial robots, including LA and LC series for humanoid robots and LB, LD, and LE series for industrial applications [6] - Following the recent financing, Blue Dot Touch plans to enhance R&D investments and expand its team to meet the growing demand for high-precision sensors [7] - The company aims to leverage its technological advantages to expand its commercial channels and target overseas markets in Europe and America [7]