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]

证券日报网讯南山智尚（300918）9月15日发布公告，在公司回答调研者提问时表示，目前公司腱绳产 品客户测试较好，具体订单放量情况还要以后续客户生产节奏确定。 ...

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].

Core Insights - Nanshan Zhishang launched a fabric tactile smart glove that integrates electronic skin and fabric sensing technology, enabling humanoid robots to achieve near-human tactile perception capabilities [1][2] - The company has established a production line with a capacity of 3,600 tons of ultra-high molecular weight polyethylene fiber and 80,000 tons of high-performance differentiated nylon filament, which can meet the demand for key materials in humanoid robots [2] - Strategic partnerships were formed with Junsheng Electronics and Changsheng Bearings to enhance technological collaboration and market opportunities in the smart interaction industry [3][4] Company Developments - Nanshan Zhishang's smart glove represents a fusion of material science and artificial intelligence, showcasing the company's innovative capabilities in the robotics sector [2] - The company has built a comprehensive innovation model through collaboration with Wuhan University and Wuhan Shizhi Innovation Technology Co., focusing on basic research, material breakthroughs, and technology transformation [2] - The strategic cooperation with industry partners aims to explore the key components of humanoid robots, with Nanshan providing "skin" and "tendons," while Junsheng focuses on the "brain" and "small brain" [4] Industry Trends - The robotics industry is on the verge of mass production, with Nanshan's production capacity poised to support the demand for millions of humanoid robots [2] - Junsheng Electronics is advancing in the robotics field by developing core technologies for robot control systems and providing essential components for both domestic and international clients [3]

Market Overview - The Shanghai Composite Index fell by 0.12% on September 12, with 9 out of the 28 sectors rising, led by non-ferrous metals and real estate, which increased by 1.96% and 1.51% respectively [1] - The sectors that experienced the largest declines were telecommunications and comprehensive, with decreases of 2.13% and 1.95% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 53.64 billion yuan, with 6 sectors seeing net inflows [1] - The non-ferrous metals sector had the highest net inflow of 2.168 billion yuan, followed by the construction and decoration sector, which saw a net inflow of 721 million yuan [1] - The non-bank financial sector experienced the largest net outflow, totaling 8.138 billion yuan, followed by the electronics sector with a net outflow of 7.517 billion yuan [1] Textile and Apparel Sector Performance - The textile and apparel sector fell by 0.12%, with a net inflow of 299 million yuan, comprising 105 stocks, of which 32 rose and 69 fell [2] - The top three stocks with the highest net inflow in this sector were Meibang Fashion (3.19 billion yuan), Huafu Fashion (1.52 billion yuan), and Mankalon (438.79 million yuan) [2] - The stocks with the largest net outflow included Aimer (529.55 million yuan), Nanshan Zhishang (522.00 million yuan), and Tanshan (416.48 million yuan) [2] Textile and Apparel Sector Capital Inflow - The top stocks by capital inflow included: - Meibang Fashion: +10.11%, turnover rate 21.24%, capital flow 319.17 million yuan - Huafu Fashion: +10.06%, turnover rate 6.88%, capital flow 151.54 million yuan - Mankalon: +3.89%, turnover rate 15.00%, capital flow 43.88 million yuan [2] Textile and Apparel Sector Capital Outflow - The top stocks by capital outflow included: - Aimer: -9.96%, turnover rate 4.31%, capital flow -52.95 million yuan - Nanshan Zhishang: -5.05%, turnover rate 8.29%, capital flow -52.20 million yuan - Tanshan: -2.64%, turnover rate 3.75%, capital flow -41.64 million yuan [4]

证券日报网讯南山智尚（300918）9月11日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东人数为29114人。 ...