Sensor Industry Monthly Report
August 2025, Issue 5
Policy/Market Dynamics
Guangdong has introduced new investment policies, with a focus on supporting intelligent sensors and other emerging sectors.
Recently, Guangdong issued the “Implementation Plan for Accelerating Effective Industrial Investment in Guangdong Province (2025-2027)”, which clearly states that intelligent sensors, optical chips, and 6G mobile communication devices are prioritized for development. The plan requires the establishment of a work mechanism to cultivate and develop new sectors, supporting leading enterprises and specialized “little giants” in the sensor innovation field, and accelerating the development of industries such as artificial intelligence, robotics, and low-altitude economy. (People’s Finance)
Six-Dimensional Force Sensors Become Key Components for Robots, with Multiple Listed Companies Competing for Layout
As the “nerve endings” of humanoid robots, six-dimensional force sensors are becoming core components that many listed companies are competing to develop. Currently, over ten A-share companies, including Jinding Investment, Minxin Co., Donghua Testing, and Haozhi Electromechanical, have launched a “arms race” to promote product research and application. Industry insiders reveal that the current price of six-dimensional force sensors is about 20,000 yuan, but with the advancement of mass production, companies like Ice Zero Technology expect the price to drop to around 2,000 yuan. (Securities Times)
“China’s First Laser Radar Stock” Hesai Technology Officially Launches Dual Listing Plan
On August 26, the International Cooperation Department of the China Securities Regulatory Commission issued a notice for Hesai Technology’s overseas issuance and listing, approving the company’s application to issue no more than 51,236,200 overseas listed ordinary shares and to list on the Hong Kong Stock Exchange. As a benchmark enterprise in the laser radar field, Hesai Technology completed its initial public offering on NASDAQ in 2023. If this Hong Kong listing proceeds smoothly, the company will officially join the ranks of dual-listed companies in the “U.S. + Hong Kong” market. (Securities Times · e Company)
Haoen Automotive and NVIDIA Collaborate to Develop Robot Brain Control Systems,Developing Robot Brain Control SystemsHaoen Automotive recently announced that it has reached a strategic cooperation with NVIDIA on chips, fully entering the development of robot brain control systems, covering the entire series of NVIDIA Jetson control domains. At the same time, the company signed a technical agreement with Shanghai Zhiyuan to jointly develop the Genie02 ultrasonic sensor project, customizing the ultrasonic system for robot chassis. (Haoen Automotive)
Kaelon High-Tech Promotes Standardization of Dexterous Hand Testing, Entering the Embodied Intelligence Sector
At the recent embodied intelligence industry exchange held in Wuxi, Kaelon High-Tech’s subsidiary, Oruisen, proposed a new solution for dexterous hand testing to promote industry standardization. The company is collaborating with research institutions to establish an innovative center for robot testing, addressing pain points such as “incomplete, inaccurate, and slow testing” of dexterous hands, and promoting the application of testing equipment in environmental protection, automotive assembly, and other scenarios. (Huazhong University of Science and Technology Wuxi Research Institute)
Industry Data Insights
In August 2025, there were a total of 29 financing events in the sensor field, with 16 in the Yangtze River Delta region. At the same time, early-stage projects accounted for 75.86%, with 5 mature projects in Series B and above; sensor chips have attracted capital attention.
Regional Distribution
1.TOP 5: Guangdong (7), Zhejiang (5), Jiangsu (5), Shanghai (5), Beijing (4)..
2.Yangtze River Delta:Jiangsu (5), Zhejiang (5), Anhui (1), Shanghai (5), totaling 55.17%..
Data Source: IT Juzi
Figure 1: Proportion of Financing Events in Each Province in August
Stage Distribution
1.Early-stage financing accounts for 75.86% of the total A+ round financing..
2.Strategic investments in 2 projects; 5 mature projects in Series B and above account for 17.24%..
Data Source: IT Juzi
Figure 2: National August Sensor Industry Financing Round Statistics
Field Distribution
1.Top 3:The most financed is sensor chips, with a total of 7 projects, accounting for 24.14%, including MEMS hydrogen sensor chips, optical sensing chips, Bluetooth chips, etc.; followed by optical quantity sensors, with 6 projects, accounting for 20.69%, including 3D sensors, laser radars, etc.; then mechanical quantity sensors, also with 6 projects, including multiple six-dimensional force sensor projects; other categories have 2 projects or fewer.
2.In the high-end sensor field,Pasini completed hundreds of millions in A+ round financing, mainly focusing on ITPU multi-dimensional tactile sensing technology; in the robotics field, Fourier completed E+ round financing, and Daimeng Robotics completed angel round financing. In the new sensor field, Zhen Dian Smart Sensing, focusing on new sensor technology and energy harvesting platform development, completed nearly ten million in angel round financing.
Data Source: IT Juzi
Figure 3: National August Sensor Industry Financing Track Statistics
Technological Breakthroughs
Patent Statistics
1. Time Distribution:
Month-on-Month:According to Wisdom Bud data, in August 2025, a total of 20,476 invention patents were authorized in the national sensor industry, compared to 18,036 in July 2025, a month-on-month increase of 13.53%.
Year-on-Year:Compared to 17,572 authorized invention patents in August 2024, there was a year-on-year increase of 16.53%.
Table 1: Comparison of Authorized Invention Patent Data in August
|
TimeComparison |
Current DataData |
Comparison DataData |
Growth Rate |
|
Month-on-Month(2025.7) |
20,476 |
18,036 |
13.53% |
|
Year-on-Year(2024.8) |
20,476 |
17,572 |
16.53% |
Data Source: Wisdom Bud
2. Regional Distribution:
TOP 3:The top three are Guangdong (3,569), Jiangsu (2,682), and Beijing (2,400), accounting for 17.43%, 13.1%, and 11.72%, respectively.
Data Source: Wisdom Bud
Figure 4: Regional Statistics of Patent Numbers in the National Sensor Industry in August
3. Applicants:
TOP 3:Tencent (231), Huawei (168), Zhejiang University (166).
Categories:Among the top 10 applicants for patents, 2 are universities (Zhejiang University, Jilin University), and the other 8 are enterprises.
Data Source: Wisdom Bud
Figure 5: Statistics of the Top 10 Applicants in the National Sensor Industry in August
Cutting-Edge Technologies
Academician You Zheng’s Team from Tsinghua University Proposes New Laser Radar Technology
Recently, Academician You Zheng’s research group from the Department of Precision Instruments at Tsinghua University proposed a dual-mode laser radar system based on hybrid cascaded translational metasurfaces. This system utilizes geometric phase and propagation phase metasurfaces for cascaded control, flexibly switching between high-precision beam scanning mode and efficient flash illumination mode by modulating the polarization state of light, adapting to the three-dimensional perception needs in different scenarios. Combined with adaptive three-dimensional detection solutions, it can dynamically adjust detection modes and resolutions, successfully bridging the technical limitations of traditional single-scan and flash laser radars, providing new pathways for efficient, compact, and more environmentally adaptive three-dimensional perception. (Sensor Expert Network)
Nature Communications: Breaking Through High-Pressure Limits, Two-Dimensional Quantum Sensors Achieve Nano-Level Stress and Magnetic Imaging
Recently, a joint team from the University of Washington, Harvard University, and Indiana University published a significant breakthrough in high-pressure quantum sensing in Nature Communications. They successfully constructed an integrated two-dimensional quantum sensor using boron vacancy defects in hexagonal boron nitride, achieving in-situ nano-level imaging of stress distribution and magnetic phase transitions for the first time at a pressure of 3.5 GPa. (Superconducting Exploration)
China’s Independently Developed Brain-Machine Interface Successfully Completes Clinical Trials for Precise Localization of Deep Brain Tumor Boundaries
Recently, the National Key Laboratory of Sensor Technology at the Chinese Academy of Sciences and the Neurosurgery Department of the First Affiliated Hospital of Harbin Medical University successfully completed clinical trials for “precise localization of deep brain tumor boundaries based on implanted microelectrode arrays.” This is the world’s first clinical trial of a brain-machine interface applied to precise localization of deep brain tumors during surgery, marking a significant breakthrough in China’s independently developed implanted clinical brain-machine interface technology. (CCTV News)
University of Chicago’s Latest Research, New Breakthroughs in Quantum Biosensors
The team of David D. Awschalom & Peter C. Maurer at the University of Chicago published a breakthrough in quantum sensing in Nature, where researchers successfully achieved optically addressable spin qubits using fluorescent proteins, maintaining stable performance in live cell environments for the first time. This achievement provides a new type of nano-level sensor for life sciences, significantly promoting the development of in vivo imaging and early disease diagnosis technologies. (Soft Valley)
New Biological Sensor Developed: Cortisol Levels Can Be Detected Using a Smartphone
On August 27, it was reported that Andy Yeh, an assistant professor of biomolecular engineering at the University of California, Santa Cruz, developed a luminescent artificial sensor that can bind to cortisol molecules in blood or urine. This sensor can be used with smartphone cameras, allowing cortisol detection to be completed at home or in clinics. This solution combines high sensitivity and cost-effectiveness, eliminating the need for expensive laboratory equipment, making precise hormone monitoring more accessible. (Sensor Expert Network)
September Exhibition Activity Tracking
Table 2: September Sensor Exhibitions
|
Date |
Location |
Exhibition Name |
|
September 16-19 |
Beijing |
2025 National Youth Sensor Conference |
|
September 19 |
Hefei |
“Sensing the Future” 2025 Hefei Intelligent Sensor Industry Development Conference |
|
September 23 |
Shanghai |
The Fifth China Intelligent Sensor Conference |
|
September 24-26 |
Shanghai |
China (Shanghai) International Sensor Technology and Application Exhibition SENSOR CHINA 2025 |
Data Source: Public Information
Attachment:
Table 3: Statistics of National Sensor Financing Enterprises in August
Data Source: IT Juzi
END
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供稿 | 龚晨霞
编辑 | 程惠惠
审核 | 张建峰
