智通财经11月12日讯（记者 肖良华）人形机器人的"骨骼"、"关节"与"皮肤"对材料提出了极高要求，轻 量化、高强度、耐磨耐疲劳是核心方向。改性塑料行业上市公司产品相关性高，纷纷推出新材料、新应 用跻身热门赛道，带动新材料需求的提升。 道恩股份（002838.SZ）相关负责人对智通财经记者表示，公司基于自身在塑料和材料行业积累的优 势，公司弹性体研发团队在超软人工肌肉TPE、人工皮肤SiTPV、导电TPE、温感变色和光感变色TPE 几个方向同时研究储备，取得了进展。 11月，国恩股份（002768.SZ）公司旗下专注智能机器人领域的子公司国恩未来（深圳）科技有限公司 发布了人工智能新品，展示了其在机器人结构设计、运动控制、环境感知及人机交互等方面的多项技术 突破。 "改性塑料企业传统产品竞争较为激烈，机器人领域将成为未来数年热门的领域，给公司传统产品带来 新机会，至少十余家相关上市公司对此进行了布局。"某塑料行业上市公司相关负责人对智通财经记者 表示。 在PEEK材料布局上，沃特股份（002886.SZ）PEEK产业链已实现"合成-改性-加工"全流程自主掌控，成 为国内PEEK产业链布局最完善的企业之一，可供 ...

Core Viewpoint - The company held a successful Q3 2025 earnings conference, engaging with investors and addressing various inquiries regarding its operations and future strategies [1]. Group 1: Company Performance - In Q3 2025, the company achieved a revenue of 4.456 billion yuan, representing an 18.23% year-on-year increase, while net profit rose by 32.96% to 131 million yuan [46]. - The company reported a basic earnings per share of 0.28 yuan for the first three quarters of 2025 [46]. Group 2: Product Development and Strategy - The company is constructing a 20,000-ton DVA production line, with an estimated completion time of around 12 months [10][32]. - The company has developed several advanced materials for robotics, including ultra-soft artificial muscle TPE and artificial skin SiTPV, which are expected to enhance the performance and cost-effectiveness of robots [4][8]. - The company is actively pursuing partnerships in the robotics sector, including potential collaborations with Xiaopeng Motors [12][33]. Group 3: Market Position and Challenges - Despite positive developments, the company's stock price has faced downward pressure, attributed to various market factors [5][15]. - The company is focused on enhancing its market presence and investor confidence through improved communication and transparency regarding product developments and market strategies [41][55]. Group 4: Research and Development - The company has established a robust R&D framework, including multiple national-level research platforms, to drive innovation in thermoplastic elastomers and modified plastics [7]. - The company is committed to sustainable development, actively engaging in the recycling and development of eco-friendly materials [17].

Core Viewpoint - The robotics sector is expected to become a hot area in the coming years, presenting new opportunities for the company's thermoplastic elastomers [1] Company Developments - The company has achieved technological breakthroughs in the field of robotic simulation skin elastomer materials [1] - The R&D team is simultaneously researching and reserving several directions: ultra-soft artificial muscle TPE, artificial skin SiTPV, conductive TPE, temperature-sensitive color-changing TPE, and light-sensitive color-changing TPE, with significant progress made [1] Product Innovations - The artificial muscle TPE has a Shore hardness of 0A, characterized by ultra-softness, excellent elasticity, and a dry, non-slippery surface [1] - The artificial skin SiTPV offers a strong skin-like feel and high strength [1] - The conductive TPE has a resistivity as low as 10Ω.m, which is expected to enable direct printing of circuits on robots, significantly reducing or even eliminating the need for cables [1] - The temperature-sensitive and light-sensitive color-changing TPE can simulate human facial expressions in robots, greatly reducing the need for sensors, and is expected to transition existing robots from being expensive, bulky, and clumsy to being agile, affordable, and realistic [1]