11月27日，上市公司福莱新材（605488）(605488.SH)召开第三代电子皮肤新品发布暨投资者交流会，并推出了基于柔性材料和 集成算法、芯片与AI模型的触觉系统传感系统与模组产品。 他还透露，福莱触觉技术已经应用在全球机器人的手和身上，公司有全球合作伙伴的网络，覆盖了几乎所有的灵巧手和机器人 本体企业，有多项百套级的订单交付，并且已经进军美国市场。 福莱新材总经理李耀邦则表示，当前灵巧手的比拼，已经从自由度比拼向触觉感知方面过渡。目前公司有数十家国内外客户， 相当一部分提出了明确要有量产及订单的要求。 就在福莱新材发布会同一日，国家发展改革委政策研究室副主任、新闻发言人李超表示，要注意防范人形机器人重复度高的产 品扎堆上市、研发空间被压缩等风险。 对此，李耀邦在投资者交流环节表示，目前行业发展快速，技术迭代日新月异，公司高速迭代三代产品，并非由于公司"闭门造 车"或者不断"刷数据"，而是在与下游客户合作的过程中发现了需求和迭代的方向。 21世纪经济报道记者了解到，福莱新材此前宣布入局人形机器人电子皮肤/触觉传感领域，并快速迭代出一代、二代电子皮肤产 品，用于部分主流灵巧手/人形机器人型号中。 其中，二 ...

Core Viewpoint - The article highlights the continued high level of institutional research activity in the stock market, with a focus on companies like Jie Rui Co., Fu Lai New Materials, and gaming companies such as Century Huatong and Kaiying Network, showcasing their recent developments and investor interest [3][9][13][17][19]. Group 1: Institutional Research Activity - During the week of November 24-28, 254 listed companies disclosed institutional investor research records, with over 80% of the researched stocks achieving positive returns [3]. - Notable performers included Hai Xin Food with a 45.4% increase, Tong Yu Communications with a 39.1% increase, and several others exceeding 20% [3]. Group 2: Jie Rui Co. - Jie Rui Co. received attention from 168 institutions, focusing on its gas power generation business and recent oil and gas engineering orders [9][11]. - The company has developed a comprehensive gas power product system and secured over $100 million in sales orders for generator sets in North America [11]. - Jie Rui Co. aims to expand its power generation applications and meet diverse global energy demands [11]. Group 3: Fu Lai New Materials - Fu Lai New Materials attracted 106 institutional inquiries regarding its third-generation electronic skin, which integrates flexible materials, chips, algorithms, and large models [13][15]. - The company has transitioned from a material supplier to a provider of intelligent sensing solutions, achieving significant advancements in tactile sensing technology [15]. - Fu Lai's electronic skin addresses key challenges in robotics, enhancing the tactile capabilities necessary for effective tool manipulation [15]. Group 4: Gaming Companies - Century Huatong was researched by 96 institutions, with a focus on its outlook for the gaming industry and core competitiveness [17]. - The company emphasizes the role of gaming in advancing AI infrastructure and aims to diversify its product offerings across various gaming genres [17]. - Kaiying Network received inquiries from 87 institutions, with investors interested in its strategic investment in Century Huatong and its impact on financial reporting [19]. - Kaiying Network plans to retain its shares in Century Huatong for strategic collaboration, enhancing market competitiveness without immediate plans for sale [19].

Core Insights - Zhejiang Fulai New Materials Co., Ltd. has officially launched a new generation of tactile sensing systems, marking a strategic shift from a coating material supplier to a provider of intelligent sensing solutions [1][3] - The company aims to leverage its electronic skin products as a "second growth curve" to release industrial value amid the global wave of artificial intelligence development [1][3] Group 1: Product Launch and Technology - The third-generation electronic skin product was introduced, featuring the innovative concept of a "Tactile Processing Unit" (TPU) to address the tactile limitations of current robots [3] - The technology achieves a breakthrough with a pressure resistance resolution of less than 0.1mm and possesses full-surface three-dimensional force partition perception capabilities [3] - The electronic skin products have already garnered recognition from leading humanoid robot and dexterous hand companies, with several clients expressing demand for bulk orders [3] Group 2: Strategic Vision and Market Position - The company is committed to advancing its industrial layout around three main directions: flexible tactile sensors, electronic-grade functional materials, and environmentally friendly coating packaging materials [3] - The chairman emphasized the company's determination to transition from a material supplier to a new material innovator and comprehensive solution provider, collaborating with industry partners to promote the substantial development of embodied intelligence [1][3] Group 3: Insights from Industry Experts - The CTO of Tongzhi Artificial Intelligence Technology highlighted the critical role of data in driving breakthroughs in embodied intelligence technology and its application in various scenarios [2] - The AI algorithm technology director explained the essential function of algorithms in transforming sensor data into meaningful perception, enabling coordination among touch, vision, language, and movement [2]