证券日报网讯 1月7日，奇德新材在互动平台回答投资者提问时表示，公司高性能高分子复合材料中的 聚酰胺、聚苯硫醚等增强材料，可应用于机器人壳体、躯干、关节，齿轮等活动部件或关节部件、具有 轻量化及高强度的特点。在机器人的刚性壳体轻量化方案中，碳纤维具备高性能、高品质的性能及外观 特点，是替代金属材料的优选方案。公司将继续积极参与头部客户的联合开发工作，在实现轻量化的同 时，赋予产品时尚科技的外观质感。未来将进一步探索多部件替代金属方案，助力机器人轻量化升级。 鉴于当前人形机器人行业尚处发展初期，相关业务订单金额占比极小，本期对公司经营业绩无重大影 响。公司未来战略清晰，在改性塑料和碳纤维制品方面，加速在新能源汽车、低空飞行、机器人等新兴 领域的场景开发。 （文章来源：证券日报） ...

Core Viewpoint - The company is actively developing high-performance polymer composite materials for applications in robotics, focusing on lightweight and high-strength characteristics, particularly through the use of carbon fiber as a metal substitute [1] Group 1: Product Development - The company's high-performance polymer composite materials, including polyamide and polyphenylene sulfide reinforced materials, are suitable for various robotic components such as shells, trunks, joints, and gears [1] - Carbon fiber is highlighted as a preferred alternative to metal materials for lightweight rigid shell solutions in robotics, offering high performance and aesthetic qualities [1] Group 2: Market Engagement - The company has engaged in technical exchanges with multiple robotics manufacturers and is currently conducting sample tests with some clients [1] - A small batch order has been received for carbon fiber products related to a humanoid robot shell project from a major client [1] Group 3: Strategic Focus - The company aims to continue collaborating with leading clients on joint development projects, innovating the use of carbon fiber to replace metal in robotic exteriors, thereby achieving both lightweight and stylish product designs [1] - Future exploration will include multi-component solutions to further replace metal, supporting the lightweight upgrade of robotics [1] - Despite the potential, the current orders from the humanoid robot sector represent a small proportion of the company's overall business and do not significantly impact current operational performance [1]

Core Insights - The company, Qide New Materials, is focusing on high-performance polymer composite materials, particularly in the automotive sector, and is enhancing its production capabilities through significant investments and technological advancements [2][3]. Group 1: Business Operations - Qide New Materials has established a comprehensive service platform in the lightweight materials sector, with plans to launch a new technology park in 2024 that will incorporate a digital management system for intelligent process control [2]. - The company has developed a full range of carbon fiber components for automotive applications, collaborating with leading new energy vehicle manufacturers on various parts including body panels and interior components [2]. Group 2: Product Development and Strategy - The company is exploring applications of high-performance polymer composites in robotics and low-altitude flight, with ongoing sample development and a focus on metal replacement solutions [3]. - Qide New Materials has a clear future strategy centered on three core product lines, aiming to capitalize on the growth of the new energy vehicle market and enhance the competitiveness of its carbon fiber products in emerging sectors [3]. Group 3: Financial Performance - In the first half of 2025, the company's operating cash flow significantly improved due to industry structural adjustments and optimization of its product system, marking a recovery phase after prior strategic investments [4]. - The revenue from modified nylon business decreased by 17.46% due to strategic adjustments in customer and business structure, while the automotive sector's revenue share has notably increased [4].