证券日报网讯 恒辉安防（300952）9月22日发布公告，在公司回答调研者提问时表示，公司已出货的机 器人防护手套、腰封件、颈部包覆件等柔性关节保护件，因需适配机器人关节运动精度、防护性能及场 景需求（如耐磨损、轻量化、贴合度），在材料选型（以超高分子量聚乙烯纤维复合柔性材质为主）、 工艺复杂度（如精准裁切、定制化贴合设计）上与传统工业防护手套存在差异，因此单套产品价值量高 于普通安全防护手套，具体数值受下游客户定制化需求、采购规模等因素影响。价格方面，机器人防护 手套与公司主营的高端安全防护手套价格区间有一定重合，但因机器人手套需针对特定机型做适配开 发，存在定制化溢价，整体单价略高于常规批量生产的高端安全防护手套。后续随着相关产品订单规模 扩大及生产工艺优化，公司将进一步平衡产品性价比与盈利能力。 ...

Group 1: Company Strategy and Development - The company places high importance on the development of robotics, viewing it as a core direction for expanding high-end applications of ultra-high molecular weight polyethylene (UHMWPE) fiber materials [1][2]. - The strategic plan focuses on a layered development approach, emphasizing core components, lightweight materials, and flexible joint protection parts [2][3]. - A dedicated robotics R&D team has been established to enhance material applications in robotics, with ongoing collaborations with various robotics companies [2][6]. Group 2: Market Potential and Business Outlook - The future market space for the company's robotics-related business is promising, driven by global trends in automation and intelligent upgrades [3][4]. - The company aims to leverage its technological advantages and production capacity to convert material strengths into market competitiveness, with a planned release of 4,800 tons of UHMWPE fiber capacity [3][5]. - The company anticipates steady growth in the robotics sector, supported by continuous R&D and optimized production capabilities [3][6]. Group 3: Product Value and Pricing - The value of products such as robotic protective gloves is higher than traditional safety gloves due to specific material requirements and customization [4][5]. - The pricing of robotic gloves overlaps with high-end safety gloves but includes a customization premium, resulting in slightly higher overall prices [4][5]. Group 4: Production Capacity and Expansion Plans - The company currently has a production capacity of 3,000 tons of UHMWPE fiber, primarily for internal use and limited external sales [5][6]. - The 4,800-ton UHMWPE fiber project is progressing as planned, with production expected to ramp up soon [5][6]. - Future plans include an additional 12,000 tons of capacity, with the remaining 7,200 tons to be initiated based on market demand [5][6]. Group 5: Competitive Advantages - The company's competitive edge in robotics application development stems from its strong material research and industry chain collaboration [6]. - The organization has established a specialized robotics R&D group to ensure alignment with customer needs and facilitate small-batch supply [6][7]. Group 6: New Projects and Market Development - The biodegradable polyester rubber project is progressing with an annual production target of 110,000 tons, with the first phase of 10,000 tons already underway [7]. - The pricing strategy for biodegradable rubber will consider multiple factors, including raw material costs and market dynamics [7]. - The company is actively engaging potential customers for the biodegradable rubber project, with some discussions in advanced stages [7].

Core Viewpoint - Henghui Security (300952) is actively tracking developments in the robotics industry and is focusing on the application of ultra-high molecular weight polyethylene fibers in robotics, with multiple initiatives underway in this area [1] Group 1: Company Initiatives - The company is advancing in three main areas within the robotics sector: dexterous tendon ropes, lightweight shell materials, and flexible joint protective components [1] - The tendon rope products developed by the company have undergone multiple rounds of sample submissions and discussions with various robotics enterprises, establishing a regular technical communication mechanism with relevant companies [1] - Recently, the company successfully entered the potential supplier list of a leading domestic robotics enterprise, laying the groundwork for future collaboration [1] Group 2: Product Development and Market Validation - Some protective products for robots, such as protective gloves, waist seals, and neck coverings, have already been delivered and are in use, which has initially validated the market adaptability and competitiveness of the company's products [1]

Group 1 - The company is closely monitoring the developments in the robotics industry and is actively engaged in product development related to lightweight materials and protective components for robots [2] - The company has established a regular technical communication mechanism with several robotics companies and has delivered some protective component products for use [2] - Despite ongoing product development and communication, the company has not yet secured commercial orders due to uncertainties in the scaling and application scenarios of the robotics industry [2]

Core Viewpoint - The company is closely monitoring the developments in the robotics industry and is actively engaged in product development related to robotic components, although commercialization of these products has not yet been achieved [1] Company Developments - The company is advancing the development of ultra-high fiber materials for lightweight robotic shells and flexible joint protective components, including protective gloves for robots [1] - The company has initiated multiple rounds of sample submissions and communications with several robotics enterprises, establishing a regular technical exchange mechanism with these companies [1] - Some protective component products have already been delivered for use, indicating progress in product development [1] Industry Context - The scale and pace of the robotics industry's commercialization and downstream application scenarios remain uncertain, which affects the company's ability to secure commercial orders for its related products [1]