Core Viewpoint - The company, Chaojie Co., is actively engaged in the humanoid robot business, offering a range of products including fasteners, PEEK material products, sensor bases, and high-precision machining products. The company has secured some small batch formal orders and new project designations from certain clients, while also providing samples to other customers. However, due to the humanoid robot sector not yet reaching industrial-scale production, large volume orders have not been obtained [1]. Group 1 - The company provides various products for the humanoid robot sector, including fasteners and high-precision machining products [1] - The company has received small batch formal orders and new project designations from some clients [1] - The humanoid robot industry has not yet reached a scale of mass production, resulting in a lack of large volume orders [1]

Core Viewpoint - The company, Chaojie Co., Ltd. (301005.SZ), is primarily engaged in the manufacturing of commercial rocket structural components and has successfully completed production line construction in 2024, with a strong order backlog and ongoing deliveries to major domestic private rocket companies [1]. Group 1: Business Overview - The main business of the company includes the manufacturing of rocket structural components such as major sections of the rocket body, fairings, fuel tanks, and engine valves [1]. - The company has achieved successful mass deliveries of rocket body structural components, including shell segments and fairings, and has a sufficient order volume [1]. Group 2: Robotics Business - In the humanoid robotics sector, the company offers a variety of fasteners, PEEK material products, sensor bases, and high-precision machining products [1]. - The company has secured small batch formal orders from some clients and is working on new project specifications, in addition to providing samples to other clients [1].

Core Viewpoint - The company is exploring opportunities in the humanoid robot components sector, leveraging its existing precision manufacturing capabilities from the automotive industry, although it has not yet generated significant revenue from this new area [2] Group 1: Company Strategy - The company has acknowledged the technological similarities between the precision fasteners, sensor bases, and high-precision machined parts required for humanoid robots and its established automotive manufacturing expertise [2] - The company is closely monitoring advancements in the humanoid robot field and is conducting forward-looking research and adaptation based on its existing technology platform [2] Group 2: Business Development - As of now, the company has not formed any bulk order revenue from products related to humanoid robots [2] - The company emphasizes that any new business development will undergo rigorous product validation and commercial negotiation processes, indicating inherent uncertainties [2] - The company is committed to disclosing information in accordance with relevant regulations once substantial business progress is achieved in this area [2]

Core Insights - The company, Chaojie Co., Ltd. (301005), is actively involved in the humanoid robot business, offering a range of products including fasteners, PEEK material products, sensor bases, and high-precision machining products [1] - The company has secured some small batch formal orders and new project designations from certain clients, while also providing samples to other customers [1] - As the humanoid robot sector has not yet reached industrial-scale production, the company has not yet obtained large volume orders [1]

Core Viewpoint - Chaojie Fastening Systems (Shanghai) Co., Ltd. has showcased its development trends and strategic layout across multiple business areas during recent institutional research activities [1] Group 1: Automotive Business - The company focuses on the research, production, and sales of high-strength precision fasteners and special-shaped connectors, which are widely used in critical automotive components [1][2] - In the context of the automotive industry, the estimated market value of fasteners per mid-range passenger vehicle is around 2,000 yuan, while the estimated value for the company's small and medium-sized fasteners is approximately 800 yuan, indicating a relatively higher added value [2] - The company maintains a significant competitive advantage in the automotive parts manufacturing sector due to its quality customer resources, technical expertise, and ability to provide design solutions for fasteners [2][3] Group 2: Human-shaped Robot Business - The company has made progress in the humanoid robot sector, offering various fasteners, PEEK material products, sensor bases, and high-precision machining products, with some small batch orders and new project designations already secured [2] - The technical challenges in producing fasteners and connectors for humanoid robots are higher, but the company has advantages in small and medium-sized precision fasteners [2] Group 3: Future Growth Drivers - The automotive parts export expansion is a strategic focus, supported by long-term collaborations with international suppliers like Magna, Valeo, and Bosch [3] - Domestic growth in the automotive parts sector is driven by new customer development, product category expansion, and increased industry concentration [3] - The commercial aerospace business is progressing well, with successful batch deliveries of rocket body structural components and a high capacity utilization rate expected from the new production line [3]

Core Viewpoint - The company is optimistic about the long-term development of the robotics industry and is actively exploring diversified application scenarios beyond humanoid robots [1] Group 1: Humanoid Robot Business - The company offers a variety of fasteners, PEEK material products, sensor bases, and high-precision machining products in the humanoid robot business [1] - The company has received small batch formal orders and new project designations from some clients, while also providing samples to other clients [1] - As the humanoid robot sector has not yet reached industrial-scale production, the company has not secured large volume orders [1] Group 2: Diversification and Future Plans - In addition to the humanoid robot business, the company is actively laying out plans in the legal service robot sector [1] - The company is exploring multiple application scenarios to diversify its offerings [1]

Core Viewpoint - Chaojie Co., Ltd. (301005.SZ) announced its automotive business overview during an investor relations event, highlighting product applications and future growth drivers [1] Group 1: Automotive Business - The company provides various fasteners, PEEK material products, sensor bases, and high-precision machining products in the humanoid robot business sector [1] - Chaojie has received small batch formal orders and new project designations from some clients, and is currently working on samples for other customers [1] Group 2: Commercial Aerospace - The commercial aerospace business is progressing smoothly, with the company producing and delivering products according to orders [1] - Chaojie has achieved bulk delivery of shell segments, fairings, and other rocket body structural components, indicating a strong order backlog [1]

Group 1: Automotive Business Overview - The company specializes in high-strength precision fasteners and custom connectors, primarily used in automotive engine turbocharging systems, transmission control systems, exhaust systems, and interior/exterior components [2] - In the electric vehicle sector, products are applied in battery trays, chassis, body, electronic inverters, and battery swapping systems [2] - The estimated value of fasteners per mid-range passenger vehicle is around ¥2,000, with the company's small-sized fasteners valued at approximately ¥800 per vehicle [3] Group 2: Robotics and Advanced Materials - The company is actively developing humanoid robot components, having received small batch orders and prototypes from various clients, although large-scale orders are not yet realized [2][3] - PEEK material products are currently provided for automotive fasteners but not yet for humanoid robots, as the precision required for robotic fasteners is higher [3] Group 3: Competitive Advantages in Automotive Parts - Key advantages in maintaining market share include: 1. High-quality customer resources 2. Extensive technical expertise in providing design solutions 3. Strong quality control capabilities 4. Stable and sufficient production capacity 5. Enhanced customer service 6. Combination of metal and plastic components to meet automotive lightweight requirements [3] Group 4: Commercial Aerospace Business - The company has completed production line construction for commercial rocket body components in 2024, with clients including leading private rocket companies [4] - The current order situation in the commercial aerospace sector is robust, with successful batch deliveries of rocket body components [4] - The production capacity for commercial aerospace is set at 10 rockets per year, with high utilization rates [4] - Advantages in this sector include a specialized team with extensive experience and the financial capability to invest in equipment and production line development [4]

Group 1: Commercial Aerospace Business - The commercial aerospace business focuses on manufacturing rocket structural components, including major segments like shells, fairings, fuel tanks, and engine valves [2] - In 2024, the company completed its production line construction and has begun bulk deliveries of products such as fairings and shell segments to clients like Blue Arrow Aerospace and Tianbing Technology [2] - Key materials used for rocket structural components are stainless steel and aluminum alloy [2] Group 2: Advantages in Commercial Aerospace - Talent advantage with a dedicated team experienced in the commercial aerospace sector, including core technical, manufacturing, and business personnel [2] - Financial advantage leveraging the company's public listing to fund equipment purchases and production line construction based on market conditions [2] Group 3: Humanoid Robot Business - The humanoid robot business is a significant direction for the company, offering various fasteners, PEEK materials, sensor bases, and high-precision machining products [3] - The company has received small batch formal orders and project designations from some clients, while also conducting samples for others [3] - The humanoid robot sector has not yet reached industrial-scale production, resulting in a lack of large-volume orders [3] - The company is exploring diversified applications in the legal service robot field [3] Group 4: Investor Relations and Communication - The investor relations activity on October 13, 2025, included thorough communication with investors, adhering to the company's information disclosure management system to ensure accurate and timely information [3]

Core Insights - The event held on September 19 focused on the performance briefing of listed companies in the Shanghai area, highlighting the importance of communication in conveying value and building confidence for the future [1] Company Overview - Chaojie Co., Ltd. (301005) is actively engaged in the humanoid robot business, offering a variety of fasteners, PEEK material products, sensor bases, and high-precision machining products [1] - The company has secured small batch formal orders from some clients and has established project designations with others, indicating a growing client base that includes both domestic and international customers [1] Product Applications - Chaojie Co., Ltd. specializes in the research, production, and sales of high-strength precision fasteners and special-shaped connectors, primarily used in critical automotive components such as turbocharging systems, gear shifting and parking control systems, exhaust systems, and interior/exterior automotive parts like seats, lights, and mirrors [1] - Additionally, the company's fastener products are also utilized in the electronics and telecommunications industries [1]