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奇德新材(300995.SZ):获得国内某头部主机厂人形机器人碳纤维壳体项目定点及小批量订单
Ge Long Hui A P P· 2025-11-06 07:31
Core Viewpoint - The company is focusing on the high-performance composite materials sector and has secured a small batch order for carbon fiber shells from a leading domestic humanoid robot manufacturer, although the current business orders have a minimal impact on the company's overall performance due to the early stage of the humanoid robot industry [1] Group 1 - The company is deeply engaged in the high-performance composite materials field [1] - The company has received a designated small batch order for carbon fiber shells in the humanoid robot sector [1] - The current orders represent a very small proportion of the company's overall business and will not significantly affect its operating performance [1]
奇德新材:在人形机器人领域,公司获得国内某头部主机厂人形机器人碳纤维壳体项目定点及小批量订单
Mei Ri Jing Ji Xin Wen· 2025-11-06 03:43
Core Insights - The company has not disclosed any new significant clients or cooperation intentions in its robotics business beyond those already mentioned, including UBTECH, Zhiyuan, Datan, and Tesla [1] - The company has received a small batch order for carbon fiber shell projects from a leading domestic humanoid robot manufacturer, indicating its focus on high-performance composite materials [1] - The current orders in the humanoid robot sector are minimal and do not significantly impact the company's overall performance [1] - The company's future strategy is clear, focusing on accelerating development in emerging fields such as new energy vehicles, low-altitude flight, and robotics through modified plastics and carbon fiber products [1]
奇德新材:获得国内某头部主机厂人形机器人碳纤维壳体项目定点及小批量订单
Ge Long Hui A P P· 2025-09-19 10:54
Group 1 - The company is actively expanding into emerging fields such as low-altitude flight and robotics [1] - The company has engaged in discussions with several leading brand clients in the industry, with some clients advancing to sample development and testing [1] - In the humanoid robot sector, the company has secured a designated project for carbon fiber shell components from a leading domestic manufacturer, along with small batch orders [1]