格隆汇2月25日丨奇德新材(300995.SZ)在互动平台表示，小米是公司重要客户，公司为该客户提供碳纤 维制品及高性能改性塑料等配套服务。公司拥有良好的技术和运营基础，现金流充裕，有较强的扩产能 力，能满足客户的各项量产交付要求。 ...

Core Viewpoint - The company focuses on high-performance composite materials, specialty engineering plastic modification, and carbon fiber products, with applications in emerging fields such as new energy vehicles, robotics, and low-altitude aircraft [1] Group 1: Automotive Industry - The company has established partnerships with major automotive component manufacturers and OEMs, including Magna, Yanfeng, and BYD, providing precision molds, modified plastics, and carbon fiber products [1] - The automotive sector has become the company's largest application area, with increasing revenue contribution from this segment [1] Group 2: Carbon Fiber Business - The company offers a full-chain service in carbon fiber products, entering the supply systems of new energy vehicle manufacturers like BYD and Xiaomi, with applications in critical components such as hoods and interior parts [1] - The company is actively expanding its capacity and optimizing processes to meet future market demand [1] Group 3: Robotics Industry - The company provides polymer modified plastics and carbon fiber solutions for the robotics sector, with a recent small-scale order for a humanoid robot shell project [1] - Current projects in the robotics field are in early stages, with small order amounts that do not significantly impact the company's financial performance [1] Group 4: Strategic Layout and Outlook - The company aims to continue focusing on strategic emerging fields such as new energy vehicles, robotics, and low-altitude aircraft, enhancing R&D and market expansion efforts [1] - The goal is to become a leading enterprise in the domestic high-performance carbon fiber product sector [1]

Core Viewpoint - The company focuses on high-performance composite materials, specialty engineering plastics, and carbon fiber products, with applications in emerging fields such as new energy vehicles, robotics, and low-altitude aircraft [1] Group 1: Automotive Industry - The company has established partnerships with major automotive component manufacturers and OEMs, including Magna, Yanfeng, and BYD, providing precision molds, modified plastics, and carbon fiber products [1] - The automotive sector has become the company's largest application area, with revenue contribution steadily increasing in recent years [1] Group 2: Carbon Fiber Business - The company has developed a full-chain service for carbon fiber products, entering the supply systems of new energy vehicle manufacturers like BYD and Xiaomi, with applications in critical components such as hoods and interior parts [1] - The company is actively expanding its capacity and optimizing processes to meet future market demand [1] Group 3: Robotics Industry - The company provides polymer modified plastics and carbon fiber solutions for the robotics sector, with a focus on lightweight shells and components [1] - Current projects in the robotics field are in early stages, with small order amounts that do not significantly impact the company's financial performance [1] Group 4: Strategic Layout and Outlook - The company aims to continue focusing on strategic emerging fields such as new energy vehicles, robotics, and low-altitude aircraft, enhancing R&D and market development efforts [1] - The goal is to become a leading enterprise in the domestic high-performance carbon fiber product sector [1]

Core Viewpoint - The company, Qide New Materials, has established a comprehensive service chain for carbon fiber products and has entered the supply systems of major new energy vehicle manufacturers such as BYD, Xiaomi, and Leap Motor [1] Group 1: Business Development - The company has built a full-chain service that includes material development, structural design, mold development, multi-process forming, and surface treatment for carbon fiber products [1] - The products are primarily used in critical components such as front hoods, side skirts, tail wings, front and rear bumpers, and interior trims [1] Group 2: Market Expansion - In addition to automotive clients, the company is actively exploring applications in emerging industries such as low-altitude flight and robotics [1] - The company maintains positive interactions with several major manufacturers to support the lightweight structure of new products [1] Group 3: Operational Efficiency - The company is continuously optimizing processes and enhancing efficiency while planning to expand production capacity to meet future market growth demands [1]

Core Viewpoint - The company, Qide New Materials (300995), is actively engaged in the robotics sector, providing polymer modified plastics and carbon fiber products for various components, including shells, joints, and gears [1] Group 1: Product Offerings - The company offers high polymer modified plastics for use in robot components such as shells, joints, and gears [1] - Carbon fiber products are being developed for lightweight shells, with a specific project for a humanoid robot shell having received a small batch order from a client [1] Group 2: Business Development - The robotics industry is still in its early development stages, with the company's projects primarily in initial communication and sample verification phases [1] - Current business orders are relatively small and do not significantly impact the company's operational performance [1] Group 3: Future Outlook - The company plans to continue monitoring industry opportunities and enhance communication and verification efforts with leading clients [1] - Further details will be disclosed through the company's public announcements [1]

Core Viewpoint - The company, Qide New Materials (300995), is actively collaborating with major automotive parts manufacturers and OEMs, indicating a strong position in the automotive supply chain [1] Group 1: Partnerships and Collaborations - The company has established partnerships with automotive parts companies such as Magna, Yanfeng, Adient, and Dongjian, as well as OEMs like BYD (002594), Xiaomi, and Leap Motor [1] - These collaborations enable the company to provide precision molds, modified plastics, and carbon fiber products to the automotive industry [1] Group 2: Product Applications - The company's products are supplied directly to OEMs or through first-tier parts suppliers, ultimately being used in vehicles from brands like BYD, Xiaomi, XPeng, Seres (601127), GAC Trumpchi, Aion, and Mercedes-Benz [1] Group 3: Revenue Growth - The automotive sector has become the largest application area for the company, with its revenue share in this segment continuously increasing in recent years [1] - Further details on the company's performance will be disclosed in upcoming periodic reports [1]

（文章来源：证券日报） 证券日报网讯 1月19日，奇德新材在互动平台回答投资者提问时表示，股价波动受多重因素综合影响， 公司股价未触及异常波动。公司已披露2025年年度业绩预告，报告期内公司大力推进研发创新与产业升 级，紧紧把握国内产业转型升级以及新能源汽车高端化、轻量化发展的战略契机，积极拓展国外市场， 各项战略目标得以稳步推进。公司下游应用领域与客户结构进一步优化，汽车应用领域成为第一大收入 来源，高端特种工程塑料业务量持续增长，海外产能不断提升，业绩增长表现突出；碳纤维制品业务开 发成果显著，新客户与新产品导入进程加快。同时，公司实施全面质量管理，有力推动盈利水平稳步提 升，整体实现了利润的较大幅度增长。公司管理团队致力于通过稳健经营与战略聚焦，为投资者创造长 期价值。 ...

（文章来源：证券日报） 证券日报网讯 1月19日，奇德新材在互动平台回答投资者提问时表示，公司已披露2025年年度业绩预 告，预计2025年全年度实现归属上市公司股东净利润约为1800万元-2080万元，比上年同期增长约为 107.21%-139.44%。报告期内公司大力推进研发创新与产业升级，紧紧把握国内产业转型升级以及新能 源汽车高端化、轻量化发展的战略契机，积极拓展国外市场，各项战略目标得以稳步推进。公司下游应 用领域与客户结构进一步优化，汽车应用领域成为第一大收入来源，高端特种工程塑料业务量持续增 长，海外产能不断提升，业绩增长表现突出；碳纤维制品业务开发成果显著，新客户与新产品导入进程 加快。同时，公司实施全面质量管理，有力推动盈利水平稳步提升，整体实现了利润的较大幅度增长。 公司管理团队致力于通过稳健经营与战略聚焦，为投资者创造长期价值。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300995 证券简称：奇德新材 公告编号：2026-002 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：□扭亏为盈 R同向上升 □同向下降 本次业绩预告是公司财务部门初步测算的结果，具体财务数据将在2025年度报告中详细披露。公司将严 格依照有关法律法规的规定和要求，及时做好信息披露工作，敬请广大投资者谨慎决策，注意投资风 险。 五、备查文件 1、董事会关于2025年年度业绩预告的情况说明。 特此公告。 广东奇德新材料股份有限公司董事会 2026年01月15日 二、与会计师事务所沟通情况 本期业绩预告的财务数据未经会计师事务所审计，公司已就业绩预告有关事项与会计师事务所进行了预 沟通，公司与会计师事务所在业绩预告方面不存在重大分歧。 三、业绩变动原因说明 公司大力推进研发创新与产业升级，紧紧把握国内产业转型升级以及新能源汽车高端化、轻量化发展的 战略契机，积极拓展国内外市场，各项战略目标得以稳 ...

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a range of 18 million to 20.8 million yuan, representing a year-on-year growth of 107.21% to 139.44% [1] Group 1: Financial Performance - The projected net profit for 2025 is between 18 million and 20.8 million yuan, indicating a strong growth trajectory [1] - The anticipated growth rate of net profit is between 107.21% and 139.44% compared to the previous year [1] Group 2: Business Development - The company has optimized its downstream application areas and customer structure, with the automotive application sector becoming the largest source of revenue [1] - There is a continuous growth in high-end specialty engineering plastics business volume, alongside an increase in overseas production capacity [1] - The development of carbon fiber products has shown significant results, with accelerated onboarding of new customers and products [1] Group 3: Quality Management and Profitability - The implementation of comprehensive quality management has effectively driven a steady increase in profitability [1] - Overall, the company has achieved a substantial increase in profits during the reporting period [1]