Core Viewpoint - The company, Fulei New Materials, has launched its third-generation electronic skin, which represents a significant advancement in tactile sensing technology, enabling robots to have enhanced perception capabilities [4][5][6]. Product Launch and Features - Fulei New Materials held a product launch event in Shanghai, introducing the third-generation electronic skin, also known as "flexible sensors," which incorporates a Tactile Processing Unit (TPU) for edge computing [4][5]. - The new product allows for advanced tactile feedback, providing detailed information about the objects being touched rather than just basic contact data [4][5]. - The third-generation electronic skin features three core breakthroughs: integration of sensing and processing, advanced intelligent algorithms for deeper perception, and an increased effective sensing area [5][6]. Market Demand and Orders - The electronic skin has garnered interest from numerous domestic and international clients, with some expressing clear demand for bulk orders [4][9]. - In the North American market, the company has achieved small batch orders, indicating a growing interest in its products [9]. Strategic Direction and R&D Investment - Fulei New Materials is transitioning from a functional coating material supplier to an intelligent sensing solution provider, with the electronic skin being a key component of this transformation [5]. - The company has significantly increased its R&D investment, particularly in the flexible sensor project, which has seen funding in the million-yuan range [7]. - The R&D team is expanding, bringing together experts in sensor technology and AI algorithms to tackle technical challenges in the sensor field [7]. Collaborations and Industry Impact - The company is fostering partnerships with leading research institutions to enhance its technology, including a collaboration with Zhejiang Tsinghua Flexible Electronics Technology Research Institute [8]. - The integration of flexible sensing technology with AI algorithms is expected to create a significant impact on the industry, driving innovation and development in embodied intelligence applications [8].

11月27日，福莱新材（605488）在上海召开第三代电子皮肤新品发布暨投资者交流会，正式推出集"柔 性材料+芯片+算法+大模型"于一体的新一代触觉传感系统。 福莱新材董事长夏厚君在会上表示，面对全球人工智能的澎湃浪潮，公司毅然地开启了从"功能性涂布 材料供应商"向"智能传感解决方案提供商"的延展升级。这一转型的核心载体"电子皮肤"产品，它标志 着福莱新材成功开辟了以智能感知为代表的"第二增长曲线"。 福莱新材发布第三代产品电子皮肤迈向"芯感一体" 27日当天，福莱新材首席科学家陈书厅代表公司发布了第三代产品，他表示，"我们开创性地提出了机 器人第三大脑的概念——触觉智能TPU"，"一个没有触觉智能TPU的机器人，是没有灵魂的"。 据介绍，三代电子皮肤拥有三大核心突破：首先是"芯感一体"，柔性传感器内部植入了芯片，实现了传 感与处理的深度融合。其次是为其加入了先进的智能算法，使得它对物体不再是简单的"触碰"，而是拥 有了深度的"感知"能力。最后是显著增大了有效感知面积，让机器人能够获得更丰富、更立体的触觉信 息。 由此，福莱新材通过算法的植入，让电子皮肤从单一功能材料，升级为"柔性材料+芯片+算法+大模 型" ...