上海证券报报道，2026年8月11日至13日，福莱新材连续与戴乐体感、中科硅纪、武汉灏存科技达成战略合作，柔性触觉传感器订单批量落地。叠加前期合作，公开信息称公司在手触觉传感订单规模达到数十万套。
消费体感、灵巧手与数采手套同步推进
8月11日，福莱新材与智能乐器企业戴乐体感达成合作，对方批量采购柔性触觉传感器，用于空气拨片、AeroBand 智能吉他、体感鼓等轻量化交互产品，探索电子皮肤在消费智能硬件中的应用。
8月12日，公司与中国科学院自动化所孵化企业中科硅纪签署战略合作。公开披露显示，中科硅纪批量采购全套触觉传感系统，采购规模约20万套。加上年初与灵心巧手的10万套合作，两大机器人客户公开订单合计约30万套。
8月13日，福莱新材与数采手套厂商武汉灏存科技签约，联合研发搭载高精度触觉传感模块的新一代数采手套，把触觉传感与动作捕捉结合起来，补齐手部动作和接触力数据。
从送样验证转向规模化供货
报道认为，三日连签标志着柔性电子皮肤业务离开单纯的实验室验证，进入更接近规模化商用的阶段。三份合作并非一次性买断，而是把批量供货、联合研发和市场共建结合起来，覆盖消费体感、人形灵巧手和动作捕捉手套等场景。
公开信息同时指出，福莱新材电子皮肤采用压阻式技术路线，强调成本、量产工艺和批次一致性，以承接较大规模订单。第三代“芯感一体”方案把传感、本地处理和算法结合起来，具体性能仍需按客户结构和任务验证。
订单与业绩仍以实际履约为准
公开报道中的数十万套、20万套、10万套均属于合作披露规模。交付型号、验收条件、时间节奏和收入确认取决于合同执行，不构成对经营结果的保证。网站后续将按已确认的官方信息更新。
本文根据上海证券报公开报道整理。订单数量、合作范围和商业进展以公司及合作方披露为准。
Shanghai Securities News reported that between 11 and 13 August 2026 Fulai signed strategic agreements with Aireal, Zhongke Guiji and Wuhan Haocun Technology, with flexible tactile-sensor orders moving into volume supply. Combined with earlier cooperation, public information puts outstanding tactile-sensing orders in the hundreds of thousands of sets.
Consumer interaction, dexterous hands and data-collection gloves
On 11 August Fulai agreed with smart-instrument company Aireal that Aireal would purchase flexible tactile sensors in volume for lightweight interaction products such as air picks, AeroBand smart guitars and motion-sensing drums, exploring electronic-skin use in consumer hardware.
On 12 August the company signed with Zhongke Guiji, a company incubated by the Institute of Automation, Chinese Academy of Sciences. Public disclosure says Zhongke Guiji will purchase complete tactile-sensing systems, with a scale of about 200,000 sets. Together with the 100,000-set Linkerbot agreement earlier in the year, publicly disclosed orders from the two robotics customers total about 300,000 sets.
On 13 August Fulai signed with data-glove company Wuhan Haocun Technology to jointly develop a next-generation glove with high-precision tactile modules, combining tactile sensing with motion capture to record both hand motion and contact force.
From sample validation to volume supply
The report treats the three-day sequence as a shift from laboratory validation toward closer-to-scale commercial use. The agreements are described as combining volume supply, joint development and market cooperation across consumer interaction, humanoid dexterous hands and motion-capture gloves, rather than one-off purchases.
Public information also notes that Fulai electronic skin uses a piezoresistive route, emphasizing cost, manufacturing process and batch consistency for larger orders. The third-generation chip-sensor-integration approach combines sensing, local processing and algorithms; performance still needs validation against each customer structure and task.
Orders and results depend on actual fulfillment
The publicly reported hundreds of thousands of sets, 200,000 sets and 100,000 sets are disclosed cooperation scales. Models, acceptance terms, timing and revenue recognition depend on contract execution and are not a guarantee of financial results. The website will update when official confirmation is available.
This article was compiled from Shanghai Securities News public reporting. Order quantities, cooperation scope and commercial progress should be confirmed against company and partner disclosures.
