2026年8月11日，福莱新材与深圳市戴乐体感科技有限公司签署战略合作意向书。公开报道称，戴乐体感将向福莱新材批量采购触觉传感器，双方围绕体感交互和消费级智能硬件开展研发验证、产品适配与批量应用。
从机器人场景延伸到消费交互
戴乐体感专注智能乐器与轻量化体感交互，核心产品包括空气拨片、空气鼓槌，以及 AeroBand 系列智能吉他和体感架子鼓。这类产品强调便携、灵敏和自然反馈，对传感器体积、响应和可制造性要求较高。
福莱新材柔性触觉传感此前更多出现在机器人电子皮肤和工业检测中。此次合作把同样的材料、器件和算法能力放到消费智能硬件上，验证电子皮肤在 C 端场景是否可复制。双方将按戴乐体感的产品规划，在传感器选型、结构、样品、接口、算法和可制造性上对接。
批量供货仍需经过产品验证
合作意向明确了中长期规模化方向，但消费硬件导入通常要经过样品、小批、可靠性和量产爬坡。公开信息未披露具体采购套数和导入机型，后续应以合同和产品上市情况为准。
对福莱新材而言，消费体感提供了有别于人形机器人的第二应用出口；对戴乐体感而言，稳定的柔性传感供货有助于把轻量化交互做进更多终端。双方还需共同完成场景定义、数据格式和用户体验验证。
本文根据证券日报网、上海证券报公开报道整理。合作范围、采购规模和产品落地进度以正式披露为准。
On 11 August 2026 Fulai signed a strategic letter of intent with Shenzhen Aireal Somatosensory Technology Co., Ltd. Public reports say Aireal will purchase tactile sensors from Fulai in volume, and that the companies will work on research validation, product adaptation and volume application for motion-sensing interaction and consumer smart hardware.
From robotic use to consumer interaction
Aireal focuses on smart instruments and lightweight motion-sensing interaction. Core products include air picks, air drumsticks, and the AeroBand smart-guitar and motion-sensing-drum series. These products emphasize portability, sensitivity and natural feedback, and therefore require compact sensors, fast response and manufacturability.
Fulai flexible tactile sensing has more often appeared in robotic electronic skin and industrial inspection. This cooperation applies the same materials, devices and algorithms to consumer smart hardware and tests whether electronic skin can be reproduced in consumer scenarios. The companies will align sensor selection, structure, samples, interfaces, algorithms and manufacturability with Aireal’s product plans.
Volume supply still requires product validation
The letter of intent sets a medium- to long-term volume direction, but consumer-hardware introduction normally proceeds through samples, small batches, reliability testing and production ramp. Public information does not disclose purchase quantities or target models; later confirmation should follow contracts and product launches.
For Fulai, consumer motion sensing is a second application path besides humanoid robots. For Aireal, a stable flexible-sensing supply can help put lightweight interaction into more devices. The companies still need to complete scene definition, data formats and user-experience validation.
This article was compiled from Securities Daily and Shanghai Securities News public reporting. Cooperation scope, purchase scale and product progress should be confirmed against official disclosures.
