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智能感知领域重要突破,把集成电路做成“保鲜膜”
Xuan Gu Bao· 2026-01-14 15:36
Core Viewpoint - The development of a new "shrinkable preparation strategy" based on liquid metal circuits and thermoplastic films marks a significant breakthrough in flexible electronics and smart sensing, potentially revolutionizing various industries such as consumer electronics, healthcare, and intelligent transportation [1]. Industry Summary - The flexible electronics industry is entering a golden period of technological explosion and market expansion, with continuous maturation of technology and expansion of application scenarios [1]. - By 2030, the global market size for flexible electronics is expected to exceed 800 billion RMB, with a compound annual growth rate (CAGR) of 18%-25% [1]. - China is positioned to play a crucial role in the global flexible electronics market due to its complete industrial chain, strong manufacturing capabilities, and ongoing policy support, aiming to transition from "catching up" to "keeping pace" and even "leading" in certain areas [1]. Company Summary - Relevant A-share concept stocks include Puyang Huicheng and Hongxin Electronics, which are associated with the advancements in flexible electronics [1].