Core Viewpoint - The company held a performance briefing on September 19, 2025, to discuss its business layout, product applications, and performance, addressing investor inquiries through an online platform [1]. Group 1: Business Developments - The company has officially commenced production and sales in Huizhou, with ongoing capacity ramp-up [2]. - The subsidiary project in Liuyang is progressing, with updates to be announced [2]. - The company is involved in the establishment of the Shenzhen Tainuo Collaborative Venture Capital Fund with Shanghai Xinwei Technology Group, focusing on investments in humanoid robots [1]. Group 2: Product Applications - The company has invested in Saiwan Yushan, which has an annual production capacity of 36,000 sets of silicon carbide ceramic boats and is involved with new Huawei chip technologies [1]. - The company is validating and promoting UV-curable conductive materials and tungsten tendon ropes for humanoid robots, with samples being tested by several domestic manufacturers under confidentiality agreements [1]. - Electronic fluorinated liquids are primarily used as diluents for anti-fingerprint materials in electronic consumer products, while diamond wire is utilized for glass cutting, also targeting the electronic consumer goods sector [2]. Group 3: Financial Performance - Investors are concerned about the company's ability to turn a profit this year, with expectations of continued pressure on performance due to the photovoltaic industry [2]. - The company indicated that specific performance details will be disclosed in future announcements and periodic reports [2].
调研速递|岱勒新材接受投资者调研 人形机器人业务布局引关注