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恒辉安防:已出货的机器人防护手套、腰封件、颈部包覆件等柔性关节保护件
Zheng Quan Ri Bao Wang· 2025-09-22 08:16
证券日报网讯 恒辉安防(300952)9月22日发布公告,在公司回答调研者提问时表示,公司已出货的机 器人防护手套、腰封件、颈部包覆件等柔性关节保护件,因需适配机器人关节运动精度、防护性能及场 景需求(如耐磨损、轻量化、贴合度),在材料选型(以超高分子量聚乙烯纤维复合柔性材质为主)、 工艺复杂度(如精准裁切、定制化贴合设计)上与传统工业防护手套存在差异,因此单套产品价值量高 于普通安全防护手套,具体数值受下游客户定制化需求、采购规模等因素影响。价格方面,机器人防护 手套与公司主营的高端安全防护手套价格区间有一定重合,但因机器人手套需针对特定机型做适配开 发,存在定制化溢价,整体单价略高于常规批量生产的高端安全防护手套。后续随着相关产品订单规模 扩大及生产工艺优化,公司将进一步平衡产品性价比与盈利能力。 ...
恒辉安防:公司密切追踪机器人产业发展动态
Zheng Quan Ri Bao Wang· 2025-08-27 11:16
Core Viewpoint - Henghui Security (300952) is actively tracking developments in the robotics industry and is focusing on the application of ultra-high molecular weight polyethylene fibers in robotics, with multiple initiatives underway in this area [1] Group 1: Company Initiatives - The company is advancing in three main areas within the robotics sector: dexterous tendon ropes, lightweight shell materials, and flexible joint protective components [1] - The tendon rope products developed by the company have undergone multiple rounds of sample submissions and discussions with various robotics enterprises, establishing a regular technical communication mechanism with relevant companies [1] - Recently, the company successfully entered the potential supplier list of a leading domestic robotics enterprise, laying the groundwork for future collaboration [1] Group 2: Product Development and Market Validation - Some protective products for robots, such as protective gloves, waist seals, and neck coverings, have already been delivered and are in use, which has initially validated the market adaptability and competitiveness of the company's products [1]