Fulai New Material(SH:605488)2024-12-19 07:35Group 1: Company Overview - The company is Zhejiang Fulai New Materials Co., Ltd., with stock code 605488 and bond code 111012 [1] - The investor relations activity took place on December 18, 2024, at the Shenzhen Stock Exchange [3] Group 2: Transition to Flexible Sensors - The company is transitioning to the flexible sensor field, utilizing coating composite materials as an extension of existing technology rather than a complete switch [3] - The main technical route chosen for flexible sensors is resistive, which is cost-effective from an industrialization perspective [3] Group 3: Progress and Development - The company is currently building a pilot production line, which is expected to facilitate small batch production and advance industrial detection applications [4] - The pilot line construction is anticipated to take approximately 3 months, allowing for simultaneous research and development in other application areas [8] Group 4: Competitive Landscape - The company acknowledges competitors in the sensor field who have a more extensive technical route reserve, with the main distinction being the choice of coating technology [4] Group 5: Future Directions - Future applications for flexible sensors include electronic skin for humanoid robots, industrial detection, and health monitoring [6] - The company has a core team of over ten individuals focused on flexible sensor development, with ongoing expansion as the pilot line is established [8]