阿莱德（301419.SZ）7月31日在投资者互动平台表示，公司的TPAD系列导热垫片及TGEL系列导热凝胶 产品均可应用于人形机器人的核心关节部位，以保障机器人的性能、寿命与安全性。公司严格遵循商业 保密协议与约定，因此不便披露客户信息。人形机器人作为新兴产业，其后续发展的规模与收益存在不 确定性，公司始终以开放的心态探索新领域的合作机遇。敬请广大投资者谨慎决策，注意投资风险。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司去年开始给国内头部人形机器人公司的产品测 试，与哪些头部客户有合作？有哪些实质进展来提升公司市值？ ...

Group 1: Company Overview and Competitive Advantages - The company has over 20 years of experience in the high polymer materials communication equipment components sector, with a total of 255 patents, including 66 invention patents, showcasing a strong technical reserve [2][3] - The company has established long-term strategic partnerships with quality raw material suppliers, enhancing cost control and customer value [2] - A professional R&D team composed of top talents in materials science and thermal management is dedicated to exploring cutting-edge technologies [3] Group 2: Financial Performance - In Q1 2025, the company's revenue reached 78.3 million yuan, a year-on-year increase of 22.86%, while net profit attributable to shareholders was 10.3 million yuan, up 134.32% compared to the previous year [3] - The growth in performance is attributed to the improved market conditions in the 5G sector, lower growth rates in sales expenses compared to revenue, and reductions in management and financial costs [3] Group 3: Market Expansion and Future Plans - The company is actively exploring applications of thermal management products in emerging fields such as data centers and artificial intelligence [3] - There are considerations for overseas capacity expansion, particularly in Southeast Asia, based on market demand and strategic planning [3][4] - The company is open to mergers and acquisitions to enhance business synergy and resource complementarity, while adhering to regulatory requirements for information disclosure [4] Group 4: Product Applications - The company's thermal management products are applicable in humanoid robots, specifically in critical areas such as joints, batteries, and chips [3] - The company emphasizes confidentiality regarding customer information in the humanoid robot sector, highlighting the industry's uncertain future [3]