沟通传递价值 信心共筑未来——2025年上海辖区上市公司集体接待日暨中报业绩说明会9月19日在全景 网举行。超捷股份（301005）董事会秘书、财务总监李红涛介绍，在人形机器人业务领域，公司可以提 供多种紧固件、PEEK材质产品、传感器基座及高精密机加工产品。目前已取得部分客户小批量正式订 单及取得部分客户项目定点，同时还有给客户打样，上述项目涉及终端客户包括国内外客户。公司将持 续拓展客户，抓住行业发展机会。 超捷股份长期致力于高强度精密紧固件、异形连接件等产品的研发、生产与销售，产品主要应用于汽车 发动机涡轮增压系统，换档驻车控制系统，汽车排气系统，汽车座椅、车灯与后视镜等内外饰系统的汽 车关键零部件的连接、紧固。此外，公司的紧固件产品还应用于电子电器、通信等行业。（全景网） 更多详情，请点击：https://rs.p5w.net/html/175611728073329.shtml ...

Core Viewpoint - Zhejiang Huayuan (301535.SZ) is currently focused on the automotive sector as a supplier of auto parts while also exploring opportunities in emerging technologies such as robotics [1] Group 1: Business Focus - The company specializes in automotive components and is closely monitoring developments in the robotics sector [1] - There is a potential for the company to expand into the humanoid robotics field due to the technical similarities with its existing product technologies, such as precision fasteners, sensor bases, and high-precision machined parts [1] Group 2: Future Potential - The company has a strong technical foundation that positions it well for future expansion into related fields [1] - As of now, the company's products have not yet achieved mass production application in humanoid robotics [1] Group 3: Collaboration and Development - Any new collaborations in emerging fields will require strict technical adaptation verification and commercial processes [1] - The company is actively assessing opportunities that are beneficial for business development and will disclose any substantial progress in accordance with regulations [1]

Group 1 - The company, Chaojie Co., has responded to investor inquiries regarding its capabilities in the humanoid robot sector, stating it can provide various fasteners, PEEK material products, sensor bases, and high-precision machining products [2] - Currently, the company has received small batch orders from some clients, including Zhiyuan Robotics, but has not yet achieved large-scale orders due to the humanoid robot industry not reaching a stage of industrialization [2] - The humanoid robot business currently represents a low proportion of the company's revenue and has not significantly impacted its overall performance [2]

Group 1 - The humanoid robot business is one of the important business directions for the company [1] - The company can provide various fasteners, PEEK material products, sensor bases, and high-precision machining products in the humanoid robot field [1] - The company has obtained small batch samples and formal small batch orders from some clients, including Zhiyuan Robotics [1] Group 2 - The humanoid robot business has not yet reached the stage of industrial scale, hence the company has not secured large batch orders [1] - Currently, this business accounts for a low proportion of the company's revenue and does not significantly impact the company's performance [1]

Core Viewpoint - The company has made progress in the humanoid robot sector, securing small batch orders but has not yet reached large-scale production [2] Company Developments - The humanoid robot business is a significant direction for the company, offering various fasteners, PEEK material products, sensor bases, and high-precision machining products [2] - The company has received small batch sample orders and formal small batch orders from clients, including ZhiYuan Robotics [2] - Currently, the humanoid robot business contributes a low proportion to the company's revenue and does not significantly impact overall performance [2]

Core Viewpoint - The humanoid robot business is a significant direction for the company, which is currently providing various fasteners, PEEK material products, sensor bases, and high-precision machining products in this field [1] Group 1: Business Development - The company has received small batch sample orders and formal small batch orders from clients, including Zhiyuan Robotics [1] - The humanoid robot business has not yet reached an industrial scale, resulting in a lack of large batch orders [1] - Currently, this business segment contributes a low proportion to the company's revenue and does not significantly impact overall performance [1]

Group 1: Automotive Business Overview - The company focuses on high-strength precision fasteners and special connectors, primarily used in automotive engine turbocharging systems, shifting control systems, exhaust systems, and key components in electric vehicles [2] - The automotive business revenue has been growing year-on-year, driven by factors such as new customer development and product category expansion [3][4] Group 2: Commercial Aerospace Business Progress - The company has completed production line construction for commercial rocket structural components in 2024, with major clients including Blue Arrow Aerospace and Tianbing Technology [3] - The annual production capacity for commercial aerospace is estimated at 10 rockets, with a high utilization rate of existing capacity [4] Group 3: Human-shaped Robot Business Development - The company is actively developing humanoid robot components, having received small batch orders from several clients, although large-scale orders are not yet realized [3] Group 4: Financial Performance and Challenges - The company's gross margin has declined due to factors such as the slowdown in the automotive industry and rising material costs since late 2021 [4] - The new Wuxi Chaojie project has started production in 2023, with expectations for profitability in 2024 [4] Group 5: Future Prospects in Commercial Aerospace - The estimated value of structural components for a single commercial rocket is around 15 million, with potential increases to 25-30 million after the completion of the fuel tank production line [4] - The company is preparing for the future trend of reusable rockets, although current domestic technology is not yet mature [4]

Group 1: Automotive Business Overview - The company focuses on high-strength precision fasteners and special connectors, primarily used in automotive engine turbocharging systems, transmission control systems, exhaust systems, and key components in electric vehicles [2] - Future growth points in the automotive sector include expanding exports, developing new customers like NIO and BYD, increasing product categories, and enhancing domestic market share through localization [2] Group 2: Humanoid Robot Business Progress - The humanoid robot segment is a key business direction, with initial small batch orders received, although large-scale orders are not yet achieved due to the industry's nascent stage [3] Group 3: Commercial Aerospace Business Development - The commercial aerospace sector involves manufacturing structural components for rockets, with significant clients including Blue Arrow Aerospace and Tianbing Technology [3] - The estimated value of structural components for a mainstream commercial rocket is around 15 million, with potential increases to 25-30 million after establishing a fuel tank production line [3] Group 4: Competitive Advantages in Aerospace - The company possesses a specialized team with extensive experience in commercial aerospace, alongside financial advantages for equipment purchases and production line construction [3] Group 5: Future of Reusable Rockets - Current domestic technology for reusable rockets is not mature, but the company plans to adapt to future trends in the market, focusing on profitability in the commercial aerospace sector [3] Group 6: Investor Communication - The company ensured transparent communication with investors, adhering to information disclosure regulations to maintain accuracy and timeliness [4]

Group 1: Acquisition and Business Expansion - The acquisition of Chengdu Xinyue allows the company to expand its product applications into the aerospace sector, benefiting from the high growth of the aerospace manufacturing industry, which will be a significant growth driver for the company's performance [2] - The company has completed the production line for commercial rocket structural components, with major clients including Blue Arrow Aerospace and Tianbing Technology [2][3] Group 2: Commercial Aerospace Business - The company provides key structural components such as tail sections and fairings for Blue Arrow's Zhuque-3 commercial rocket [3] - The estimated value of structural components for a single commercial rocket is approximately 15 million, with potential to reach 25-30 million after the completion of the fuel tank production line [3] Group 3: Robotics and Automotive Business - The humanoid robot business is a key direction, with initial small batch orders received, although large-scale orders are not yet achieved due to the industry not reaching mass production [4] - The automotive business focuses on high-strength precision fasteners and is expanding into overseas markets, with strategic partnerships with major international suppliers [4] Group 4: Financial Performance and Challenges - The company's gross margin has declined due to factors such as the slowdown in the automotive industry and rising material costs since late 2021 [4] - The estimated value of fasteners for a mid-sized passenger vehicle is around 2,000, with the company's products positioned at a higher value of approximately 800 for small-sized fasteners [4]

Group 1 - The company disclosed its investor relations activity report, highlighting progress in its automotive, humanoid robot, and commercial aerospace businesses [1] - In the humanoid robot sector, the company has received small batch formal orders from clients such as Zhiyuan Robotics and is currently sampling for other clients [1][3] - The automotive business focuses on the research, production, and sales of high-strength precision fasteners and special-shaped connectors, primarily used in turbocharging systems and modules of electric vehicles [1] Group 2 - The commercial aerospace business involves the manufacturing of structural components for commercial rockets, including shell segments and fairings, with production lines completed in 2024 [2] - The company has delivered structural components worth approximately 15 million yuan, with the value of a single rocket's structural components estimated between 25 million to 30 million yuan after the completion of the fuel tank production line [2] - In Q1 2025, the company reported a revenue of 189 million yuan, a year-on-year increase of 38%, and a net profit of 15.99 million yuan, up 27% [2] Group 3 - The company is optimistic about the development prospects in the humanoid robot sector and has established a dedicated team to research and develop related fastening connection products [3]