编号：2025-039-043 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 华安证券 王强峰、潘宁馨、刘天其 东方基金 徐振邦 广发证券 曲尚浩 时间 2025 年 5 月 15 日 地点 公司会议室 上市公司接待人 员 董事会秘书董旭海、董事会办公室人员 投资者关系活动 主要内容介绍 投资者：芳纶二季度销售的趋势？ 答：正常二季度都比一季度好，一季度一般是最差的。 投资者：价格整体还是稳定？ 答：对。 投资者：超高分子聚乙烯也可以用在防护领域，有替代关 系？ 答：有一点。目前主要是头盔和防弹衣两个市场，头盔是它 为主，防弹衣是芳纶为主，装甲都有用的。 投资者：隔膜的应用情况？固态上的应用的进展？ 答：隔膜去年一直在做验证，目前来看验证通过的大概十家 左右，有一些比较急的订单是中试线在做，大部分是要等产 业化，大线调好了用大线来做。大线目前是设备安装好了在 调试，还没有完全调完。 1 投资者关系活动记录表 投资者关系活动记录表 证券代码：002254 证券简称：泰和新材 泰和新材集团股份有限公司 投资者关 ...

22:43 图 0 0 2 2 2 < 逻辑精选红宝书 0.10 10 50 11 26 涨跌无关,亦均非进行推荐,仅作研究辅助。投资者应自主决策, 、市场热点 "宝书 非研公社 机器人:华为与优必选战略合作 非研公社-红宝书 ◇驱动:2025年5月12日盘后媒体报道,华为与优必选签署全面合 作协议。双方将围绕具身智能和人形机器人领域、在产品技术研 JEPH 发、场景应用及产业体系等开展创新合作。 ◇核心公司:红宝书 科ガ尔: 据2022年互动，公司中标的大批量举为订单合作项目主要 是伺服电机系统。 天奇股份:公司与优必选合作推进人形机器人在工业领域落地应 用, 닫进入极氪汽车、比亚迪等工厂执行搬运任务实训。公司(持 股30.97%）与优必选(持股36.22%)合资成立无锡优奇智能,为 高端制造业提供无人化智能制造解决方案。 灯宝书 ◇优必选合作：远东股份（线缆）、珠城科技《工业连接器）、奥 比中光（3D视觉传感器和视觉感知方案）、麦迪科技（医疗机器 人）、祥鑫科技（金属结构件）、绿的谐波（减速器）等。经 出口受益:中美双方大幅降低双边关税 ◇驱动：盘后消息，中美双方针对关税达成重要共识，大幅降低双 边关税水 ...

Group 1: Nanshan Zhishang High-end New Materials Industry - The company reported a Q1 2025 revenue of 362 million yuan, a year-on-year increase of 0.72% [1] - The overall gross margin was 32.5%, a slight decline of 0.3 percentage points year-on-year, while the gross margin for ultra-high molecular polyethylene fiber significantly improved to 28% [1] - The net profit attributable to shareholders was 37.3 million yuan, up 0.86% year-on-year, and the net profit after deducting non-recurring items was 35.93 million yuan, an increase of 12.84% year-on-year [1] - The company achieved significant results in its high-end new materials sector, with the ultra-high molecular polyethylene fiber project fully operational at 3600 tons [1] - A strategic partnership was established with Wuhan University and Wuhan Shouzhihua Innovation to advance humanoid robotics in research and material innovation [1] - The 80,000-ton nylon filament project is set to begin trial production in November 2024, marking a key breakthrough in the high-end new materials field [1] Group 2: Luolai Life Domestic Home Textile Business - The company reported a 2024 revenue of 4.56 billion yuan, a year-on-year decrease of 14.2%, impacted by a weak consumer environment [2] - The net profit attributable to shareholders was 430 million yuan, down 24.4% year-on-year, although the U.S. furniture business showed gradual improvement [2] - In Q1 2025, the company achieved a revenue of 1.09 billion yuan, a year-on-year increase of 0.57%, with domestic home textile business continuing its recovery [2] - The gross margin for domestic business improved significantly due to changes in channel structure, while the U.S. business margin remained stable [2] - The company’s net profit for Q1 2025 was 113 million yuan, a year-on-year increase of 26.3% [2] - The company is advised to focus on brand apparel and home textile sectors due to the ongoing domestic demand expansion policies [2]