Core Viewpoint - The company, Xingyuan Material (300568.SZ), is advancing its flexible sensing technology through a partnership with Hangzhou Huigan, focusing on the development of flexible electronic skin for humanoid robots, indicating a strategic move into robotics applications [2]. Group 1: Company Developments - The company’s lithium-ion battery separator products are widely used in various sectors, including new energy vehicles, energy storage stations, electric bicycles, aerospace, and medical environments [2]. - The partnership with Hangzhou Huigan is progressing smoothly, with the latter having developed multiple versions of flexible electronic skin over the past five years [2]. Group 2: Industry Applications - The flexible electronic skin technology is aimed at enhancing safety, compliance, and intelligent interaction in humanoid robots, with future applications planned in industrial robots, special robots, and service robots that have arm structures [2].

（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：贵公司与杭州慧感科技有限公司人形机器人项目合作 具体内容是什么？投资额度及占股比例分别是多少？ 星源材质（300568.SZ）11月21日在投资者互动平台表示，尊敬的投资者您好！杭州慧感公司由杨华勇 院士、杨赓教授团队创立，该团队深耕柔性传感技术，近五年迭代开发了多款机器人柔性电子皮肤，为 人机交互的安全性、柔顺性以及机器人具身智能迭代开发提供了感知基础及数据支撑。后续将在工业机 器人、特种机器人、服务机器人等具有手臂结构的人形机器人领域落地应用和探索。2025年5月，公司 与杭州慧感智能科技有限公司签署增资协议，持股比例达5%。 ...

格隆汇11月21日丨星源材质(300568.SZ)在投资者互动平台表示，公司的锂离子电池隔膜产品广泛应用 于新能源汽车、储能电站、电动自行车、电动工具、航天航空、3C数码及医疗环境等领域。杭州慧感 作为公司参股企业，深耕柔性传感技术，近五年迭代开发了多款机器人柔性电子皮肤，为人机交互的安 全性、柔顺性以及机器人具身智能迭代开发提供了感知基础及数据支撑。后续将在工业机器人、特种机 器人、服务机器人等具有手臂结构的人形机器人领域落地应用和探索。公司与杭州慧感智能科技有限公 司的合作目前顺利推进中。 ...

Core Viewpoint - The separator industry shows signs of recovery at the beginning of this year after experiencing a downturn in 2024, with increased orders and project developments despite low prices [1] Group 1: Industry Developments - Three major separator projects have made progress recently: 1. Thick Life New Energy's lithium battery separator project in Chongqing has started with a total investment of 6.5 billion yuan, aiming for an annual production capacity of nearly 3 billion square meters by the end of 2027 [2] 2. Foshan Plastics Technology announced a plan to acquire Jinli Co., marking its entry into the new energy sector with an acquisition cost of approximately 5.08 billion yuan [2] 3. Dinghao New Materials' project in Yibin, Sichuan, has begun renovations, planning to produce 100 million square meters of separators and 6,000 tons of collecting fluid annually, with a total investment of 2 billion yuan [2] Group 2: Market Trends - The separator prices were halved in 2024, but the shipment volume reached a historical high, with global lithium battery separator shipments expected to reach 26 billion square meters in 2024, a year-on-year increase of 26.8% [4] - Some separator manufacturers have started to raise prices due to intensified competition and the depletion of resources, leading to a rise in price stabilization sentiment [5] - The China Plastics Association's initiative for high-quality development in the lithium battery separator industry has provided a rationale for price increases [6] Group 3: Technological Innovations - To break through industry constraints, companies need to focus on developing new technologies, as separators play a crucial role in battery safety [9] - Leading companies like Enjie and Xingyuan Materials are investing in technological advancements, such as semi-solid battery membranes and applications in robotics, to enhance their product offerings [10][11] - The industry anticipates a sustained price increase for dry separators due to recent orders in the energy storage sector, indicating a positive outlook for the separator market [11]