天安新材吴启超： 开拓具身智能赛道 打造未来增长曲线

Core Viewpoint - Tianan New Materials has maintained steady growth in its operating performance in the first three quarters of the year, with a focus on leveraging opportunities in the artificial intelligence industry to accelerate its development in the embodied intelligence sector, aiming for high-quality growth [1][5]. Group 1: Business Performance - In the first three quarters of 2025, the company achieved operating revenue of 2.273 billion yuan, a year-on-year increase of 3.47% [5]. - The net profit attributable to shareholders reached 97.54 million yuan, up 21.47% year-on-year, while the net profit excluding non-recurring items was 95.08 million yuan, reflecting a growth of 31.07% [5]. - The automotive interior materials segment saw revenue increase by over 125 million yuan compared to the previous year, with a growth rate of 34% [5][6]. Group 2: Strategic Partnerships and Innovations - Tianan New Materials signed a technical development cooperation agreement with Beijing Tashan Technology Co., focusing on the integration of materials science and artificial intelligence perception technology [2]. - The collaboration aims to address technical bottlenecks in the development of electronic skin integrated products, enhancing the application of new materials in the AI field [2][3]. - The company is committed to continuous innovation in polymer materials, improving softness, touch, and durability, which are essential for the development of flexible robots [2][3]. Group 3: Strategic Transformation and Market Expansion - Established in 2000, the company has transformed from a single material supplier to a builder of an industrial ecosystem through strategic acquisitions and integrations in the home furnishing industry [4]. - The company is actively expanding into overseas markets, with its subsidiary Eagle Brand opening showrooms in Melbourne and Sydney to enhance its global presence [4][5]. - Future plans include deepening international cooperation and expanding the global market footprint by offering mature technical solutions and strong brand value [5].