智通财经11月12日讯（记者 肖良华）人形机器人的"骨骼"、"关节"与"皮肤"对材料提出了极高要求，轻 量化、高强度、耐磨耐疲劳是核心方向。改性塑料行业上市公司产品相关性高，纷纷推出新材料、新应 用跻身热门赛道，带动新材料需求的提升。 道恩股份（002838.SZ）相关负责人对智通财经记者表示，公司基于自身在塑料和材料行业积累的优 势，公司弹性体研发团队在超软人工肌肉TPE、人工皮肤SiTPV、导电TPE、温感变色和光感变色TPE 几个方向同时研究储备，取得了进展。 11月，国恩股份（002768.SZ）公司旗下专注智能机器人领域的子公司国恩未来（深圳）科技有限公司 发布了人工智能新品，展示了其在机器人结构设计、运动控制、环境感知及人机交互等方面的多项技术 突破。 "改性塑料企业传统产品竞争较为激烈，机器人领域将成为未来数年热门的领域，给公司传统产品带来 新机会，至少十余家相关上市公司对此进行了布局。"某塑料行业上市公司相关负责人对智通财经记者 表示。 在PEEK材料布局上，沃特股份（002886.SZ）PEEK产业链已实现"合成-改性-加工"全流程自主掌控，成 为国内PEEK产业链布局最完善的企业之一，可供 ...

证券日报网讯道恩股份（002838）11月10日在互动平台回答投资者提问时表示，公司在弹性体产品领域 储备基础上开发了超软人工肌肉TPE、人工皮肤SiTPV等，目前人形机器人正在如火如荼的发展过程 中，公司提前布局跟进机器人的发展方向，开发机器人领域产品应用。公司有应用到机器人制造上的改 性材料，如机器人手臂尼龙材料、合金材料，热塑性弹性体可以应用于机器人仿真皮肤。公司将积极寻 求与小鹏机器人合作机会。 ...

格隆汇11月10日丨道恩股份(002838.SZ)在互动平台表示，公司在弹性体产品领域储备基础上开发了超 软人工肌肉TPE、人工皮肤 SiTPV 等，目前人形机器人正在如火如荼的发展过程中，公司提前布局跟进 机器人的发展方向，开发机器人领域产品应用。公司有应用到机器人制造上的改性材料，如机器人手臂 尼龙材料、合金材料，热塑性弹性体可以应用于机器人仿真皮肤。公司将积极寻求与小鹏机器人合作机 会。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司的热塑性弹性体、改性塑料、色母粒及聚酯 材料是否可以用于机器人的仿生肌肉、柔性皮肤？公司在这方面与小鹏机器人有合作吗？ （文章来源：每日经济新闻） 道恩股份（002838.SZ）11月10日在投资者互动平台表示，公司在弹性体产品领域储备基础上开发了超 软人工肌肉TPE、人工皮肤 SiTPV 等，目前人形机器人正在如火如荼的发展过程中，公司提前布局跟进 机器人的发展方向，开发机器人领域产品应用。公司有应用到机器人制造上的改性材料，如机器人手臂 尼龙材料、合金材料，热塑性弹性体可以应用于机器人仿真皮肤。公司将积极寻求与小鹏机器人合作机 会。 ...

Core Viewpoint - The company held a successful Q3 2025 earnings conference, engaging with investors and addressing various inquiries regarding its operations and future strategies [1]. Group 1: Company Performance - In Q3 2025, the company achieved a revenue of 4.456 billion yuan, representing an 18.23% year-on-year increase, while net profit rose by 32.96% to 131 million yuan [46]. - The company reported a basic earnings per share of 0.28 yuan for the first three quarters of 2025 [46]. Group 2: Product Development and Strategy - The company is constructing a 20,000-ton DVA production line, with an estimated completion time of around 12 months [10][32]. - The company has developed several advanced materials for robotics, including ultra-soft artificial muscle TPE and artificial skin SiTPV, which are expected to enhance the performance and cost-effectiveness of robots [4][8]. - The company is actively pursuing partnerships in the robotics sector, including potential collaborations with Xiaopeng Motors [12][33]. Group 3: Market Position and Challenges - Despite positive developments, the company's stock price has faced downward pressure, attributed to various market factors [5][15]. - The company is focused on enhancing its market presence and investor confidence through improved communication and transparency regarding product developments and market strategies [41][55]. Group 4: Research and Development - The company has established a robust R&D framework, including multiple national-level research platforms, to drive innovation in thermoplastic elastomers and modified plastics [7]. - The company is committed to sustainable development, actively engaging in the recycling and development of eco-friendly materials [17].

Group 1 - Alibaba Group CEO Wu Yongming stated that achieving "Super Artificial Intelligence" will take a long time, emphasizing the company's commitment to developing a comprehensive AI cloud to promote open-source technology and accessibility [2] - Under Armour appointed Carol Chen as Vice President and General Manager for China, effective November 9, to oversee market strategy and operations [3] - The China Consumers Association reported receiving 536,761 consumer complaints in Q3 2025, a 7.9% year-on-year increase, recovering economic losses of 236 million yuan [4][11] Group 2 - Hong Kong Stock Exchange reported a total market capitalization of 48.1 trillion HKD at the end of October 2025, a 37% year-on-year increase, with average daily trading volume rising by 8% [6] - JD.com's founder Liu Qiangdong discussed the company's collaboration with robot companies to enhance last-mile delivery using community robots [7] - The Ministry of Industry and Information Technology highlighted the solid foundation and continuous improvement of China's AI industry during the 8th China International Import Expo [8] Group 3 - The "Silk Road E-commerce" cooperation zone celebrated its two-year achievements, launching the 2025 National "Silk Road Cloud Products" E-commerce Month [9] - Dawn Group announced its involvement in developing modified materials for robotics, including nylon and alloy materials for robotic arms and thermoplastic elastomers for simulated skin [10] - The U.S. saw over 153,000 layoffs in October 2025, the highest in over 20 years, attributed to the rise of AI technology and economic factors [12]

Core Viewpoint - The robotics sector is expected to become a hot area in the coming years, presenting new opportunities for the company's thermoplastic elastomers [1] Company Developments - The company has achieved technological breakthroughs in the field of robotic simulation skin elastomer materials [1] - The R&D team is simultaneously researching and reserving several directions: ultra-soft artificial muscle TPE, artificial skin SiTPV, conductive TPE, temperature-sensitive color-changing TPE, and light-sensitive color-changing TPE, with significant progress made [1] Product Innovations - The artificial muscle TPE has a Shore hardness of 0A, characterized by ultra-softness, excellent elasticity, and a dry, non-slippery surface [1] - The artificial skin SiTPV offers a strong skin-like feel and high strength [1] - The conductive TPE has a resistivity as low as 10Ω.m, which is expected to enable direct printing of circuits on robots, significantly reducing or even eliminating the need for cables [1] - The temperature-sensitive and light-sensitive color-changing TPE can simulate human facial expressions in robots, greatly reducing the need for sensors, and is expected to transition existing robots from being expensive, bulky, and clumsy to being agile, affordable, and realistic [1]

Core Viewpoint - The company is actively developing products for the robotics sector, leveraging its expertise in elastomer products to create advanced materials for humanoid robots [1] Group 1: Product Development - The company has developed ultra-soft artificial muscles (TPE) and artificial skin (SiTPV) as part of its elastomer product offerings [1] - The company is focusing on the application of modified materials in robot manufacturing, including nylon and alloy materials for robotic arms [1] - Thermoplastic elastomers are being utilized for simulating skin in robotic applications [1] Group 2: Market Positioning - The company is strategically positioning itself in the growing field of humanoid robotics by proactively developing relevant products [1] - The ongoing development of humanoid robots is a key area of focus for the company, indicating a commitment to innovation in this sector [1]

Core Viewpoint - The company is actively developing products in the field of robotics, leveraging its expertise in elastomer products to create advanced materials for humanoid robots [1] Group 1: Product Development - The company has developed ultra-soft artificial muscles (TPE) and artificial skin (SiTPV) based on its existing elastomer product reserves [1] - The company is focusing on the application of modified materials in robot manufacturing, including nylon and alloy materials for robotic arms [1] - Thermoplastic elastomers are being utilized for simulating skin in robots, indicating a significant advancement in robotics applications [1]

Core Viewpoint - The company is actively developing products in the field of robotics, leveraging its expertise in elastomer products to create advanced materials for robotic applications [1] Group 1: Product Development - The company has developed ultra-soft artificial muscles (TPE) and artificial skin (SiTPV) based on its existing elastomer product reserves [1] - The company is focusing on the development of materials for robotic applications, including modified materials for robot manufacturing such as nylon and alloy materials for robotic arms [1] - Thermoplastic elastomers are being utilized for simulating skin in robots, indicating a significant advancement in the field [1] Group 2: Industry Trends - The company is strategically positioning itself to follow the development trends in robotics, suggesting a proactive approach to market opportunities [1]