证券日报网2月12日讯 ，四方光电在接受调研者提问时表示，在半导体领域，公司自主研发的红外气体 传感器、微量氧分析仪在腔室气体监测解决方案方面已取得积极进展。其中，红外气体传感器产品已实 现批量供货，并形成持续的业务贡献，获得了国内主要半导体设备厂商的采购订单；同时，该产品正在 多家行业主流设备企业进行验证，客户导入工作稳步推进。在锂电领域，公司重点推出了露点传感器与 NMP传感器等产品。其中，基于NDIR技术的NMP传感器，凭借免维护、寿命长等优势展现出了强大的 竞争力，其实现国产化不仅有助于降低客户成本、保障供应链稳定，目前已在国内头部电芯生产企业及 涂布机厂商中实现批量配套。 （文章来源：证券日报） ...

Core Viewpoint - The company is focusing on developing competitive new products in key areas such as lithium batteries, agriculture, and food industry, alongside its existing industrial and safety business segment [1] Group 1: Product Development - In the lithium battery sector, the company has launched dew point sensors and NMP sensors, with the NMP sensor utilizing NDIR technology, offering advantages such as maintenance-free operation and long lifespan [1] - The domestic production of the NMP sensor helps reduce customer costs and ensures supply chain stability, with mass production already being implemented in leading domestic battery cell manufacturers and coating machine suppliers [1] Group 2: Agricultural and Food Industry Solutions - The company has introduced a high-humidity CO transmitter for agriculture and food industries, designed to operate reliably in harsh conditions of high temperature, high humidity, and chemical corrosion [1] - This product provides a durable and economical monitoring solution for gas concentration under complex working conditions, balancing safety and economic benefits for customers [1]

Core Insights - The Chinese dew point sensor industry is experiencing significant structural opportunities and market expansion driven by the deepening industrial automation process, stricter environmental policies, and rapid growth in the new energy sector. The market size is projected to reach approximately 1.259 billion yuan in 2024, representing a year-on-year growth of 7.70% [1][5]. Industry Overview - Dew point sensors are instruments that directly measure dew point temperature, which indicates the absolute humidity level. They are categorized into various types based on their working principles, including cold mirror, capacitive, resistive, semiconductor, and others [2][4]. Industry Value Chain - The upstream of the dew point sensor industry includes materials such as aluminum oxide, silicon oxide, and integrated circuits. The midstream involves the manufacturing of dew point sensors, while the downstream applications span industrial environment monitoring, meteorology, food and pharmaceutical processing, aerospace, and more [4]. Market Size - The market for dew point sensors in China is expected to grow to approximately 1.259 billion yuan in 2024, with a growth rate of 7.70%. This growth is primarily driven by advancements in high-end manufacturing processes, rigid demand for environmental monitoring systems, and enhanced humidity control standards in lithium battery and photovoltaic sectors [5][6]. Key Companies - The industry features a diverse competitive landscape, with notable companies such as Aosong Electronics and Guangdong Dajia Sensor Technology. Aosong's ACM483T-A precision dew point meter utilizes optical cold mirror technology, while Dajia's sensors are designed for high precision and rapid response times [6][7][8]. Industry Development Trends 1. **Technological Integration**: The industry is expected to integrate MEMS technology, AI algorithms, and IoT, leading to advancements in high precision and smart features. This includes real-time data correction and fault warning capabilities [9]. 2. **Emerging Sector Demand**: New energy vehicles, semiconductor manufacturing, and biomedicine are anticipated to drive demand for dew point sensors, with applications in battery thermal management and cleanroom humidity control [10]. 3. **Self-sufficient Supply Chain**: The industry faces challenges related to reliance on imported high-end materials and algorithms. Future policies and collaborations are expected to promote domestic production and reduce dependency on imports [11].