格隆汇12月16日丨安利股份(300218.SZ)在投资者关系中表示，有被问到:公司半导体产品和机器人皮肤 材料开发进展？ 答:公司半导体相关材料已实现少量量产，目前该部分营收在公司整体营收中占比较小，公司正积极拓 展市场和客户，努力扩大销售。 公司密切关注具身智能领域的发展趋势与市场核心需求，相关材料的研发与探索处于初期阶段，已就相 关方向与部分行业头部企业及合作方展开一定调研和接洽，并推进有关开发创新和打样工作。但截至目 前，尚未形成实质性量产业务订单。 ...

证券代码：300218 证券简称：安利股份 安徽安利材料科技股份有限公司投资者关系活动记录表 答：近期，公司正组织营销部门对市场和客户逐一进行讨 论分析，形成了初步的销售计划。营销部门对 2026 年销售计划 整体持乐观积极态度，但由于宏观经济环境具有复杂性与不确 定性，公司认为 2026 年挑战与机遇并存，机遇大于挑战。 后续，公司将以该初步方案为基础，秉着务实稳健、中性 偏积极的原则，充分研判宏观经济、产业周期、市场竞争格局 等外部环境的不确定性因素，努力在 2026 年实现良好的经营业 绩。 该经营计划目标仅为公司内部战略部署的方向指引及内部 奋斗目标，不代表对社会投资者的承诺。 4、鞋类大客户在公司整体营收中的占比？ 答：公司市场和客户适度多元的经营策略，不依赖单一市 场、单一客户，下游客户较分散，目前公司无单一大客户营收 占比超过 10%。 原则上目前合作规模 5000 万元以上的客户，都可以划定为 大客户范畴。适度分散的客户结构能规避单一客户经营波动、 合作调整等带来的风险，减少对特定客户的依赖，同时反映出 公司在现有鞋类大客户的内部采购份额中，仍有较大提升潜力。 编号：2025-040 | | ...

Core Viewpoint - Amway Co., Ltd. has successfully applied its silicon-based materials and TPU technology in various sectors including home furnishings, automotive interiors, consumer electronics, and functional footwear materials [1] Group 1: Product Applications - The company's TPU materials are characterized by vibrant colors, strong fashion appeal, lightweight, and excellent comprehensive performance including wear resistance, acid and alkali resistance, hydrolysis resistance, and solvent resistance [1] - In the consumer electronics sector, the company has established a differentiated advantage with its eco-friendly TPU materials [1] Group 2: Market Expansion - The company has achieved small-scale production of semiconductor-related materials, although this segment currently contributes a minor share to overall revenue [1] - The company is actively working to expand its market presence and customer base to increase sales [1]

Core Viewpoint - Amway Co., Ltd. has begun limited production of semiconductor-related materials, which currently contributes a small portion to the company's overall revenue, while actively seeking to expand its market and customer base to increase sales [1] Group 1 - The company has achieved limited mass production of semiconductor-related materials [1] - The revenue from semiconductor-related materials constitutes a small percentage of the company's total revenue [1] - The company is actively working to expand its market and customer base to boost sales [1]

Core Viewpoint - Company Amway Co., Ltd. (300218.SZ) has successfully applied its silicon-based materials and TPU process technology in various fields including home furnishings, automotive interiors, consumer electronics, and functional footwear materials [1] Group 1: Product Applications - The company's TPU materials are characterized by vibrant colors, strong fashion appeal, lightweight, and excellent comprehensive performance including wear resistance, acid resistance, alkali resistance, hydrolysis resistance, and solvent resistance, along with being eco-friendly [1] - Currently, the company has not combined its TPU materials with nanomaterials [1] Group 2: Market Expansion - The company's semiconductor-related materials have achieved small-scale production, although this segment currently contributes a small proportion to the overall revenue [1] - The company is actively expanding its market and customer base, striving to increase sales [1]