Core Viewpoint - Fulei New Materials is transitioning from a single coating material supplier to an integrated solution provider, focusing on "base film + coating + end products" [1] Group 1: Company Overview - Fulei New Materials is a leading domestic player in functional coating composite materials with a leading market share [1] - The company has successfully developed high-performance flexible sensor materials, marking a shift from traditional industries to technology sectors [1] Group 2: Product Development - In the first half of 2025, Fulei achieved multiple technological breakthroughs and commercial progress in the flexible sensor field, with the establishment of the first pilot production line capable of mass supply [1] - The company launched the first and second generation of flexible tactile sensor products, featuring three core characteristics: "true flexibility, full curvature, and three-dimensional force" [1] Group 3: Market Position and Valuation - The humanoid robot industry is entering an expansion phase, with electronic skin being a key component for achieving "embodied intelligence" [1] - Compared to comparable companies, Fulei's valuation level is relatively low despite its leading position and advanced industrialization progress in the flexible sensor field [1]