Core Viewpoint - The company, Qide New Materials, has secured project designations for its carbon fiber business from several major manufacturers, including BYD and Xiaomi Automotive, indicating potential growth opportunities in the automotive sector [1] Group 1 - The carbon fiber business has received project designations from multiple leading manufacturers and component suppliers [1] - The actual order volume and its specific impact on the company's performance remain uncertain, highlighting a level of risk for investors [1]

Core Insights - The company, Qide New Materials, is focusing on proactive capacity planning and technological research and development to seize market opportunities based on market dynamics and customer demands [2] Group 1: Company Strategy - The company aims to provide a one-stop solution for downstream customers, covering everything from materials to forming [2] - Continuous innovation is a priority for the company, particularly in cutting-edge technologies such as rapid curing and thermoplastic carbon fiber [2] - The specific capacity and R&D plans will be cautiously advanced based on actual customer order situations [2]

证券日报网讯奇德新材11月7日在互动平台回答投资者提问时表示，公司客户合作的具体情况请参考公 司公开披露的信息。请投资者注意风险。 （文章来源：证券日报） ...

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]