Core Insights - The company is focusing on the development of porous carbon materials for silicon-carbon anodes, addressing issues such as volume expansion and battery cycle stability during charge and discharge processes [1][2] - The company has completed iterations of various pitch-based porous carbon products and developed low-cost modified resin-based porous carbon products, which are currently being evaluated by downstream customers [1][2] - The demand for high energy density and super-fast charging in lithium batteries, semi-solid, and solid-state batteries is rapidly increasing, indicating a potential for porous carbon to be scaled into diverse applications [1] - The company emphasizes technological innovation and has established multiple research and innovation platforms to enhance the industrialization of advanced carbon-based materials [1] Product Development and Market Strategy - The company has significantly improved the conductivity, compressive strength, and electrochemical performance of pitch-based porous carbon products, offering a cost-performance advantage over resin-based alternatives [2] - The company has established strong customer relationships with leading silicon-carbon enterprises, providing customized porous carbon product solutions [2] - In the transportation sector, the company is implementing a dual strategy of "domestic deep cultivation + overseas breakthroughs" to expand market coverage and influence, focusing on the global automotive industry's upgrade and upcoming Euro 7 emission standards [2] Financial Performance - In the first half of 2025, the company achieved a revenue of 411 million yuan, a year-on-year increase of 19.69%, with transportation and lithium battery sectors contributing significantly to this growth [3] - Revenue from the transportation sector reached 102 million yuan, while the lithium battery sector generated 199 million yuan, with combined revenue from these new businesses growing by 305.35% and accounting for over 70% of total revenue [3] - The company's photovoltaic segment has seen a decline in revenue contribution from 59.87% in 2024 to below 30%, focusing on high-quality customers and reducing bad debt risks [3] - The company plans to continue expanding the application of carbon-based materials in transportation and lithium battery sectors through ongoing product innovation and market expansion [3]

Core Viewpoint - Jinbo Co., Ltd. (688598.SH) emphasizes the advantages of carbon-based composite materials in enhancing the performance of robots, particularly in terms of weight reduction, flexibility, motion efficiency, and endurance [1] Group 1: Product Features - Carbon-based composite materials are characterized by high strength, lightweight, corrosion resistance, and thermal stability, which significantly reduce the weight of robots [1] - The company's research and development efforts have led to the creation of multi-category carbon-based materials, including carbon fiber reinforced resin, which meet the technical demands for lightweight, performance, and longevity in robot components [1] Group 2: Market Application - The lightweight and performance-enhancing properties of these materials enable robots to better adapt to complex environmental usage requirements [1]

格隆汇9月18日丨金博股份(688598.SH)在投资者互动平台表示，碳基复合材料凭借其高强度、轻量化、 耐腐蚀、热稳定等特点，可显著降低机器人的自重，进而提升其灵活性、运动效率和续航能力，使其能 够更好地适应复杂环境的使用需求。公司研发试制的碳纤维增强树脂的多品类碳基材料产品，可满足机 器人机身、传动等部件对轻量化、性能化、长寿命的技术需求。 ...