沟通传递价值 信心共筑未来——2025年上海辖区上市公司集体接待日暨中报业绩说明会9月19日在全景 网举行。超捷股份（301005）董事会秘书、财务总监李红涛介绍，在人形机器人业务领域，公司可以提 供多种紧固件、PEEK材质产品、传感器基座及高精密机加工产品。目前已取得部分客户小批量正式订 单及取得部分客户项目定点，同时还有给客户打样，上述项目涉及终端客户包括国内外客户。公司将持 续拓展客户，抓住行业发展机会。 超捷股份长期致力于高强度精密紧固件、异形连接件等产品的研发、生产与销售，产品主要应用于汽车 发动机涡轮增压系统，换档驻车控制系统，汽车排气系统，汽车座椅、车灯与后视镜等内外饰系统的汽 车关键零部件的连接、紧固。此外，公司的紧固件产品还应用于电子电器、通信等行业。（全景网） 更多详情，请点击：https://rs.p5w.net/html/175611728073329.shtml ...

证券代码：301005 证券简称：超捷股份 超捷紧固系统(上海)股份有限公司 投资者关系活动记录表 编号 2025-017 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 其他 | | 参与单位名称及 | 通过全景网"投资者关系互动平台"(http://ir.p5w.net)参与2025 | | 人员姓名 | 年半年度网上业绩说明会的投资者 | | 时间 | 2025年9月19日 下午15:00-17:00 | | 地点 | "全景•投资者关系互动平台"(http://ir.p5w.net) | | 上市公司接待人 | 1、公司董事长、总经理宋广东先生 | | 员姓名 | 2、董事会秘书、财务负责人李红涛先生 | | | 公司于2025年9月19日（星期五）下午15:00至17:00在全景网 | | | 举行2025年半年度网上业绩说明会，本次业绩说明会采用网络远程 | | | 的方式举行。业绩说明会问答环节主要内容如下： | | | 1、今年精密加工工艺升级后，产品性 ...

Group 1: Automotive Business Overview - The company focuses on the development, production, and sales of high-strength precision fasteners and special connectors, primarily used in automotive key components such as turbocharging systems and exhaust systems [2] - In the field of new energy vehicles, the company's fasteners are applied to battery trays, chassis, and electric control inverters, among others [2] Group 2: Commercial Aerospace Business - The company has completed production line construction for commercial rocket structural components, with major clients including Blue Arrow Aerospace and Tianbing Technology [2] - The company has delivered products such as fairings and shell segments in bulk to customers [2] Group 3: Fastener Product Value in New Energy Vehicles - The value of fasteners in new energy vehicles is expected to increase due to the addition of components like electric control and battery systems, despite a reduction in turbocharger-related fasteners [3] - The domestic demand for high-end fasteners is rising due to the emergence of local OEMs [3] Group 4: Competitive Landscape - The automotive fastener industry has a low entry barrier, with many small to medium-sized enterprises; however, only large manufacturers can pass the qualification audits of major OEMs [3] - The market share is increasingly concentrating among leading companies [3] Group 5: Company Advantages - The company maintains competitive advantages through quality customer resources, technical expertise, quality control, stable production capacity, and better customer service [3] - The combination of metal and plastic components aligns with automotive lightweighting demands [3] Group 6: Production Capacity and Future Growth - The company has completed its automotive parts production capacity layout across multiple bases, meeting future demand for the next three to five years [3] - Future growth will be driven by expanding exports, developing new customers, and increasing product categories [3] Group 7: Profit Margin Trends - The company's gross margin has declined due to factors such as slowing industry growth, rising material costs, and increased depreciation from new projects [4] - The Wuxi project is expected to achieve profitability in 2024, which will help restore margins [4] Group 8: Expansion into New Markets - The company is exploring opportunities in humanoid robotics and has received small batch orders for fasteners and precision machining products [5] - In the commercial aerospace sector, the company has secured bulk orders from several leading domestic clients [5] Group 9: Commercial Rocket Product Value - The structural components of a commercial rocket account for approximately 25% of the total cost, with the company's products valued at around 10 million for current offerings [5] - Future production of fuel storage tanks could increase the value of structural components to between 25 million and 30 million [5] Group 10: Flying Car Sector - The company is expanding its fastener products for the flying car sector, although this business currently has a low revenue impact [7]

Group 1 - The company, Chaojie Co., has responded to investor inquiries regarding its capabilities in the humanoid robot sector, stating it can provide various fasteners, PEEK material products, sensor bases, and high-precision machining products [2] - Currently, the company has received small batch orders from some clients, including Zhiyuan Robotics, but has not yet achieved large-scale orders due to the humanoid robot industry not reaching a stage of industrialization [2] - The humanoid robot business currently represents a low proportion of the company's revenue and has not significantly impacted its overall performance [2]

Group 1: Stock Market Activity - 34 stocks were listed on the institutional leaderboard today, with 18 seeing net purchases and 16 experiencing net sales [1] - The top three stocks with the highest institutional purchases were Chaojie Co., Ltd., Hengbao Co., Ltd., and Innovation Medical [1] Group 2: Key Stocks and Their Performance - Chaojie Co., Ltd. (301005.SZ) saw a price increase of 20.00% with 3 buyers and 2 sellers, and institutions net purchased 183 million [2] - Hengbao Co., Ltd. (002104.SZ) experienced a price increase of 4.42% with 2 buyers and no sellers [2] - Innovation Medical (002173.SZ) had a price increase of 6.36% with 2 buyers and 1 seller [2] Group 3: Industry Insights - Chaojie Co., Ltd. provides various fasteners and PEEK material products, with PEEK being a popular material for humanoid robots [2] - The domestic fluorochemical fine chemical industry leader, Zhongxin Fluorine Materials, has a fluoroketone production capacity of 5,000 tons, the highest in China, which is a core raw material for PEEK [2] - The global PEEK market is projected to reach approximately $900 million in 2024, with a year-on-year growth of 5%, and is expected to grow to $1.23 billion by 2025 and $1.85 billion by 2030, with a compound annual growth rate of 8.4% from 2025 to 2030 [2] Group 4: Infrastructure Development in Xinjiang - Xinjian Construction is the largest commercial concrete supplier in Xinjiang and the largest ready-mixed concrete producer in Northwest China [3] - The New Tibet Railway, which connects Xinjiang and Tibet, is approximately 2,010 kilometers long, with an expected investment of 96 billion yuan [4] - The construction of the New Tibet Railway is accelerating, with plans to start construction within the year [4] - Companies involved in large-scale transportation infrastructure in Xinjiang, including construction leaders and material suppliers, are expected to benefit from this development [4]

Group 1 - The humanoid robot business is one of the important business directions for the company [1] - The company can provide various fasteners, PEEK material products, sensor bases, and high-precision machining products in the humanoid robot field [1] - The company has obtained small batch samples and formal small batch orders from some clients, including Zhiyuan Robotics [1] Group 2 - The humanoid robot business has not yet reached the stage of industrial scale, hence the company has not secured large batch orders [1] - Currently, this business accounts for a low proportion of the company's revenue and does not significantly impact the company's performance [1]

Core Viewpoint - The company has made progress in the humanoid robot sector, securing small batch orders but has not yet reached large-scale production [2] Company Developments - The humanoid robot business is a significant direction for the company, offering various fasteners, PEEK material products, sensor bases, and high-precision machining products [2] - The company has received small batch sample orders and formal small batch orders from clients, including ZhiYuan Robotics [2] - Currently, the humanoid robot business contributes a low proportion to the company's revenue and does not significantly impact overall performance [2]

Core Viewpoint - The humanoid robot business is a significant direction for the company, which is currently providing various fasteners, PEEK material products, sensor bases, and high-precision machining products in this field [1] Group 1: Business Development - The company has received small batch sample orders and formal small batch orders from clients, including Zhiyuan Robotics [1] - The humanoid robot business has not yet reached an industrial scale, resulting in a lack of large batch orders [1] - Currently, this business segment contributes a low proportion to the company's revenue and does not significantly impact overall performance [1]

Group 1: Automotive Business Overview - The company focuses on high-strength precision fasteners and special connectors, primarily used in automotive engine turbocharging systems, shifting control systems, exhaust systems, and key components in electric vehicles [2] - The automotive business revenue has been growing year-on-year, driven by factors such as new customer development and product category expansion [3][4] Group 2: Commercial Aerospace Business Progress - The company has completed production line construction for commercial rocket structural components in 2024, with major clients including Blue Arrow Aerospace and Tianbing Technology [3] - The annual production capacity for commercial aerospace is estimated at 10 rockets, with a high utilization rate of existing capacity [4] Group 3: Human-shaped Robot Business Development - The company is actively developing humanoid robot components, having received small batch orders from several clients, although large-scale orders are not yet realized [3] Group 4: Financial Performance and Challenges - The company's gross margin has declined due to factors such as the slowdown in the automotive industry and rising material costs since late 2021 [4] - The new Wuxi Chaojie project has started production in 2023, with expectations for profitability in 2024 [4] Group 5: Future Prospects in Commercial Aerospace - The estimated value of structural components for a single commercial rocket is around 15 million, with potential increases to 25-30 million after the completion of the fuel tank production line [4] - The company is preparing for the future trend of reusable rockets, although current domestic technology is not yet mature [4]

Group 1: Commercial Aerospace Business - The company has made significant progress in the commercial aerospace sector, focusing on manufacturing rocket structural components, including major segments like shell segments, fairings, fuel tanks, and engine valves [2] - The production capacity for commercial aerospace is set at 10 rockets per year, with a high utilization rate and sufficient orders on hand [2] - The estimated value of structural components for a single commercial rocket is approximately $15 million, which could increase to $25-30 million after the completion of the fuel tank production line [3] Group 2: Competitive Advantages - The company possesses a talent advantage with a dedicated team experienced in the commercial aerospace field [3] - Financial strength allows the company to invest in equipment and production line construction based on market conditions [3] Group 3: Automotive Business Overview - The company specializes in high-strength precision fasteners and irregular connectors, primarily used in automotive engine turbocharging systems and other critical components [3] - Future growth points in the automotive sector include expanding exports and developing new customers, such as NIO and BYD [4] Group 4: Plastic Parts and Robotics - The rapid growth in the plastic parts business is attributed to the expansion into the automotive sector and the demand for lightweight materials [4] - The humanoid robotics business is a key direction, with initial small batch orders received, although large-scale orders are not yet achieved [4]