Huajin Securities: The market for six-axis force sensors is rapidly expanding, with opportunities and challenges coexisting for domestic alternatives.

Huajin Securities released a research report stating that the industrialization progress of humanoid robots is in line with expectations, and the demand for parts is increasing due to the complex interactive scenarios. It is recommended to focus on the force sensor race track, which has a large demand space and wide domestic substitution space. It is suggested to pay attention to the industrialization process, especially the cost reduction curve and force sensor companies that have already broken through or even completed sample testing: such as Lingyun, Ampolon, Hangzhou KeLin, KeLi Sensing, Donghua Testing, Zhongding, Huapei Power, Suochen Technology, Hanwei Technology, etc.