Xin Lang Cai Jing·2025-10-28 14:40Core Viewpoint - The company, Kingood Co., Ltd. (002488.SZ), showcased its proprietary Avata niobium micro-alloy material during an investor meeting, highlighting its performance advantages and industrialization progress in emerging fields such as electric vehicles and embodied intelligent robots [1][3]. Group 1: Core Technology Advantages - The Avata niobium micro-alloy material exhibits significant advantages, including high strength, good toughness, low cost, and reduced carbon emissions. After processing, the material can achieve a maximum strength of 2000 MPa, which is approximately twice that of titanium alloys and five times that of aluminum alloys. Its density is only 1.7 times that of titanium and 2.9 times that of aluminum, making it suitable for replacing traditional metals like aluminum, titanium, and ordinary steel [3]. - The material has already achieved large-scale production in the automotive wheel sector, gaining orders from several new energy vehicle manufacturers due to its superior balance, deformation resistance, durability, and cost-effectiveness, which are driving the company's performance growth [3]. Group 2: Market Applications and Emerging Field Layout - In the electric vehicle sector, the company is responding to the increasing demand for lightweight and low-energy consumption products. The Avata low-carbon wheel products have opened up market opportunities, and the company is accelerating capacity construction to meet order demands, aiming to maintain its first-mover and scale advantages [4]. - The company is expanding its application boundaries by leveraging the cross-industry adaptability of its materials. It is focusing on the core needs of emerging industries, such as embodied intelligent robots, for lightweight, high-performance, and low-cost materials, promoting the application of Avata niobium micro-alloy materials in these fields [4]. Group 3: Capacity and Market Expansion Planning - In response to inquiries about new material industry planning, the company has established "Hangzhou Kingood Embodied Intelligent Technology Co., Ltd." and formed a dedicated team to advance the industrialization of Avata niobium micro-alloy materials in the field of embodied intelligent robots [5]. - Regarding overseas expansion plans, the company stated it would adjust its capacity layout based on market demand and existing orders, aiming to enhance its domestic market share while actively exploring international markets to meet the growing order demands [5].