证券日报网讯 1月26日，金固股份在互动平台回答投资者提问时表示，公司自主研发的阿凡达铌微合金 新材料具有强度高、韧性好、成本低、碳排放量低的优点。该材料经阿凡达工艺处理后，强度最高可达 2000MPa，约为钛合金的2倍、铝合金的5倍，能有效实现减重、降本、降碳，目前已在车轮行业大规模 量产应用。此外，公司已经开发机器人部件，和多家机器人公司展开合作。 （文章来源：证券日报） ...

格隆汇1月26日丨金固股份(002488.SZ)在投资者互动平台表示，公司自主研发的阿凡达铌微合金新材料 具有强度高、韧性好、成本低、碳排放量低的优点。该材料经阿凡达工艺处理后，强度最高可达 2000MPa，约为钛合金的2倍、铝合金的5倍，能有效实现减重、降本、降碳，目前已在车轮行业大规模 量产应用。公司阿凡达低碳车轮供不应求，公司正在积极规划产能布局。 ...

浙江金固股份有限公司投资者关系活动 记录表 编号：20260113 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | ☑ | 现场参观 | | ☑ | 其他（电话会议） | | | 开源证券；华泰柏瑞；国联民生；国泰基金；申万菱信； 东北证券；金鹰基金；中金资管；国海电新；长城基金； | | 活动参与人员 | 同花顺；浦银安盛；交银基金；中邮证券；中欧基金；东 | | | 方财富；上海健顺投资；东吴证券；华泰资产；华安基金； | | | 泰康资产；国投机械；华福证券；中金资管；平安资管； | | 华宝基金 | | | 时间 | 2026年1月5日-1月13日 | | 公司 地点 | | | 形式 | 一对多交流 | | | 一、金固股份基本情况 | | | 公司在2010年于深圳证券交易所上市，是中国车轮制 | | | 造行业的领先企业。以新材料技术为核心驱动力，历经三 | | | 十余年的发展，公司正逐步实现从传统零部件制造商向新 | | | 材料解决方案提供商的战略转型。 | | | （ ...

Core Viewpoint - The company claims that its newly developed Avatar niobium micro-alloy material has significant advantages over traditional steel wheels and aluminum alloy wheels, including high strength, good toughness, low cost, and reduced carbon emissions [2]. Group 1: Product Advantages - The Avatar niobium micro-alloy material can achieve a maximum strength of 2000 MPa after processing, which is approximately twice that of titanium alloys and five times that of aluminum alloys [2]. - The material's properties enable effective weight reduction, cost savings, and lower carbon emissions [2]. Group 2: Market Impact - The company anticipates that its low-carbon Avatar wheels will gradually replace traditional wheels in the market [2].

Core Viewpoint - The company is actively developing its new materials industry based on Avatar niobium microalloy, with plans for material cluster formation and application in various sectors [1] Group 1: New Material Development - The company has successfully mass-produced Avatar niobium microalloy materials for the wheel industry [1] - The company is continuously iterating and upgrading material formulations to explore applications of Avatar niobium microalloy in industrial upgrade sectors [1] Group 2: Strategic Initiatives - The company has established "Hangzhou Jingu Embodied Intelligent Technology Co., Ltd." and an embodied intelligence division to advance product development in the field of embodied intelligence, including robotic structural components [1] - The company is also expanding its layout in other metal materials such as magnesium alloys and aluminum alloys, as well as in composite materials like modified plastics and carbon fibers [1]

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. was listed on the Shenzhen Stock Exchange in 2010 and is a leading manufacturer in the wheel manufacturing industry in China [2] - The company is transitioning from a traditional parts manufacturer to a new materials solution provider, driven by advanced material technology [2][3] Group 2: Material Technology and Strategic Upgrade - The company has developed the "Avatar" niobium micro-alloy material, which has a maximum strength of 2000 MPa, approximately twice that of titanium alloys and five times that of aluminum alloys, enabling weight reduction and cost savings [2][3] - Continuous investment in R&D has led to iterative upgrades of the Avatar material, expanding into other metal materials, composite materials, and modified plastics [3] Group 3: Automotive Parts Business Growth - The company is a significant player in the automotive wheel industry, leveraging its unique "Avatar low-carbon wheel" to establish a competitive advantage amid the trend towards automotive lightweighting [3] - The company has launched new product series, including "Gemini" and "Cybertron," aiming to cover a wide range of passenger vehicles from economy to mid-high-end models [3] - Rapid capacity expansion is underway with new production lines established in multiple domestic locations and overseas, including Thailand, to support performance growth [3] - The company has deepened partnerships with major domestic automakers like BYD and Changan, while also securing significant projects in international markets, with projected sales of $158 million from a U.S. project over five years [3] Group 4: Emerging Market Expansion - The company is strategically moving into the robotics industry, where lightweight, strong, and durable materials are essential for core components [4] - The electric two-wheeler market is expected to grow due to new safety regulations, prompting the company to apply its four-wheeler technology to this sector, which could significantly contribute to future performance [4] Group 5: Q&A Highlights - The Avatar niobium micro-alloy wheels are characterized by innovative design, lightweight, high precision, strength, better balance, enhanced deformation resistance, durability, and cost-effectiveness [5] - The company is actively collaborating with various enterprises in the robotics sector to enhance its competitive edge in high-end manufacturing [7]

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. was listed on the Shenzhen Stock Exchange in 2010 and is a leading manufacturer in the wheel industry in China [2] - The company is transitioning from a traditional parts manufacturer to a new materials solution provider, driven by advanced material technology [2][3] Group 2: Material Technology and Strategic Upgrade - The company has developed the "Avatar" niobium micro-alloy material, which offers high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions [2][3] - The Avatar material is now in large-scale production in the wheel industry, aligning with national policies promoting high-end, intelligent, and green manufacturing [3] Group 3: Automotive Parts Business Growth - The company is a significant player in the automotive wheel sector, leveraging its unique "Avatar low-carbon wheel" to establish a competitive edge in the lightweight automotive trend [3] - Continuous R&D investment and capacity expansion are driving high-quality growth in the automotive parts business [3] - The company has established partnerships with major domestic automakers like BYD and Changan, and has secured significant projects in international markets, including a projected sales revenue of $158 million from a U.S. project over five years [3][4] Group 4: Emerging Market Expansion - The company is strategically entering the robotics industry, where lightweight and durable materials are crucial for key components [4] - The implementation of the "Electric Bicycle Safety Technical Specification" in September 2025 is expected to drive product upgrades in the electric two-wheeler market, presenting new opportunities for the company [4] Group 5: Production Capacity and Future Plans - As of last year, the company had five Avatar production lines, with plans to build or upgrade approximately eight more lines in various locations, including Thailand [4] - The company anticipates constructing around ten additional Avatar production lines by 2026, contingent on market demand and strategic deployment [4]

Core Viewpoint - Kingood Co., Ltd. is focusing on technological innovation and product development in the automotive wheel industry, highlighting its new material, Avatar niobium micro-alloy, which offers significant advantages in strength, toughness, cost, and carbon emissions reduction [1][2]. Group 1: Company Overview - Kingood Co., Ltd. is recognized as a high-tech enterprise specializing in the research, production, and sales of automotive wheels, and has been included in the "Specialized, Refined, Unique, and Innovative" enterprise list of Zhejiang Province [1]. - The company has established a comprehensive research and development system, emphasizing the importance of technological innovation [1]. Group 2: Product Development - The Avatar niobium micro-alloy material developed by the company is easy to process before treatment, significantly enhances strength after treatment, and can replace various metal materials, leading to weight reduction, cost savings, and lower carbon emissions [1]. - The Avatar low-carbon wheels have been successfully introduced into both passenger and commercial vehicle sectors, with several new energy vehicle companies already designated as clients [1]. Group 3: Market Expansion and International Business - Kingood Co., Ltd. has made significant progress in applying new materials in emerging fields such as embodied intelligent robots and low-altitude aircraft, with notable achievements in developing structural components for intelligent robots [2]. - The company has secured multiple overseas client projects, with some projects expected to generate sales in the hundreds of millions of dollars over their lifecycle, including a project with a leading global automotive company in the U.S. projected to generate approximately $158 million in sales over the first five years [2]. - A new production line for Avatar low-carbon wheels is set to be launched in Thailand by the end of 2024, with production expected to commence by the end of 2025, which is anticipated to drive rapid growth in international business [2].

Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.123 billion yuan, a year-on-year increase of 10.04% [1] - The net profit attributable to shareholders was 30 million yuan, up 45.36% year-on-year, while the net profit excluding non-recurring items was 25 million yuan, reflecting a growth of 60.69% [1] - The main business of "automotive parts manufacturing" generated revenue of 1.391 billion yuan, a 20.61% increase year-on-year, with a gross margin of 18.56%, up 5.09% [1] Product Development and Market Expansion - The company is accelerating the international expansion of its core products, having secured multiple overseas customer projects with sales expected to reach hundreds of millions of dollars [2] - A significant project with a global leading automotive company in the U.S. is projected to generate approximately 158 million dollars in sales over the first five years [2] - The company's new material, the Avatar niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, making it suitable for various applications [2] Strategic Collaborations and Innovations - The company has made significant progress in developing Avatar niobium micro-alloy structural components for intelligent robots, with sample performance exceeding customer standards [3] - Collaborations with companies like Ninebot, Zhishen Robotics, and Luming Robotics are ongoing, focusing on optimizing lightweight and strength requirements [3] - The establishment of specialized R&D teams aims to accelerate the industrialization of various new materials, with several projects expected to generate benefits soon [3]

Core Viewpoint - The strategic cooperation between Jingu Co., Ltd. and Luming Robot Technology aims to explore the application of Avatar niobium micro-alloy in quadruped and humanoid robots, enhancing the development of new materials for body components [1][2]. Group 1: Strategic Cooperation - Jingu Co., Ltd. signed a strategic cooperation framework agreement with Luming Robot Technology to jointly develop applications of Avatar niobium micro-alloy in robotic products [1]. - The cooperation will leverage Jingu's experience in new materials and manufacturing to assist Luming in upgrading equipment, processes, and supply chains for large-scale production [1][2]. Group 2: Material Advantages - The Avatar niobium micro-alloy developed by Jingu has high strength, good toughness, low cost, and low carbon emissions, with a maximum strength of 2000 MPa, which is about twice that of titanium alloys and five times that of aluminum alloys [2]. - The material's density is approximately 1.7 times that of titanium alloys and 2.9 times that of aluminum alloys, contributing to weight reduction, cost savings, and carbon emission reductions [2]. Group 3: Broader Applications - Jingu has successfully applied Avatar niobium micro-alloy in its main wheel hub products, gradually replacing traditional wheels [2]. - The material also has extensive application scenarios in other industries such as embodied intelligence and low-altitude economy, aligning with the company's strategic development and shareholder interests [2].