（原标题：电子皮肤夺冠背后：大湾区仿生机器人破题"人机共生"） 南方财经记者陈梦璇 南沙报道 一张看似普通的"塑料片"，贴在机器人身上，就能变成让机器人获得"触摸"的精准感知。 "把这张柔性电子皮肤铺展至整个机器人上半身躯干、机械臂等部位，机器人就能实现多点连续采集压力、温度、振动等信息，得到更精细且精准 的触觉反馈。"模感智联MoSense CEO、香港科技大学微电子学域毕业生严朝旭博士介绍，基于大面积柔性电子皮肤的机器人应用，对未来服务机 器人的护理辅助、家庭服务场景领域，以及工厂机器人的协作作业，都将发挥关键作用。 凭借全身机器人触觉感知能力上的突破创新，该项目在9月27日的香港科技大学（广州）首届仿生机器人创新大赛总决赛上，赢得了产业界和学界 评审团的认可，拿下一等奖。南方财经记者观察到，港科大体系近百名本硕博学生及毕业生带来了十多个创新成果，围绕仿生机器人开展的全栈 技术实战，正在以"小切口"破解机器人产业痛点。 短短不到4个月，港科大（广州）便催生出一批具有市场应用前景的创新项目，背后的动力是什么？ "本次大赛不要求参赛者必须完成整机设计或制造，创新既可以源于一种让关节更灵活的新材料，也可以是一段 ...

Group 1 - The core point of the article is that Xingye Technology (002674.SZ) is currently in the research and development phase for flexible electronic skin [1]

Core Insights - Zhejiang Fulai New Materials Co., Ltd. (referred to as "Fulai New Materials") held a joint research meeting with several international investment banks, including Bank of America and Merrill Lynch, to discuss the company's core technologies, business progress, and future plans [2][3] - The company highlighted significant breakthroughs in its second-generation flexible tactile sensors, emphasizing their competitive advantages over the first generation, which include "true flexibility," "full curvature," and "three-dimensional force" capabilities [2][3] Technology and Product Development - The second-generation flexible tactile sensors have achieved three critical breakthroughs in material selection, structural design, and perception dimensions, allowing for better integration with complex robotic structures [2] - The sensors utilize highly stretchable and bendable materials, enabling them to conform closely to the surfaces of robotic hands, thus enhancing the flexibility of robotic movements [2] - The new sensors can detect both vertical pressure and multi-directional shear forces, providing robots with richer tactile feedback [2][3] Algorithm and Innovation - To enhance perception accuracy and real-time capabilities, the company has engaged a team of deep learning algorithm experts, significantly improving the sensor's ability to recognize material properties, shapes, and surface characteristics [3] - The collaboration between algorithms and hardware has led to advancements in measurement resolution and spatial resolution, positioning the company's flexible electronic skin at an internationally advanced level [3] Market Strategy and Future Outlook - Fulai New Materials has established partnerships with several leading domestic and international robotics companies, successfully commercializing its flexible sensors in various practical applications [3] - The company plans to continue monitoring global trends in robotics and intelligent sensing, focusing on product iteration and business expansion through a dual approach of "technology + market" to strengthen its global competitiveness in the flexible tactile sensor field [3]

Investment Rating - The industry investment rating is "Overweight (Maintain)" [2] Core Viewpoints - The report emphasizes investment opportunities arising from the acceleration of China's consumer supply chain going overseas, particularly in the packaging sector, which is crucial for the consumer supply chain [4] - The report highlights the performance of key companies in the light industry and textile sectors, recommending a focus on companies with strong growth potential and market positioning [8] Summary by Relevant Sections Key Company Status - The report lists several companies with their respective stock prices and earnings per share (EPS) forecasts, indicating a "Buy" rating for companies like Baiya Co., Sun Paper, and Morning Light Co. [2] Market Trends - The light industry index decreased by 0.58% from September 15 to September 19, 2025, ranking 18th among 28 industries, while the textile and apparel index decreased by 0.26%, ranking 15th [12] - Specific sub-sectors within the light industry showed varied performance, with home goods increasing by 0.84% and packaging printing decreasing by 2.3% [12] Industry Data Tracking - The report tracks key industry data, noting that the sales volume of commercial housing in 30 major cities increased by 25.4% year-on-year during the week of September 14 to September 20, 2025 [32] - The furniture manufacturing sector saw a year-on-year increase of 22% in retail sales from January to August 2025 [65] Recommendations - The report suggests focusing on companies like Crystal International and Huayi Group, which are expected to improve their market share and profitability due to structural optimization and scale effects [8] - It also recommends attention to the home furnishing sector, particularly companies like Xilinmen and Gujia Home, which are positioned to benefit from ongoing demand for soft furnishings [8]

Core Viewpoint - The company Xinyi Technology has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] Group 1: Strategic Cooperation - The agreement involves Xinyi Technology focusing on the research and production of natural leather, high-bio-based regenerated leather, and environmentally friendly materials [1] - Suzhou Nengsida will be responsible for sensor technology, collaborating with Xinyi Technology to integrate sensor technology with natural leather and bio-based materials [1] Group 2: Product Development - The partnership aims to incubate flexible electronic skin products, leveraging both companies' brand and customer channel advantages [1] - The developed technology fabrics are intended for applications in humanoid robots' key components, automotive seats, steering wheels, consumer electronics, smart wearable devices, footwear, and leather goods [1]

证券日报网讯 9月17日晚间，兴业科技发布公告称，近日，公司与苏州能斯达电子科技有限公司签署 《战略合作协议》，拟共同研发基于天然皮革、生物基础材料的柔性电子皮肤。本事项无需提交公司董 事会和股东大会审议。 （文章来源：证券日报） ...

Core Viewpoint - The company, Xingye Technology, has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] Group 1: Company Collaboration - Xingye Technology will be responsible for the research and production of natural leather, high-bio-based regenerated leather, and environmentally friendly materials [1] - Suzhou Nengsida will focus on sensor technology, with both companies collaborating on integrating sensor technology with natural leather and bio-based materials [1] Group 2: Product Development and Applications - The partnership aims to incubate flexible electronic skin products, leveraging each company's brand and customer channels [1] - The advanced technological fabrics developed will be applied in key components of humanoid robots, automotive seats, steering wheels, smart wearable devices, footwear, and leather goods [1]

Group 1 - The company, Xingye Technology, has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] - The collaboration aims to promote the application of technologically advanced fabrics in key components of humanoid robots, automotive seats, steering wheels, consumer electronics, smart wearable devices, footwear, and leather goods [1]

Core Viewpoint - The company, Xingye Technology, has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] Group 1: Strategic Cooperation - The collaboration aims to promote the application of technologically advanced fabrics in key components of humanoid robots, automotive seats, steering wheels, consumer electronics, smart wearable devices, footwear, and leather goods [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Suzhou Nengsida Electronic Technology Co., Ltd. to jointly develop flexible electronic skin based on natural leather and bio-based materials [1] Group 1: Company Overview - The company focuses on the entire industry chain of natural leather, high-bio-based regenerated leather, and the development and application of environmentally friendly materials [1] - The collaboration aims to incubate flexible electronic skin products, enhancing the company's development in high-end new energy vehicle interior components, footwear, and luggage sectors [1] Group 2: Industry Implications - The partnership is expected to drive material innovation, providing downstream customers with more functional products [1] - The agreement is a framework document and will not have a significant impact on the company's current performance, but it is anticipated to positively influence the company's operating results in future years [1]