539 lines
25 KiB
HTML
539 lines
25 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>电子皮肤行业分析 - 产业链与股票布局</title>
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<style>
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:root {
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--primary-color: #4361ee;
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--secondary-color: #3f37c9;
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--accent-color: #4cc9f0;
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--light-bg: #f8f9fa;
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--card-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
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}
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body {
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font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
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color: #333;
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background-color: var(--light-bg);
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}
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.hero-section {
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background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
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color: white;
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padding: 3rem 0;
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border-radius: 0 0 20px 20px;
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box-shadow: var(--card-shadow);
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}
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.card {
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border: none;
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border-radius: 15px;
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box-shadow: var(--card-shadow);
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transition: transform 0.3s ease;
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margin-bottom: 1.5rem;
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}
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.card:hover {
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transform: translateY(-5px);
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}
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.card-header {
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background-color: var(--primary-color);
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color: white;
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border-radius: 15px 15px 0 0 !important;
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font-weight: 600;
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}
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.table-container {
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overflow-x: auto;
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}
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.table {
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min-width: 100%;
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font-size: 0.9rem;
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}
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.table thead th {
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background-color: var(--primary-color);
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color: white;
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position: sticky;
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top: 0;
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z-index: 10;
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}
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.table tbody tr:hover {
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background-color: rgba(67, 97, 238, 0.1);
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}
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.badge {
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font-size: 0.75rem;
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padding: 0.4em 0.6em;
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}
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.tech-pill {
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display: inline-block;
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padding: 0.25rem 0.75rem;
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margin: 0.25rem;
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border-radius: 20px;
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background-color: rgba(67, 97, 238, 0.1);
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color: var(--primary-color);
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font-size: 0.8rem;
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font-weight: 500;
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}
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.highlight {
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color: var(--primary-color);
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font-weight: 600;
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}
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.industry-stat {
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text-align: center;
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padding: 1.5rem;
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}
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.industry-stat .number {
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font-size: 2.5rem;
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font-weight: 700;
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color: var(--primary-color);
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}
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.industry-stat .label {
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font-size: 1rem;
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color: #666;
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}
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.footer {
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background-color: #333;
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color: white;
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padding: 2rem 0;
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margin-top: 3rem;
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 2rem 0;
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}
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.table {
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font-size: 0.8rem;
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}
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.industry-stat .number {
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font-size: 2rem;
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}
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}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<div class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-4 fw-bold mb-3">电子皮肤行业分析</h1>
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<p class="lead mb-0">探索人形机器人感知系统的前沿技术，解析产业链布局与投资机会</p>
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</div>
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<div class="col-lg-4 text-lg-end mt-4 mt-lg-0">
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<div class="d-flex align-items-center justify-content-lg-end">
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<i class="bi bi-cpu fs-1 me-3"></i>
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<div>
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<div class="fs-4 fw-bold">25+</div>
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<div>相关上市公司</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Main Content -->
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<div class="container my-5">
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<!-- Industry Overview -->
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<div class="card mb-4">
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<div class="card-header">
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<h2 class="mb-0"><i class="bi bi-lightbulb me-2"></i>电子皮肤行业概述</h2>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-8">
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<p>电子皮肤是一种模拟人类皮肤感知功能的柔性传感器系统，能够感知压力、温度、湿度等外界刺激，并将其转化为电信号进行处理。作为人形机器人的核心感知部件，电子皮肤赋予机器人触觉感知能力，是实现人机交互和环境感知的关键技术。</p>
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<p class="mb-0">电子皮肤产业链涵盖上游材料研发（柔性传感器材料、导电材料等）、中游传感器制造（压阻式、电容式、压电式等）以及下游应用（人形机器人、医疗健康、消费电子等）。随着人形机器人产业的快速发展，电子皮肤市场预计将迎来爆发式增长。</p>
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</div>
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<div class="col-md-4">
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<div class="industry-stat">
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<div class="number">2025</div>
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<div class="label">预计市场规模突破百亿</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Technology Segments -->
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<div class="card mb-4">
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<div class="card-header">
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<h2 class="mb-0"><i class="bi bi-diagram-3 me-2"></i>技术路线与产业链布局</h2>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6 mb-3">
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<h5 class="highlight">主要技术路线</h5>
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<div>
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<span class="tech-pill">压阻式传感器</span>
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<span class="tech-pill">电容式传感器</span>
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<span class="tech-pill">压电式传感器</span>
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<span class="tech-pill">柔性TFT技术</span>
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<span class="tech-pill">PVDF薄膜</span>
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<span class="tech-pill">碳纳米管材料</span>
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<span class="tech-pill">硅胶电子皮肤</span>
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<span class="tech-pill">织物压力传感</span>
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</div>
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</div>
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<div class="col-md-6 mb-3">
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<h5 class="highlight">产业链分布</h5>
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<div>
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<span class="tech-pill">上游：材料研发</span>
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<span class="tech-pill">中游：传感器制造</span>
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<span class="tech-pill">下游：应用集成</span>
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<span class="tech-pill">配套：测试设备</span>
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<span class="tech-pill">底层：芯片技术</span>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Stock Data Table -->
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<div class="card">
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<div class="card-header d-flex justify-content-between align-items-center">
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<h2 class="mb-0"><i class="bi bi-table me-2"></i>电子皮肤相关上市公司</h2>
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<span class="badge bg-light text-dark">25家公司</span>
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</div>
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<div class="card-body p-0">
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<div class="table-container">
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<table class="table table-hover mb-0">
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<thead>
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<tr>
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<th>公司名称</th>
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<th>分类/项目</th>
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<th>产业链位置</th>
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<th>合作方/子公司</th>
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<th>技术/产品方向</th>
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<th>进展阶段</th>
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<th>信息来源</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>日盈电子</strong></td>
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<td>柔性传感器（电子皮肤）</td>
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<td>中游</td>
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<td>-</td>
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<td>压阻式电子皮肤产品研发</td>
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<td><span class="badge bg-warning">研发送样</span></td>
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<td>互动/公告</td>
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</tr>
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<tr>
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<td><strong>道氏技术</strong></td>
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<td>电子皮肤材料研发</td>
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<td>上游</td>
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<td>能斯达、芯海科技</td>
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<td>人形机器人电子肌肉、电子皮肤材料</td>
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<td><span class="badge bg-primary">战略合作</span></td>
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<td>公告</td>
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</tr>
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<tr>
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<td><strong>汉威科技</strong></td>
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<td>柔性电子皮肤产品</td>
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<td>中游</td>
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<td>多家机器人本体厂商</td>
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<td>柔性电子皮肤产品</td>
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<td><span class="badge bg-success">小批量供货</span></td>
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<td>年报</td>
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</tr>
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<tr>
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<td><strong>豪恩汽电</strong></td>
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<td>传感器、电子皮肤</td>
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<td>中游</td>
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<td>机器人子公司</td>
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<td>感知系统传感器、电子皮肤</td>
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<td><span class="badge bg-info">子公司成立</span></td>
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<td>调研</td>
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</tr>
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<tr>
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<td><strong>东方电热</strong></td>
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<td>柔性织物压力传感</td>
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<td>中游</td>
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<td>上海织识</td>
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<td>机器人电子皮肤研发</td>
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<td><span class="badge bg-primary">合作研发</span></td>
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<td>公告/调研</td>
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</tr>
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<tr>
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<td><strong>福莱新材</strong></td>
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<td>高性能柔性传感器材料</td>
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<td>上游</td>
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<td>-</td>
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<td>人形机器人触觉与电子皮肤材料</td>
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<td><span class="badge bg-primary">材料开发</span></td>
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<td>公告</td>
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</tr>
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<tr>
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<td><strong>芯海科技</strong></td>
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<td>ADC芯片</td>
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<td>底层技术</td>
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<td>-</td>
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<td>电子皮肤底层技术</td>
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<td><span class="badge bg-primary">技术合作</span></td>
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<td>调研</td>
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</tr>
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<tr>
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<td><strong>唯科科技</strong></td>
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<td>硅胶电子皮肤</td>
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<td>中游</td>
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<td>AMBU</td>
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<td>硅胶电子皮肤、IME膜内电子技术</td>
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<td><span class="badge bg-primary">合作开发</span></td>
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<td>调研</td>
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</tr>
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<tr>
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<td><strong>埃夫特</strong></td>
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<td>机器人触觉感知与电子皮肤</td>
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<td>中游</td>
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<td>国家重点研发计划</td>
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<td>机器人触觉感知与电子皮肤安全控制</td>
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<td><span class="badge bg-primary">国家项目</span></td>
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<td>年报</td>
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</tr>
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<tr>
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<td><strong>申昊科技</strong></td>
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<td>柔性触觉传感器</td>
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<td>中游</td>
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<td>-</td>
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<td>非接触避障、电子皮肤传感器</td>
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<td><span class="badge bg-success">小批量试用</span></td>
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<td>调研</td>
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</tr>
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<tr>
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<td><strong>中坚科技</strong></td>
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<td>电子皮肤</td>
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<td>中游</td>
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<td>-</td>
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<td>具身智能机器人产业化项目</td>
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<td><span class="badge bg-primary">募投项目</span></td>
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<td>公告</td>
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</tr>
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<tr>
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<td><strong>深天马A</strong></td>
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<td>电子皮肤</td>
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<td>中游</td>
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<td>-</td>
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<td>柔性TFT技术</td>
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<td><span class="badge bg-warning">研发阶段</span></td>
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<td>调研</td>
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</tr>
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<tr>
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<td><strong>柯力传感</strong></td>
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<td>触觉传感器</td>
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<td>中游</td>
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<td>-</td>
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<td>触觉传感器</td>
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<td><span class="badge bg-warning">研发阶段</span></td>
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<td>互动</td>
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</tr>
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<tr>
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<td><strong>振邦智能</strong></td>
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<td>智能控制器、电子皮肤</td>
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<td>中游</td>
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<td>-</td>
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<td>人形机器人技术布局</td>
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<td><span class="badge bg-warning">技术布局</span></td>
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<td>互动</td>
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</tr>
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<tr>
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<td><strong>博杰股份</strong></td>
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<td>测试设备</td>
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<td>配套</td>
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<td>T客户</td>
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<td>人形机器人测试、电子皮肤测试</td>
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<td><span class="badge bg-primary">设备提供</span></td>
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<td>调研</td>
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</tr>
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<tr>
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<td><strong>盛景微</strong></td>
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<td>柔性薄膜材料</td>
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<td>上游</td>
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<td>维纳芯（子公司）</td>
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<td>PVDF薄膜</td>
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<td><span class="badge bg-primary">投资布局</span></td>
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<td>调研</td>
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</tr>
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<tr>
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<td><strong>祥源新材</strong></td>
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<td>电子皮肤材料</td>
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<td>上游</td>
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<td>-</td>
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<td>电子皮肤材料</td>
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<td><span class="badge bg-warning">送样阶段</span></td>
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<td>互动</td>
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</tr>
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<tr>
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<td><strong>天安新材</strong></td>
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<td>电子皮肤</td>
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<td>-</td>
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<td>-</td>
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<td>电子皮肤相关领域</td>
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<td><span class="badge bg-secondary">技术探索</span></td>
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<td>互动</td>
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</tr>
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<tr>
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<td><strong>明新旭腾</strong></td>
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<td>仿生电子皮肤</td>
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<td>中游</td>
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<td>明新智源（子公司）</td>
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<td>仿生电子皮肤研发与产业化</td>
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<td><span class="badge bg-warning">子公司设立</span></td>
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<td>互动</td>
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</tr>
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<tr>
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<td><strong>慈星股份</strong></td>
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<td>电子皮肤</td>
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<td>中游</td>
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<td>-</td>
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<td>科技针织技术</td>
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<td><span class="badge bg-secondary">技术培育</span></td>
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<td>年报</td>
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</tr>
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<tr>
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<td><strong>道恩股份</strong></td>
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<td>热塑性弹性体</td>
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<td>上游</td>
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<td>-</td>
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<td>人工皮肤用热塑性弹性体材料</td>
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<td><span class="badge bg-warning">材料研发</span></td>
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<td>互动</td>
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</tr>
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<tr>
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<td><strong>聚杰微纤</strong></td>
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<td>功能纤维</td>
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<td>上游</td>
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<td>-</td>
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<td>仿生机器人电子皮肤应用</td>
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<td><span class="badge bg-warning">材料研发</span></td>
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<td>调研</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>天奈科技</strong></td>
|
||
<td>碳纳米管</td>
|
||
<td>上游</td>
|
||
<td>国内外客户</td>
|
||
<td>柔性传感器、电子皮肤</td>
|
||
<td><span class="badge bg-warning">客户送样</span></td>
|
||
<td>调研</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>南山智尚</strong></td>
|
||
<td>机器人外壳、电子皮肤</td>
|
||
<td>中游</td>
|
||
<td>-</td>
|
||
<td>机器人外壳、电子皮肤、织物传感器</td>
|
||
<td><span class="badge bg-warning">研发方向</span></td>
|
||
<td>调研</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>奥迪威</strong></td>
|
||
<td>电子皮肤</td>
|
||
<td>中游</td>
|
||
<td>-</td>
|
||
<td>新技术发展路线</td>
|
||
<td><span class="badge bg-secondary">技术路线</span></td>
|
||
<td>调研</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Insights -->
|
||
<div class="card mt-4">
|
||
<div class="card-header">
|
||
<h2 class="mb-0"><i class="bi bi-graph-up me-2"></i>行业洞察与投资展望</h2>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<h5 class="highlight">发展阶段分析</h5>
|
||
<p>电子皮肤行业整体处于早期发展阶段，多数企业处于研发或送样阶段，仅少数企业如汉威科技已实现小批量供货。产业链各环节布局不均衡，上游材料研发和中游传感器制造是当前布局重点。</p>
|
||
<p class="mb-0">从技术路线看，压阻式、电容式和压电式传感器是主流方向，柔性TFT、碳纳米管等新技术也在加速布局。人形机器人产业化进程将是电子皮肤行业发展的关键驱动力。</p>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<h5 class="highlight">投资价值分析</h5>
|
||
<p>电子皮肤作为人形机器人的核心感知部件，具有明确的产业化前景和增长空间。从产业链价值分布看，中游传感器制造和上游核心材料是价值最高的环节。</p>
|
||
<p class="mb-0">投资者可重点关注：1）已实现小批量供货的领先企业；2）拥有核心材料技术的上游企业；3）具备底层芯片技术的企业；4）与头部机器人厂商有稳定合作的企业。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="footer">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h5>电子皮肤行业分析</h5>
|
||
<p class="mb-0">探索人形机器人感知系统的前沿技术，解析产业链布局与投资机会</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：上市公司公告、年报、互动平台、调研记录</p>
|
||
<p class="mb-0">更新时间：2023年</p>
|
||
</div>
|
||
</div>
|
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</div>
|
||
</footer>
|
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|
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<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
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// 添加表格排序功能
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const table = document.querySelector('table');
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const headers = table.querySelectorAll('thead th');
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if (index > 0) { // 跳过第一列"公司名称"
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header.style.cursor = 'pointer';
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header.addEventListener('click', () => {
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sortTable(table, index);
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}
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});
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function sortTable(table, columnIndex) {
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const tbody = table.querySelector('tbody');
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const rows = Array.from(tbody.querySelectorAll('tr'));
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