Investment Rating - The investment rating for the company is "Buy" and is maintained [7]. Core Views - The company has registered a holding subsidiary to focus on the industrialization of chemical robotics and AI for Science new materials [2][4]. - The establishment of the subsidiary, "Zhite Xiaolin Intelligent Technology Co., Ltd.," aims to integrate AI and material science for innovative research and industrial application [10]. - The company has formed strategic partnerships with institutions like the University of Science and Technology of China to enhance technological collaboration [10]. - The company is advancing in the new material sector through collaborations with Quantum Innovation Center and Microscopic Era Digital Technology Co., Ltd. [10]. - The company is expected to see significant growth in overseas markets while domestic markets stabilize, with a focus on new material industrialization [10]. Summary by Sections Company Overview - Zhite New Materials has established a new subsidiary to enhance its capabilities in chemical robotics and AI-driven new materials [4]. Strategic Partnerships - The company has signed a memorandum of cooperation with the University of Science and Technology of China to leverage both parties' technological strengths [10]. - Collaborations with Quantum Innovation Center and Microscopic Era are aimed at applying AI and quantum technology in new material development [10]. Financial Projections - The company anticipates a net profit of 0.8 billion, 2 billion, and 3 billion CNY for the years 2024 to 2026, respectively, with overseas revenue targets set at 5 billion, 10 billion, and 15 billion CNY [10].
志特新材（300986）：科技子公司成立，机器人AI及新材料再进一步