恒辉安防（300952）1月26日披露的投资者关系活动记录表显示，部分机构投资者、券商研究员、分析 师前往该公司实地调研，重点关注公司在机器人领域的战略规划和最新进展。 具体来看，柔性关节保护件、防护手套等多款外覆防护产品，已完成商业化落地并实现小批量商品交 付；超高分子量聚乙烯纤维传动腱绳已向国内外多家机器人本体及灵巧手企业送样测试，同步协助完成 配套固定装置适配，重点推进"腱绳+套管+封夹+传感器"一体化解决方案研发，目前处于供应商准入对 接阶段；皮肤衣、皮肤手套已完成多轮送样，正根据终端反馈持续迭代打磨优化产品性能；电子皮肤 衣、电子皮肤手套的开发工作稳步推进，现阶段聚焦柔性弹性体与传感器的集成封装及功能测试。 恒辉安防表示，公司正加紧推进相关中试产线的规划与建设，力争春节前中试车间建成落地，系统性提 升规模化、定制化产能配套能力。 在人形机器人领域，恒辉安防目前多线业务并行推进。当前公司已与多家机器人领域领先企业开展深度 对接，涵盖技术交流、联合研发、样品测试等合作形式，后续将持续聚焦技术迭代与市场拓展，稳步推 进业务落地。恒辉安防同时表示，鉴于商务保密约定，暂无法披露具体合作细节。 恒辉安防同时提醒 ...

格隆汇1月26日丨恒辉安防(300952.SZ)近日接受特定对象调研时表示，公司机器人相关产品正处于多品 类、分阶段并行推进的状态。其中，柔性关节保护件、防护手套等多款外覆防护产品，已完成商业化落 地并实现小批量商品交付；超高分子量聚乙烯纤维传动腱绳已向国内外多家机器人本体及灵巧手企业送 样测试，同步协助完成配套固定装置适配，重点推进"腱绳 + 套管 + 封夹 + 传感器"一体化解决方案研 发，目前处于供应商准入对接阶段；皮肤衣、皮肤手套已完成多轮送样，正根据终端反馈持续迭代打磨 优化产品性能；电子皮肤衣、电子皮肤手套的开发工作稳步推进，现阶段聚焦柔性弹性体与传感器的集 成封装及功能测试。与此同时，公司正加紧推进相关中试产线的规划与建设，力争春节前中试车间建成 落地，系统性提升规模化、定制化产能配套能力。 ...

证券代码：300952 证券简称：恒辉安防 江苏恒辉安防集团股份有限公司 投资者关系活动记录表 编号：2026-001 公司机器人相关业务目前尚处市场拓展与产能建设阶段，暂未形成 规模化盈利贡献，未来两年业绩释放及盈利水平还将取决于下游机器人 产业的发展节奏，因行业存在诸多不确定性，具体业绩贡献占比暂无法 精准预测。谢谢！ 5、能介绍一下4,800吨超高分子量聚乙烯纤维的进展情况吗？ 回复： | 投资者关系活动 | 特定对象调研 | ☐ | 分析师会议 | | | | --- | --- | --- | --- | --- | --- | | 类别 | | | | | | | | 媒体采访 ☐ | ☐ | 业绩说明会 | | | | | ☐ 新闻发布会 | ☐ | 路演活动 | | | | | ☐ 现场参观 | ☐ | | | 其他（请文字说明其他活动内容） | | 形式 | 现场 网上 ☐ 光大证券 黄帅斌 | ☐ | 电话会议 国投机械 | 孙 | 然 | | | 光大证券 王一茉 诺安基金 杨婧康 | | 国投机械 东兴证券 | 刘阳东 盛 | 明 | | | 中泰证券 吴思涵 | | 人寿养老 | ...

Core Viewpoint - Henghui Security (300952) is advancing its robotics-related products through multiple categories and stages, focusing on the development of core components for robots as part of its strategic planning for new business areas [1] Group 1: Product Development - The company has successfully commercialized and delivered small batches of several protective products, including flexible joint protectors and protective gloves [1] - High molecular weight polyethylene fiber tendon ropes have been sent for sample testing to various domestic and international robotics companies, with ongoing support for compatible fixture adaptations [1] - Development of electronic skin garments and gloves is progressing steadily, focusing on the integration and functional testing of flexible elastomers and sensors [1] Group 2: Strategic Positioning - The core components business has a clear strategic positioning and is included in the company's "15th Five-Year Plan" for new business areas [1] - The company aims to leverage over 20 years of experience in protective materials and processes to extend its main business into robotics through technological cross-application [1] - Future efforts will focus on enhancing research and development of core robotic components and expanding customer outreach, aiming to establish this business as a new growth driver [1]

Core Viewpoint - The company is advancing its robotics-related products through multiple categories and stages, focusing on the development of core components for robots, which is a strategic extension of its existing business in protective materials and technology applications [1] Group 1: Product Development - The company has successfully commercialized several protective products, including flexible joint protectors and protective gloves, with small batch deliveries already taking place [1] - High molecular weight polyethylene fiber tendon ropes have been sent for testing to various domestic and international robotics companies, with ongoing support for the adaptation of associated fixtures [1] - Development of electronic skin garments and gloves is progressing steadily, focusing on the integration and functional testing of flexible elastomers and sensors [1] Group 2: Strategic Positioning - The core components business has been clearly defined and is included in the company's "14th Five-Year Plan" as a new business segment [1] - The company aims to leverage its 20 years of experience in protective materials and processes to enhance its research and development in robotics components and expand its customer base [1] - The goal is to create a synergistic development model that combines traditional safety protection, advanced new materials, and new robotics business, establishing a new growth driver for the company [1]