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北交所科技成长产业跟踪第五十四期(20251207):灵心巧手与蓝点触控均完成超亿元融资,关注北交所人形机器人产业链标的
Hua Yuan Zheng Quan· 2025-12-08 05:56
Financing and Industry Development - Lingxin Qiaoshou and Landot Touch have both completed financing exceeding 100 million RMB, indicating strong investor interest in the humanoid robot sector[3] - The Chinese government plans to establish a comprehensive entry and exit mechanism for the embodied intelligence industry to promote healthy and standardized development[3] Market Trends and Projections - The market for six-dimensional force sensors in humanoid robots is expected to exceed 460,000 units by 2030, with a projected market size of over 1.8 billion RMB[3][36] - The median price-to-earnings (P/E) ratio for the automotive industry has increased by 1.34% to 29.5X, while the median P/E for the electronic equipment sector has decreased from 55.4X to 54.5X[3] Stock Performance - The median stock price change for technology growth stocks on the Beijing Stock Exchange was -0.22% from December 1 to December 5, 2025, with 67 companies (44%) experiencing an increase[3] - Notable stock performers included Haosheng Electronics (+13.95%), Youji Co. (+13.56%), and Xingtou Measurement Control (+13.28%) during the same period[3] Company Developments - Key companies in the humanoid robot supply chain include Kaiter Co., which is developing electronic mechanical brake sensors and six-dimensional force sensors, and Dingzhi Technology, which is focusing on precision gearboxes and motors[3][39] - Rongyi Precision plans to invest 100 million RMB in a project for precision components in server liquid cooling systems, indicating a strategic move towards high-tech applications[3]