Core Viewpoint - The company has made significant progress in collaborating with clients across multiple product lines, indicating a strong market position and potential for growth [1] Group 1: Product Development and Market Expansion - The high-temperature resistant fiberglass reinforced PPS material has gained recognition from key clients and has begun exports to Southeast Asia [1] - The global GRS standard PIR eco-friendly nylon material has been certified by an internationally renowned furniture brand and has entered the supply phase [1] Group 2: Automotive Sector Engagement - Injection-molded automotive parts have secured project designations from multiple clients, including Yanfeng and Magna, with coverage for mainstream brands such as Xpeng, GAC, Seres, and Changan [1] Group 3: Advanced Materials and Robotics - Collaboration on carbon fiber products with key clients has deepened, resulting in multiple model designations, and small batch orders have been achieved in the humanoid robot sector [1]

（原标题：信德新材(301349.SZ)：碳纤维制品目前已进入光伏等领域进行验证阶段） 格隆汇11月24日丨信德新材(301349.SZ)在投资者互动平台表示，随着公司技术攻关与突破，沥青基碳 纤维的强度、模量、耐热性纯度等关键指标也将进一步优化，制成碳/碳复合材料，实现应用领域多元 化布局。公司碳纤维制品目前已进入光伏、光纤、半导体等领域进行验证阶段。其中，在光纤领域验证 较顺利，目前已经进入行业龙头企业进行验证；在光伏领域的验证目前也在顺利推进；在半导体领域因 对产品指标要求更高，验证时间会更长，也在持续推进验证中。 ...

站、广东省工程技术研究中心、广东省企业技术中心、广东省创新型试点企业、 广东省知识产权示范企业等研发平台，累计获得授权专利 34 项，参与制定多项行 业标准。此外，公司还通过了 ISO9001、ISO14001、TATF16949、AEO 海关高级认 证体系、GRS4.0 全球再生标准以及 AS 9100D 航空航天管理体系认证，公司产品 通过 FDA、CHCC、RoHS、REACH、EN71 等认证标准。 2、公司三季报业绩经营情况如何？ 证券代码：300995 证券简称：奇德新材 广东奇德新材料股份有限公司 投资者关系活动记录表 编号：2025-119 | ☑ | 特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | □路演活动 | | ☑ | 现场参观 | □电话会议 | | | □其他： | | | 参与单位名 | 路演时代、二进制、中信证券、国泰海通、乐盈投资 | | | 称及人员姓 | 以上排名不分先后 | | | 名 | | | | 时间 | 2025 年 11 月 21 日下午 15 ...

格隆汇11月20日丨奇德新材(300995.SZ)在投资者互动平台表示，公司高性能高分子复合材料中的聚酰 胺增强材料、聚苯硫醚增强材料，可应用于部分机器人壳体、躯干、关节，齿轮等活动部件或关节部 件、具有轻量化及高强度的特点。在机器人的刚性壳体轻量化方案中，碳纤维具备高性能、高品质的性 能及外观特点，是替代金属材料的优选方案。公司高分子改性塑料产品已和多家机器人本体或机器人零 部件企业进行技术交流，部分客户进行送样测试中。公司碳纤维制品获某主机厂客户人形机器人外壳项 目定点，收到小批量订单。公司将继续积极参与头部客户的联合开发工作，创新采用碳纤维替代金属用 于机器人外躯壳，在实现轻量化的同时，赋予产品时尚科技的外观质感。未来将进一步探索多部件替代 金属方案，助力机器人轻量化升级。 但鉴于当前人形机器人行业尚处发展初期，相关业务订单金额占 比极小，本期对公司经营业绩无重大影响。公司未来战略清晰，在改性塑料和碳纤维制品方面，加速在 新能源汽车、低空飞行、机器人等新兴领域的场景开发。 ...

格隆汇11月13日丨奇德新材(300995.SZ)在互动平台表示，公司高性能高分子复合材料中的聚酰胺增强 材料、聚苯硫醚增强材料，可应用于部分机器人壳体、躯干、关节，齿轮等活动部件或关节部件、具有 轻量化及高强度的特点。在机器人的刚性壳体轻量化方案中，碳纤维具备高性能、高品质的性能及外观 特点，是替代金属材料的优选方案。公司高分子改性塑料产品已和多家机器人本体或机器人零部件企业 进行技术交流，部分客户进行送样测试中。公司碳纤维制品获某主机厂客户人形机器人外壳项目定点， 收到小批量订单。公司将继续积极参与头部客户的联合开发工作，创新采用碳纤维替代金属用于机器人 外躯壳，在实现轻量化的同时，赋予产品时尚科技的外观质感。未来将进一步探索多部件替代金属方 案，助力机器人轻量化升级。 但鉴于当前人形机器人行业尚处发展初期，相关业务订单金额占比极 小，本期对公司经营业绩无重大影响。公司未来战略清晰，在改性塑料和碳纤维制品方面，加速在新能 源汽车、低空飞行、机器人等新兴领域的场景开发。 ...

Core Viewpoint - The company has focused on lightweight and high-end applications in the new energy vehicle sector, actively participating in product technology research and market development for humanoid robots and low-altitude aviation, achieving significant results [2] Group 1: New Energy Vehicle Developments - The company has secured multiple new product designations through collaborations with major automotive manufacturers such as Xiaomi, Xpeng, BYD, GAC Aion, GAC Trumpchi, and Changan [2] - Notably, the company has received designations for carbon fiber products from a leading new energy vehicle client, including projects for front hoods, wheel covers, and air outlets [2] - The company has also obtained designations for carbon fiber interior components for a high-end MPV model from another client [2] Group 2: Market Participation and Uncertainty - The designations mentioned do not guarantee actual orders, and the final order amounts and delivery timelines remain uncertain, highlighting the need for caution among investors [2]

Core Viewpoint - The company, Qide New Materials, expresses a positive outlook on the demand prospects for its core products, indicating stable order cycles and reasonable capacity utilization [1] Summary by Categories Customer Orders and Demand - The company reports that the order cycles from major customers are gradually stabilizing, which is a positive sign for future demand [1] - The company has made significant progress in collaborating with customers across multiple product lines [1] Product Development and Market Expansion - High-temperature resistant fiberglass reinforced PPS materials have gained recognition from key customers and have begun exporting to Southeast Asia [1] - The globally recognized GRS standard PIR eco-friendly nylon materials have passed certification from an internationally renowned furniture brand and have entered the supply phase [1] Automotive Sector Engagement - Injection-molded automotive parts have been designated for projects by several clients, including Yanfeng and Magna, covering mainstream brands such as Xpeng, GAC, Seres, and Changan [1] - The company has deepened cooperation in carbon fiber products with key customers, achieving multiple model designations and securing small batch orders in the humanoid robot sector [1]

证券之星消息，奇德新材(300995)11月04日在投资者关系平台上答复投资者关心的问题。 奇德新材回复：尊敬的投资者，您好！股价波动受宏观环境及市场情绪等多重因素综合影响。公司当前 经营状况一切正常，管理团队稳定，各项业务均按计划有序推进。公司业务正呈现稳健向好态势：产能 布局优化：泰国工厂产能进去释放并逐步爬坡，碳纤维制品规模化交付能力提升，为业绩增长奠定基 础。市场拓展强劲：产品在新能源汽车、低空经济及人形机器人领域获关键突破，与多家头部客户达成 合作。未来战略清晰：公司将坚持高质量发展，紧抓轻量化与高端材料趋势，通过持续研发与大客户拓 展，驱动内在价值持续增长。我们坚信，扎实的经营业绩是回报投资者最根本的方式，管理层对公司未 来发展充满信心。请注意投资风险，感谢您的关注！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投资者提问：近期公司股价持续下跌，请问公司经营状况是否发生变化？是否存在业绩不及预期、订单 获取困难或成本控制出现问题等情况？公司计划采取哪些措施来提升经营业绩，以稳定股价？ ...

Financial Performance - The company achieved operating revenue of 270.10 million yuan, a year-on-year increase of 6.14% [2] - The net profit attributable to shareholders reached 12.80 million yuan, reflecting a significant year-on-year growth of 129.52%, indicating improved profitability [2] - Gross profit margin stood at 25.76%, maintaining a competitive position within the industry [3] Financial Structure and Cash Flow - Net cash flow from operating activities was 46.69 million yuan, showing a substantial year-on-year increase of 470.67%, enhancing the company's financial health [4] - The asset-liability ratio at the end of the period was 25.23%, indicating a low level of debt and strong liquidity [4] Competitive Advantages in Carbon Fiber Products - The company focuses on lightweight and high-end applications in the new energy vehicle sector, providing comprehensive services from design to mass production of carbon fiber products [5] - Unique advantages in carbon fiber technology, including color paint technology and high-quality appearance processes, have been developed through collaboration with clients [5] Market Situation and Future Strategy - The company is experiencing steady operational growth, with production capacity and customer structure continuously optimized [6] - The Thai factory's production capacity is ramping up, contributing to significant year-on-year growth [7] - Successful market expansion includes recognition from key clients and entry into Southeast Asian markets with high-performance materials [8] Strategic Focus for Future Development - The company aims to concentrate on three core product lines: high-performance polymer modified plastics, precision molded products, and high-performance carbon fiber products [9] - It will leverage the trend towards high-end and lightweight materials in the new energy vehicle market while exploring applications in emerging fields like flying cars and robotics [9] - Plans to expand internationally to become a leading global provider of new material solutions [9]

Group 1: Financial Performance - The company achieved operating revenue of 27,009.59 million yuan, a year-on-year increase of 6.14% [3] - Net profit attributable to shareholders reached 1,279.52 million yuan, reflecting a significant year-on-year growth of 129.52%, indicating improved profitability [3] - Gross margin stood at 25.76%, maintaining a competitive position within the industry [3] Group 2: Financial Structure and Cash Flow - Net cash flow from operating activities was 4,668.58 million yuan, showing a substantial year-on-year increase of 470.67%, enhancing the company's financial health [4] - The asset-liability ratio at the end of the period was 25.23%, indicating a low level of debt and strong liquidity [4] Group 3: Market Situation and Strategic Planning - The company is experiencing steady operational growth, with production capacity in Thailand ramping up and expected to contribute significantly to annual performance [5] - Key projects are progressing well, with the carbon fiber product line expanding and meeting the demands of high-end sectors such as new energy vehicles and humanoid robots [5] - The company has made significant progress in market expansion, securing key clients and entering new markets, including Southeast Asia [6][7] Group 4: Future Strategy - The company aims to focus on high-quality development, enhancing operational efficiency, and increasing R&D investment to drive sustainable growth [7] - A planned private placement will involve issuing up to 25.039 million shares, with a target fundraising amount of 275 million yuan, although the specific issuance price has yet to be determined [7]