鹿山新材公告，预计2025年年度实现归属于母公司所有者的净利润为-7400万元到-3700万元，与上年同 期相比将出现亏损；预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-9800 万元到-6100万元。 ...

鹿山新材公告称，预计2025年年度实现营业收入14-16亿元，上年同期为20.67亿元；归属于母公司所有 者的净利润为-7400万元到-3700万元，上年同期为1693.56万元，将出现亏损；扣非净利润为-9800万元 到-6100万元，上年同期为-65.64万元。业绩预亏主因是对太阳能电池封装胶膜业务相关资产计提减值准 备4000-6000万元，且该产品销售价格下降、整体毛利率下滑。 ...

Investment Rating - The report indicates a positive investment outlook for the humanoid robotics sector, highlighting 2026 as a pivotal year for the commercialization of humanoid robots [4]. Core Insights - The robotics industry is experiencing accelerated growth, with significant advancements in embodied intelligence models and partnerships aimed at enhancing logistics and operational efficiency [2][3][4]. - Key players like Qianxun Intelligent and Zhujidi Dynamics are making strides in developing advanced robotic systems, with Qianxun's Spirit v1.5 model achieving top rankings in evaluations and Zhujidi's LimX COSA system integrating high-level cognition with full-body control [2][28]. - The report emphasizes the importance of capital investment in driving technological innovation and market expansion within the robotics sector, as evidenced by substantial funding rounds for companies like Zivariable Robotics and Skild AI [3][31][17]. Summary by Sections 1. Robotics - The robotics sector is witnessing a surge in activity, with a focus on commercializing embodied intelligence and enhancing operational capabilities across various industries [9][10]. - Significant partnerships, such as the collaboration between Xingdong Jiyuan and SF Technology, aim to advance logistics automation through intelligent robotic solutions [3][36]. 1.1 Industry Dynamics - Recent policy shifts are steering the industry towards commercialization, with initiatives like Zhejiang's new industrialization plan emphasizing the development of humanoid robots and their core components [10][11]. - The report notes a growing trend of companies establishing strategic collaborations to enhance their technological capabilities and market reach [37]. 1.2 Main Body - Qianxun Intelligent's Spirit v1.5 model has achieved a breakthrough in performance, becoming the first model to exceed a 50% success rate in evaluations, and is now open-sourced for community development [26]. - Zhujidi Dynamics has launched the LimX COSA system, which merges cognitive functions with physical control, enabling robots to perform complex tasks autonomously [28]. - Zivariable Robotics has secured 1 billion yuan in funding to enhance its general-purpose robotic models and expand its operational capabilities in high-value scenarios [31]. 1.3 Core Components - The report highlights ongoing investments in core components and technologies essential for the robotics industry, including advancements in sensors and control systems [36]. - Companies like Shafler and Jiangsu Huaxuan are forming strategic partnerships to innovate in humanoid robot components, indicating a robust ecosystem for technological development [37].

Core Viewpoint - The company has launched a dual-mode electronic skin that can sense both pressure and temperature, and it has begun customer testing with samples [2] Group 1 - The company has released a new product called the "dual-mode electronic skin" which can detect both pressure and temperature [2] - The electronic skin is currently in the testing phase with customers, indicating a step towards commercialization [2] - The company advises stakeholders to refer to its periodic reports and announcements for detailed business information [2]

证券日报网讯 1月16日，鹿山新材在互动平台回答投资者提问时表示，鹿山新材电子皮肤采用离电型材 料技术路线，具备灵敏度高、工艺简洁、成本低等优势。 （文章来源：证券日报） ...

证券日报网讯 1月16日，鹿山新材在互动平台回答投资者提问时表示，公司重视AI技术应用，借PLM平 台探索AI用于配方优化与材料筛选，依托科研体系深耕行业提升价值与知名度。 （文章来源：证券日报） ...

证券日报网讯 1月16日，鹿山新材在互动平台回答投资者提问时表示，鹿山新材部分产品可用于商业航 天领域，如钙钛矿电池专用热塑性胶膜，公司深耕高分子封装材料领域，针对不同电池特性推出三大核 心封装方案，为太空光伏技术落地提供关键支撑。钙钛矿电池专用胶膜在协鑫光电、纤纳光电、京东方 光能、仁烁光能、极电光能等多家钙钛矿头部企业进行测试，效果良好，并已开始配合部分客户进行批 量生产阶段。同时，公司积极关注晶硅/钙钛矿叠层电池的研发进度，配合头部钙钛矿企业开展胶膜的 优化升级及测试验证工作。具体业务情况请以公司对外披露的定期报告和相关公告为准。 （文章来源：证券日报） ...

Core Viewpoint - Lushan New Materials (603051.SH) has launched a dual-mode electronic skin that can sense both pressure and temperature, and it has begun sending samples for customer testing [1] Group 1 - The company has developed a new type of electronic skin that operates in both pressure and temperature sensing modes [1] - The electronic skin is referred to as a "离电型温压双模态电子皮肤" which translates to a "battery-free temperature and pressure dual-mode electronic skin" [1] - The company is gradually sending samples to customers for testing purposes [1]

Group 1 - The company has developed a specialized adhesive film for perovskite tandem solar cells packaging [2]

格隆汇1月16日丨鹿山新材(603051.SH)在投资者互动平台表示，公司重视AI技术应用，借PLM平台探索 AI用于配方优化与材料筛选，依托科研体系深耕行业提升价值与知名度。 ...