未知机构：灵巧手再推荐-2025-0511国海机械-20250512

Summary of the Conference Call on Dexterous Hands Industry Overview - The focus of the conference call is on the dexterous hand segment within the robotics industry. The discussion highlights the performance and potential of companies involved in this sector, particularly in the context of recent market trends and technological advancements [1][2]. Key Points and Arguments 1. Market Performance: The robotics sector has experienced structural differentiation in stock performance since late April, with many companies surpassing previous stock highs. The overall sentiment remains positive, driven by advancements in the industry [1]. 2. Catalysts for Growth: Anticipated product launches, such as Tesla's third-generation products and domestic innovations, are expected to serve as significant catalysts for the dexterous hand segment [1]. 3. Investment Recommendations: The company recommends focusing on specific areas within dexterous hands, particularly: - Cable-driven systems: Companies like Nanshan Zhishang are highlighted as strong prospects. - Micro four-bar mechanisms: Hengli Press is identified as a key player. - Electronic skin technology: Hanwei Technology is noted for its advancements in this area. - Control systems: Companies such as Xinjie Electric and Huichuan Technology are recommended for their contributions [3]. Technical Insights 1. Sensor Functionality: The presentation outlines the importance of sensors in mimicking human skin's sensory capabilities, focusing on three main types of stimuli: - Mechanical stimuli: Detected by tactile sensors. - Temperature stimuli: Monitored by temperature sensors. - Proprioceptive stimuli: Captured by six-dimensional force sensors [4][5][6]. 2. Tactile Sensors: The functionality of tactile sensors is categorized into three main components: - Input: Recognizing the physical properties of objects. - Force detection: Measuring the forces applied. - Output: Controlling the force exerted [7]. 3. Flexibility in Tactile Sensors: The evolution of tactile sensors towards flexibility is emphasized, with three main approaches to achieve this: - Using rigid sensitive elements with flexible materials as mediators. - Creating grid-like structures with embedded electronic circuits. - Developing sensors from inherently flexible materials with pressure-sensitive properties [8][9][10][11]. Sensor Classification 1. Types of Tactile Sensors: Various tactile sensors are classified based on their working principles, including: - Resistive: Converts mechanical signals to electrical signals. - Piezoelectric: Operates without external power. - Capacitive: Utilizes specific structural designs for functionality. - Optical and magnetic sensors: Offer alternative sensing methods [12][13][14][15]. 2. Force Sensors: The discussion on force sensors focuses on six-dimensional force sensors, which measure both forces and moments in three dimensions. They are categorized into: - Strain-based: Accurate for static measurements but slow in dynamic scenarios. - Optical: Excellent for dynamic performance but less versatile overall. - Piezoelectric: Good balance of performance but may have cost and rigidity issues [16][17]. Conclusion - The conference call concludes with a strong endorsement of the dexterous hand segment, emphasizing the ongoing updates and research in this area. The company expresses confidence in the growth potential of the sector and plans to provide further insights in future meetings [18][20].