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 seizing opportunities in the artificial intelligence industry to accelerate its development in the embodied intelligence sector, aiming for high-quality growth [1] 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%, and a net profit attributable to shareholders of 97.54 million yuan, up 21.47% year-on-year [5] - The third quarter alone saw a net profit attributable to shareholders of 35.37 million yuan, reflecting a year-on-year growth of 31.12% [5] - The automotive interior materials segment reported revenue growth of over 125 million yuan compared to the same period last year, with a year-on-year growth rate of 34% [5] 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 material science and artificial intelligence perception technology to develop electronic skin products [2] - The company aims to overcome technical bottlenecks in material and perception integration, enhancing the softness, touch, and durability of polymer materials [2][3] - Future developments in the robotics industry are expected to extend from industrial applications to service and home scenarios, with a focus on lightweight and flexible robots [3] Group 3: Strategic Transformation and Market Expansion - Established in 2000, Tianan New Materials 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] - The company is committed to achieving a strategic upgrade from a regional leader to a global home furnishing brand by deepening international cooperation and expanding its market footprint [5]