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南山智尚:现阶段,已多次向国内外头部机器人本体、灵巧手厂商完成送样,其中部分厂商已获得小批量订单
Mei Ri Jing Ji Xin Wen· 2025-09-15 09:33
每经AI快讯,有投资者在投资者互动平台提问:两个问题:1.请介绍下公示人形机器人腱绳迭代进展情 况。2.腱绳除送样国内机器人公司,是否送样国外机器人头部公司?如果有,反馈怎样? 南山智尚(300918.SZ)9月15日在投资者互动平台表示,公司腱绳产品已持续迭代多款产品:高强腱 绳、低蠕变腱绳、高耐磨腱绳、弹性腱绳等,覆盖人形机器人灵巧手、仿生机器人本体传动应用,相关 腱绳在基础超高分子量聚乙烯纤维的基础上,进行外表加固、包覆低摩擦高分子材料等工艺,性能提升 明显。现阶段,已多次向国内外头部机器人本体、灵巧手厂商完成送样,其中部分厂商已获得小批量订 单。 (记者 谭玉涵) ...
南山智尚:公司核心业务聚焦于腱绳产品的研发与创新,所研发的腱绳产品可适配灵巧手驱动系统
Mei Ri Jing Ji Xin Wen· 2025-09-15 09:22
Core Viewpoint - The company, Nanshan Zhishang, focuses on the research and innovation of tendon products, which are essential for the development of dexterous hands used in humanoid robots [1] Group 1 - The company confirmed that its newly developed tendon products can be adapted for dexterous hand drive systems [1] - These tendon products provide critical transmission support for dexterous hands, ensuring stable operation and precision in fine task scenarios for humanoid robots [1]
南山智尚:目前公司腱绳产品客户测试较好
Zheng Quan Ri Bao Wang· 2025-09-15 08:40
证券日报网讯南山智尚(300918)9月15日发布公告,在公司回答调研者提问时表示,目前公司腱绳产 品客户测试较好,具体订单放量情况还要以后续客户生产节奏确定。 ...
南山智尚:拟派发半年度“红包” 新材料业务构筑新增长曲线
Core Viewpoint - Nanshan Zhishang reported a stable financial performance for the first half of 2025, with revenue of 731 million yuan and net profit of 75 million yuan, while also announcing a cash dividend of 0.40 yuan per share, reflecting a dividend payout ratio of 26.66% [1][2] Financial Performance - The company achieved operating revenue of 731 million yuan and net profit of 75 million yuan during the reporting period [1] - A cash dividend of 0.40 yuan per share (including tax) is proposed, with an estimated total distribution of approximately 20.03 million yuan [1] - The dividend distribution is based on a total share capital of 506 million shares, excluding 5.3691 million shares held in the repurchase account [1] Strategic Business Development - Nanshan Zhishang is focusing on the strategic new materials business, particularly the ultra-high molecular weight polyethylene fiber industry, which is expected to drive future growth [1][2] - The ultra-high molecular weight polyethylene fiber is recognized as one of the three major high-tech fibers globally, known for its excellent properties such as lightweight, high strength, and corrosion resistance, with applications in high-value sectors like safety protection and aerospace [2] Market Opportunities - The year 2025 is anticipated to be a pivotal year for humanoid robots, with a focus on lightweight materials being crucial for their development [2][3] - Nanshan Zhishang has proactively entered the robotics sector, successfully developing tendon products and becoming the first domestic company to secure small batch orders for such products [3] - The company currently holds a leading position in the industry with an annual production capacity of 3,600 tons, covering a wide range of product specifications [3] Commitment to Shareholder Returns - Nanshan Zhishang emphasizes a stable and active profit distribution policy, enhancing its attractiveness and credibility in the capital market [2] - The company plans to continue its focus on core business, innovation-driven development, and optimizing product structure while adhering to its dividend return plan [3]
恒辉安防:目前公司开发的腱绳产品已向多家机器人企业多轮送样沟通,与相关企业已建立起常态化技术交流机制
Mei Ri Jing Ji Xin Wen· 2025-08-13 01:21
Group 1 - The company is closely monitoring the developments in the robotics industry and is actively engaged in product development related to lightweight materials and protective components for robots [2] - The company has established a regular technical communication mechanism with several robotics companies and has delivered some protective component products for use [2] - Despite ongoing product development and communication, the company has not yet secured commercial orders due to uncertainties in the scaling and application scenarios of the robotics industry [2]
恒辉安防(300952.SZ):目前公司开发的腱绳产品已向多家机器人企业多轮送样沟通
Ge Long Hui· 2025-08-13 00:56
Core Viewpoint - The company is closely monitoring the developments in the robotics industry and is actively engaged in product development related to robotic components, although commercialization of these products has not yet been achieved [1] Company Developments - The company is advancing the development of ultra-high fiber materials for lightweight robotic shells and flexible joint protective components, including protective gloves for robots [1] - The company has initiated multiple rounds of sample submissions and communications with several robotics enterprises, establishing a regular technical exchange mechanism with these companies [1] - Some protective component products have already been delivered for use, indicating progress in product development [1] Industry Context - The scale and pace of the robotics industry's commercialization and downstream application scenarios remain uncertain, which affects the company's ability to secure commercial orders for its related products [1]