Core Viewpoint - Tongyi Zhong (688722.SH) is actively promoting its advanced insulation aramid paper products, which are suitable for various high-tech applications in electrical equipment and aerospace industries [1] Product Features - The X316, X630, X630H, and X611 series of insulation aramid paper produced by Chao Meisi exhibit high temperature resistance, high mechanical strength, ease of processing, and good dielectric strength, making them applicable in electrical equipment, new energy motors, locomotives, and transformers [1] - The X612 and X622 series of honeycomb aramid paper demonstrate excellent mechanical properties, thermal stability, chemical corrosion resistance, radiation resistance, and good thermal and electrical insulation performance, with strong flame retardant capabilities, widely used in aerospace, high-speed trains, and ships [1] Market Expansion - Currently, Chao Meisi's products have not been applied in rockets or spacecraft, but the company is committed to actively exploring related markets [1]

Core Viewpoint - The company, Tongyi Zhong (688722.SH), is focusing on the development and application of ultra-high molecular weight polyethylene fibers, which possess numerous superior properties suitable for high-end military and aerospace applications [1] Group 1: Product Characteristics - Ultra-high molecular weight polyethylene fibers exhibit ultra-high strength, high modulus, low density, wear resistance, low-temperature resistance, UV resistance, shielding resistance, good flexibility, high impact energy absorption, and resistance to strong acids, strong bases, and chemical corrosion [1] - These fibers meet the performance requirements for various application scenarios, indicating their versatility and potential in multiple industries [1] Group 2: Current Applications - The company's ultra-high molecular weight polyethylene fibers have been successfully utilized in the recovery systems for the Shenzhou spacecraft from Shenzhou V to Shenzhou IX, military amphibious tank landing equipment, and emergency landing systems for military aircraft runways [1] - Despite the successful applications in these areas, the company's products have not yet been applied to the netted rope recovery rocket field, highlighting a potential market expansion opportunity [1] Group 3: Market Development - The company is actively seeking to explore related markets for the application of its ultra-high molecular weight polyethylene fibers, indicating a strategic focus on growth and innovation in new sectors [1]

Group 1 - The chemical fiber sector experienced a rise of 0.95% on January 12, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 11.03% to a closing price of 20.14, and Zhongfu Shenying, which increased by 7.71% to 35.36 [1] Group 2 - The chemical fiber sector saw a net outflow of 180 million yuan from main funds, while retail investors contributed a net inflow of 271 million yuan [2] - The trading volume for Jilin Carbon Valley was 349,300 shares, with a transaction value of 672 million yuan, indicating strong investor interest [1][2] - The stock performance of other companies in the sector varied, with some experiencing declines, such as Montai High-tech, which fell by 7.82% to 32.05 [2] Group 3 - Jilin Carbon Valley had a main fund net inflow of 43.32 million yuan, while retail investors showed a net outflow of 834,500 yuan [3] - The main fund net inflow for Sanfangxiang was 33.51 million yuan, but retail investors faced a net outflow of 25.85 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the chemical fiber sector [3]

Core Viewpoint - Beijing Tongyi New Material Technology Co., Ltd. plans to sign an electricity retail transaction contract with its affiliate, Guotou Gansu Electricity Sales Co., Ltd., which constitutes a related party transaction within its daily operations [2][4]. Group 1: Overview of Related Party Transaction - The transaction involves the purchase of all commercial electricity by the company's Xintai branch from Guotou Gansu, which is controlled by the company's actual controller, the National Development Investment Corporation [4][5]. - This transaction does not constitute a major asset restructuring as defined by relevant regulations, and it has not exceeded 30 million yuan in related party transactions over the past 12 months [5][6]. Group 2: Related Party Information - Guotou Gansu Electricity Sales Co., Ltd. is a limited liability company with a registered capital of 21 million yuan, established on December 1, 2015 [6][7]. - The company reported total assets of 237.63 million yuan, net assets of 225.42 million yuan, and an operating income of 37.51 million yuan for the year 2024, with a net profit of -0.1471 million yuan [7]. Group 3: Pricing and Fairness of the Transaction - The pricing for the electricity will be based on the monthly retail market reference price, adjusted for operational costs and other fees, ensuring it aligns with market standards [9][10]. - The transaction pricing is deemed fair and reasonable, with no detriment to the interests of the company or its shareholders, particularly minority shareholders [10][21]. Group 4: Agreement Details and Compliance - The contract period for the electricity retail transaction is set from January 2026 to April 2026, with the Xintai branch agreeing to purchase all electricity within this period [11][12]. - The payment for electricity will be made directly to the power grid company, not to the related party, ensuring compliance with the established contractual obligations [20]. Group 5: Necessity and Impact of the Transaction - This related party transaction is essential for the company's daily operations and aims to reduce production costs, aligning with the company's overall interests [21]. - The transaction is structured to avoid any adverse effects on the company's ongoing operations or independence [21][22]. Group 6: Approval Process - The transaction was approved by the company's board of directors and independent directors, confirming its necessity and fairness, and it does not require shareholder meeting approval [22][23].

证券代码：688722 证券简称：同益中 公告编号：临 2026-001 北京同益中新材料科技股份有限公司 日常关联交易公告 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： 北京同益中新材料科技股份有限公司（以下简称"公司"）新泰分公司 拟与关联方国投甘肃售电有限公司（以下简称"国投甘肃"）签署《电力零售交 易合同》，构成关联交易。本次关联交易属于日常经营范围内发生的可能引致资 源或者义务转移的事项，交易标的为电力，交易金额根据合约周期内用电量结算。 本次交易在董事会审批权限内，无需提交股东会审议，无需经过有关部 门批准。 一、关联交易概述 北京同益中新材料科技股份有限公司新泰分公司（以下简称"新泰分公司"） 拟与国投甘肃签署《电力零售交易合同》，新泰分公司向国投甘肃购买合约周期 内的全部工商业用电量。 根据《上海证券交易所科创板股票上市规则》等有关规定，国投甘肃为公司 实际控制人国家开发投资集团有限公司控制的企业，本次交易构成关联交易。 本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 ...

Group 1 - The chemical fiber sector increased by 0.83% on January 8, with Tongyi Zhong leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Key stocks in the chemical fiber sector showed various performance metrics, with Tongyi Zhong closing at 20.86, up 5.41%, and Yufu Co., Ltd. at 6.80, up 3.82% [1] Group 2 - The chemical fiber sector experienced a net outflow of 190 million yuan from main funds, while retail investors saw a net inflow of 112 million yuan [2] - The trading volume and turnover for key stocks varied, with Nanjing Chemical Fiber showing a significant decline of 4.80% [2] - The detailed fund flow for individual stocks indicated that Huafeng Chemical had a main fund outflow of 57.28 million yuan, while Zhongfu Shenying had a net inflow of 54.90 million yuan [3]

交易信息汇总资金流向 截至2025年12月31日收盘，同益中(688722)报收于19.55元，下跌2.54%，换手率3.63%，成交量8.14万 手，成交额1.59亿元。 当日关注点 同益中关于获得政府补助的公告 北京同益中新材料科技股份有限公司近日收到山东省新泰市经济开发区管理委员会批复，同意拨付电费 价差补贴款1,542万元，属于与收益相关的政府补助，占公司2024年度经审计归母净利润的11.84%。截 至公告日，已到账500万元。公司预计该补助将增加2025年度归母净利润500万元，具体会计处理以审计 结果为准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：12月31日主力资金净流出2938.9万元，占总成交额18.46%。 来自公司公告汇总：同益中获政府补助1,542万元，其中500万元已到账，预计增加2025年度归母 净利润500万元。 12月31日主力资金净流出2938.9万元，占总成交额18.46%；游资资金净流入942.92万元，占总成交额 5.92%；散户资金净流入1995.98万元，占总成 ...

Investment Rating - The report does not explicitly provide an investment rating for the humanoid robot tendon material industry. Core Insights - The humanoid robot tendon materials are essential for simulating biological tendon functions and transmitting motion and force. Key materials include ultra-high molecular weight polyethylene (UHMWPE) fibers, tungsten wire ropes, aramid fibers, carbon fiber composite ropes, and mixed woven tendons [3][9][13]. Industry Overview - The report outlines the current development status of the humanoid robot tendon material industry, analyzing the industry chain, market size, and development trends. It addresses key questions regarding the industry's competitive landscape and market scale [3][4][5][8]. Competitive Landscape - The competitive landscape of the humanoid robot tendon market features international giants such as Honeywell, Evante, Toyobo, and Hitachi Metals in the first tier. Leading Chinese companies like Nanshan Zhishang, Henghui Anfang, Tongyi Zhong, and Daye Co., Ltd. occupy the second tier, while emerging firms such as Lianhong Xinke, Gaocai Co., Ltd., Maiswei, and Beize Precision are in the third tier [4][54][58]. Market Size - The market size for humanoid robot tendons is projected to grow significantly. For UHMWPE fibers, the market size is expected to increase from approximately 0.1 million yuan in 2024 to 5.3 million yuan by 2030. For tungsten wire ropes, the market size is anticipated to grow from about 0.3 million yuan in 2024 to 22 million yuan by 2030, with a compound annual growth rate (CAGR) of 101.4% [5][59][61]. Development Trends - The development trends in the humanoid robot tendon materials indicate a shift from metal tendons to a coexistence of metal and polymer tendons, with polymers offering advantages in lightweight applications. In the later stages, a combination of metal, polymer fibers, and mixed woven tendons will dominate, with mixed woven tendons showing significant potential due to their combined strengths [6][40][41]. Material Performance Requirements - Humanoid robot tendons require specific performance characteristics, including tensile strength, material strength, fineness, elastic modulus, static load, mechanical life, wear coefficient, and heat resistance. For instance, the tensile strength must reach between 2.5 GPa and 3.5 GPa, and the mechanical life should exceed one million cycles [16][18][22]. Pain Points of Mainstream Materials - The main pain points for UHMWPE fibers include poor creep resistance and wear performance, necessitating high-level algorithms for compensation. Tungsten wire ropes face challenges in lightweight applications, impacting the overall performance of humanoid robots [33][36][38]. Mixed Weaving Solutions - Companies like Gaocai Co., Ltd. and Nanshan Zhishang are focusing on mixed woven tendon solutions, which combine multiple high-performance fibers to enhance durability and performance. This approach aims to achieve longer lifespans and better mechanical properties [44][45][48]. Industry Chain Overview - The industry chain for humanoid robot tendons consists of upstream raw material suppliers, midstream tendon material manufacturers, and downstream application scenarios. The supply chain is evolving, with companies increasingly integrating vertically to enhance competitiveness [49][51]. Future Directions - The future of humanoid robot tendons is expected to evolve towards "smart tendon" systems that integrate sensing, transmission, and feedback capabilities. This advancement will enable real-time monitoring of key parameters, enhancing the precision and safety of robotic operations [64][69].

截至2025年12月26日收盘，同益中（688722）报收于19.47元，较上周的18.39元上涨5.87%。本周，同 益中12月26日盘中最高价报19.91元。12月24日盘中最低价报17.87元。同益中当前最新总市值43.92亿 元，在化学纤维板块市值排名19/27，在两市A股市值排名3706/5181。 本周关注点 公司公告汇总 北京同益中新材料科技股份有限公司近日收到山东省新泰市经济开发区管理委员会批复，同意拨付电费 价差补贴款1,542万元，属于与收益相关的政府补助，占公司2024年度经审计归母净利润的11.84%。截 至公告日，已到账500万元。公司预计该补助将增加2025年度归母净利润500万元，具体会计处理以审计 结果为准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：收到政府电费价差补贴1,542万元，占2024年归母净利润的11.84% 公司公告汇总：已到账补助资金500万元，预计增加2025年归母净利润500万元 同益中关于获得政府补助的公告 ...

格隆汇12月31日丨同益中(688722.SH)在互动平台表示，公司产品暂无在卫星上的应用。 （原标题：同益中(688722.SH)：公司产品暂无在卫星上的应用） ...