Core Viewpoint - The company, Kingood Co., Ltd. (002488.SZ), has received a notification from a major domestic passenger car manufacturer to become a designated supplier for the development of a new generation of low-carbon wheels, named "Fengxing" series [1] Group 1 - The company will develop the "Fengxing" series products as per the client's requirements [1] - The identity of the client remains confidential due to privacy concerns [1]

Core Insights - The company, Jingu Co., Ltd. (002488.SZ), has received a notification from a major domestic passenger car manufacturer to become a designated supplier of components for the development of a new generation of low-carbon wheels, named "Fengxing" series [1] Group 1 - The company will develop the "Fengxing" series products as per the client's requirements [1] - The identity of the client remains confidential due to privacy requirements [1]

金固股份公告，公司将作为某大型乘用车汽车厂商的零部件供应商，为其乘用车开发新一代阿凡达低碳 车轮"锋行"系列产品。这是公司本年度收到该客户的第三次项目定点，配套产品为客户畅销车型。上述 项目计划在今年三季度量产，预计对公司本年度的收入及利润水平产生影响。 ...

证券代码：002488 证券简称：金固股份 编号：2025-032 浙江金固股份有限公司 关于收到阿凡达低碳车轮项目定点通知的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、定点通知的基本情况 影响。 特此公告。 浙江金固股份有限公司（以下简称"公司"）于近日收到国内某大型乘用车 汽车厂商（限于保密要求，无法披露其名称，以下简称"客户"）的定点通知书， 公司将作为客户的零部件供应商，为其乘用车开发新一代阿凡达低碳车轮"锋行" 系列产品，公司将按照要求完成产品开发工作。 二、对公司的影响 这是本年度公司收到该客户的第三次项目定点，配套产品为客户畅销车型。 公司连续收到客户的定点项目，充分说明了客户和市场对公司阿凡达低碳车轮的 认可与支持，巩固和提高了公司阿凡达低碳车轮的市场竞争力，提升了品牌影响 力。 公司经过近十年研发，通过对关键工艺、设备、模具和材料的创新，于 2020 年底推出了新型轻量化产品阿凡达低碳车轮，并在工艺、设备、模具、材料等方 面均建立了较高的技术壁垒。本次为客户开发新一代阿凡达低碳车轮"锋行"系 列产品，相比原来的阿凡 ...

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2]. Group 2: Product Innovations - The revolutionary new material, Avatar niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a maximum strength of 2000 MPa, which is approximately twice that of titanium alloys and five times that of aluminum alloys [2][3]. - The Avatar low-carbon wheel is a lightweight product that meets customer needs with its novel appearance, high precision, strength, durability, and cost-effectiveness, currently being applied in both passenger and commercial vehicles [3]. Group 3: Market Expansion and Applications - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages in the new energy vehicle market [3]. - A horizontal application division has been established to explore new product development and application scenarios in industries with significant market potential, such as robotics and low-altitude aircraft [3][4]. Group 4: Q&A Insights - The company plans to enhance its R&D efforts in the robotics sector, utilizing its existing materials and technologies to foster project collaborations and optimize product designs [4]. - Progress with the project in collaboration with Zhiyuan is on track, with some performance indicators exceeding the required product standards [5][6].

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2] - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2] Group 2: Product Innovations - The revolutionary new material, Avatar niobium micro-alloy, offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for mass production in the wheel industry [2][3] - The Avatar low-carbon wheel is a lightweight product that meets customer needs with its novel appearance, high precision, strength, and durability [3] Group 3: Market Expansion and Strategy - The Avatar low-carbon wheel has entered both passenger and commercial vehicle markets, securing contracts with several new energy vehicle manufacturers [3] - The company is accelerating capacity construction to meet growing customer demand while leveraging its first-mover and scale advantages [3] Group 4: Future Development Plans - A horizontal application division has been established to explore new products and applications in industries such as robotics and low-altitude aircraft, building on existing materials and technologies [3][5] - The company plans to enhance its production capacity both domestically and overseas to better serve core customers and meet increasing order demands [4] Group 5: R&D and Talent Acquisition - The company is increasing R&D efforts and forming specialized teams to drive innovation in emerging fields like robotics [5][6] - Future resource investments will focus on expanding the application of new materials across multiple sectors, driven by technological innovation [6]

Core Viewpoint - The entry of Zhiyuan Robotics into the Sci-Tech Innovation Board-listed company, Shuangwei New Materials, has attracted significant attention in the capital market, highlighting a collective leap of Zhejiang automotive parts companies into the humanoid robotics industry, aiming for high-quality development and a new growth curve [1][2]. Group 1: Industry Transition - Zhejiang Province has over 100 humanoid robotics-related companies, with more than 40 listed on the A-share market, indicating a robust shift from automotive manufacturing to humanoid robotics assembly [2]. - Companies like Xiash Precision and Junsheng Electronics are strategically pivoting towards humanoid robotics as a second growth curve, leveraging their existing automotive parts expertise [2][4]. - The humanoid robotics industry is seen as a new growth space, with companies like Shuanglin Co. and Wanliyang actively developing core components to tap into a market worth hundreds of billions [2][4]. Group 2: Technological Synergy - The transition of Zhejiang automotive parts companies to humanoid robotics is facilitated by the technological similarities in precision manufacturing, power control, and sensor integration, allowing for cost-effective R&D [7][11]. - Companies are utilizing existing production equipment and supply chains from the automotive sector to minimize costs and risks associated with entering the humanoid robotics market [9][11]. - The collaboration with leading automotive manufacturers enhances the supply chain and accelerates the development of humanoid robotics components [8][9]. Group 3: Market Potential - The humanoid robotics market is projected to experience explosive growth, with global sales expected to reach 1.24 million units by 2025 and over 500 million units by 2035, indicating a significant opportunity for companies in this sector [4][5]. - The aging population and labor shortages in manufacturing are driving the demand for humanoid robots, further solidifying the market's potential [6]. Group 4: Policy Support and Ecosystem - The Zhejiang government is providing targeted policy support to facilitate the transition of traditional manufacturing to future industries, emphasizing a collaborative approach between enterprises, academia, and research institutions [13][14]. - The establishment of a comprehensive ecosystem that includes supply chain collaboration and technological innovation is crucial for the successful transition of companies into the humanoid robotics sector [12][14].

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2] - The company emphasizes technological innovation and product development, with a comprehensive research and development system [2] Group 2: Product Innovations - The revolutionary new material, niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a strength of up to 2000 MPa after processing, which is about twice that of titanium alloys and five times that of aluminum alloys [2][4] - The Avatar low-carbon wheel is a lightweight product that meets customer needs with features such as high precision, strength, better balance, and durability, currently being applied in both passenger and commercial vehicles [3] Group 3: Market Performance and Projections - For the first half of 2025, the company expects a net profit attributable to shareholders of approximately 30 million to 45 million yuan, representing a year-on-year growth of 44.06% to 116.08% [3] - The net profit after deducting non-recurring gains and losses is projected to be between 25 million and 37.5 million yuan, with a year-on-year increase of 58.09% to 137.14% [3] Group 4: Strategic Development - The company is expanding its production capacity to meet increasing customer demand and is actively exploring overseas markets by establishing production bases [5] - A horizontal application division has been established to enhance R&D efforts in new materials and technologies, focusing on industries with significant market potential, such as robotics and low-altitude aircraft [3][5]

Core Viewpoint - The collaboration between Jingu Co., Ltd. and Zhiyuan is progressing smoothly, with relevant samples passing third-party laboratory tests and exceeding product standards required by Zhiyuan [1] Group 1 - Jingu Co., Ltd. has confirmed that the project with Zhiyuan is advancing well, with samples successfully tested by a third-party laboratory [1] - The experimental report indicates that some performance indicators of the products exceed the standards set by Zhiyuan [1] - The company will collaborate with Zhiyuan on the development of robotic products, providing structural components made from Avatar niobium micro-alloy materials [1] Group 2 - In addition to the products currently developed, the company is also working on promoting other horizontal applications of Avatar materials [1]

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [3] - The company emphasizes technological innovation and product development, with a comprehensive research and development system [3] - The revolutionary new material, niobium micro-alloy, developed by the company, offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for various applications [3] Group 2: Product Highlights - The company's Avatar low-carbon wheel is a lightweight product characterized by innovative design, high precision, strength, better balance, and durability, meeting customer demands in both passenger and commercial vehicle sectors [3] - The Avatar low-carbon wheel has gained traction in the new energy vehicle market, with multiple contracts from new energy vehicle manufacturers [3] - The company is accelerating capacity construction to meet increasing customer demand, leveraging its first-mover and scale advantages [3] Group 3: Financial Performance - For the first half of 2025, the company expects a net profit attributable to shareholders of approximately 30 million to 45 million yuan, representing a year-on-year growth of 44.06% to 116.08% [4] - The net profit after deducting non-recurring gains and losses is projected to be between 25 million and 37.5 million yuan, with a year-on-year increase of 58.09% to 137.14% [4] - The growth in performance is primarily driven by the positive performance of both traditional wheels and Avatar low-carbon wheels, with significant contributions from the latter [4] Group 4: Future Plans and Innovations - The company plans to enhance its research and development efforts in new materials and technologies, exploring applications in industries such as robotics and low-altitude aircraft [5] - There are plans for overseas expansion of the Avatar production line to better serve customers and meet growing order demands [5] - The company aims to improve its capacity layout based on market demand and existing orders, while also actively exploring overseas markets [5]