Core Viewpoint - The company has focused on lightweight and high-end applications in the new energy vehicle sector, actively participating in product technology research and market development for humanoid robots and low-altitude aviation, achieving significant results [2] Group 1: New Energy Vehicle Developments - The company has secured multiple new product designations through collaborations with major automotive manufacturers such as Xiaomi, Xpeng, BYD, GAC Aion, GAC Trumpchi, and Changan [2] - Notably, the company has received designations for carbon fiber products from a leading new energy vehicle client, including projects for front hoods, wheel covers, and air outlets [2] - The company has also obtained designations for carbon fiber interior components for a high-end MPV model from another client [2] Group 2: Market Participation and Uncertainty - The designations mentioned do not guarantee actual orders, and the final order amounts and delivery timelines remain uncertain, highlighting the need for caution among investors [2]

Core Viewpoint - The company, Qide New Materials (300995.SZ), has secured project designations for its carbon fiber business from several major manufacturers, including BYD and Xiaomi Automotive [1] Group 1 - The carbon fiber business of the company has gained recognition and project assignments from multiple leading automotive manufacturers [1] - Key clients include prominent companies in the automotive sector, indicating a strong market position and potential for growth [1]

Core Insights - The company is experiencing significant growth in product orders related to Xiaomi's automotive business, although specific figures were not disclosed [1] - Xiaomi's automotive gross margin reached 26.4% in Q2 2025, indicating improved production scale and cost control, which may positively impact the pricing and settlement cycles for the company's supplied products [1] Group 1 - The company has seen a notable increase in product order volume due to the rapid growth of Xiaomi's automotive business [1] - The increase in order value compared to previous periods was not specified, but the implication is that there is a positive trend [1] Group 2 - The high gross margin of Xiaomi's vehicles suggests effective cost management and scaling, which could benefit the company's product pricing and payment terms [1] - Specific details regarding the impact on pricing and settlement cycles were not provided, indicating a need for further disclosure from the company [1]

证券日报网讯奇德新材（300995）11月6日在互动平台回答投资者提问时表示，公司客户情况和开发进 度请参考公司公开披露信息，请投资者注意风险。 ...

证券日报网讯奇德新材（300995）11月6日在互动平台回答投资者提问时表示，截至2025年10月31日， 公司股东人数为8837户。 ...

Core Viewpoint - The company is focusing on the high-performance composite materials sector and has secured a small batch order for carbon fiber shells from a leading domestic humanoid robot manufacturer, although the current business orders have a minimal impact on the company's overall performance due to the early stage of the humanoid robot industry [1] Group 1 - The company is deeply engaged in the high-performance composite materials field [1] - The company has received a designated small batch order for carbon fiber shells in the humanoid robot sector [1] - The current orders represent a very small proportion of the company's overall business and will not significantly affect its operating performance [1]

Core Insights - The company has not disclosed any new significant clients or cooperation intentions in its robotics business beyond those already mentioned, including UBTECH, Zhiyuan, Datan, and Tesla [1] - The company has received a small batch order for carbon fiber shell projects from a leading domestic humanoid robot manufacturer, indicating its focus on high-performance composite materials [1] - The current orders in the humanoid robot sector are minimal and do not significantly impact the company's overall performance [1] - The company's future strategy is clear, focusing on accelerating development in emerging fields such as new energy vehicles, low-altitude flight, and robotics through modified plastics and carbon fiber products [1]

Core Viewpoint - Qide New Materials announced a mid-term equity distribution plan for 2025, proposing a cash dividend of 0.75 RMB per 10 shares to all shareholders, with the record date set for November 11, 2025, and the ex-dividend date on November 12, 2025 [1] Summary by Category - **Dividend Announcement** - The company will distribute a cash dividend of 0.75 RMB for every 10 shares held [1] - The distribution is inclusive of tax [1] - **Key Dates** - The record date for shareholders is November 11, 2025 [1] - The ex-dividend date is November 12, 2025 [1]

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。 广东奇德新材料股份有限公司 2025 年中期权益分派实施公告 特别提示： 广东奇德新材料股份有限公司（以下简称"公司"）本次利润分配方案未以 总股本 84,146,860 为基数实施，以公司现有总股本剔除回购账户股份 45,420 股后的 84,101,440 股为基数，向全体股东每 10 股派发现金红利人民币 0.75 元 （含税），不送红股，不以资本公积金转增股本。 本次权益分派实施后，按公司总股本折算每 10 股现金红利比例及除权除息 参考价如下：按公司总股本折算每 10 股现金分红=实际现金分红总额÷总股本 （含回购股份）×10 股= 6,307,608 元÷84,146,860 股×10 股=0.749595 元（保 留六位小数，最后一位直接截取，不四舍五入）；除权除息参考价格=股权登记 日（2025 年 11 月 11 日）收盘价－0.0749595 元/股（保留七位小数，最后一位 直接截取，不四舍五入）。 证券代码：300995 证券简称：奇德新材 公告编号：2025-117 公司 2025 年中期 ...

Core Viewpoint - The company, Qide New Materials, expresses a positive outlook on the demand prospects for its core products, indicating stable order cycles and reasonable capacity utilization [1] Summary by Categories Customer Orders and Demand - The company reports that the order cycles from major customers are gradually stabilizing, which is a positive sign for future demand [1] - The company has made significant progress in collaborating with customers across multiple product lines [1] Product Development and Market Expansion - High-temperature resistant fiberglass reinforced PPS materials have gained recognition from key customers and have begun exporting to Southeast Asia [1] - The globally recognized GRS standard PIR eco-friendly nylon materials have passed certification from an internationally renowned furniture brand and have entered the supply phase [1] Automotive Sector Engagement - Injection-molded automotive parts have been designated for projects by several clients, including Yanfeng and Magna, covering mainstream brands such as Xpeng, GAC, Seres, and Changan [1] - The company has deepened cooperation in carbon fiber products with key customers, achieving multiple model designations and securing small batch orders in the humanoid robot sector [1]