"机器人要变成一个'人'，人的'五感'它就都应该有，这需要一个底层技术感知，也就是要用到大量的传 感器。"近日，汉威科技董事长任红军在接受上海证券报记者专访时表示，机器人将给传感器产业带来 巨大的发展机遇，这是一个规模比工业市场还要大的市场。 任红军表示，传感器是一个被全社会公认为的、在未来一二十年有很大发展潜力的行业，未来传感器不 仅会大量应用在工业、家庭、养老、监控等各行各业，也会在机器人领域广泛使用。为此，汉威科技始 终坚持布局传感器产品矩阵。 AI+具身智能的新机遇 当记者走到汉威科技的展台时，迎面看到的屏幕上就是机器人和传感器的图像。 "一个真正智能的机器人，它的核心基础之一是传感器，没有感知的机器人，不会是一个真正智能的机 器人。"谈及机器人与传感器的关系，任红军脱口而出，机器人要实现同人类一样的五感（视觉、嗅 觉、味觉、听觉、触觉），传感器就是机器人的"电子五官"。 在任红军看来，传感器作为"感知世界的触角"，是AI与具身智能发展的核心基础设施。"如果把AI比作 智能体的'大脑'，具身智能看作其'躯干'，那么传感器就是遍布全身的'神经末梢'。没有高精度、多维度 的传感数据输入，再先进的算法也无法 ...

从早期满足基础工业需求的简易元件，到如今支撑人工智能、万物互联、智能汽车等新兴领域的智能感 知系统，传感器产业已成为衡量一个国家科技实力与工业水平的关键指标，并展现出广阔的产业发展前 景。 9月24日至26日，来自上市公司、科研院所、行业组织等各方的代表齐聚SENSOR CHINA 2025，从产业 机遇、技术创新、市场需求等角度探讨传感器产业快速发展背后的动能与潜力，并为当前产业面临的瓶 颈与挑战，建言献策。 SENSOR CHINA升级成"产业引擎" "欢迎来到传感世界。"走进SENSOR CHINA展二楼展馆，迎面就是一个巨大的橙蓝相间的阿拉伯数 字"10"，在"0"上面除了这句slogan（口号）和"十周年"小角标外，外圈还有用2016年至2025年的年份构 成的"钟表刻度"。 SENSOR CHINA的全称为"中国（上海）国际传感器技术与应用展览会"，于2016年9月在上海普陀举办 首届，其历程恰好是中国传感器产业大发展的缩影。 "SENSOR CHINA展办了10年，我们也参加了10年。"在接受上海证券报记者采访时，汉威科技董事长 任红军表示。昆山灵科传感技术有限公司（敏芯股份全资子公司）总经理肖 ...

在消费电子景气度回升的窗口期，渠道巨头爱施德（002416）通过其旗下产业基金联合专业机构，完成 了对柔性传感企业赛感科技的Pre-A+轮投资。 对投资者而言，这笔投资的深层价值在于爱施德增长逻辑的升级——从"渠道红利"转向"技术赋能+生态 协同"。一方面，爱施德深耕3C行业二十余年，已构建覆盖T1-T6市场的全渠道网络，2025年上半年自 营苹果APR门店达236家稳居全国第一。赛感科技的技术有望为渠道注入内核，将传统渠道升级为"智慧 服务入口"；另一方面，双方形成"技术+渠道"双向赋能，爱施德的网络助力赛感科技加速商业化，赛感 科技的技术则强化爱施德的服务能力，推动其向"智慧生态构建者"转型。此外，爱施德5亿元规模的爱 施德智城基金还将持续布局智慧终端、人工智能等领域，未来有望在AI智算、低空经济等方向打开更 多增长空间。 当前，爱施德正处于业务结构优化期，2025年上半年通过调整低毛利业务、强化AI应用，经营现金流 大幅改善。四季度消费电子旺季及苹果新品发布，有望带动短期业绩环比提升，而柔性传感等前沿布局 则为长期增长奠基。 从投资视角看，近日申万宏源证券（000562）、国泰海通证券、浙商证券（601 ...

Core Viewpoint - The company reported a decline in revenue for the first half of 2025, attributed to intensified industry competition and reduced order deliveries, while net profit showed a significant increase due to cost management and reduced share-based payment expenses [1][2]. Financial Performance - The company achieved operating revenue of 680 million yuan, a year-on-year decrease of 13.2% - The net profit attributable to shareholders was 80.39 million yuan, a year-on-year increase of 30.0% - The net profit after deducting non-recurring items was 83.82 million yuan, a year-on-year decrease of 14.8% [1]. Operational Analysis - The comprehensive gross profit margin was approximately 21.9%, a year-on-year decline of 2.4 percentage points - Sales, management, and R&D expenses all decreased year-on-year, primarily due to reduced share-based payment expenses from the employee stock ownership plan - Total R&D investment was 24.35 million yuan, showing growth year-on-year, indicating continued commitment to technological innovation [1][2]. Business Development - The automotive parts business remains a solid foundation, with ongoing market adaptation and development - The company has optimized its customer structure, covering major domestic and international clients such as Changan Ford, Li Auto, and North American Ford [1][2]. New Projects and Innovations - The company secured multiple new project orders from clients like Changan Ford and Li Auto, with the North American Ford cylinder body project transitioning to mass production - The company is expanding into hybrid power engine core components and electric motor housings, achieving a strong market share in the plug-in hybrid vehicle sector [2]. - Cost reduction and efficiency improvements have been realized through initiatives like a 6MW distributed photovoltaic project and optimized natural gas combustion efficiency [2]. Strategic Acquisitions - The company initiated the acquisition of 99% equity in Anhui Yigao Optoelectronics to establish a dual business model of automotive parts and vacuum coating - Yigao Optoelectronics is a high-tech enterprise in the vacuum coating field, with leading ultra-hard coating technology applicable to high-end consumer electronics [3]. - The strategic layout includes the development of electrochromic coating technology for applications in AR/VR and automotive windows, potentially creating new revenue streams [3]. Sensor Technology Investment - The company is investing in the sensor industry, acquiring a 5% stake in MoXian Technology, a leader in flexible tactile sensors - Future plans include investing in 3-5 additional sensor companies to build a technology matrix focused on high-end sensor applications [3]. Profit Forecast - The company forecasts net profits attributable to shareholders of 205 million yuan, 285 million yuan, and 361 million yuan for 2025-2027, with corresponding EPS of 0.47, 0.65, and 0.82 yuan - The automotive parts business is expected to benefit from increased penetration of new energy vehicles, growing overseas orders, and cost reduction efforts, while the new vacuum coating business and sensor investments are anticipated to contribute positively to future performance [4].

Core Insights - The company, Folei New Materials, recently held an investor relations event where foreign institutions showed interest in its second-generation electronic skin products and North American business strategy [1][2]. Group 1: Technology Advancements - The second-generation flexible tactile sensors have achieved significant breakthroughs in materials, structure, and perception dimensions, featuring "true flexibility," "full curvature," and "three-dimensional force" capabilities [2]. - The sensors are made from highly stretchable and bendable materials, allowing them to conform closely to complex surfaces of robotic hands, enhancing motion flexibility and providing comprehensive tactile perception [2]. - The introduction of deep learning algorithms has improved the accuracy and real-time recognition of object materials, shapes, and surface characteristics, establishing a technological foundation for robots to transition from merely executing commands to perceiving their environment [3]. Group 2: North American Market Strategy - Folei New Materials has established a wholly-owned subsidiary, Apex Sensing LLC, in San Francisco, aimed at providing tactile sensing solutions and technical support tailored to the North American market [4]. - The establishment of Apex Sensing is a key move in advancing the company's globalization strategy, enabling a more agile response to local customer needs and shortening delivery times [4]. - The company has appointed a former vice president of Syntouch to lead North American operations and has formed a specialized business team to deepen connections with international robotics companies, emphasizing the higher technical requirements and algorithm focus of foreign clients compared to domestic ones [4].

2025世界制造业大会上，河南以"豫见智造 链动未来"为主题举办主宾省展，借助大会展示形象，拓展合作。 河南展馆内多项明星产品成为热门打卡地，吸引众多观众前来互动。图片均由冉衡 摄 9月20日—23日，2025世界制造业大会在安徽省合肥市举行。河南以"豫见智造链动未来"为主题举办主宾省 展，30家企业集中展示了我省先进装备、新材料、新能源汽车、电子信息、生物医药、现代食品等产业的新 技术、新产品，借助大会平台展示形象，拓展合作。 从"国人粮仓"到"大国工厂"，中原大地正以崭新的面貌屹立于中国制造业的版图之上。作为受邀主宾省，河 南展团精心筹备，遴选了一批行业领军企业参展，千余件展品科技感满满：从实现L4级自动驾驶的新能源巴 士，到驱动AI革命的超级服务器；从璀璨夺目的培育钻石，到守护生命的创新疫苗……这些颠覆传统的"新河 南造"，再次铿锵有力地宣告：一个以创新驱动为内核、以集群崛起为姿态的制造强省，正全"链"出击，竞逐 全球产业新赛道。 "河南制造"实力圈粉 世界制造业大会自2018年创办以来，已成功举办7届。本届大会以"智造世界·创造美好"为主题，举办开幕式 暨主旨演讲、重点产业链供应链供需对接、权威发布和 ...

Group 1 - The 2025 World Manufacturing Conference opened in Hefei, Anhui Province, with Henan as the guest province showcasing various innovative products, including intelligent buses and AI servers [2][3] - The Honey Snow Ice City booth attracted many visitors, highlighting the popularity of its diverse ice cream flavors, with over 100 varieties available at its Zhengzhou flagship store [2] - Yutong's autonomous driving bus, Xiaoyu 2.0, represents a new standard in China's bus intelligence, with sales reaching five continents, establishing it as a new symbol of Chinese manufacturing [2][3] Group 2 - The equipment manufacturing sector is crucial for a country's manufacturing industry, with Henan showcasing leading companies such as Luoyang Bearing, China Railway Equipment, and Xuchang Electric [3] - Luoyang Bearing displayed its CR400 series axle box bearings for the Fuxing bullet train, contributing to the domestic market with over 30,000 product types across various fields [3] - Henan is a major province in materials industry, leading in the production of superhard materials, aluminum plates, and refractory materials, with many hidden champions in niche markets [3][4] Group 3 - The manufacturing competition landscape is undergoing significant adjustments, with Henan being one of the few provinces in China possessing all 41 industrial categories, indicating a broad development prospect [4] - During the 14th Five-Year Plan, Henan aims to cultivate seven major industrial clusters, including new materials and advanced equipment, with an average annual industrial value-added growth rate of 6.1%, surpassing the national average [4] - Henan plans to leverage the conference to strengthen regional industrial collaboration with Anhui, aiming to solidify the industrial foundation of the central region and enhance national manufacturing capabilities [4]

Core Viewpoint - Zhengyu Industrial has announced the establishment of Shenzhen Feibosen Robot Technology Co., Ltd., marking its entry into the "electronic skin" sector, focusing on flexible tactile sensing technology for robots [1][2]. Company Overview - Zhengyu Industrial, founded in 1998, is one of the early companies in China to produce automotive suspension system shock absorbers, with main products including automotive suspension system shock absorbers, rubber damping products, and engine sealing components [4]. Financial Performance - In the mid-2025 financial report, Zhengyu Industrial reported a revenue of 1.356 billion RMB for the first half of the year, representing a year-on-year growth of 39.62%. The net profit attributable to shareholders was 119 million RMB, a significant increase of 420.67% year-on-year [6]. New Market Entry - The establishment of Feibosen Company aims to accelerate Zhengyu Industrial's strategic layout in embodied intelligence and industrial sectors, ultimately maximizing investment value [2]. Technical Leadership - The company has brought in Dr. Dong Bo, a dual PhD holder, as a core technical leader for Feibosen. Dr. Dong has extensive experience in optical devices and has published over 140 academic papers and filed more than 30 patents [8][11]. Market Potential - The flexible tactile sensing system, commonly referred to as "electronic skin," can simulate human skin perception and has applications in medical monitoring, smart wearables, robotics, and virtual reality. The market for electronic skin is gaining attention as embodied intelligence scenarios mature [2]. Competitive Landscape - The global flexible pressure sensor market is projected to reach 6.8 billion USD by 2033, with a compound annual growth rate (CAGR) of 12.1% from 2025 to 2033. Several listed companies, including Fulei New Materials, Jinghua New Materials, Hanwei Technology, GoerTek, and Shenhao Technology, are competing in the electronic skin market [12][18].

Core Viewpoint - The company, Fule New Materials (605488.SH), is initiating its third financing round to raise 710 million yuan for expansion and liquidity support, amidst concerns over its previous fundraising efforts and declining profitability [1][2]. Financing and Investment - Fule New Materials plans to issue up to 84,062,775 shares to raise no more than 710 million yuan for projects including label printing material expansion, electronic-grade functional material upgrades, R&D center upgrades, and working capital [2]. - This marks the company's third financing since its IPO in May 2021, which raised 613 million yuan, and a convertible bond issuance in December 2022 that raised 429 million yuan [2][4]. - The company has faced challenges with its IPO projects, achieving only 2.4273 million yuan in cumulative benefits against promised returns, primarily due to slower construction progress and intense market competition [2][4]. Financial Performance - The company has experienced a continuous decline in net profit for three and a half years, with a significant drop in its non-recurring net profit from 112 million yuan in its IPO year to 46 million yuan in 2024 [8]. - In the first half of 2025, the company reported a revenue of 1.334 billion yuan, a year-on-year increase of 15.4%, but a net profit decline of 19.58% to 51 million yuan, indicating a situation of increasing revenue without corresponding profit growth [8]. - The company's liquidity remains under pressure, with cash and cash equivalents of 280 million yuan and short-term borrowings of 491 million yuan as of mid-2025 [4]. Corporate Strategy and Challenges - Fule New Materials is transitioning from a single coating material provider to an integrated solution provider, including flexible sensors and robotic electronic skin applications [6]. - The company has introduced a new equity incentive plan for 103 core members, with performance targets set at 60 million, 80 million, and 100 million yuan for the next three years, which is significantly lower than previous targets [5][8]. - The company has had to repurchase and cancel 1,808,506 restricted shares due to underperformance against its previous incentive plan targets [8][9].

长江商报消息 ●长江商报记者 潘瑞冬 功能性涂布复合材料生产商福莱新材（605488.SH）拟加码新材料升级扩产。 9月2日晚间，福莱新材发布公告称，拟向特定对象发行A股股票，募集资金总额不超过7.1亿元，用于扩 产升级以及补充流动资金。 2025年上半年，福莱新材在柔性传感器领域实现了多项技术突破与商业化进展，并与多个灵巧手和本体 机器人公司开启了批量供货。通过上述定增募投项目的建设，公司将进一步扩充产能，布局下一代产品 研发。 值得一提的是，近一年来，福莱新材搭上人形机器人概念，股价大涨247.58%。 拟定增7.1亿扩产补流 9月2日晚间，福莱新材发布公告称，拟向特定对象发行A股股票，募集资金总额不超过7.1亿元，募集资 金拟用于标签标识印刷材料扩产项目、电子级功能材料扩产升级项目、研发中心升级项目以及补充流动 资金。 此次定增项目包括拟新建标签标识印刷材料产线，全部达产后将新增年产能约77300万平方米。公司表 示，募投项目投产后，有助于公司提升市场份额，推动收入持续增长，为长期稳定发展奠定坚实基础。 福莱新材还拟新建电子级功能材料产线，全部达产后将新增年产能约3700万平方米。电子级功能材料是 福莱 ...