证券代码：301595 证券简称：太力科技 广东太力科技集团股份有限公司 投资者关系活动记录表 编号：2025-011 | 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（ 电话会议） | | | | 国海证券：林昕宇 博时基金：钟天皓 | | | 参与单位名称及 | | | | 人员姓名 | 中邮证券：赵洋 | | | | 东方财富证券：郁晾 | | | | 个人投资者: 9位 | | | 时间 | 2025年12月5日 、2025年12月8日 | | | 地点 | 公司三楼会议室 | | | | 副总经理、董事会秘书：杨亮 | | | 上市公司接待人员姓名 | 证券事务代表：韩露露 | | | | 一、调研参观 | | | | 参观公司实验室、产品展厅、选品中心。 | | | | 二、公司基本情况介绍 | | | | 三、问答环节 | | | | Q1：公司未来资源整合的方向在哪些方面？ | | | | 答：公司未来将围绕渠道 ...

Group 1: B-end Business Development - The company is actively expanding its B-end business across multiple fields, achieving significant breakthroughs in core application scenarios [2] - The focus is on creating benchmark cases to accelerate market expansion through industry demonstration [2] Group 2: IKEA Business Performance - The IKEA business achieved nearly 30% year-on-year growth in the first half of the year, with limited impact from tariffs [2] - The company has successfully integrated its innovative silicone pressure-sensitive adhesive materials into IKEA's supply chain, enhancing product capabilities [2] Group 3: Amazon Channel Growth - The Amazon channel saw nearly 50% year-on-year growth in the first half of the year, with strong performance in vacuum packaging, safety protection, and outdoor equipment [3] - The company aims to deepen its market penetration in Canada, Europe, and Southeast Asia while enhancing operational efficiency on the Amazon platform [3] Group 4: E-commerce Strategy - The company plans to strengthen the fine management of e-commerce operations, optimizing resource allocation and focusing on high-potential businesses [3] - The strategy aims to reduce overall advertising costs while driving healthy growth on e-commerce platforms [3] Group 5: Robotics Material Demand - The company's cut-resistant materials demonstrate critical support capabilities for high-end humanoid robot outer protection [3] - A complete proprietary intellectual property system has been established in the cut-resistant materials field, with over 30 patents and compliance with international standards [3]

Core Viewpoint - The company, Taili Technology (301595.SZ), has developed advanced anti-cutting materials that meet the demands of high-end humanoid robots, providing protection against cutting and piercing from sharp objects while being adaptable for various applications [1] Group 1: Product Capabilities - The anti-cutting materials can withstand cutting and piercing from knives and sharp objects, fulfilling safety requirements for home services and industrial collaboration [1] - The materials are flexible, allowing them to adapt to the mechanical movements of robots, enhancing their functionality in intricate tasks [1] - The company has a significantly shorter research and development cycle for customized materials and appearances compared to the industry average [1] Group 2: Product Range - The company has established a protective materials matrix that includes high-strength products such as anti-cutting clothing and bulletproof vests, which meet the highest standards of GA 68-2022 and exceed the EN 388 level 5 for cut resistance [1] - The "Silk" series of flexible anti-cutting composite materials is ultra-thin at 0.6 mm while maintaining excellent puncture resistance [1] - The company offers customized protective solutions based on client-specific requirements, including variations in thickness, color, and texture [1]