Core Viewpoint - The company has collaborated with DANFOSS to develop self-lubricating PEEK materials for T-type lead screws, achieving small-scale sales [1] Group 1: Product Development - The company has successfully developed PEEK materials that exhibit excellent self-lubricating properties [1] - Applications of PEEK materials include electronic cigarettes, industrial printer print heads, and components for medical sterilization diagnostic equipment [1] Group 2: Manufacturing Capabilities - The company possesses mature production technology in mold design, manufacturing, and subsequent mass production processing of PEEK material products [1]

Financial Performance - In the first half of 2025, the company achieved operating revenue of CNY 2.525 billion, a year-on-year increase of 20.07% [3] - Net profit attributable to shareholders reached CNY 287 million, up 15.73% year-on-year [3] - Net profit excluding non-recurring gains and losses was CNY 246 million, reflecting a significant growth of 55.65% [3] Business Development - The company has established partnerships with two leading domestic electric vehicle manufacturers for the development of humanoid robot joint modules and reverse planetary roller screw projects, with the first batch of orders delivered in May 2025 [4][6] - The company is actively engaging with various domestic robot manufacturers, receiving recognition for its capabilities in the screw domain [4] Production Capacity Planning - Humanoid robot components production capacity: - Roller screws: 1 million sets per year planned, with 100,000 sets expected by October 2025 [6] - Ball screws: 400,000 sets per year planned, with 100,000 sets expected by February 2026 [6] - Joint modules: 120,000 sets per year planned, with full capacity expected by the end of 2025 [6] - Automotive screw production capacity: - EHB screws: current capacity of 200,000 sets per year, expected to increase to 600,000 sets by year-end [7] - EMB screws: currently planned at 180,000 sets per year [8] Cost Control and Efficiency - Total expenses for the first half of 2025 amounted to CNY 250 million, accounting for 10% of total revenue, a decrease of 0.5 percentage points compared to the same period last year [10] - The second-generation grinding machine is expected to enter mass production in September 2025, significantly improving processing efficiency [11] Strategic Partnerships and Market Engagement - The company has engaged in multiple discussions with leading foreign screw manufacturers, securing small batch orders for ball and roller screws [12] - The company is awaiting order releases from Tier 1 automotive clients, with expectations for clear orders in the fourth quarter [12] New Product Development - The company’s new energy electric drive business generated revenue of CNY 440 million in the first half of 2025, a year-on-year increase of 93.78% [16] - The company is expanding its production bases in Thailand and Chongqing, with plans for mass production in early 2026 [16] Innovation and Future Planning - The company is exploring the application of PEEK materials in robotics, with ongoing research and development efforts [18] - The company is actively developing new products for the low-altitude economy, with a focus on electric drive products ranging from 30KW to 250KW [17]

每经AI快讯，有投资者在投资者互动平台提问：公司PEEK材料应用拓展如何？ 兴瑞科技（002937.SZ）8月7日在投资者互动平台表示，您好，感谢您的关注！公司投资有PEEK材料加 工的设备，有汽车电子零部件相关产品试制，未来将根据市场客户需求推进。 （文章来源：每日经济新闻） ...

Group 1: Market Trends and Economic Indicators - The trend of robot lightweighting is clear, with a particular focus on the application of PEEK materials, which is expected to develop further in the future [1][11] - The U.S. Consumer Price Index (CPI) for April increased by 2.3% year-on-year, down from 2.4% previously, while the core CPI remained stable at 2.8% year-on-year [5] - Major U.S. stock indices showed mixed results, with the Dow Jones down 0.64%, the Nasdaq up 1.61%, and the S&P 500 up 0.72% [2][3] Group 2: Corporate Developments - JD Group reported a first-quarter revenue of 301.1 billion yuan, a year-on-year increase of 15.8%, with net profit attributable to ordinary shareholders reaching 10.9 billion yuan, up from 7.1 billion yuan in the same period last year [6] - Zongyi Co. plans to acquire control of Jilai Microelectronics through cash investment or share acquisition, which is expected to constitute a significant asset restructuring [7] - Dongshan Precision announced its subsidiary DSG intends to acquire 100% of French GMD Group for approximately 1 billion euros (about 814 million yuan), aiming to enhance its presence in the global automotive industry [9] Group 3: Regulatory and Policy Changes - The State Council Tariff Commission announced a reduction in tariffs on U.S. imports from 34% to 10%, effective May 14, 2025, and a temporary suspension of a 24% tariff [3][4] - The Chinese government is addressing competition issues in the food delivery industry by requiring platforms like JD, Meituan, and Ele.me to comply with relevant laws and regulations to ensure fair competition [4]