10月10日晚间，金固股份（002488）发布公告称，公司与九号公司签订《战略合作框架协议》。双方旨 在共同攻关以轻质高强度材料替代传统结构这一行业关键核心技术，提升在电动交通领域的行业影响力 与竞争力。 根据协议内容，双方的合作将聚焦三大核心方向：其一，九号公司利用其在智能短交通和服务类机器人 领域的产品资源与技术优势，依托丰富的产品线和应用场景，协助金固股份加速推进阿凡达铌微合金等 新材料在产业升级中的创新应用与落地；其二，金固股份将基于在各类新材料应用方面的深厚积累与产 业布局，特别是独家的阿凡达铌微合金材料，积极协同九号公司在电动两轮车、服务机器人等产品中开 展新材料在车身关键零部件的研发与应用拓展，为九号公司提供兼具轻量化、高强度和低成本的零部件 产品；其三，双方将共享市场分析、投资机会等，构建资本与产业链协同机制，并建立长期合作联络机 制，保障合作高效推进。 值得注意的是，该协议为框架性合作文件，有效期为1年，自2025年10月至2026年9月，期满可自动顺 延，且不涉及具体交易金额。金固股份在公告中强调，协议签订短期内对公司经营业务无重大影响，长 期影响存在不确定性，取决于双方合作实施情况以及后 ...

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2] - The company emphasizes technological innovation and product development, with a comprehensive research and development system [2] Group 2: Product Innovations - The revolutionary new material, Avatar Niobium Microalloy, offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for mass production in the wheel industry [3] - The Avatar low-carbon wheel is a lightweight product with high precision, strength, and durability, already entering both passenger and commercial vehicle markets, including partnerships with several new energy vehicle manufacturers [3] Group 3: Market Expansion and Strategy - The company is actively exploring market potential in emerging industries that require lightweight, high-performance, and low-cost materials, aiming to create a product matrix for new materials [3] - The establishment of a subsidiary, Hangzhou Jingu Embodied Intelligence Technology Co., Ltd., focuses on developing embodied intelligent robots and low-altitude economy applications, leveraging the company's material technology [4] Group 4: International Business Development - The company has secured multiple overseas projects with sales expected to reach hundreds of millions of dollars, including a significant project with a leading global automotive company in the U.S., projected to generate approximately $158 million over five years [4] - Plans to launch a production line for Avatar low-carbon wheels in Thailand by the end of 2025 are underway, aiming to accelerate international business growth alongside domestic operations [4]

9月3日，金固股份（002488）提交注册全资子公司"杭州金固具身智能科技有限公司"（以下称"金固具 身智能"），并同步组建了具身智能事业部。 金固股份表示，金固具身智能将作为公司拓展具身智能业务的核心平台，重点开展具身智能机器人（涵 盖人形机器人、四足机器人、服务机器人、专业应用机器人等）以及低空经济等新兴领域业务，依托公 司在新材料方面的技术积累，为机器人、低空飞行器等行业的客户提供大规模降本且兼具高性能、轻量 化效果的有效方案。 阿凡达铌微合金材料的跨界应用及优势 金固股份历时十余年研发出的独家革命性新材料阿凡达铌微合金具有强度高、韧性好、成本低、碳排放 量低的优点，产品的强度最高能达2000MPa，为钛合金的2倍左右、铝合金材料的5倍左右，密度为钛合 金的1.7倍左右、铝合金材料的2.9倍左右，可以替代铝合金、钛合金、普钢、高强钢等金属材料，能够 有效实现减重、降本、降碳的效果，具有广泛的应用场景。 近期，公司取得了鹿明机器人轴承相关结构件的订单，正为其进行加工生产。与智身机器人、九号公司 等企业合作的关键部件项目研发也正在顺利开展中，重点优化轻量化与强度需求场景。 此外，公司在其他金属材料、复合材料 ...

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2]. - The revolutionary new material, Avatar niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a maximum strength of 2000 MPa after processing, which is about twice that of titanium alloys and five times that of aluminum alloys [2][3]. Group 2: Product Innovations - The Avatar low-carbon wheel is a lightweight product characterized by a novel appearance, high precision, strength, and durability, meeting customer demands in both passenger and commercial vehicle sectors [3]. - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages [3]. - The company aims to create a product matrix for new materials by exploring market potential in emerging industries, focusing on lightweight, high-performance, and low-cost solutions [3]. Group 3: Application and Market Expansion - The company has made significant progress in applying new materials, including Avatar niobium micro-alloy, in emerging fields such as embodied intelligent robots and low-altitude aircraft [4]. - Collaborations with companies like Zhiyuan Robotics and Ninebot are underway to develop key components, with several projects expected to achieve industrialization soon [4]. - The company has secured multiple overseas client projects, with sales in the billion-dollar range, including a project with a leading global automotive company in the U.S. projected to generate approximately $158 million over the first five years [5]. Group 4: Future Prospects - A new production line for Avatar low-carbon wheels in Thailand is set to commence by the end of 2025, aiming to boost international business growth alongside domestic operations [5].

Core Viewpoint - The announcement indicates a strategic partnership between Jingu Co., Ltd. and Luming Robot Technology (Shenzhen) Co., Ltd. to explore the application of new materials in robotic products [1] Group 1: Partnership Details - Jingu Co., Ltd. signed a Strategic Cooperation Framework Agreement with Luming Robot on August 13, 2025 [1] - The partnership is based on principles of equality, mutual benefit, honesty, and long-term cooperation [1] - Both companies recognize each other's core advantages in their respective fields [1] Group 2: Company Profiles - Luming Robot Technology (Shenzhen) Co., Ltd. is an innovative high-tech enterprise focused on the integration of AI and robotics [1] - The company is involved in research and development, production, and sales, aiming to become a global leader in intelligent robotic products and solutions [1]

格隆汇8月14日丨金固股份(002488.SZ)公布，2025年8月13日，浙江金固股份有限公司与鹿明机器人科 技(深圳)有限公司(简称"鹿明机器人")签订《战略合作框架协议》，双方秉持平等自愿，互利互惠、诚 实守信、长期合作的原则，拟结为战略合作伙伴关系，基于对彼此在各自领域核心优势的充分认可，共 同探索阿凡达铌微合金在四足机器人、人形机器人等产品上进行新材料在机身零部件的应用开发与拓 展。 ...

Group 1 - The core viewpoint of the announcement is the signing of a strategic cooperation framework agreement between Zhejiang Jingu Co., Ltd. and Luming Robot Technology (Shenzhen) Co., Ltd. to explore the application of new materials in robotics [1][2] - The cooperation aims to leverage the strengths of both parties, focusing on the application development of Avatar niobium micro-alloy materials in quadruped and humanoid robots [2][3] - The agreement reflects a commitment to mutual benefit and long-term collaboration, with an emphasis on resource sharing and complementary advantages [2][3] Group 2 - Luming Robot Technology is an innovative high-tech enterprise specializing in the integration of AI and robotics, aiming to become a global leader in intelligent robot products and solutions [2] - The Avatar niobium micro-alloy developed by the company has advantages such as high strength, good toughness, low cost, and low carbon emissions, making it suitable for various applications [2] - The cooperation is set to last from August 2023 to August 2026, with automatic extensions possible, although the agreement does not create any legal obligations or rights between the parties [3] Group 3 - The strategic cooperation framework agreement is expected to facilitate the company's deep involvement in the embodied intelligent robot industry chain, aligning with its development strategy and benefiting all shareholders [3] - The signing of the agreement is not anticipated to have a significant impact on the company's business independence or create major reliance on the partner [3] - The short-term impact on the company's operations is expected to be minimal, while the long-term effects remain uncertain and depend on the implementation of the cooperation and market developments [3]

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2]. Group 2: Product Innovations - The revolutionary new material, Avatar niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a maximum strength of 2000 MPa, which is approximately twice that of titanium alloys and five times that of aluminum alloys [2][3]. - The Avatar low-carbon wheel is a lightweight product that meets customer needs with its novel appearance, high precision, strength, durability, and cost-effectiveness, currently being applied in both passenger and commercial vehicles [3]. Group 3: Market Expansion and Applications - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages in the new energy vehicle market [3]. - A horizontal application division has been established to explore new product development and application scenarios in industries with significant market potential, such as robotics and low-altitude aircraft [3][4]. Group 4: Q&A Insights - The company plans to enhance its R&D efforts in the robotics sector, utilizing its existing materials and technologies to foster project collaborations and optimize product designs [4]. - Progress with the project in collaboration with Zhiyuan is on track, with some performance indicators exceeding the required product standards [5][6].

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2] - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2] Group 2: Product Innovations - The revolutionary new material, Avatar niobium micro-alloy, offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for mass production in the wheel industry [2][3] - The Avatar low-carbon wheel is a lightweight product that meets customer needs with its novel appearance, high precision, strength, and durability [3] Group 3: Market Expansion and Strategy - The Avatar low-carbon wheel has entered both passenger and commercial vehicle markets, securing contracts with several new energy vehicle manufacturers [3] - The company is accelerating capacity construction to meet growing customer demand while leveraging its first-mover and scale advantages [3] Group 4: Future Development Plans - A horizontal application division has been established to explore new products and applications in industries such as robotics and low-altitude aircraft, building on existing materials and technologies [3][5] - The company plans to enhance its production capacity both domestically and overseas to better serve core customers and meet increasing order demands [4] Group 5: R&D and Talent Acquisition - The company is increasing R&D efforts and forming specialized teams to drive innovation in emerging fields like robotics [5][6] - Future resource investments will focus on expanding the application of new materials across multiple sectors, driven by technological innovation [6]

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2] - The company emphasizes technological innovation and product development, with a comprehensive research and development system [2] Group 2: Product Innovations - The revolutionary new material, niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a strength of up to 2000 MPa after processing, which is about twice that of titanium alloys and five times that of aluminum alloys [2][4] - The Avatar low-carbon wheel is a lightweight product that meets customer needs with features such as high precision, strength, better balance, and durability, currently being applied in both passenger and commercial vehicles [3] Group 3: Market Performance and Projections - For the first half of 2025, the company expects a net profit attributable to shareholders of approximately 30 million to 45 million yuan, representing a year-on-year growth of 44.06% to 116.08% [3] - The net profit after deducting non-recurring gains and losses is projected to be between 25 million and 37.5 million yuan, with a year-on-year increase of 58.09% to 137.14% [3] Group 4: Strategic Development - The company is expanding its production capacity to meet increasing customer demand and is actively exploring overseas markets by establishing production bases [5] - A horizontal application division has been established to enhance R&D efforts in new materials and technologies, focusing on industries with significant market potential, such as robotics and low-altitude aircraft [3][5]