（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，你在其它互动里有提到机器人电子皮肤， 能具体介绍一下吗？机器人电子皮肤公司能不能大量生产？电子皮肤颜色可以根据客户要求进行生产 吗？还是只有一种颜色？目前电子皮肤是处于一个什么阶段？是有客户开始测试了？还是目前只是公司 可以生产还没有进行任何的一个测试？谢谢！ 岱勒新材（300700.SZ）8月27日在投资者互动平台表示，子公司岱华的UV固化型导电材料可用于机器 人电子皮肤，可根据客户需求定制颜色，目前正在一些客户进行推广测试。 ...

Investment Rating - The report maintains a "Buy" rating for Tianan New Materials, expecting a price increase of 5% to 15% relative to the industry index over the next six months [14]. Core Views - The company is focused on improving profitability while exploring electronic skin technology and deepening its presence in the home furnishing sector. It is expected that the net profit attributable to the parent company will reach 145 million, 177 million, and 213 million yuan from 2025 to 2027, with year-on-year growth rates of 43%, 22%, and 20% respectively [2][5]. Financial Performance Summary - **Revenue and Profitability**: In the first half of 2025, the company achieved a revenue of 1.444 billion yuan, a year-on-year increase of 3.97%. The net profit attributable to the parent company was 62.17 million yuan, up 16.59% year-on-year [1]. - **Segment Performance**: The revenue from ceramic tiles remained stable, while the automotive interior and building fireproof decorative panels saw significant year-on-year growth of 36% and 23% respectively. The sales volume of building ceramics exceeded 20.3 million square meters, a 6% increase year-on-year [1][2]. - **Cost Control and Efficiency**: The company improved its overall gross margin by 1.56 percentage points to 23.54% through enhanced cost control and management practices. The net profit margin also increased by 0.27 percentage points to 4.84% [1][2]. Future Outlook - The company is actively exploring the development of electronic skin technology, collaborating with various research institutions and leading sensor and robotics companies. This initiative is expected to enhance its product offerings and market position in the future [2]. - The establishment of Tianan Chip Home aims to innovate a "one-stop" community service platform for property renovation, creating a comprehensive service chain from property transactions to home decoration delivery [2].

Investment Rating - The investment rating for Tianan New Materials (603725) is "Buy" (maintained) [1] Core Views - The company is actively expanding its robotics electronic skin business, leveraging its supply chain advantages in reusable materials to extend its growth curve [6] - The building ceramics segment is steadily increasing its market share, with gross margins rising against the trend, benefiting from a light-asset outsourcing model and improved internal management [6] - The polymer business is steadily growing, showcasing comprehensive advantages, particularly in the context of increasing penetration of new energy vehicles [6] - The company is advancing its pan-home business development through acquisitions, enhancing its industry ecosystem [6] - Long-term strategic planning focuses on steady transformation, optimizing product innovation capabilities, and improving supply chain efficiency [6] - The acquisition of Eagle Brand Ceramics is expected to drive profit margin improvements and open up growth opportunities in the assembly-style interior decoration market [6] Financial Data and Profit Forecast - Total revenue is projected to be 3,309 million in 2025, with a year-on-year growth rate of 6.7% [5] - Net profit attributable to the parent company is expected to reach 122 million in 2025, reflecting a year-on-year increase of 21.0% [5] - Earnings per share are forecasted to be 0.40 yuan per share in 2025, with a projected PE ratio of 21 [5] - The gross margin is expected to remain stable at around 22.6% in 2025 [5]

Group 1: Company Overview - Jiangsu Jujie Microfiber Technology Group Co., Ltd. held investor relations activities on March 24-25, 2025 [1] - Participants included various funds and securities firms such as CCB Schroder Fund and Minsheng Securities [2] Group 2: Research and Development - The company has established a dedicated R&D department and collaborates with universities and research institutes to enhance its R&D capabilities [2] - The company clarified that it does not engage in the development of robotic electronic skin, despite rumors [2] Group 3: Business Operations - The company currently has no production or sales of any products related to bionic robots [3] - Future business outlook indicates stable orders for traditional textile materials, with potential growth in electronic and automotive fabric markets, contingent on market development [3]