机器人腱绳专题 - 机器人材料 20250910 摘要 灵巧手是机器人末端的重要发展方向，具备多自由度、多关节和多指仿 人功能，通过手指协同配合实现多种操作，其驱动系统是关键组成部分。 全球超高分子量聚乙烯纤维需求持续增长，2023 年全球需求约为 5.47 万吨，中国占比超过 60%，预计到 2028 年中国需求将达到 5.54 万吨， 年均复合增长率超 10%，市场前景广阔。 全球超高分子量聚乙烯纤维高端产品技术主要由美国艾万特、美国霍尼 韦尔和日本东洋纺垄断，但国内企业已占据全球产能约 70%，市场竞争 格局正在发生变化。 超高分子量聚乙烯纤维因其轻质、高模量、耐磨损和柔韧性强等特性， 成为灵巧手腱绳的理想材料，尤其在腱绳传动中，N 型、N 加一型和 2N 型传动方案应用广泛。 同益中是国内超高分子量聚乙烯纤维行业的龙头企业，拥有全产业链布 局，产品性能达到国际顶尖水平，截至 2024 年底，公司拥有 7,960 吨 纤维产能和 2,175 吨辅材产能，营收和利润增长态势良好。 Q&A 机器人材料领域的需求增长和变化趋势如何？ 机器人材料领域的需求增长非常迅速，尤其是在 2025 年。材料体系的变化也 ...

Financial Performance - The company's total revenue for the first half of 2025 was 713 million yuan, ranking 29th among disclosed peers, with an increase of 25.01 million yuan compared to the same period last year, representing a year-on-year growth of 3.63% [1] - The net profit attributable to shareholders was 112 million yuan, ranking 17th among disclosed peers, with an increase of 162 million yuan compared to the same period last year [1] - The net cash inflow from operating activities was 20.14 million yuan, an increase of 27.70 million yuan compared to the same period last year, achieving two consecutive years of growth [1] Profitability and Efficiency Ratios - The latest asset-liability ratio is 70.79% [3] - The latest gross profit margin is 20.30% [3] - The latest return on equity (ROE) is 15.88%, ranking 1st among disclosed peers, with an increase of 20.54 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.69 yuan, ranking 5th among disclosed peers, with an increase of 1.00 yuan compared to the same period last year [3] - The total asset turnover ratio is 0.25 times, an increase of 0.06 times compared to the same period last year, achieving two consecutive years of growth, representing a year-on-year increase of 30.05% [3] - The inventory turnover ratio is 1.27 times, ranking 17th among disclosed peers, with an increase of 0.17 times compared to the same period last year, achieving two consecutive years of growth, representing a year-on-year increase of 15.17% [3] Shareholder Information - The number of shareholders is 7,110, with the top ten shareholders holding 96.57 million shares, accounting for 59.94% of the total share capital [3]

Core Viewpoint - 康隆达 reported a revenue of 713 million yuan for the first half of 2025, marking a year-on-year increase of 3.63%, and achieved a net profit of 112 million yuan, reversing losses from the previous year [2] Group 1: Financial Performance - The company achieved a basic earnings per share of 0.69 yuan in the first half of 2025 [2] - The revenue growth occurred despite challenges such as U.S. tariffs, increased competition in non-U.S. markets, and a general slowdown in market demand [2] Group 2: Production Capacity and Strategic Advantages - 康隆达's Vietnam base has 20 production lines for special protective gloves and 12 for disposable nitrile gloves, with an annual capacity of 8 million dozen for special gloves and 3.5 million boxes for nitrile gloves [2] - The Vietnam facility is expected to help maintain and expand market share in developed countries such as Europe and the U.S. [2] Group 3: Technological Innovations - 康隆达's subsidiary, 金昊新材料, has made technological breakthroughs in ultra-high molecular weight polyethylene fiber (UHM-WPE), holding over 40 patents, including 5 invention patents [2][3] - The company has achieved mass production and breakthroughs in various technologies related to UHM-WPE fiber, including high-strength and high-wear-resistant fibers [3] Group 4: Market Outlook - 华西证券's latest report indicates that 康隆达's glove business is steadily developing, with a 20% reciprocal tariff agreement between the U.S. and Vietnam providing a relative advantage over domestic competitors [3] - The company’s first phase of a project for producing 2,400 tons of multifunctional high-performance polyethylene fiber has been completed, with the second phase already in trial production [3]

本报讯 （记者陈潇）8月29日，浙江康隆达特种防护科技股份有限公司（以下简称"康隆达"）正式披露 2025年中期业绩报告。在全球市场需求趋缓、行业竞争加剧的复杂环境下，公司依然实现了经营业绩的 稳健增长。 报告期内，公司营业收入达7.13亿元，同比增长3.63%；归属于上市公司股东的净利润1.12亿元，同比 扭亏为盈。截至2025年6月30日，归属于上市公司股东的净资产增至7.06亿元，较上年度末增加 14.95%。基本每股收益0.69元/股。 双轮驱动业务增长 夯实内生发展动力 为进一步巩固发展基础，康隆达从内部管理、人才建设、资产结构等多方面同步发力，不断激活内生增 长动能。 内部管理上，公司以"深挖潜力增效益、优化管理促高质量发展"为导向，分前端、中后端推进管理优 化。报告期内，公司业务响应能力与整体服务水平得到提升，产量质量提高、产品成本降低，发展空间 与盈利能力进一步拓展，有效促进了生产经营目标实现。 人才建设上，公司采取"内部培养+外部引进"相结合的模式加强队伍建设。内部培养方面，通过开展"增 强人员工作责任心、提高人员岗位业务技能、优化工作方法、提高工作效率"等工作提升人员素质，尤 其越南基地通 ...

证券之星价投圈财报分析工具显示： 业务评价：去年的净利率为-35.04%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数 据统计来看，公司上市以来中位数ROIC为10.31%，投资回报也较好，其中最惨年份2024年的ROIC 为-19.22%，投资回报极差。公司历史上的财报相对一般（注：公司上市时间不满10年，上市时间越长 财务均分参考意义越大。），公司上市来已有年报7份，亏损年份3次，显示生意模式比较脆弱。 财报体检工具显示： 据证券之星公开数据整理，近期康隆达（603665）发布2025年中报。截至本报告期末，公司营业总收入 7.13亿元，同比上升3.63%，归母净利润1.12亿元，同比上升323.61%。按单季度数据看，第二季度营业 总收入3.34亿元，同比下降20.81%，第二季度归母净利润-197.69万元，同比下降113.68%。本报告期康 隆达短期债务压力上升，流动比率达0.55。 本次财报公布的各项数据指标表现尚佳。其中，毛利率20.3%，同比减15.92%，净利率13.86%，同比增 270.32%，销售费用、管理费用、财务费用总计9687.86万元，三费占营收比13.58%，同比 ...

Group 1 - The company 康隆达 reported a revenue of 713 million yuan for the first half of 2025, representing a year-on-year growth of 3.63% [1] - The net profit attributable to shareholders was 112 million yuan, marking a turnaround from a loss in the previous year, with basic earnings per share at 0.69 yuan compared to -0.31 yuan in the same period last year [1] - The company completed the transfer of its subsidiary GGS to Globus Americas Holdings, LLC, which is expected to optimize its asset structure and enhance operational efficiency [1] Group 2 - The wholly-owned subsidiary 金昊新材料 is one of the earliest companies in China to industrialize ultra-high molecular weight polyethylene (UHMWPE) fiber, currently having two dry production lines and three wet production lines with an expected annual capacity of 1,000 tons [2] - UHMWPE fiber is known for its high strength, high modulus, low density, and excellent resistance to wear, low temperature, UV, and shielding, making it widely used in military, aerospace, marine, and safety protection industries [2] - The international market for UHMWPE fiber has been dominated by companies such as DSM, Honeywell, and Mitsui Chemicals, with significant application potential in humanoid robot development due to its unique properties [2]

Fundraising Overview - The company raised a total of RMB 20 million through the issuance of 2 million convertible bonds at a face value of RMB 100 each, with a net amount of RMB 19.31 million available after deducting issuance costs of RMB 0.69 million [1] - As of June 30, 2025, the company has utilized RMB 19.70 million of the raised funds, leaving a balance of RMB 0 [1] Fund Management - The company has established a fundraising management system in compliance with relevant laws and regulations, ensuring the funds are stored in dedicated bank accounts and managed under a tripartite supervision agreement with the underwriter and banks [2][3] - As of June 30, 2025, the company had three dedicated fundraising accounts, which were closed after transferring the remaining funds and interest to the company's general account [3] Fund Usage - In the first half of 2025, the company used RMB 9.03 million of the raised funds, with RMB 0.57 million allocated to investment projects and RMB 8.97 million supplementing working capital after the termination of the investment project [1] - The company approved the use of RMB 6.57 million of the raised funds to replace self-raised funds previously invested in projects, which was verified by an accounting firm [5] Temporary Fund Supplementation - The company temporarily supplemented working capital with idle raised funds, approving up to RMB 3.30 million and later RMB 5.50 million, both of which were fully returned to the dedicated accounts by June 26, 2025 [6] Project Changes - The company terminated the "Annual Production of 2400 Tons of Multifunctional, High-Performance High-Strength High-Modulus Polyethylene Fiber Project" and decided to permanently supplement the remaining funds into working capital [11] Compliance and Reporting - The company has adhered to regulations regarding the management and disclosure of raised funds, ensuring timely and accurate reporting without any violations [14]

每经AI快讯，康隆达（SH 603665，收盘价：26.85元）8月30日发布半年度业绩报告称，2025年上半年 营业收入约7.13亿元，同比增加3.63%；归属于上市公司股东的净利润约1.12亿元；基本每股收益0.69 元。 每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 （记者 王可然） ...

格隆汇8月29日丨康隆达(603665.SH)发布中报，2025上半年实现营业总收入7.13亿元，同比增长 3.63%；归属母公司股东净利润1.12亿元，上年同期亏损5012.96万元；基本每股收益为0.69元。 ...

一、董事会会议召开情况 证券代码：603665 证券简称：康隆达 公告编号：2025-063 浙江康隆达特种防护科技股份有限公司 第五届董事会第十五次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 浙江康隆达特种防护科技股份有限公司（以下简称"公司"）第五届董事会 第十五次会议通知于 2025 年 8 月 18 日以电话、传真、电子邮件等形式发出，会 议于 2025 年 8 月 28 日以现场结合通讯表决方式召开。会议应出席董事 5 名，实 际出席董事 5 名。本次会议由董事长张家地先生主持，公司高级管理人员列席了 会议。本次会议的召集、召开及表决程序符合《中华人民共和国公司法》等法律、 行政法规、部门规章、规范性文件和《公司章程》的规定，会议决议合法有效。 本议案已经公司董事会审计委员会审议通过。 特此公告。 浙江康隆达特种防护科技股份有限公司董事会 具体内容详见同日披露的《康隆达 2025 年半年度报告》、《康隆达 2025 年半 年度报告摘要》。 本议案已经公司董事会审计委员会审议通过。 （二）审议通过《公 ...