《商道创投网》创业家会员·单位简介 蓝点触控成立于2015年，是一家专注于机器人力传感器研发与生产的高科技企业。公司核心团队成员均 来自国内外顶尖高校和科研机构，拥有深厚的技术背景和丰富的行业经验。其产品涵盖人形机器人六维 传感器、通用六维力传感器、关节扭矩传感器等多个系列，凭借高精度、高可靠性的技术优势，已与智 元机器人、小米机器人、优必选等头部人形机器人厂商建立了长期稳定的合作关系。 《商道创投网》创业家会员·本轮融资用途是什么？ 《商道创投网》2025年11月20日从官方获悉：蓝点触控（北京）科技有限公司（以下简称"蓝点触控"） 近日完成了由红杉中国领投，珠海科技产业集团跟投的超亿元C轮融资。本轮融资将主要用于研发端扩 容、生产工艺自动化升级及市场拓展。 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示："本轮蓝点触控的融资事件，反映了当前创投市场对高科技领域的高度关 注和支持。政府近年来出台了一系列支持创业投资的政策文件，相关部门也在积极推动政策的落实，行 业从业者的响应速度和执行力度不断提升。从创投机构管理人的角度来看，蓝点触控的技术实力和市场 潜力得到了市场的充分认可，其团 ...

文 | 张冰冰 编辑 | 阿至 「蓝点触控」IP67防尘防水传感器水下展示 36氪获悉，蓝点触控（北京）科技有限公司（以下简称「蓝点触控」）近日宣布完成超亿元C轮融资，此次融资由红杉中国领投，珠海科技产业集团跟 投，资金将主要用于研发端扩容、生产工艺自动化升级及市场拓展。 「蓝点触控」是36氪长期关注的企业，提供机器人力传感器硬件，已形成包括人形机器人六维传感器、通用六维力传感器、关节扭矩传感器、拉压力传感 器等多个产品系列，客户包括智元机器人、小米机器人、优必选、众擎等头部人形机器人厂商，并拓展北京人形机器人创新中心等行业客户。 公开资料显示， 「蓝点触控」机器人关节力传感器出货量已超10万台，市占率突破95%；人形机器人六维力传感器出货量已超万台，市占率超80%。 随着产品规模化出货，「蓝点触控」积极推进生产环节自动化改造与SOP标准化建设，在广东新建的生产基地面积约1万平方米，新一代全自动机器人关 节力传感器生产线已投产。该产线设计年产能为关节力传感器100万套、末端六维力传感器20万套，将推动「蓝点触控」整体产能提升3至4倍。 "人形机器人增速比我们预期的要快。更重要的是，去年行业还在谈技术、谈愿景， ...

Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd. has completed a Series C financing round exceeding 100 million RMB, led by Sequoia China with participation from Zhuhai Technology Industry Group [1] - The funds will be primarily allocated to product research and development, capacity enhancement, team building, and expansion into overseas markets, aiming to strengthen the company's technological moat in the robotics sector and reinforce its market leadership [1] Company Overview - Founded in 2019, Blue Dot Touch is a national high-tech enterprise focused on the research and application of cutting-edge force control technology for intelligent robots [1] - The company is led by Liu Wuyue, who holds a 57.55% stake and serves as both the chairman and manager [1] Product and Technology - Blue Dot Touch specializes in providing hardware for robotic force sensors, force control algorithms, and industry process algorithms [1] - The company has achieved full domestic production of its core components, which include humanoid robot six-dimensional force sensors, general six-dimensional force sensors, joint torque sensors, and tension and pressure sensors [1]

Investment Rating - The report indicates a positive investment outlook for the equipment manufacturing industry, particularly in engineering machinery and automotive sectors, suggesting continued growth and resilience in these areas [1][2][3]. Core Insights - Engineering machinery sales are on an upward trend, with domestic sales of 12 types of machinery showing a year-on-year increase of 9% in June, particularly driven by excavators which saw a growth of 6.2% [2][3]. - The automotive market is also experiencing growth, with average daily retail sales of passenger cars increasing by 11% year-on-year in the second week of July, supported by promotional activities and strong export growth [2][3]. - In the photovoltaic sector, silicon wafer prices have risen, but there are concerns about weak downstream demand and potential downward pressure on prices in the second half of the year [2][3]. Market Performance Review - From July 14 to July 18, the indices for machinery equipment, electric power equipment, and automotive sectors increased by 2.91%, 0.57%, and 3.28% respectively, ranking 4th, 15th, and 3rd among 31 primary industries [7][8]. - The top-performing sub-sectors included commercial vehicles with a rise of 5.98% and other power equipment up by 4.76%, while photovoltaic equipment saw a decline of 2.01% [8]. Industry News and Key Company Announcements - A new low-carbon data center project in Ulanqab has commenced operations, marking a significant step in integrating renewable energy with data center operations [17]. - The launch of a new humanoid robot with a hot-swappable battery system by UBTECH aims to enhance productivity in smart manufacturing [17]. - Guizhou's green electricity trading volume has surged by 224% year-on-year in the first half of the year, reflecting the province's commitment to developing renewable energy sources [17].

Core Viewpoint - Blue Dot Touch (Beijing) Technology Co., Ltd. has completed nearly 100 million yuan in Series B financing, which will be used for product R&D, overseas market expansion, and team expansion [3][4]. Company Overview - Established in 2019, Blue Dot Touch is a national high-tech enterprise focused on the research and application of intelligent robot force control technology, with a core team from prestigious research institutions [4]. - The company has developed a range of products including humanoid robot six-dimensional force sensors, general six-dimensional force sensors, joint torque sensors, and tension/compression sensors [4]. Product Development and Technology - The six-dimensional force sensors have applications in both traditional industrial robots and emerging humanoid robots, covering sectors such as medical, aerospace, 3C electronics, and automotive [4]. - The company has made significant improvements in cost control and technology, achieving better cost-performance ratios while maintaining high performance [6]. - Key performance indicators include a precision of 0.3% FS for general sensors and 0.1% FS for humanoid robot sensors, with response frequencies reaching up to 10 kHz [6]. Market Trends and Growth - The humanoid robot market is expected to see significant growth, with projected sales of approximately 2,000 units in 2024, potentially reaching 5,000 to 10,000 units by 2025 [10]. - The importance of force sensors is increasing as robots require precise operations that cannot rely solely on visual positioning [10]. - Blue Dot Touch has established a strong market presence, with a market share exceeding 70% in the humanoid robot six-dimensional force sensor sector by 2024 [12]. Strategic Focus - The company is targeting different needs in humanoid and industrial robots by launching specific product series tailored to each segment [11]. - Following the recent financing, Blue Dot Touch plans to enhance R&D investments and expand its team to meet the demands for small-sized, high-precision, and high-bandwidth sensors [12].

Core Insights - Blue Dot Touch (Beijing) Technology Co., Ltd. has recently completed nearly 100 million RMB in Series B financing, with funds allocated for product R&D, overseas market expansion, and team augmentation [1] - The company, established in 2019, specializes in the research and application of intelligent robot force control technology, with a core team from prestigious institutions [1] - Blue Dot Touch has developed a range of products including humanoid robot six-dimensional force sensors and torque sensors, which are applied in various industries such as medical, aerospace, and automotive [1] Group 1: Technology and Product Development - The six-dimensional force sensor has its origins in aerospace applications, measuring aerodynamic characteristics during flight tests [2] - The founder believes that domestic force sensors have a deeper technical accumulation compared to international brands, leveraging over 70 years of experience in aerospace research [2] - The company has made significant adjustments in cost control and technical solutions, achieving better cost-performance ratios while maintaining high performance [3] Group 2: Performance Metrics - Blue Dot Touch has achieved notable advancements in product performance, including an accuracy of 0.3% FS and a high precision of 0.1% FS for humanoid robot sensors [3] - The response frequency has reached up to 10 kHz, allowing for rapid data acquisition [3] - The weight and volume of sensors have been reduced by over 80% and 90% respectively, facilitating easier integration into robotic systems [3] Group 3: Market Trends and Growth - The embodied intelligence industry is experiencing rapid growth, with significant increases in orders for collaborative robots and humanoid robots expected to exceed 2,000 units in 2024 [5] - The importance of force sensors is becoming more pronounced as robots engage in real-world interactions, necessitating precise operations beyond visual positioning [5] - Blue Dot Touch has established a strong market presence, with a projected market share of over 70% in humanoid robot six-dimensional force sensors by 2024 [7] Group 4: Strategic Initiatives - The company is focusing on developing specific product lines for humanoid and industrial robots, including LA and LC series for humanoid robots and LB, LD, and LE series for industrial applications [6] - Following the recent financing, Blue Dot Touch plans to enhance R&D investments and expand its team to meet the growing demand for high-precision sensors [7] - The company aims to leverage its technological advantages to expand its commercial channels and target overseas markets in Europe and America [7]