证券日报网讯新劲刚（300629）10月23日在互动平台回答投资者提问时表示，公司依托全资子公司康泰 威在特殊应用领域积累的成熟热障涂层技术经验，通过"军技民用"创新转化模式，优化材料黏合剂形态 以提升产品涂覆性能、降低施工难度，目前已面向民用高端新能源汽车电池板块推出针对性的热防护产 品及服务，并完成样品交付。从技术核心来看，该热防护产品的核心功能是通过高效隔热防护筑牢电池 安全屏障，理论上能够有效降低电池因高温引发的自燃风险。需特别说明的是，目前相关产品仍处于验 证阶段，后续能否通过全面验证、最终实现批量落地并充分发挥防护效用，仍有待进一步检验。公司将 持续推进技术研发与市场拓展工作，相关进展将严格按照信息披露规则及时履行披露义务。 ...

Core Viewpoint - The company has developed a vehicle battery thermal protection technology aimed at reducing the risk of battery fires in new energy vehicles, leveraging its subsidiary's expertise in thermal barrier coating technology [2]. Group 1: Technology Development - The company utilizes mature thermal barrier coating technology from its wholly-owned subsidiary, Kangtaiwei, to enhance the performance of battery thermal protection products [2]. - The new thermal protection products are specifically designed for the high-end new energy vehicle battery sector and have completed sample delivery [2]. Group 2: Product Functionality - The core function of the thermal protection product is to create an effective thermal insulation barrier, theoretically reducing the risk of battery ignition due to high temperatures [2]. - The product is currently in the validation stage, and its effectiveness in mass production and protection capabilities remains to be fully tested [2]. Group 3: Future Plans - The company will continue to advance its technology research and market expansion efforts, with progress updates to be disclosed in accordance with information disclosure regulations [2].

格隆汇10月20日丨新劲刚(300629.SZ)在投资者互动平台表示，公司依托全资子公司康泰威在特殊应用 领域积累的成熟热障涂层技术经验，通过"军技民用"创新转化模式，以材料黏合剂形态优化产品涂覆性 能、降低施工难度，目前已面向民用高端新能源汽车电池板块推出热防护产品及服务，并完成样品交付 工作。 关于您关注的应用场景问题，从技术原理来看，公司热防护产品的核心功能是通过高效隔热防 护保障电池安全，理论上可适用于新能源汽车（含固态电池车型）、无人机、机器人等各类需电池热管 理的智能设备领域。但需特别说明的是，不同应用场景对产品的技术参数、性能指标、安装工艺等存在 差异化要求，后续需根据具体场景开展针对性技术适配、产品验证及客户合作拓展工作。 截至目前， 相关产品仍处于样品交付及客户验证阶段，后续能否通过验证、实现批量订单转化，以及市场拓展进 度、盈利水平等，均存在不确定性，受下游行业需求变化、客户合作进展、市场竞争格局等多重因素影 响。公司将持续推进技术研发与市场拓展工作，相关进展将严格按照信息披露规则及时履行披露义务。 ...

格隆汇10月20日丨新劲刚(300629.SZ)在投资者互动平台表示，公司依托全资子公司康泰威在特殊应用 领域积累的成熟热障涂层技术经验，通过"军技民用"创新转化模式，以材料黏合剂形态优化产品涂覆性 能、降低施工难度，目前已面向民用高端新能源汽车电池板块推出热防护产品及服务，并完成样品交付 工作。 关于您关注的应用场景问题，从技术原理来看，公司热防护产品的核心功能是通过高效隔热防 护保障电池安全，理论上可适用于新能源汽车（含固态电池车型）、无人机、机器人等各类需电池热管 理的智能设备领域。但需特别说明的是，不同应用场景对产品的技术参数、性能指标、安装工艺等存在 差异化要求，后续需根据具体场景开展针对性技术适配、产品验证及客户合作拓展工作。 截至目前， 相关产品仍处于样品交付及客户验证阶段，后续能否通过验证、实现批量订单转化，以及市场拓展进 度、盈利水平等，均存在不确定性，受下游行业需求变化、客户合作进展、市场竞争格局等多重因素影 响。公司将持续推进技术研发与市场拓展工作，相关进展将严格按照信息披露规则及时履行披露义务。 ...

证券代码：300629 证券简称：新劲刚 广东新劲刚科技股份有限公司 投资者关系活动记录表 编号：2025-004 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑ 现场参观 □其他（请文字说明） 参与单位名称 佛山市上市公司协会：吴慧涛、李展鹏、秦瑜娜 中国中金财富证券有限公司：罗玉滢、陈传路、梁楚蓥、曾一 佛山市格睿斯威材料有限公司：雷孝兴 九江昆泰股权投资基金管理有限公司：陈新星 四方光电股份有限公司：庞润华 深圳市明华信德私募证券基金管理有限公司：蔡焕 松山创业投资（深圳）有限公司：吴德有 广州市摩星岭控股有限公司：董琳、温文俊 上海尚颀投资管理合伙企业（有限合伙）：宋明 广州起点投资有限公司：修铭阳 广州安托科技发展有限公司：曾宇 广东凯鼎投资有限公司：甄义勇 广东集成富达基金管理中心（有限合伙）：胡奋 宁波市盛源纺织品有限公司：陈延恩 广东信展私募基金管理有限公司：梁杰霖 佛山市卓富企业信息咨询有限公司：胡正萱 佛山中创企业上市孵化基地有限公司：刘桉彤 美的控股有限公司：张斌 佛山市思汗新材料有限公司：高东 佛山衍生品文化传播有限公司：王 ...

Core Insights - The company, 雷科防务, is focusing on market demand and has implemented measures to stabilize its military sector while expanding into the civilian market, resulting in a reduced loss [1] - In the first half of 2025, the company achieved revenue of 542 million yuan, a year-on-year increase of 9.77%, while net losses narrowed by 37.27% compared to the first half of 2024 [1] - The intelligent control business group showed significant growth with a revenue increase of 41.98%, while the satellite application business group also grew by 28.78%, driving the company's performance recovery [1] Revenue Breakdown - The radar system business contributed 181 million yuan in revenue, focusing on transforming from single radar components to integrated system solutions [2] - The intelligent control business group generated 162 million yuan in revenue, marking a 41.98% increase, and successfully delivered multiple key projects on time [5] - The satellite application business group achieved revenue of 113 million yuan, a 28.78% increase, with significant breakthroughs in core technologies [7] Business Developments - The radar system business is expanding its applications in various sectors, including civil aviation and disaster management, with successful deliveries of specialized radar systems [2][3] - The intelligent control business is advancing in drone support and vehicle intelligence upgrades, with several products entering mass production [5][6] - The satellite application business is enhancing its capabilities in remote sensing and ground processing, with successful project deliveries and significant market contracts [7] Technological Advancements - The company is focusing on digitalization and automation to improve efficiency and reduce costs, enhancing its production capabilities [1] - In the radar system core support area, the company is promoting a series of products for edge computing and AI acceleration [3] - The security storage business is making strides in solid-state storage and standard storage fields, with new products set to launch by the end of the year [8][9] Market Positioning - The company is positioning itself to benefit from the growing defense budget and the trend towards intelligent and high-end military equipment [10] - The strategy of "military technology for civilian use" is expected to open new commercial markets, with emerging businesses like intelligent networking and commercial remote sensing becoming potential growth points [11]