证券日报网讯中简科技（300777）9月29日在互动平台回答投资者提问时表示，以PEEK为代表的热塑性 树脂复合材料是近年来航空航天领域重点发展方向之一，公司目前并不直接研发生产PEEK树脂，公司 相关碳纤维产品作为客户在该领域研制用原材料，已初步参与到其研制工作中。公司将持续关注PEEK 为代表的先进热塑性树脂基复合材料发展方向，用自主可控的高性能碳纤维配合下游客户做好研制工 作。 ...

Core Insights - The company has successfully applied carbon fiber products in the notebook computer casing sector and has entered the foldable smartphone market with mass production capabilities [1] - In the robotics sector, the company has initiated relevant research and development, gradually applying carbon fiber products to exoskeleton robot structural components, although the current application scale is still small [1] Company Developments - Carbon fiber products have reached mature application in the notebook computer casing field [1] - The company has achieved mass production of carbon fiber products for the foldable smartphone market [1] - Initial research and development efforts have been made for the application of carbon fiber in exoskeleton robots [1]

Group 1: Financial Performance - The company achieved a revenue of 749.88 million yuan in the first half of 2025, representing a year-on-year growth of 48.31% [6] - The net profit attributable to shareholders reached 23.22 million yuan, with a staggering year-on-year increase of 2,699.69% [6] - The gross profit margin decreased by 17.47% in the first half of 2025, primarily due to rising raw material costs and capacity ramp-up [7] Group 2: Product Development and Market Strategy - The company focuses on carbon fiber products, which have been successfully applied in the notebook computer casing and have entered the foldable smartphone market with mass production [1] - The strategy emphasizes "consolidating existing customers and expanding new customers," aiming to increase sales by improving technology and actively seeking new clients [2] - The company plans to enhance product structure and increase the sales proportion of high-margin products to improve gross profit margins [8] Group 3: Competitive Positioning - The company maintains a strategic focus on the application end of carbon fiber materials rather than upstream raw materials [3] - It has established deep collaborations with major clients, participating in early product development and quickly responding to design needs [4] - Compared to competitors like Toray and Zhongfu Shenying, the company highlights its advantages in cost, performance, and customization services [2] Group 4: Future Outlook and Risk Management - The company anticipates that carbon fiber business revenue will continue to grow, driven by technological advancements and market demand in sectors like consumer electronics and new energy vehicles [6] - To mitigate geopolitical risks, the company actively monitors global economic conditions and optimizes its global supply chain layout [6] - The company has established a special management system for foreign exchange derivatives to manage currency fluctuation risks [6]

Core Viewpoint - The company Everbright Tongchuang (301387) has successfully applied its carbon fiber products in the structural components of foldable screen smartphones, contributing to the lightweight upgrade of end products [1] Group 1: Product Development - The carbon fiber products have achieved mass production and stable delivery [1] - The company focuses on a long-term major customer strategy, closely tracking industry trends and customer needs [1] Group 2: Customer Strategy - The company is committed to deepening customer cooperation and expanding high-quality customer resources [1] - Specific customer information is considered a trade secret, and the company will disclose relevant information according to disclosure requirements on its official designated website [1]

Core Viewpoint - The company emphasizes its strong R&D capabilities and commitment to innovation in the carbon fiber composite materials sector, aiming to enhance product applications and technology integration [1]. Group 1: R&D and Innovation - The company has a forward-looking technology layout and deep technical accumulation, enabling it to respond quickly to customer needs and efficiently advance innovation [1]. - The R&D team is focused on the continuous iteration and upgrading of products, providing solid support for future developments [1]. Group 2: Carbon Fiber Applications - The company has initiated early development in the carbon fiber composite materials field, gradually applying carbon fiber products to exoskeleton robot structural components [1]. - Valuable R&D and technical experience have been accumulated in this area, indicating a strong foundation for future growth [1]. Group 3: Collaboration and Future Plans - The company has established friendly cooperative relationships with clients in related fields, which may enhance its market position [1]. - Future plans include expanding the application scenarios of carbon fiber materials, with a focus on deep integration of carbon fiber technology across various sectors [1].

Core Viewpoint - The company, Everbright Tongchuang (301387.SZ), has developed carbon fiber products for use in exoskeleton robots, establishing friendly cooperative relationships with clients and accumulating technical reserves and R&D experience [1] Group 1 - The company has engaged in early-stage R&D and productization of carbon fiber products [1] - The company emphasizes adherence to information disclosure requirements and will disclose relevant information on its official designated website when it meets disclosure standards [1]

Group 1 - The core viewpoint of the article is that Everbright Tongchuang (301387.SZ) has successfully applied its carbon fiber products in the structural components of foldable screen smartphones, contributing to the lightweight upgrade of terminal products [1] - The company has achieved mass production and stable delivery of these products [1] - The company adheres to a long-term major customer strategy, closely tracking industry trends and customer needs [1] Group 2 - The company is continuously deepening customer cooperation and expanding high-quality customer resources [1]

Core Viewpoint - The company, Everbright Tongchuang, emphasizes that its carbon fiber products effectively meet the lightweight and high-strength requirements of smart wearable devices and smartphones, such as AI glasses and foldable screen phones [1] Group 1: Product Development - The company's carbon fiber products have already achieved mass production and delivery in the foldable screen phone sector [1] Group 2: Market Expansion - The company is actively expanding its customer resources and aims to enter more supply chain systems of foldable screen phone clients [1]

Core Viewpoint - The company, Everbright Tongchuang (301387.SZ), is actively expanding its customer base for carbon fiber products, which are essential for lightweight and high-strength requirements in smart wearable devices and smartphones, particularly in the foldable screen mobile phone sector [1] Group 1 - The company's carbon fiber products meet the demands of AI glasses and foldable screen smartphones [1] - The company has achieved mass production and delivery of its carbon fiber products in the foldable screen smartphone market [1] - The company is focused on expanding its customer resources and aims to enter more supply chain systems of foldable screen smartphone clients [1]

Core Viewpoint - The company is actively expanding its customer base and aims to enter the supply chains of major brands like Apple and Huawei for foldable smartphones and AI glasses, leveraging its carbon fiber products that meet the lightweight and high-strength requirements of these devices [2] Group 1 - The company's carbon fiber products are well-suited for smart wearable devices and smartphones, particularly in the foldable screen segment [2] - The company has already achieved mass production and delivery of its carbon fiber products in the foldable smartphone sector [2] - The company is focused on customer resource expansion and aims to integrate into more foldable smartphone customer supply chains [2]