近日，福莱新材(605488)在刚刚结束的福莱新材第三代触觉产品发布会上，正式提出了"触觉智能TPU"全新概念。公 司表示，这是一个可能改写机器人行业底层逻辑的概念，触觉智能TPU正在交付到全球头部的机器人和灵巧手企业手 中。 福莱新材公司公众号连续发布三篇文章，解读上述概念。福莱新材指出，当前具身智能最大的痛点是巅峰的大脑，麻 木的手。机器人的每一次笨拙的抓取动作，其实都在消耗用户把机器人带进工厂、带回家的信心。 在认知方面，福莱新材在TPU中集成了先进的物理引导机器学习算法。这套算法模型，能将底层的电压信号，实时翻 译成大脑听得懂的物理语言。当机器人触摸一个物体时，TPU不再是输出一堆数字，而是直接告诉大脑感知。 在覆盖方面，福莱新材实现了从指尖、指腹、手掌到机器人身体的全域覆盖 。这种大面积、高密度的电子皮肤，不仅 是为了抓取，更是为了安全。它为机器人穿上了一层有感觉的衣服。无论是拥抱时的力度控制，还是意外碰撞时的瞬 间急停，全域触觉感知为人机共存提供了天然的安全缓冲 。 福莱新材表示，在硬件材料端，公司与浙江清华柔性电子技术研究院深度联合研发；在算法模型端，公司与北京通智 科技等顶尖具身智能团队紧密合 ...

福莱新材所定义的触觉智能TPU，是专属于具身智能领域的触觉处理核心。它与负责逻辑决策的CPU、 承担视觉感知的GPU共同构成"智能铁三角"，完整覆盖了机器人与物理世界交互的核心需求，填补了触 觉处理环节的空白。 从认知价值来看，视觉AI本质上是基于概率的预测，容易受到光线、伪装等外部因素的干扰而产生判 断偏差；而触觉传递的反作用力(硬度)、剪切力(摩擦力)等信号，直接遵循物理定律，是物理世界最真 实的"客观反馈"。福莱新材TPU的核心价值，正是为机器人提供这种"确信感"，通过精准的触觉感知修 正视觉偏差，让机器人从依赖概率的"猜世界"，转变为基于事实的"感知世界"。 从功能定位来看，福莱新材TPU扮演着机器人"末梢神经+脊髓中枢"的双重角色。TPU部署在机器人的 边缘端，能够实时处理高频触觉信号，实现毫秒级的"条件反射"；同时，它会将"物体变软""即将滑 落"等提炼后的高级认知反馈给"大脑"(AI大模型)，既避免了算力浪费，又彻底解决了反应延迟问题。 要打造这样一款高效的触觉智能TPU，必须突破速度、认知、覆盖三大技术瓶颈，而福莱新材通过"芯 感一体"的创新路径，实现了全方位突破。 本报讯(记者冯思婕)近期， ...

Group 1 - A total of 264 listed companies in the Shanghai and Shenzhen markets have been investigated by institutions this week, with the highest frequency of inquiries in the machinery equipment, electronics, and basic chemicals sectors [1] - The automotive and pharmaceutical industries have seen an increase in attention from institutions [1] - The top three sectors in terms of institutional focus are general equipment, specialized equipment, and semiconductors, with rising interest in electricity and plastics [2][3] Group 2 - The companies with the highest number of investigations include Haixia Co. and Weisheng Information, each receiving three inquiries [3] - The top three companies by institutional visit reception volume are Jereh Group (168 visits), Fola New Materials (114 visits), and Kaiying Network (100 visits) [5] - The robotics sector has shown active market performance, with Haon Electric's stock rising nearly 13% following an institutional investigation [5] Group 3 - Fola New Materials is addressing a significant pain point in the robotics industry related to the lack of dexterity in robotic hands, focusing on developing tactile intelligence TPU [7] - Siling Co. is advancing the mass production of robotic components, including harmonic reducers and actuator modules [7] - Aobi Zhongguang is expanding its customer base in the Asia-Pacific market and has established partnerships with several global companies, achieving a 72% market share in the 3D vision market for commercial and industrial mobile robots in South Korea [8] Group 4 - Haon Electric has developed products covering both perception and decision-making in robotics, including ultrasonic radar systems and high-performance control systems [5] - Jereh Group has achieved significant advancements in robotic components, with their harmonic reducers outperforming international products in precision and vibration [9] - Jinli Yongci has established a research center in Hong Kong for the development of embodied robot motor rotors, with small batch deliveries expected by the end of 2025 [10]

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].

Core Viewpoint - The company has officially launched its third-generation electronic skin product, marking a strategic shift from a functional coating material supplier to an intelligent sensing solution provider, driven by advancements in AI technology [1][2]. Group 1: Product Development - The third-generation electronic skin features three core breakthroughs: integration of sensing and processing through embedded chips, advanced intelligent algorithms for enhanced perception, and a significantly increased effective sensing area [2][3]. - The product is described as a comprehensive system combining flexible materials, chips, algorithms, and large models, representing a significant upgrade from traditional single-function materials [2]. Group 2: Research and Development - The company's R&D team has doubled in size compared to the end of last year, attracting experts in sensor technology and AI algorithms, which enhances its competitive edge in the industry [3]. - The company emphasizes continuous investment in R&D, focusing on tactile sensors for robotics, industrial detection systems, and consumer electronics to deepen its technological moat [2][3]. Group 3: Market Expansion - The company is actively expanding into the North American market, establishing a wholly-owned subsidiary in California to support business and technical operations, positioning itself as a key supplier of electronic skin products [4]. - The company has received significant interest from leading humanoid robot companies in North America, with several clients placing bulk orders exceeding one hundred units [4]. Group 4: Strategic Focus - The company aims to explore new profit growth points by focusing on flexible tactile sensors, electronic-grade functional materials, and environmentally friendly coating packaging materials [5]. - The company's heat transfer film business is experiencing rapid growth, with applications expanding from clothing to personalized consumer products, particularly in overseas markets [5].