Shandong Daye (SH:603278) Ge Long Hui A P P·2025-12-30 09:08Core Viewpoint - The company has acknowledged its involvement in the commercial aerospace sector and humanoid robotics concept, but its main business remains focused on tire cord steel wire, steel cord, and rubber hose steel wire production, with limited impact from these new ventures [1] Group 1: Aerospace Investment - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., which specializes in aerospace power systems and antenna covers, but currently has a small net profit scale [1] - The investment in the aerospace sector is classified as a financial investment, resulting in minimal impact on the company's overall performance due to the small equity stake [1] Group 2: Robotics Development - The company has been noted in the market for its involvement in humanoid robotics, but its existing business primarily focuses on tire cord steel wire, steel cord, and rubber hose steel wire [1] - The company's robotic tendon products have not yet entered mass production and have not generated substantial revenue, indicating significant uncertainty in technology development, product competitiveness, and profitability in this area [1]