Core Viewpoint - The company has received a small batch order for carbon fiber shells for humanoid robots from a leading domestic manufacturer and is looking to expand its supply of robot components in the future [1] Group 1: Company Developments - The company is focused on the lightweight new materials sector, with several core products designed to meet the lightweight requirements in robot development [1] - The company emphasizes the importance of emerging industries like robotics and plans to continuously seek quality cooperation opportunities while deepening its involvement in related application fields [1]

证券日报网讯奇德新材（300995）11月12日在互动平台回答投资者提问时表示，公司股价波动受多重因 素影响。公司治理规范，发展稳健，经营正常，不存在应披露而未披露的相关信息。公司管理团队致力 于通过稳健经营与战略聚焦，为投资者创造长期价值。请投资者注意风险。 ...

Core Viewpoint - The company is proactively addressing the growing demand for high-end lightweight materials in emerging industries such as robotics by implementing a forward-looking supply assurance strategy [2] Group 1: Production Capacity and Strategy - The current carbon fiber production capacity meets the delivery requirements of existing customers [2] - The company is planning to expand production capacity and enhance technology to respond to potential bulk demands from projects in robotics and low-altitude flight [2] - The company has a solid foundation in polymer material modification and rapid prototyping processes, ensuring quick adaptation and stable supply of specific materials for robotics [2] Group 2: Market Awareness and Customer Response - The company is closely monitoring market dynamics and is prepared to scale production to quickly respond to customer needs [2] - Specific details regarding production capacity development and customer collaboration will be disclosed through the company's public announcements [2] - The company aims to become a world-class integrated service provider for high-end composite materials [2]

Core Viewpoint - The company, Qide New Materials, emphasizes its commitment to the lightweight new materials sector, particularly in developing carbon fiber composite materials suitable for the robotics industry [1] Group 1: Company Strategy - The company is focusing on opportunities in emerging industries, including humanoid robots, and is actively investing in technology reserves and market expansion [1] - Qide New Materials has established a strong foundation in carbon fiber composite technology and products, which are advantageous for lightweight, high-strength, and complex structural applications [1] Group 2: Market Collaboration - The company has already formed partnerships with several well-known manufacturers for carbon fiber components and aims to seek further business opportunities with various robotics manufacturers in the future [1] - Future collaboration progress will be disclosed through the company's public announcements [1]

Group 1 - The company, Qide New Materials (300995), is actively developing in the robotics application sector and is monitoring opportunities arising from emerging industries [1] - The company encourages investors to refer to its publicly available information for details regarding its development in the robotics field [1] - The company expresses a commitment to continuously focus on the growth opportunities presented by new industries such as robotics [1]

Market Overview - The plastic sector experienced a decline of 0.36% on November 10, with Qide New Materials leading the drop [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - Notable gainers in the plastic sector included: - Jiangsu Boyun (301003) with a closing price of 42.10, up 4.39% and a trading volume of 40,700 shares, totaling 170 million yuan [1] - Foshan Plastics (000973) closed at 10.79, up 3.85% with a trading volume of 2,109,500 shares, totaling 2.325 billion yuan [1] - Shangwei New Materials (688585) closed at 108.50, up 3.71% with a trading volume of 88,000 shares, totaling 930 million yuan [1] - Key decliners included: - Qide New Materials (36600E) closed at 39.58, down 5.31% with a trading volume of 37,400 shares, totaling 151 million yuan [2] - Dongcai Technology (601208) closed at 19.23, down 4.04% with a trading volume of 536,600 shares, totaling 1.036 billion yuan [2] - Wankai New Materials (301216) closed at 18.62, down 3.82% with a trading volume of 143,700 shares, totaling 270 million yuan [2] Capital Flow - The plastic sector saw a net outflow of 554 million yuan from institutional investors, while retail investors contributed a net inflow of 412 million yuan [2] - Notable capital flows included: - Shengquan Group (605589) with a net inflow of 53.7853 million yuan from institutional investors [3] - Shenkai Co., Ltd. (002361) with a net inflow of 23.9277 million yuan from institutional investors [3] - Daoming Optical (002632) with a net inflow of 20.8714 million yuan from institutional investors [3]

Core Viewpoint - The company is focused on lightweight new materials, which are essential for the development of robotics, and is actively exploring opportunities in emerging industries [1] Company Strategy - The company emphasizes the importance of lightweight materials in meeting the specific needs of robotics development [1] - The company is committed to exploring collaboration opportunities with various robotics manufacturers, including the Xpeng IRON robot project [1] - Currently, the company has not established formal cooperation with the Xpeng IRON project, and any product or technology application details will be based on publicly disclosed information [1] Future Outlook - The company plans to continue expanding quality collaboration opportunities and deepen its involvement in relevant application fields to support industry development [1]

Core Viewpoint - The A-share market for humanoid robot concept stocks experienced a collective decline, primarily due to Tesla's revised delivery target for humanoid robots, pushing the goal from 2029 to 2035 for a total of 1 million units [1] Group 1: Market Reaction - Zhejiang Rongtai hit the daily limit down, while Hanyu Group, Lixing Co., Shiyun Circuit, and Hanwei Technology fell over 6% [1] - Other companies such as Lens Technology, Weichuang Electric, Haon Automotive Electric, Feirongda, Anpeilong, and Dayang Electric dropped more than 5% [1] Group 2: Tesla's Revised Target - Tesla's new target is to deliver a cumulative total of 1 million humanoid robots by 2035, starting from September 3, 2025 [1] - Market analysts noted that this figure was already known since September 3, indicating that the actual reason for the market pullback may be profit-taking after the recent shareholder meeting, with no immediate catalysts to drive prices higher [1] Group 3: Individual Stock Performance - Zhejiang Rongtai: -10.00% with a market cap of 29.9 billion [2] - Hanyu Group: -6.43% with a market cap of 8.864 billion [2] - Lixing Co.: -6.35% with a market cap of 5.945 billion [2] - Shiyun Circuit: -6.04% with a market cap of 30.1 billion [2] - Hanwei Technology: -6.04% with a market cap of 16.4 billion [2] - Lens Technology: -5.62% with a market cap of 155.2 billion [2] - Weichuang Electric: -5.62% with a market cap of 15.5 billion [2] - Haon Automotive Electric: -5.22% with a market cap of 13.2 billion [2] - Feirongda: -5.14% with a market cap of 17.4 billion [2] - Anpeilong: -5.11% with a market cap of 12.7 billion [2] - Dayang Electric: -5.08% with a market cap of 27.4 billion [2]

Core Viewpoint - The company is focused on the lightweight new materials sector, particularly carbon fiber composite materials, which are suitable for the robotics industry [1] Group 1: Company Focus and Technology - The company has developed carbon fiber composite materials that offer significant advantages in lightweight, high strength, and high aesthetic quality [1] - The continuous carbon fiber composite materials are specifically designed to meet the lightweight requirements of robotic structural components [1] Group 2: Industry Engagement and Collaboration - The company is actively seeking to expand collaboration opportunities with various robotics manufacturers [1] - The company has already provided lightweight carbon fiber solutions to multiple major manufacturers [1]

Core Viewpoint - The company, Qide New Materials, is focused on the lightweight new materials sector and has developed carbon fiber composite materials suitable for the robotics industry, emphasizing its commitment to industry advancements and collaborations [1] Group 1: Company Overview - Qide New Materials specializes in lightweight new materials and has a strong foundation in carbon fiber composite technology and products tailored for the robotics sector [1] - The company is actively exploring and monitoring industry trends to maintain its competitive edge [1] Group 2: Product Advantages - The continuous carbon fiber composite materials offered by the company exhibit significant advantages in lightweight properties, high strength, and superior aesthetic quality [1] - These materials are specifically designed to meet the lightweight requirements of robotic structural components [1] Group 3: Collaboration Efforts - The company is dedicated to expanding collaboration opportunities with various robotics manufacturers [1] - Qide New Materials has already provided lightweight carbon fiber solutions to multiple major manufacturers [1]