Core Viewpoint - The trend of lightweight humanoid robots is becoming increasingly prominent, with a focus on raw materials and process design to address issues such as insufficient endurance, low flexibility, and poor heat dissipation [2][7]. Group 1: Lightweight Trend in Humanoid Robots - The lightweight trend is evident from the perspective of downstream manufacturers, with notable reductions in weight across various models, such as the 20 kg reduction in the UBTECH Walker C and the 10 kg reduction in Tesla's Optimus from Gen 1 to Gen 2 [13][21]. - Lightweight solutions can resolve critical issues for humanoid robots, including enhancing flexibility and extending battery life, as demonstrated by a 40% weight reduction leading to a 6-hour operational time for certain models [21][17]. Group 2: Material Replacement and Cost Efficiency - Magnesium alloy is highlighted for its superior weight reduction capabilities compared to aluminum, with current prices favoring magnesium, making it a cost-effective choice [3][35]. - The semi-solid process addresses the corrosion resistance of magnesium alloys, which is crucial for humanoid robot components that are lighter than automotive parts, thus lowering barriers to entry [3][35]. Group 3: High-Performance Engineering Plastics - The shift towards high-performance engineering plastics like PEEK, PPS, and PPA is opening new market opportunities, with PEEK being particularly suitable for high-value applications in humanoid robots [4][75]. - The market value ranking for these materials indicates that PEEK has the highest potential, followed by PPA and PPS, with the humanoid robot sector expected to generate a market space in the billions [4][75]. Group 4: Investment Recommendations - Key companies to watch include leading magnesium alloy die-casting firms such as Baowu Magnesium and Xingyuan Zhuomai, as well as humanoid robot lightweight joint component manufacturers like Xusheng Group [5][62]. - Attention should also be given to leading engineering plastic companies such as Zhaomin Technology, Water Co., and Zhongyan Co. [5][62].

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 产在即,重视相关新材料投资材 人形机器人已进入技术集中突破和应用初步试水的关键发展阶段。历经多年 A 发展及技术迭代,在巨大的潜在市场需求牵引以及人工智能技术深度赋能的带动 下,人形机器人已进入智能化发展阶段。在国家相关政策的引导下,各地纷纷出 台支持人形机器人发展的政策文件,制定了发展路径及相应保障措施,以推动人 形机器人产业创新发展,实现产业聚集,抢占人形机器人产业化机遇。国内机器 人市场规模有望在 2045 年后达 10 万亿元级，不断上升的市场空间也将触发相 关材料的需求增长。本报告将从轻量化材料、灵巧手相关材料、电子皮肤相关材 料等与机器人制造、性能提升相关性极强的材料出发,深度剖析新材料方向的投 资机会。 轻量化:PEEK 材料系人形机器人的重要组成部分, DFBP 为 PEEK 核心原 A 料,需求有望受益于行业空间增长而迅速扩张。PEEK 较低的密度有助于减轻机 器人重量,提高机器人的灵活性与性能,并减少机器人的能耗。此外,由于具备 耐高温、高强度、耐磨、低吸水率及高介电强度的特性,使得 PE ...

Investment Rating - The report recommends a positive investment rating for companies involved in humanoid robot materials, particularly PEEK and UHMWPE fiber related firms [3][4]. Core Insights - The humanoid robot industry is entering a critical development phase characterized by technological breakthroughs and initial applications, driven by significant market demand and advancements in artificial intelligence [1][10]. - The domestic robot market is expected to reach a scale of 10 trillion yuan by 2045, which will stimulate demand for related materials [1][19]. Summary by Sections 1. Humanoid Robot Market Potential - Humanoid robots are still in the early stages of development, with immense future market potential anticipated [10][19]. - The market for humanoid robots is projected to grow significantly, with various applications expected to emerge as technology advances [19][20]. 2. PEEK Material - PEEK is identified as a crucial material for reducing robot weight and enhancing strength, with its demand expected to grow rapidly due to industry expansion [2][35]. - The production of PEEK involves DFBP as a key raw material, which is essential for its synthesis [35][38]. - Companies such as Xinhang New Materials and Zhongxin Fluorine Materials are actively expanding their production capacities for DFBP and PEEK [43][44]. 3. UHMWPE Fiber - UHMWPE fiber is highlighted as the primary tendon material for dexterous hands in humanoid robots, known for its high strength-to-weight ratio and excellent mechanical properties [2][3]. - Investment opportunities in companies producing UHMWPE fiber are recommended, including Tongyi Zhong and Nanshan Zhishang [3][4]. 4. Electronic Skin - The report emphasizes the importance of material selection and structural design in the development of electronic skin, which is crucial for enhancing the sensory capabilities of humanoid robots [2][4]. - Investment opportunities in companies related to flexible substrates for electronic skin are suggested, such as Xiangyuan New Materials and Fulai New Materials [3][4].

Group 1 - The company held its fourth supervisory board's second temporary meeting on June 20, 2025, with all three supervisors present, complying with relevant laws and regulations [1][2] - The supervisory board approved a proposal to adjust the internal investment structure of certain fundraising projects and to use self-owned funds to pay for R&D personnel costs, replacing them with equivalent fundraising [1][2] - The supervisory board believes that the adjustment is a prudent decision based on the actual situation of the projects, optimizing resource allocation without harming the company's or shareholders' interests [1][2] Group 2 - The decision to use self-owned funds for certain payments is expected to improve operational efficiency, enhance capital turnover, and reduce financial costs [1] - The adjustments comply with the Shanghai Stock Exchange's regulations and the company's fundraising management system, ensuring no significant adverse impact on the fundraising projects [1][2] - The voting results showed unanimous support with 3 votes in favor, 0 against, and 0 abstentions [2]

国泰海通证券股份有限公司 关于吉林省中研高分子材料股份有限公司 部分募投项目调整内部投资结构及使用自有资金支付研发 人员费用并以募集资金等额置换的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）作为吉 林省中研高分子材料股份有限公司（以下简称"中研股份"、"公司"或"发行 人"）首次公开发行股票并在科创板上市的保荐人，根据《证券发行上市保荐业 务管理办法》《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监 管要求》《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市 公司自律监管指引第 1 号——规范运作》《上市公司募集资金监管规则》等有关 法律法规和规范性文件的要求，公司对部分募投项目调整内部投资结构及使用自 有资金支付研发人员费用并以募集资金等额置换的事项进行了核查，核查情况如 下： 一、变更募集资金投资项目的概述 （一）募集资金基本情况 经中国证券监督管理委员会《关于同意吉林省中研高分子材料股份有限公司 首次公开发行股票注册的批复》（证监许可﹝2023﹞1531 号）（注册生效日为 2023 年 7 月 12 日），吉林省中研高分子材料股份有限公司获准首次公开 ...

证券代码：688716 证券简称：中研股份 公告编号：2025-021 吉林省中研高分子材料股份有限公司 关于部分募投项目调整内部投资结构及使用自有资 金支付研发人员费用并以募集资金等额置换的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 吉林省中研高分子材料股份有限公司（以下简称"公司"）于 2025 年 6 月 20 日召开了第四届董事会第二次临时会议和第四届监事会第二次临时会议， 审议通过了《关于部分募投项目调整内部投资结构及使用自有资金支付研发人员 费用并以募集资金等额置换的议案》，同意公司对"上海碳纤维聚醚醚酮复合材 料研发中心项目"（以下简称"本项目"）调整内部投资结构，并同意使用自有 资金支付该项目的研发人员费用，后续以募集资金等额置换，定期从募集资金专 户划转等额资金至募投项目实施主体的基本存款账户或一般账户，该部分等额置 换资金视同募投项目使用资金。本次调整不构成募集资金用途的变更，不会对募 投项目的实施和效益产生不利影响。 保荐机构国泰海通证券股份有限公司发表了无异议的核查意见。该 ...

证券代码：688716 证券简称：中研股份 公告编号：2025-020 吉林省中研高分子材料股份有限公司 第四届监事会第二次临时会议决议公告 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 吉林省中研高分子材料股份有限公司（以下简称"公司"）第四届监事会 第二次临时会议通知于 2025 年 6 月 13 日以专人送达等方式送达全体监事，会 议于 2025 年 6 月 20 日以现场的方式召开。本次会议由监事会主席付杰女士主 持，会议应出席监事 3 人，实际出席监事 3 人，本次会议的召集、召开和表决 程序符合《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交 易所科创板股票上市规则》等相关法律、行政法规、规范性文件及《吉林省中 研高分子材料股份有限公司章程》《吉林省中研高分子材料股份有限公司监事 会议事规则》等有关规定。 （一）审议通过《关于部分募投项目调整内部投资结构及使用自有资金支 付研发人员费用并以募集资金等额置换的议案》 二、监事会会议审议情况 本次会议经全体监事表决，形成决议如下 ...

证券代码：688716 证券简称：中研股份 公告编号：2025-019 吉林省中研高分子材料股份有限公司 第四届董事会第二次临时会议决议公告 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、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 吉林省中研高分子材料股份有限公司（以下简称"公司"）第四届董事会 第二次临时会议的通知于 2025 年 6 月 13 日以专人送达等方式送达全体董事， 会议于 2025 年 6 月 20 日以现场结合通讯的方式召开。本次会议由董事长谢怀 杰先生主持，会议应出席董事 9 人，实际出席董事 9 人，公司监事列席了本次 会议。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》《中 华人民共和国证券法》《上海证券交易所科创板股票上市规则》等相关法律、 行政法规、规范性文件及《吉林省中研高分子材料股份有限公司章程》的有关 规定。 本项目支付研发人员费用时，先使用自有资金支付，后以募集资金等额置 换。董事会授权总经理在项目支出限额内行使置换审批权。 上述调整事项履行了必要的审议程序，符合《上海证券交易所科创板股票 上 ...

Core Viewpoint - The major shareholder of Jilin Zhongyan Polymer Materials Co., Ltd. has executed a share reduction plan, resulting in a decrease in their holdings and a change in ownership structure [1][2]. Group 1: Shareholder Information - Before the reduction plan, Wang Xiuyun and her associate Liu Guoliang held 4,474,527 shares (5.982% of total shares) and 2,805,050 shares (2.305% of total shares) respectively, totaling 7,279,577 shares (5.982% of total shares) [1][2][3]. - The shares held by Wang Xiuyun were acquired before the company's initial public offering (IPO) [2][3]. Group 2: Reduction Plan Implementation - Wang Xiuyun planned to reduce her holdings by up to 1,216,800 shares (1% of total shares) through centralized bidding [1]. - As of June 18, 2025, Wang Xiuyun had reduced her holdings by 650,427 shares (0.535% of total shares), leaving her with 3,824,100 shares (3.143% of total shares) [2][3]. - The reduction occurred between March 19, 2025, and May 7, 2025, with a total amount of 27,351,561.80 yuan generated from the sales at prices ranging from 38.50 to 43.90 yuan per share [3].

证券代码：688716 证券简称：中研股份 公告编号：2025-018 吉林省中研高分子材料股份有限公司 持股 5%以上股东集中竞价减持股份结果公告 减持计划的实施结果情况 王秀云拟通过集中竞价方式合计减持不超过 1,216,800 股，不超过公司总股 本的 1%。详见公司于 2025 年 2 月 25 日在上海证券交易所网站（www.sse.com.cn） 披露的《吉林省中研高分子材料股份有限公司持股 5%以上股东集中竞价减持股 份计划公告》（2025-001）。公司近日收到王秀云及其一致行动人刘国梁出具的《关 于王秀云及一致行动人刘国梁减持吉林省中研高分子材料股份有限公司股份结 果的告知函》，截至 2025 年 6 月 18 日，上述减持计划披露的减持时间区间届满， 王秀云通过集中竞价交易方式减持公司股份 650,427 股，占公司总股本 0.535%， 截至目前王秀云及其一致行动人刘国梁分别持有公司股份 3,824,100 股占公司 总股本的 3.143%和 2,805,050 股占公司总股本的 2.305%（合计持股 6,629,150 股，合计占公司总股本的 5.448%）。 1 本公司董事会、全体 ...