格隆汇11月13日丨奇德新材(300995.SZ)在互动平台表示，公司高性能高分子复合材料中的聚酰胺增强 材料、聚苯硫醚增强材料，可应用于部分机器人壳体、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。公司高分子改性塑料产品已和多家机器人本体或机器人零部件企业 进行技术交流，部分客户进行送样测试中。公司碳纤维制品获某主机厂客户人形机器人外壳项目定点， 收到小批量订单。公司将继续积极参与头部客户的联合开发工作，创新采用碳纤维替代金属用于机器人 外躯壳，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。 但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。 ...

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].