格隆汇2月24日丨南山智尚(300918.SZ)在投资者互动平台表示，公司高度关注人形机器人行业发展，已 与行业部分国内外头部企业就机器人产品保持常态化技术对接与样品验证。公司腱绳产品经多轮测试验 证，关键性能可满足主流应用需求。目前行业整体仍处于样机迭代、测试验证及量产方案定型阶段，尚 未进入全面规模化量产。公司将持续跟进客户项目进度与量产规划，同步做好产能、工艺、品质等全方 面准备，积极把握行业发展机遇。 ...

（文章来源：证券日报） 证券日报网讯 2月24日，南山智尚在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 人数为30253户。 ...

Group 1 - The company is continuously upgrading and optimizing its robotic tendon products, focusing on enhancing strength and wear resistance [1][2] - The iterative products have been sent to leading domestic and international robotics companies for multiple rounds of testing, with key indicators meeting technical requirements [1][2] - The company has achieved scalable production capacity and will advance bulk supply based on customer project mass production progress [1][2]

Core Viewpoint - Nanshan Zhishang (300918.SZ) is focusing on multi-dimensional upgrades and optimizations of its robotic tendon products to enhance core performance metrics such as strength, wear resistance, creep resistance, and dimensional stability [1] Group 1: Product Development - The company has completed multiple rounds of testing and validation of its upgraded products with leading domestic and international robotics companies [1] - Key performance indicators of the products meet the technical requirements and application standards set by top enterprises in the industry [1] Group 2: Production Capability - The company has established capabilities for large-scale production and stable supply [1] - Batch supply will be advanced according to the mass production progress of customer projects [1]

Core Viewpoint - Nanshan Zhishang (300918.SZ) is steadily advancing its collaboration with relevant enterprises in the field of robotics, focusing on joint research and development of components and materials, as well as market expansion [1] Group 1: Collaboration and Development - The company is progressing according to prior agreements and established plans, engaging in collaborative work related to robotics components and materials [1] - Current supply of robotic tendons is in small batches, primarily to support R&D validation, prototype testing, and preparation for mass production with leading domestic and international robotics companies [1] Group 2: Project Management and Capacity Preparation - The company is actively monitoring customer project progress and mass production planning while preparing for capacity, processes, and quality across various aspects [1] - Any updates on business progress will be disclosed in accordance with regulatory information disclosure obligations [1]

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry [1] Core Insights - The report analyzes the humanoid robot sector, highlighting trading emotions, low trading levels, and rapid rotation, with market trends lasting approximately 2-3 months [6] - It reviews the historical performance of various indices related to the humanoid robot sector and discusses the logic and opportunities for 2025 and 2026 [6] - The report anticipates significant growth in the humanoid robot sector in 2026, driven by macro, meso, and micro factors [6] Summary by Sections 1. Review of 2025 Trading - The humanoid robot sector's performance in 2025 was influenced by trading emotions and low trading levels, with significant events driving market fluctuations [12] - Key events included Tesla's performance announcements and the debut of robots at major events, which significantly impacted trading sentiment [12] 2. Opportunities in 2026 - The report identifies several opportunities for 2026, including: - Macro: Strong transmission and rotation of technology themes, with a clear trend of growth in the robot sector driven by upstream AI [19] - Meso: Expected volume production in humanoid robots, with several companies planning significant production increases [22] - Micro: Specific catalytic events related to major companies and their production plans [25] 3. Key Indices and Components - The report compiles indices for core components of humanoid robots, noting that the screw component outperformed the motor component in 2025 [15] - It highlights the importance of core suppliers and their impact on sector performance, particularly in the screw and motor segments [15] 4. Related Companies and Investment Suggestions - The report suggests monitoring several key companies in the humanoid robot sector, including: - Companies focused on embodied intelligence such as UBTECH and Geek+ [28] - Gear and material suppliers like Harmonic Drive and Keda Li [28] - Motor manufacturers such as Weichuang Electric and Mingzhi Electric [28] - Companies involved in dexterous hands and electronic skin like Hanwei Technology and Nanshan Zhishang [28]

Group 1 - The core point of the article is that Nanshan Zhishang (300918) reported a total of 29,780 shareholders as of January 30, 2026 [1]

Group 1 - The company has achieved full production capacity of 3,600 tons for its ultra-high molecular weight polyethylene fiber, with production and sales highly matched, resulting in a balance of production and sales [2] - The company reports smooth coordination between production, delivery, and order fulfillment, maintaining inventory at a reasonable level and demonstrating overall operational efficiency [2] - Investors are encouraged to monitor the company's regular reports and announcements for further operational details [2]

Core Viewpoint - Nanshan Zhishang (300918.SZ) has achieved full production capacity of 3,600 tons for ultra-high molecular weight polyethylene fiber, indicating strong operational efficiency and alignment between production and sales [1] Group 1 - The company has reached a production and sales balance, with full production and sales achieved [1] - Production, delivery, and order fulfillment processes are well-coordinated, contributing to overall operational efficiency [1] - Inventory levels are maintained within a reasonable range, reflecting effective management [1]

证券代码：300918 证券简称：南山智尚 公告编号：2026-001 一、关联交易概述 山东南山智尚科技股份有限公司（以下简称"公司"或"南山智尚"）于 2025 年 12 月 24 日召开第三届董事会第十九次会议，审议通过了《关于向关联 方购买资产暨关联交易的议案》，公司计划以自筹资金分别向关联方南山集团有 限公司、山东南山铝业股份有限公司及龙口新南山凯美可新材料有限公司购买其 位于山东省龙口市南山工业园部分区域的土地使用权，用于公司未来新材料业务 拓展使用，交易价格以评估价值为定价基础协商确定。具体内容详见公司于 2025 年 12 月 25 日在巨潮资讯网（www.cninfo.com.cn）披露的《山东南山智尚科技 股份有限公司关于向关联方购买资产暨关联交易的公告》（公告编号：2025-105）。 二、关联交易的进展情况 截至公告披露日，公司已完成土地使用权的相关权属变更登记手续，并取得 龙口市自然资源和规划局颁发的《中华人民共和国不动产权证书》。现将具体情 | 况公告如下： | | --- | | 证书编号 | | 权利人 | 坐落 | 权利类型 | 权利性质 | 用途 | 面积（㎡） | | - ...