祥源新材分析师会议-20250612

Report Summary 1. Reported Industry Investment Rating No information provided. 2. Core Viewpoints of the Report The report mainly elaborates on the responses of Xiangyuan New Materials to investors' questions, including the company's investment in Hubei Sanhai Optical Co., Ltd., the progress of robot skin products, and market - value management [24][25]. 3. Summary by Directory 3.1. Basic Research Situation - The research object is Xiangyuan New Materials, belonging to the plastics products industry [17]. - The reception time was June 12, 2025, and the reception staff included the director and deputy general manager Huang Yonghong, and the financial controller and board secretary Wang Pan [17]. 3.2. Detailed Research Institutions The reception objects include investors' online questions and others [20]. 3.3. Proportion of Research Institutions No information provided. 3.4. Main Content Data - Investment in Hubei Sanhai Optical Co., Ltd.: The company has subscribed 12% of the capital of Hubei Sanhai Optical Co., Ltd. Its main business focuses on robot core components and encoder code disc products, and will enter the R & D, production, and sales of VR/AR - related products [24]. - Robot Skin Products: The company is planning to form a joint - venture company in this field, and relevant samples have been sent to potential customers for verification, but there is no batch order yet [24]. - Market - Value Management: The company's stock price is not currently below the issue price. In the past two years, it has carried out regular dividend distribution and share repurchase, and will continue to promote market - value management in the future [25].