598 lines
37 KiB
HTML
598 lines
37 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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 - 深度行业研究报告</title>
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<!-- Tailwind & DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: #007cf0;
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--glow-color-2: #6a0dad;
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--glow-color-3: #00d4ff;
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}
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #02040a;
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color: #e6edf3;
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overflow-x: hidden;
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}
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.font-orbitron {
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font-family: 'Orbitron', sans-serif;
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}
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.glow-bg {
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position: fixed;
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top: 50%;
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left: 50%;
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width: 800px;
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height: 800px;
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transform: translate(-50%, -50%);
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background: radial-gradient(circle, var(--glow-color-1) 0%, var(--glow-color-2) 50%, transparent 70%);
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filter: blur(150px);
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opacity: 0.2;
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animation: rotateGlow 20s infinite linear;
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z-index: -1;
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}
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position: fixed;
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top: 10%;
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left: 80%;
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height: 600px;
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transform: translate(-50%, -50%);
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background: radial-gradient(circle, var(--glow-color-3) 0%, transparent 70%);
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filter: blur(120px);
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opacity: 0.15;
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animation: moveGlow 25s infinite alternate;
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z-index: -1;
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}
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@keyframes rotateGlow {
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from { transform: translate(-50%, -50%) rotate(0deg); }
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to { transform: translate(-50%, -50%) rotate(360deg); }
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}
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@keyframes moveGlow {
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0% { transform: translate(-50%, -50%) scale(1); }
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100% { transform: translate(-60%, -40%) scale(1.2); }
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}
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background: rgba(22, 27, 34, 0.5);
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backdrop-filter: blur(16px);
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-webkit-backdrop-filter: blur(16px);
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border: 1px solid rgba(139, 148, 158, 0.2);
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transition: all 0.3s ease;
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.glass-card:hover {
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background: rgba(33, 38, 45, 0.6);
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border-color: rgba(139, 148, 158, 0.4);
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transform: translateY(-4px);
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box-shadow: 0 0 20px rgba(0, 124, 240, 0.2);
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}
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.section-title {
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position: relative;
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padding-bottom: 0.5rem;
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margin-bottom: 2rem;
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border-bottom: 1px solid rgba(139, 148, 158, 0.2);
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content: '';
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left: 0;
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height: 2px;
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background: linear-gradient(90deg, var(--glow-color-1), var(--glow-color-3));
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animation: slide-in 1s ease-out;
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}
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@keyframes slide-in {
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from { width: 0; }
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to { width: 80px; }
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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}
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.table thead th {
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background-color: rgba(33, 38, 45, 0.7);
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color: #c9d1d9;
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.table tbody tr {
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border-bottom-color: rgba(139, 148, 158, 0.2);
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.table tbody tr:hover {
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background-color: rgba(33, 38, 45, 0.5);
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}
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.tab {
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transition: all 0.3s ease;
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}
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.tab-active {
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color: var(--glow-color-3);
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border-bottom-color: var(--glow-color-3) !important;
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}
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.collapse-title {
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background-color: rgba(33, 38, 45, 0.3);
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="glow-bg"></div>
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<div class="glow-bg-2"></div>
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<div class="relative z-10 container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center my-12 md:my-20">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold tracking-widest text-transparent bg-clip-text bg-gradient-to-r from-gray-200 via-gray-400 to-gray-200">
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电子皮肤 (E-Skin)
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</h1>
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<p class="mt-4 text-lg md:text-xl text-gray-400 tracking-wider">具身智能的感知边界 | 深度行业研究报告</p>
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<div class="mt-8 text-xs text-gray-500 max-w-2xl mx-auto p-3 rounded-lg border border-gray-700 bg-gray-900/30">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p class="mt-1">本报告基于公开数据由AI合成，观点仅供参考，不构成任何投资建议，投资需谨慎。</p>
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</div>
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</header>
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<main class="space-y-16">
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<!-- 核心观点摘要 -->
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<section id="core-view">
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<h2 class="font-orbitron text-2xl md:text-3xl font-bold section-title">核心观点摘要</h2>
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<div class="glass-card rounded-2xl p-6 md:p-8 shadow-lg">
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<p class="text-base md:text-lg text-gray-300 leading-relaxed">
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电子皮肤正处在由 <strong class="text-cyan-400">人形机器人产业化预期驱动</strong> 的 <strong class="text-cyan-400">“0到1”商业化导入期</strong>。其核心驱动力是下游巨头（如特斯拉）对高级触觉感知能力的刚性需求，这使得电子皮肤从一个前沿科研概念迅速转变为高潜力的商业赛道。尽管市场远期空间（<strong class="text-fuchsia-400">超千亿元</strong>）巨大，但当前行业仍面临技术路线尚未完全统一、成本与可靠性待优化、以及下游需求释放节奏不确定的挑战，整体处于 <strong class="text-amber-400">主题投资向基本面验证过渡</strong> 的关键阶段。
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</p>
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</div>
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</section>
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<!-- 核心逻辑与市场认知 -->
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<section id="core-logic">
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<h2 class="font-orbitron text-2xl md:text-3xl font-bold section-title">核心逻辑与市场认知</h2>
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<div class="bento-grid grid-cols-1 lg:grid-cols-3">
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<!-- 核心驱动力 -->
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<div class="lg:col-span-2 glass-card rounded-2xl p-6 shadow-lg">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">核心驱动力</h3>
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<div class="space-y-4 text-gray-300">
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<div>
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<h4 class="font-semibold text-white">1. 下游应用拉动</h4>
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<p class="text-sm">人形机器人走出实验室，进入工厂和家庭的刚需，是实现精准、安全交互的基石，也是少数有望 <strong class="text-amber-400">价值量膨胀</strong> 的环节。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">2. 技术可行性提升</h4>
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<p class="text-sm">压阻式技术凭借成本与工艺优势成为主流，同时 <strong class="text-amber-400">“压阻+电容”</strong> 的多模态融合方案正成为行业共识，解决单一技术性能短板。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">3. 成本下降拐点</h4>
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<p class="text-sm">新闻明确指出，造价下降推动客户应用从手指扩展至全身，带来 <strong class="text-amber-400">10倍</strong> 出货量增长预期。路演预测未来五年成本有望下降 <strong class="text-amber-400">80%</strong>，是规模化铺开的关键前提。</p>
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</div>
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</div>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="glass-card rounded-2xl p-6 shadow-lg flex flex-col justify-center">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">市场热度与情绪</h3>
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<p class="text-gray-300 text-sm">当前市场关注度极高，情绪整体 <strong class="text-green-400">高度乐观</strong>。媒体报道密集，研报普遍看好千亿级远期空间。任何与头部客户（特别是特斯拉）或技术合作相关的公告，都能迅速触发相关公司股价的剧烈上涨，表明市场情绪极易被催化剂点燃。</p>
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</div>
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<!-- 预期差分析 -->
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<div class="lg:col-span-3 glass-card rounded-2xl p-6 shadow-lg">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">预期差分析：机遇与风险并存</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
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<div class="border-l-2 border-fuchsia-500 pl-4">
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<h4 class="font-semibold text-white">宏大叙事 vs. 订单现状</h4>
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<p class="text-gray-400">市场描绘巨大爆发前景，但多数公司仍处“小批量供货”或“送样”阶段，市场可能低估了产业化验证所需的时间。</p>
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</div>
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<div class="border-l-2 border-amber-500 pl-4">
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<h4 class="font-semibold text-white">技术百花齐放 vs. 赢家通吃风险</h4>
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<p class="text-gray-400">多种技术路线并存，但尚未完全收敛，布局非主流路线的公司未来可能面临被淘汰的风险。</p>
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</div>
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<div class="border-l-2 border-red-500 pl-4">
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<h4 class="font-semibold text-white">国产替代乐观 vs. 海外壁垒现实</h4>
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<p class="text-gray-400">特斯拉等海外巨头的“美国优先”政策可能延缓国内厂商合作进度，地缘政治是潜在的“黑天鹅”。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 催化剂与发展路径 -->
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<section id="catalysts-roadmap">
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<h2 class="font-orbitron text-2xl md:text-3xl font-bold section-title">催化剂与发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-card rounded-2xl p-6">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">近期催化剂 (未来3-6个月)</h3>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-white">特斯拉供应商名单确认：</strong>任何官方确认都将是引爆板块的最强催化剂。</li>
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<li><strong class="text-white">Figure等头部厂商Q3出货：</strong>对汉威科技等供应商技术和量产能力的直接验证。</li>
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<li><strong class="text-white">国内厂商订单突破：</strong>从“小批量”到“大规模量产”订单的公告将是关键验证信号。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">长期发展路径</h3>
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<ul class="steps steps-vertical text-sm">
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<li class="step step-primary" data-content="●"><strong class="text-white">阶段一 (当前-2026):</strong> 技术验证与小规模商用，以压阻式和多模态融合为主。</li>
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<li class="step step-primary" data-content="●"><strong class="text-white">阶段二 (2026-2028):</strong> 规模化应用与成本优化，随人形机器人进入万台/年级别量产而爆发。</li>
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<li class="step" data-content="●"><strong class="text-white">阶段三 (2028以后):</strong> 多场景渗透与平台化发展，渗透至医疗、汽车、消费电子等万亿级市场。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- 产业链深度剖析 -->
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<section id="industry-chain" x-data="{ tab: 'chain' }">
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<h2 class="font-orbitron text-2xl md:text-3xl font-bold section-title">产业链深度剖析</h2>
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="tab" :class="{'tab-active': tab === 'chain'}" @click.prevent="tab = 'chain'">产业链图谱</a>
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<a class="tab" :class="{'tab-active': tab === 'market'}" @click.prevent="tab = 'market'">市场规模预测</a>
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<a class="tab" :class="{'tab-active': tab === 'players'}" @click.prevent="tab = 'players'">核心玩家对比</a>
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</div>
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<div x-show="tab === 'chain'" class="glass-card rounded-2xl p-6">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center">
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<div>
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<h4 class="font-bold text-lg text-fuchsia-400">上游：材料与元器件</h4>
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<div class="text-sm text-gray-300 mt-2 space-y-1">
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<p><strong>基底材料:</strong> 福莱新材(PI), 兴业科技(皮革)</p>
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<p><strong>敏感/导电材料:</strong> 岱勒新材(UV导电材料), 鹿山新材(导电胶)</p>
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<p><strong>核心芯片:</strong> 芯海科技(ADC芯片)</p>
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</div>
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</div>
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<div class="flex items-center justify-center text-cyan-400 text-4xl hidden md:flex">→</div>
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<div>
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<h4 class="font-bold text-lg text-amber-400">中游：模组/传感器制造商</h4>
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<div class="text-sm text-gray-300 mt-2 space-y-1">
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<p><strong>第一梯队:</strong> 汉威科技 (技术/客户领先)</p>
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<p><strong>第二梯队:</strong> 晶华新材 (绑定特斯拉), 福莱新材 (产品迭代快)</p>
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<p><strong>其他参与者:</strong> 日盈电子, 申昊科技等</p>
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</div>
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</div>
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<div class="flex items-center justify-center text-cyan-400 text-4xl hidden md:flex">→</div>
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<div>
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<h4 class="font-bold text-lg text-green-400">下游：应用领域</h4>
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<div class="text-sm text-gray-300 mt-2 space-y-1">
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<p><strong>核心应用:</strong> 人形机器人 (特斯拉, Figure, 宇树)</p>
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<p><strong>潜在应用:</strong> 工业机器人, 汽车, 医疗健康, 消费电子</p>
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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 x-show="tab === 'market'" class="glass-card rounded-2xl p-6">
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<h3 class="text-center font-semibold text-lg mb-4">全球电子皮肤市场规模预测 (来源: 研报数据)</h3>
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<div id="market-size-chart" style="width: 100%; height: 400px;"></div>
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</div>
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<div x-show="tab === 'players'" class="space-y-4">
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<div class="collapse collapse-plus glass-card rounded-xl">
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<input type="radio" name="player-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-white">汉威科技 (300007) - 当之无愧的龙头</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside text-gray-300 space-y-2 text-sm">
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<li><strong>优势：</strong>先发优势（2013年布局），技术积累深厚；客户矩阵豪华，覆盖海内外30余家主流厂商，深度绑定Figure、宇树，与特斯拉对接进展最快；国内唯一具备批量化生产经验。</li>
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<li><strong>风险：</strong>估值可能已部分反映乐观预期；是所有竞争对手对标的目标。</li>
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<li><strong>逻辑纯粹度：</strong><span class="font-bold text-green-400">非常高</span>，柔性传感器是其子公司核心业务。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card rounded-xl">
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<input type="radio" name="player-accordion" />
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<div class="collapse-title text-xl font-medium text-white">晶华新材 (603683) - 高弹性的“特斯拉概念”核心标的</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside text-gray-300 space-y-2 text-sm">
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<li><strong>优势：</strong>顶级资源，与前特斯拉Optimus灵巧手负责人创立的公司战略合作，是切入特斯拉供应链的“快车道”；创始团队为业内资深专家。</li>
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<li><strong>风险：</strong>业务尚新，对特斯拉依赖度过高，存在单一客户风险；主业为胶粘材料，新业务整合与规模化能力待验证。</li>
|
||
<li><strong>逻辑纯粹度：</strong><span class="font-bold text-yellow-400">中等偏高</span>，公司视为新的成长空间。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-xl">
|
||
<input type="radio" name="player-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-white">福莱新材 (605488) - 产品驱动的快速迭代者</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-300 space-y-2 text-sm">
|
||
<li><strong>优势：</strong>技术迭代快，已推出可感知三维力的第二代产品；拥有行业领先的曲面传感技术；依托母公司优势，有成本控制潜力。</li>
|
||
<li><strong>风险：</strong>国际顶级客户开拓稍慢；良率和规模化生产能力仍在爬坡。</li>
|
||
<li><strong>逻辑纯粹度：</strong><span class="font-bold text-green-400">较高</span>，是公司重点发力的新业务方向。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
<!-- 支撑数据源 -->
|
||
<section id="supporting-data" x-data="{ activeTab: 'news' }">
|
||
<h2 class="font-orbitron text-2xl md:text-3xl font-bold section-title">支撑数据源摘要</h2>
|
||
<div role="tablist" class="tabs tabs-lifted">
|
||
<a role="tab" class="tab" :class="{'tab-active': activeTab === 'news'}" @click="activeTab = 'news'">新闻洞察</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': activeTab === 'roadshow'}" @click="activeTab = 'roadshow'">路演纪要</a>
|
||
<a role="tab" class="tab" :class="{'tab-active': activeTab === 'report'}" @click="activeTab = 'report'">研报精粹</a>
|
||
</div>
|
||
<div class="glass-card rounded-b-2xl rounded-tr-2xl p-6 min-h-[300px]">
|
||
<div x-show="activeTab === 'news'">
|
||
<div class="space-y-3">
|
||
<p><strong>市场动态：</strong>需求爆发式增长，企业24小时轮班生产，出货量有望上涨10倍。远期市场规模超千亿元，但国产化率有待提升。</p>
|
||
<p><strong>技术趋势：</strong><strong class="text-cyan-400">压阻和电容式混合方案</strong>成为主流（特斯拉、智元采用）。应用范围从手指扩大到手掌、上肢等。算法与大模型深度协同是关键。</p>
|
||
<p><strong>公司进展：</strong><strong>汉威科技</strong>对接特斯拉进展最快，已成宇树、小鹏供应商，深度配合Figure。<strong>晶华新材</strong>与前特斯拉负责人公司合作。<strong>福莱新材</strong>发布第二代产品，价值量翻倍。</p>
|
||
</div>
|
||
</div>
|
||
<div x-show="activeTab === 'roadshow'">
|
||
<div class="space-y-3">
|
||
<p><strong>核心定义：</strong>电子皮肤是集成材料、算法与机械电子技术的<strong class="text-cyan-400">整体解决方案</strong>，核心是柔性传感阵列。</p>
|
||
<p><strong>技术对比：</strong><strong class="text-cyan-400">压阻式</strong>是大规模应用主流（成本低，稳定性好）；电容式精度高但易受干扰；压电式无法静态测力。各有优劣。</p>
|
||
<p><strong>性能要求：</strong>寿命需承受<strong class="text-amber-400">300万次按压</strong>，1平方厘米集成400-500个位点。</p>
|
||
<p><strong>市场空间：</strong>单台机器人手部价值量5000-10000元，若特斯拉年产100万台对应<strong class="text-amber-400">50亿</strong>市场。长期渗透至各领域可达万亿级。</p>
|
||
</div>
|
||
</div>
|
||
<div x-show="activeTab === 'report'">
|
||
<div class="space-y-3">
|
||
<p><strong>定义与结构：</strong>本质是仿生柔性触觉传感器系统，由柔性基材、活性功能层、电极层等构成。工作原理为“感知-转换-处理”。</p>
|
||
<p><strong>市场规模：</strong>全球电子皮肤市场预计2030年达<strong class="text-amber-400">349亿美元</strong>（CAGR 21.1%）。中国柔性传感器国产化率约32.5%。</p>
|
||
<p><strong>行业格局：</strong>全球市场欧美日主导，呈现<strong class="text-cyan-400">“海外主导，国产加速替代”</strong>特点。国内仅少数头部企业掌握核心技术。</p>
|
||
<p><strong>技术难点：</strong>材料选择、耐久性、封装技术、算法解构是核心壁垒。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 潜在风险 -->
|
||
<section id="risks">
|
||
<h2 class="font-orbitron text-2xl md:text-3xl font-bold section-title">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card rounded-xl p-6 border-l-4 border-red-500">
|
||
<h3 class="font-bold text-lg mb-2 text-red-400">技术风险</h3>
|
||
<ul class="text-sm list-disc list-inside text-gray-300 space-y-1">
|
||
<li>技术路线尚未完全统一，存在颠覆风险。</li>
|
||
<li>耐久性与可靠性是量产瓶颈（需百万次寿命）。</li>
|
||
<li>硬件价值释放高度依赖下游厂商的算法能力。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-xl p-6 border-l-4 border-amber-500">
|
||
<h3 class="font-bold text-lg mb-2 text-amber-400">商业化风险</h3>
|
||
<ul class="text-sm list-disc list-inside text-gray-300 space-y-1">
|
||
<li>当前成本高昂，制约渗透率。</li>
|
||
<li>下游人形机器人量产进度不及预期。</li>
|
||
<li>大规模量产的良率控制是共同难题。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-xl p-6 border-l-4 border-yellow-500">
|
||
<h3 class="font-bold text-lg mb-2 text-yellow-400">政策与竞争风险</h3>
|
||
<ul class="text-sm list-disc list-inside text-gray-300 space-y-1">
|
||
<li>地缘政治风险（如“美国优先”政策）。</li>
|
||
<li>新进入者众多，未来可能引发价格战。</li>
|
||
<li>对特斯拉等核心客户供应关系解读存在风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据 -->
|
||
<section id="stocks">
|
||
<h2 class="font-orbitron text-2xl md:text-3xl font-bold section-title">核心概念股梳理</h2>
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-1">
|
||
<table class="table table-zebra w-full text-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>分类标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 中游核心厂商 -->
|
||
<tr>
|
||
<td class="font-bold text-white">汉威科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300007" target="_blank" class="text-cyan-400 hover:underline">300007</a></td>
|
||
<td>行业龙头，技术路线最全，客户覆盖广（含特斯拉、Figure），已向多家人形机器人厂商小批量供货。</td>
|
||
<td class="font-semibold text-amber-400">核心模组</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">晶华新材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603683" target="_blank" class="text-cyan-400 hover:underline">603683</a></td>
|
||
<td>与前特斯拉核心人员公司合作，直接向特斯拉送样，高弹性T链标的。</td>
|
||
<td class="font-semibold text-amber-400">核心模组</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">福莱新材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=605488" target="_blank" class="text-cyan-400 hover:underline">605488</a></td>
|
||
<td>凭借材料和涂层技术优势开发高性能柔性传感器，产品迭代快，已获小批量订单。</td>
|
||
<td class="font-semibold text-amber-400">核心模组</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">日盈电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603286" target="_blank" class="text-cyan-400 hover:underline">603286</a></td>
|
||
<td>压阻式电子皮肤产品已研发成功，处于送样验证阶段。</td>
|
||
<td class="font-semibold text-amber-400">核心模组</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">东方电热</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300217" target="_blank" class="text-cyan-400 hover:underline">300217</a></td>
|
||
<td>与上海织识合作研发柔性织物压力传感，已对接小米并送样机器人头部企业。</td>
|
||
<td class="font-semibold text-amber-400">核心模组</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">申昊科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300853" target="_blank" class="text-cyan-400 hover:underline">300853</a></td>
|
||
<td>柔性触觉传感器已小批量应用于公司操作类机器人，尚处小批量试用阶段。</td>
|
||
<td class="font-semibold text-amber-400">核心模组</td>
|
||
</tr>
|
||
<!-- 上游材料 -->
|
||
<tr>
|
||
<td class="font-bold text-white">兴业科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002674" target="_blank" class="text-cyan-400 hover:underline">002674</a></td>
|
||
<td>与汉威科技子公司能斯达合作，研发基于天然皮革的柔性电子皮肤。</td>
|
||
<td class="font-semibold text-fuchsia-400">电子皮肤材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">鹿山新材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603051" target="_blank" class="text-cyan-400 hover:underline">603051</a></td>
|
||
<td>推出电子皮肤用导电胶并获头部客户验证，预计年底推出第一代产品。</td>
|
||
<td class="font-semibold text-fuchsia-400">电子皮肤材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">岱勒新材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300700" target="_blank" class="text-cyan-400 hover:underline">300700</a></td>
|
||
<td>子公司的UV固化型导电材料可以应用在机器人电子皮肤上，正在客户推广。</td>
|
||
<td class="font-semibold text-fuchsia-400">电子皮肤材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">道氏技术</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300409" target="_blank" class="text-cyan-400 hover:underline">300409</a></td>
|
||
<td>与能斯达等合作，围绕电子皮肤等关键零部件所需材料的研发与市场拓展。</td>
|
||
<td class="font-semibold text-fuchsia-400">电子皮肤材料</td>
|
||
</tr>
|
||
<!-- 其他布局 -->
|
||
<tr>
|
||
<td class="font-bold text-white">芯海科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688595" target="_blank" class="text-cyan-400 hover:underline">688595</a></td>
|
||
<td>高精度ADC是电子皮肤底层技术之一，公司已与相关客户展开探索与合作。</td>
|
||
<td class="font-semibold text-green-400">核心元器件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">唯科科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301196" target="_blank" class="text-cyan-400 hover:underline">301196</a></td>
|
||
<td>结合塑胶人皮和IME模内电子技术，将仿生机器人电子皮肤作为重点研发项目。</td>
|
||
<td class="font-semibold text-green-400">技术布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">博杰股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002975" target="_blank" class="text-cyan-400 hover:underline">002975</a></td>
|
||
<td>T客户业务亮点包括人形机器人相关的测试设备和电子皮肤测试。</td>
|
||
<td class="font-semibold text-green-400">检测设备</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
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|
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|
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|
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