Physix Frontier · News Briefing Card (TMTPost · Nov 6, 2026)

Fulai New Materials flexible sensor revenue 4.67M yuan, 0.18% of total

KEY FACTS

Fulai New Materials' flexible sensor project posted cumulative revenue of 4.6675 million yuan in the first three quarters, accounting for 0.18% of the company's total revenue.
The company has set a performance target of no less than 30 million yuan in flexible sensor sales for 2026.
In the third quarter of 2026, the company's net profit attributable to shareholders was 4.1162 million yuan, down 69.88% year over year.
The company's revenue for the first three quarters was 2.636 billion yuan, with net profit attributable to shareholders of 56.0895 million yuan, down 13.17% year over year.
Lingxin Qiaoshou is purchasing 100,000 tactile sensor units from Fulai New Materials, and the two parties have signed a strategic cooperation agreement.

KEY DATA

4.6675 million yuanCumulative flexible sensor revenue

0.18%Flexible sensor revenue share

30 million yuan2026 flexible sensor sales target

214.93xP/E ratio

PHYSIX OBSERVATION

Tactile sensor revenue accounts for less than 0.2% of the total, yet the stock price has doubled on the physical AI narrative; the gap between valuation and performance is already obvious. For the industry, this is a real-world pace sample of embodied intelligence moving from concept to mass-production deployment; for investors, the pace of order fulfillment is worth watching more closely than the story.

Source: TMTPost report