Market Position and Competitive Advantage - The company holds a market share of over 50% in the carbon fiber production line sector, establishing itself as a leader in the domestic specialized equipment industry [2][15]. - Compared to international competitors, the company offers a higher cost-performance ratio and effective after-sales service, while it possesses unique independent innovation capabilities and leading production costs compared to domestic rivals [2][3]. Project Developments - The company is progressing well with the contract for a 50,000-ton main process device of the 150,000-ton green recycled new materials project, expected to be delivered in 2025 [3][9]. - The company has signed strategic cooperation agreements with various partners for charging station construction, with 177 sites approved and 82 signed contracts as of 2024 [3][4]. Industry Trends and Future Outlook - The company anticipates significant growth in the recycled fiber market, projected to increase from approximately 12 billion RMB in 2019 to around 20 billion RMB by 2025 [8][9]. - The company is focusing on the low-altitude economy and robotics sectors, with plans to develop electric vertical takeoff and landing aircraft components and exoskeleton robots [5][6]. Financial Performance - In 2024, the company achieved a total revenue of 1.728 billion RMB, a 12.25% increase from the previous year, while net profit decreased by 18.53% to 146.9 million RMB [19]. - The overall gross margin for 2024 was 29.21%, reflecting a decline of 3.06 percentage points due to changes in revenue composition [19]. Talent and R&D Investment - The company invested 120.21 million RMB in R&D in 2024, a 5.26% increase year-on-year, with 348 technical R&D personnel, accounting for 22.64% of the workforce [17][28]. - The "1511 Talent Action Plan" aims to attract high-level talent, with 10 PhDs and 47 master's graduates recruited in 2024 [17][20]. Shareholder Returns - The proposed profit distribution for 2024 includes a cash dividend of 1.50 RMB per 10 shares, totaling approximately 77.95 million RMB [19].

5月7日开盘，机器人概念股表现活跃，多只个股飘红。消息面上，"五一"假期期间，外骨骼机器人"出 圈"，安徽黄山、山东泰山、江西武功山等多个景区引入相关外骨骼设备并受到游客青睐。在市场看 来，这标志着外骨骼机器人正从"验证"迈向"实际应用"。 " 外骨骼机器人作为具身智能赛道的重要组成部分，是当前最具发展潜力的细分方向之一，它具有'消 费潜力大'与'技术复用性强'的双重优势。相比人形机器人，其落地难度小、技术门槛低，产业推进迅 速，目标客群精准，在当前市场环境下，行业渗透率存在较大的提升空间。"中国数实融合50人论坛智 库专家洪勇在接受《证券日报》记者采访时表示。 应用场景拓展 外骨骼机器人是一种可穿戴的机械结构，融合动力控制、传感、信息、移动计算为一体，对使用者的肢 体动作进行辅助或增强。以泰山景区应用的"智能登山杖"为例，该设备不仅能辅助行走、实时监测身体 状况，还具备紧急呼救、景点讲解等功能，成为景区科技服务的新亮点。 福州公孙策公关咨询有限公司合伙人詹军豪在接受《证券日报》记者采访时表示，外骨骼机器人已从早 期依赖机械结构的无源型产品，迭代为融合高密度传感器矩阵与自适应算法的有源型产品。后者能够实 时感 ...