Core Viewpoint - Nanshan Zhishang (300918.SZ) has launched a new fabric tactile smart glove that integrates flexible sensing and actuating fiber technologies, enabling remote control and data collection functionalities, which can be applied in humanoid robot dexterous hand systems [1] Company Summary - The newly released smart glove features innovative technologies such as flexible sensing and actuating fibers [1] - The glove is designed for applications in humanoid robotics, particularly in dexterous hand systems [1]

Core Viewpoint - The company, Nanshan Zhishang, focuses on the research and innovation of tendon products, which are essential for the development of dexterous hands used in humanoid robots [1] Group 1 - The company confirmed that its newly developed tendon products can be adapted for dexterous hand drive systems [1] - These tendon products provide critical transmission support for dexterous hands, ensuring stable operation and precision in fine task scenarios for humanoid robots [1]

Core Viewpoint - The company Nanshan Zhishang has developed fabric tactile smart gloves that can be utilized in humanoid robot dexterous hand systems, featuring innovative technologies such as flexible sensing and integrated fiber for remote operation control and data collection [1] Group 1 - The company responded to an investor inquiry regarding the application of its fabric tactile smart gloves in robotics [1] - The newly released smart gloves are equipped with advanced technologies that enable remote operation and data collection capabilities [1] - The gloves are specifically designed for use in humanoid robot dexterous hand systems, indicating potential applications in robotics [1]

Group 1 - The company Nanshan Zhishang (300918) announced on September 15 that it plans to collaborate with Shouzhihua Innovation to promote the commercialization of gloves [1] - The partnership will focus on market development, open-source software, and supply chain production [1]

Core Viewpoint - Nanshan Zhishang (300918) announced on September 15 that customer testing for its tendon products is progressing well, but the specific order volume will depend on the subsequent production pace of customers [1] Company Summary - Nanshan Zhishang is currently seeing positive results from customer testing of its tendon products [1] - The company indicates that the actual order volume will be determined by the production schedules of its customers in the future [1]

每经AI快讯，南山智尚（SZ 300918，最新价：24.26元）发布公告称，2025年9月12日13:30-17:00，南 山智尚接受永赢基金等投资者调研，公司赵亮、赵厚杰、徐晓青、李志浩参与接待，并回答了投资者提 出的问题。 （记者 王瀚黎） 2025年1至6月份，南山智尚的营业收入构成为：纺织服装行业占比100.0%。 每经头条（nbdtoutiao）——重大突破！中国这款新药，中美官方都认定有突破性疗效！世界肺癌大会 沸腾了 ...

Group 1 - The company plans to collaborate with Changsheng Bearing and Yihai Yuanshi to develop high-strength, long-life tendons, utilizing at least 6 to 7 types of high polymer fibers in the production process [1] - The goal is to achieve a lifespan of up to one million or even ten million cycles for the tendon products [1] - Current customer testing for the company's tendon products has been positive, but the specific order volume will depend on the production pace of subsequent customers [1]

Group 1: Investor Relations Activity Overview - The event was a product launch for the fabric tactile smart gloves, aimed at disclosing core product R&D and industrialization progress to investors [3] - The event included participation from over 80 institutions, including notable names like Hong Kong University and Shanghai Jiao Tong University [3][4] - The event took place on September 12, 2025, from 13:30 to 17:00 [3] Group 2: Academic Reports - Experts presented on breakthroughs in robotic manipulation technology, focusing on "grasping" as a core element [4] - Topics included human demonstration learning, robot throwing research, tactile perception and control, and visual-tactile integration for grasping [4] Group 3: Product Launch Details - The new fabric tactile smart gloves integrate flexible sensing and actuation fibers, achieving high integration of perception, actuation, and processing [4] - The gloves are designed for applications in remote operation of industrial robots, robot skill learning, and virtual assembly testing [6] - The gloves feature high precision, low latency, and strong comfort, supporting multiple platform applications [6] Group 4: Strategic Partnerships - Strategic cooperation agreements were signed with Junsheng Electronics and Changsheng Bearings to promote market deployment of the smart gloves [4] - The collaboration aims to develop key components for humanoid robots and enhance material supply chains [8] Group 5: Future Applications and Market Strategy - The gloves are expected to be used in three main scenarios: remote operation, robot skill training, and virtual assembly [6] - The company plans to collaborate with partners to drive commercialization and market expansion of the gloves [6] - The company aims to enhance the quality of tendon ropes, targeting a lifespan of 1 million uses for industrial applications [8] Group 6: Event Summary - The event effectively communicated the company's core product advancements, technical advantages, and strategic plans to investors [9] - The company will maintain regular communication with investors through various channels to ensure transparency and protect investor rights [9]

Investment Rating - The report indicates a positive outlook for the consumer sector, with various sub-sectors showing significant gains in stock performance [2][3]. Core Insights - The consumer sector experienced a broad increase in stock prices, with notable weekly gains in food and beverage (+2.09%), beauty care (+1.78%), retail (+1.68%), home appliances (+1.39%), textiles and apparel (+0.80%), and social services (+0.36%) [2][3]. - Gold prices reached a new high of $3,690 per ounce, contributing to the sustained growth in the gold and jewelry sector, with retail sales in this category increasing by 11% year-on-year [2][3]. - The upcoming National Day and Mid-Autumn Festival holidays are expected to boost tourism, with a reported 130% increase in travel numbers compared to the previous year [2][3]. Summary by Sections Market Weekly Review - The consumer sector saw a comprehensive rise, with specific stocks like Huang Shang Huang (+14.60%) and Sanjiang Shopping (+30.97%) leading the gains [2][3]. - Conversely, stocks such as Wancheng Group (-10.56%) and Anzheng Fashion (-25.20%) faced declines [2][3]. Industry News and Key Company Announcements - The Guangdong Provincial Department of Culture and Tourism announced measures to enhance inbound tourism, including optimizing visa policies and improving service offerings [14][15]. - Alibaba's Gaode Map launched a new service to support offline dining and service consumption, aiming to increase customer traffic [15]. - Meituan announced the relaunch of its quality takeaway service, utilizing AI to enhance user experience [15]. - The report highlights significant growth in the gold and jewelry sector, with expectations for continued high demand in the second half of 2025 [2][3].

Core Viewpoint - Nanshan Zhishang has achieved a significant breakthrough in the robotics sector with the launch of the world's first fabric tactile smart gloves, integrating electronic skin and fabric sensing technology, enhancing humanoid robots' tactile perception capabilities [1][2]. Group 1: Product Development - The newly launched fabric tactile smart gloves enable humanoid robots to accurately identify subtle changes in pressure, texture, and temperature, facilitating refined and intelligent actions such as grasping and touching [1]. - The gloves represent a strategic shift for the company towards high-tech fields, demonstrating that traditional textile materials can become core components of advanced intelligent equipment through technological innovation [1]. Group 2: Collaborative Innovation - Nanshan Zhishang has established a strategic partnership with Wuhan University and Wuhan Shizhi Innovation Technology Co., forming a comprehensive innovation loop from theoretical research to material breakthroughs and technology commercialization [2]. - A strategic cooperation agreement was signed with Ningbo Joyson Electronic Corp, aiming to explore key components for humanoid robots, where Nanshan provides the "skin" and "tendons," while Joyson supplies the "nervous system" and "cerebellum" [2]. Group 3: Material Advancements - The company has developed ultra-high molecular weight polyethylene fibers that effectively address the relaxation issues of traditional materials, making them suitable for robotic tendons [3]. - Nanshan has established production lines capable of supplying high-durability and high-reliability tendon ropes and electronic skin materials, meeting future demands for millions of units [3].