（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，你在其它互动里有提到机器人电子皮肤， 能具体介绍一下吗？机器人电子皮肤公司能不能大量生产？电子皮肤颜色可以根据客户要求进行生产 吗？还是只有一种颜色？目前电子皮肤是处于一个什么阶段？是有客户开始测试了？还是目前只是公司 可以生产还没有进行任何的一个测试？谢谢！ 岱勒新材（300700.SZ）8月27日在投资者互动平台表示，子公司岱华的UV固化型导电材料可用于机器 人电子皮肤，可根据客户需求定制颜色，目前正在一些客户进行推广测试。 ...

每经AI快讯，有投资者在投资者互动平台提问：1、公司合作开发的机器人电子皮肤进展如何？ 2、收 购日本磁控已达举牌线，并向日本财务省提交大量保有书，请问公司截至今天具体收购多少股份份额？ 3、举牌已经达到资产收购条件，怎么没有公告？ （文章来源：每日经济新闻） 星源材质（300568.SZ）8月14日在投资者互动平台表示，公司与杭州慧感智能科技有限公司的合作目前 在顺利推进中。截至2025年7月28日，公司子公司新加坡星源已持有Ferrotec Corporation超过5%的股 份，公司将按规定对有关后续进展情况及时履行信息披露义务。 ...

Core Viewpoint - The article highlights the successful completion of a multi-million Pre-A round financing by SaiGan Technology, a developer and manufacturer of high-performance flexible tactile sensors, aimed at enhancing core technology, product development, and market application exploration [1]. Group 1: Company Overview - SaiGan Technology, established in 2023, focuses on the research, production, and sales of next-generation high-performance flexible smart sensors and robotic electronic skin [1]. - The company’s technology originates from the Southern University of Science and Technology's ultra-flexible electronics laboratory, with a team of over 20 PhDs and postdoctoral researchers [2]. Group 2: Leadership - The founder and chief scientist, Professor Guo Chuanfei, is a prominent figure in the field of high-performance electronic skin and flexible electronics, while CEO Xiong Gengchao brings extensive industrial and commercialization experience [2]. Group 3: Product Development - SaiGan Technology is developing core technologies such as the SaiGan nano-interface capacitive sensors, tactile sensors, data acquisition devices, and analysis software, with applications in humanoid robots, consumer electronics, automotive electronics, and healthcare [4]. - The flexible smart sensors are designed with bendable and stretchable substrates that integrate micro-sensor arrays, capable of sensing pressure, temperature, and strain, characterized by thinness, high elasticity, and environmental adaptability [5]. Group 4: Market Position - The market for intelligent sensors is experiencing explosive growth, with SaiGan Technology's products becoming focal points in the smart sensing field [4].

Core Insights - SaiGan Technology (Shenzhen) Co., Ltd. recently completed a multi-million Pre-A round financing led by China Merchants Venture Capital, with participation from Amber Capital and industry partner Bojie Co., Ltd. [1] - The company focuses on flexible sensing technology, specifically the development, production, and sales of next-generation high-performance flexible smart sensors and robotic electronic skin [1][2]. - The technology originates from the Southern University of Science and Technology's ultra-flexible electronics laboratory, and the products are characterized by high sensitivity, wide range, fast response, and high linearity, applicable in humanoid robots, consumer electronics, automotive electronics, and healthcare [1]. Financing Purpose - The financing will primarily be used for further investment in core technology, product R&D iterations, and exploration of market applications [2]. - The company aims to enhance R&D efforts in humanoid robot electronic skin, optimize product performance, and improve user experience [2]. - There is a focus on accelerating the application of flexible smart sensors in more fields through technology downscaling and enhancing user interaction experiences [2]. Investment Rationale - The core products of SaiGan Technology, based on "electronic skin," have established significant technical barriers through micro-structural design and material processes, making them difficult to replicate [3]. - In the context of smart manufacturing and human-machine interaction upgrades, the company's technology path demonstrates clear commercialization value, meeting the precise sensing needs of high-end manufacturing scenarios such as robotics and automotive [3]. - The company has served multiple leading enterprises across various industries, forming a practical closed loop from technology validation to large-scale application, positioning it as a potential industry benchmark in the flexible electronic skin sector [3]. Market Trends - The financing event reflects the high attention and expectations in the technology sector for flexible sensor technology [4]. - With the rapid development of humanoid robots and smart interaction technologies, the market demand for flexible sensors as key components continues to grow [4]. - Government policies have been introduced to support R&D investments and promote technological innovation, which benefits companies like SaiGan Technology [4][5].

Investment Rating - The investment rating for Tianan New Materials (603725) is "Buy" (maintained) [1] Core Views - The company is actively expanding its robotics electronic skin business, leveraging its supply chain advantages in reusable materials to extend its growth curve [6] - The building ceramics segment is steadily increasing its market share, with gross margins rising against the trend, benefiting from a light-asset outsourcing model and improved internal management [6] - The polymer business is steadily growing, showcasing comprehensive advantages, particularly in the context of increasing penetration of new energy vehicles [6] - The company is advancing its pan-home business development through acquisitions, enhancing its industry ecosystem [6] - Long-term strategic planning focuses on steady transformation, optimizing product innovation capabilities, and improving supply chain efficiency [6] - The acquisition of Eagle Brand Ceramics is expected to drive profit margin improvements and open up growth opportunities in the assembly-style interior decoration market [6] Financial Data and Profit Forecast - Total revenue is projected to be 3,309 million in 2025, with a year-on-year growth rate of 6.7% [5] - Net profit attributable to the parent company is expected to reach 122 million in 2025, reflecting a year-on-year increase of 21.0% [5] - Earnings per share are forecasted to be 0.40 yuan per share in 2025, with a projected PE ratio of 21 [5] - The gross margin is expected to remain stable at around 22.6% in 2025 [5]

Economic and Regulatory News - The first meeting of the China-US economic and trade consultation mechanism has entered its second day, with discussions described as professional, rational, in-depth, and candid by Li Chenggang, the Deputy Minister of Commerce [1] - The State Administration for Market Regulation has publicly solicited opinions on the "Live E-commerce Supervision Management Measures" to enhance supervision and promote healthy development in the live e-commerce sector [1] - The Ministry of Commerce has extended the anti-dumping investigation period for imported pork and pork products from the EU until December 16, 2025, due to the complexity of the case [1] Company News - BYD Auto has announced a unified payment term of 60 days for suppliers to support the stability of the industrial supply chain and promote high-quality development in the automotive industry [2] - Tencent Music Entertainment Group plans to acquire 100% of Himalaya for $1.26 billion in cash and stock, with Himalaya stating that its brand, product independence, and core management team will remain unchanged [3] - Chengdu Huami has successfully launched a 4-channel, 12-bit, 16GSPS high-precision RF direct sampling ADC chip, marking a significant breakthrough in high-speed data conversion technology [4] - Dongfang Electric has signed a strategic cooperation agreement with Xiaomi's subsidiary to develop robotic electronic skin, leveraging each other's strengths in product development and market expansion [5] - Haiguang Information and Zhongke Shuguang will hold an investor briefing on June 11, 2025, regarding significant asset restructuring matters [6][7] - Qu Mei Home announced that a director sold 58,000 shares during a period of abnormal stock trading, which saw a cumulative price increase of over 20% [7] - Guangting Information plans to acquire 100% of Kaima Technology for 360 million yuan, aiming to integrate resources and enhance cooperation in overseas markets [7]

Group 1: Strategic Partnerships and Collaborations - The company signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology Co., aiming to leverage strengths in product R&D, production management, and application scenarios to expand the use of flexible fabric pressure sensors in automotive and consumer technology sectors [1] - The company has established strong business relationships with global well-known new energy vehicle manufacturers, directly engaging in lithium battery shell materials and electric heating products supply [6] Group 2: Business Development and Market Position - The company is the largest manufacturer of auxiliary electric heaters for air conditioning in China and ranks among the top two in the new energy vehicle PTC electric heater sector [1] - The company plans to focus on three main business directions: enhancing automotive thermal management product offerings, developing robot components and materials, and expanding into solid-state battery materials [2] Group 3: Financial Outlook and Performance Projections - For 2025, the company expects steady overall performance, with the home appliance electric heating segment remaining stable, the new energy vehicle PTC segment experiencing rapid growth, and the industrial equipment segment declining [2] - The company aims to optimize its business and profit structure over the next two years while actively exploring new markets and directions [2] Group 4: Product Value and Market Potential - The estimated value of a single robot hand with electronic skin is projected to exceed 1,000 RMB, while the value for both hands could surpass 2,000 RMB [3] - The value of a single automotive seat sensor is approximately 100-300 RMB, with the total value for four seats exceeding 500 RMB, potentially surpassing 1,000 RMB when combined with other seat products [4] Group 5: Production Capacity and Future Plans - The company has a 2,000 square meter factory in Shanghai and additional facilities in Zhenjiang, allowing for rapid capacity scaling upon receiving bulk orders [6] - Following the signing of the strategic cooperation framework agreement, the company has clear intentions for investment and collaboration, focusing on operational aspects such as registered capital and personnel arrangements [7]

Group 1 - Robotech clarified that it is not being excluded from the supply chain by major companies like Nvidia, TSMC, Huawei, SpaceX, Samsung, and Broadcom, indicating stable business operations [1] - The company focuses on high-end automation equipment and intelligent manufacturing execution systems based on industrial internet technology [1] - Investors are encouraged to monitor the company's core technology innovations and market expansion for long-term investment value [1] Group 2 - Jinyinhai announced that its recent strategic cooperation in solid-state battery development will not have a significant short-term impact on its performance [2] - The company's stock experienced abnormal fluctuations, with a cumulative price increase of over 30% in three consecutive trading days, reflecting market optimism regarding the solid-state battery collaboration [2] - Investors should pay attention to the progress of the cooperation and market changes to assess the company's long-term value more comprehensively [2] Group 3 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to develop flexible fabric pressure sensors and robotic electronic skin [3] - This partnership aims to leverage each company's strengths in product development, production management, and application scenarios, targeting automotive and consumer technology markets [3] - The collaboration is enhanced by the backing of Xiaomi Technology, suggesting potential new developments in the smart robotics field [3]

Group 1 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to expand the application of flexible fabric pressure sensors in automotive and consumer technology sectors, and to actively develop robotic electronic skin [1] - Shanghai Zhishi's strategic shareholder, Xiaomi Technology, is actively investing in the field of embodied intelligent robots, and has initiated joint research with other leading companies in the same sector [1] - The electronic skin industry in China is expected to see increased production capacity, with a significant rise in order volume reported in a precision coating workshop in Jiaxing, Zhejiang, leading to 24-hour production schedules [1] Group 2 - According to Dongwu Securities, electronic skin and tactile sensors will first penetrate the fingertips and joints of dexterous hands to enhance the ability to handle complex tasks, followed by wrists, shoulders, knees, and thighs to improve robot interaction capabilities, eventually covering the entire body for generalization and intelligence [1] - Dongwu Securities estimates that by 2035, the global demand for humanoid robots will reach 11.65 million units, with the market for electronic skin and tactile sensors potentially reaching 17.5 billion yuan [2] - Hanwei Technology's flexible micro-nano sensor business is primarily conducted by its subsidiary Suzhou Nengsida, and the company has also invested in Weihan Technology, which focuses on flexible sensors [3] - Fulei New Materials is developing flexible tactile sensors and aims to become a supplier of multi-modal perception system integration [4]

Macro News - The Central Committee and State Council issued opinions to support the Guangdong-Hong Kong-Macao Greater Bay Area enterprises listed on the Hong Kong Stock Exchange to also list on the Shenzhen Stock Exchange according to policy regulations [1][5] - The National Development and Reform Commission held a meeting focusing on technology-driven private enterprises, emphasizing the importance of incorporating feedback from companies into the "14th Five-Year Plan" to support innovation and modern industrial systems [2][5] - The Ministry of Commerce announced an anti-dumping investigation into imported pork and pork products from the EU, extending the investigation period to December 16, 2025, due to the complexity of the case [6] Industry News - Four major automotive manufacturers, including China FAW Group and Dongfeng Motor Corporation, announced a unified payment term of 60 days [7] - The State Administration for Market Regulation is soliciting opinions on the "Live E-commerce Supervision Management Measures," requiring live marketing personnel to provide truthful and comprehensive product information [7] - The first-generation LABUBU art piece was auctioned for 1.08 million yuan, marking a significant event in the art market [7] - The National Taxation Administration reported a 116% year-on-year increase in the number of tax refund applications for departing tourists in the first month of the new policy, with the number of refund stores reaching 5,196 [7] - The Hami-Chongqing ±800 kV UHVDC project was put into operation, capable of transmitting over 36 billion kWh of electricity annually from Xinjiang to Chongqing [8] Company News - Vanke A announced the sale of 22 million A-shares from its inventory, totaling 146 million yuan [10] - Tencent Music announced a proposed acquisition of Ximalaya Holdings for a total cash amount of 1.26 billion USD [11] - *ST King Kong signed a restructuring investment agreement with industrial investor Ouhao Group [11] - Lianhuan Pharmaceutical received an administrative penalty totaling 61.0382 million yuan [11] - Honghe Technology announced a potential change in control, with its stock set to resume trading [12] - Qu Mei Home announced that a board member reduced holdings by 58,000 shares during a period of unusual stock trading [13] - Zhongke Shuguang will hold an investor briefing on major asset restructuring on June 11 [14] - Beizhi Technology reached a strategic cooperation intention with Xingdong Era to develop humanoid robots for smart logistics [14] - Founder Technology plans to raise no more than 1.98 billion yuan for an AI and high-density interconnect circuit board project [14]