Core Viewpoint - The company is making significant technological advancements in flexible sensor products and is actively collaborating with various domestic and international companies in the fields of dexterous hands and humanoid robots [1] Group 1: Technological Advancements - The company has achieved multiple breakthroughs in the technology of flexible sensors [1] - Continuous updates in technology are being implemented to enhance product offerings [1] Group 2: Strategic Collaborations - The company is working with several domestic and international partners, particularly in the dexterous hand and humanoid robot sectors [1] - Foreign clients have higher technical requirements and place greater emphasis on algorithms [1] Group 3: Business Development - Flexible sensors and tactile perception systems are identified as the company's second growth curve [1] - In 2023, these technologies have been formally integrated into the company's strategic development direction, expanding applications from health monitoring to robotics and industrial inspection [1]

Group 1: Industry Overview - The global sensor industry market size is projected to grow from 3.7 trillion yuan in 2020 to 5.5 trillion yuan in 2024, with a compound annual growth rate (CAGR) of 10.1% [2] - China's sensor industry market size is expected to increase from 0.8 trillion yuan in 2020 to 1.3 trillion yuan in 2024, achieving a CAGR of 13.3% [2] - The rise of artificial intelligence and robotics has injected strong momentum into China's sensor industry, particularly in the robotics sector where sensor performance is crucial for interaction precision and operational capability [2] Group 2: Technological Advancements - The development of NeuroWorm, a flexible and stretchable neural electrode, represents a significant breakthrough in bioelectronics, enabling active control and intelligent response in neural interfaces [1] - Future trends in the sensor industry include miniaturization, intelligence, and integration, with applications expanding into smart healthcare, autonomous driving, and robotic interaction [4] Group 3: Market Dynamics - Recent data indicates that 35 sensor-related listed companies have undergone institutional research in the past month, highlighting the market's focus on application implementation, mass production progress, and order status [5] - Companies like Zhejiang Fulai New Materials and Xiamen Guangpu Electronics are actively engaging in the development and application of flexible sensors in robotics, indicating a growing interest in this segment [5][6] Group 4: Policy and Collaboration - The establishment of the "Optics Valley Sensor Industry Innovation Alliance" aims to create a globally influential smart sensor industry hub by 2030, reflecting local government support for sensor technology development [3] - Policies from the Ministry of Industry and Information Technology and other agencies are promoting the application of smart sensors and digital transformation in various industries [2]

Group 1 - The company has received small batch orders for its flexible sensors and tactile perception systems from companies in the fields of dexterous hands and humanoid robots [1] - The company has a North American business team and has hired a former vice president of Syntouch as the head of business development [1] - The company is actively expanding its business and operational implementation [1]

Core Viewpoint - The company, Fule New Materials (605488.SH), has developed flexible sensors with advanced features for tactile perception, which are applicable in various fields, particularly in robotics [1] Group 1: Hardware Features - The flexible sensors utilize a fully flexible design, allowing them to conform to complex surfaces [1] - They achieve "full surface" coverage, enabling deployment on critical areas of robotic hands such as fingertips, palms, and backs [1] - The sensors can perform "three-dimensional" vector sensing, accurately capturing and analyzing multi-directional forces, including vertical and shear forces [1] Group 2: Algorithm and Technology - The company has engaged algorithm expert Dr. Liao Yongxing to implement deep learning for tactile recognition [1] - The system integrates multi-modal sensory data to achieve real-time extraction of high-dimensional features and accurate identification of object properties [1] - The technical parameters for sensing accuracy, resolution, and discrimination are reported to be excellent [1] Group 3: Market Applications - The flexible sensors and tactile perception systems have been successfully deployed in multiple application areas [1] - The company has established deep collaborations with several well-known robotics and dexterous hand companies [1]