电子皮肤手套
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南山智尚:当前人形机器人行业正处于量产攻坚阶段
Zheng Quan Ri Bao Zhi Sheng· 2025-12-11 12:40
(编辑 丛可心 王雪儿) 证券日报网讯 12月11日,南山智尚在互动平台回答投资者提问时表示,目前公司在机器人领域布局的 腱绳、电子皮肤手套、包覆材料和外衣等相关业务正按照公司规划稳步推进,当前人形机器人行业正处 于量产攻坚阶段,公司凭借核心材料技术沉淀与产能储备,已做好同步规模化配套的充分准备,后续将 紧跟行业量产节奏及时响应需求。若有达到信息披露标准的相关进展,公司将严格按照法律法规及监管 要求履行信息披露义务,敬请广大投资者注意投资风险。 ...
南山智尚:公司在机器人领域布局的腱绳、电子皮肤手套、包覆材料和外衣等相关业务正按照公司规划稳步推进
Mei Ri Jing Ji Xin Wen· 2025-12-11 08:37
(记者 曾健辉) 每经AI快讯,有投资者在投资者互动平台提问:请问贵公司为擎天柱机器人提供的灵巧手小样,目前 验证的进度如何了?是否有小批量订单?国内的机器人头部企业是否已经给贵公司下发了批量订单? 南山智尚(300918.SZ)12月11日在投资者互动平台表示,尊敬的投资者您好!目前公司在机器人领域 布局的腱绳、电子皮肤手套、包覆材料和外衣等相关业务正按照公司规划稳步推进,当前人形机器人行 业正处于量产攻坚阶段,公司凭借核心材料技术沉淀与产能储备,已做好同步规模化配套的充分准备, 后续将紧跟行业量产节奏及时响应需求。若有达到信息披露标准的相关进展,公司将严格按照法律法规 及监管要求履行信息披露义务,敬请广大投资者注意投资风险,感谢您对公司的关注。 ...
恒辉安防(300952) - 300952恒辉安防投资者关系管理信息20251202
2025-12-02 01:04
Group 1: Robot Business Development - The company is making parallel progress in robot development, with several products achieving substantial milestones, including protective components and integrated solutions for humanoid robots [2] - The company is focusing on customized development for robot skin clothing and gloves, with ongoing collaborations with domestic and international clients [2] - The company has partnered with leading sensor companies to enhance the development of electronic skin products, aiming to integrate protective and flexible sensing functions [2] Group 2: Market Outlook and Strategic Planning - The company is optimistic about the robot industry's growth, driven by the acceleration of industrialization in humanoid robots, medical robots, and other segments [3][5] - The company has incorporated robot business into its "14th Five-Year" strategic plan, emphasizing a clear layout for technology collaboration and component development [5] - The company plans to build a dual production capacity system in China and Vietnam to ensure supply chain stability and cost advantages [5] Group 3: Production Capacity and Material Development - The company is progressing with a project to produce 4,800 tons of ultra-high molecular weight polyethylene fiber, which is expected to enhance its production capacity and market competitiveness [7][8] - The company anticipates strong growth in the ultra-high molecular weight polyethylene fiber sector, supported by increasing global demand and its unique technological advantages [8] - The biodegradable polyester rubber project is advancing smoothly, with initial production expected to begin in August 2024, and potential customer engagements are underway [9] Group 4: Order Status and Market Response - The company reports a positive trend in glove orders, with a recovery in the U.S. market following a period of pressure due to tariffs [6] - The company is addressing production bottlenecks in new factory processes to meet order delivery demands [6] - The company is actively pursuing market connections for its biodegradable rubber, with preliminary discussions with potential clients in various applications [9]