南山智尚(300918) - 2025年09月12日投资者关系活动记录表

Group 1: Investor Relations Activity Overview - The event was a product launch for the fabric tactile smart gloves, aimed at disclosing core product R&D and industrialization progress to investors [3] - The event included participation from over 80 institutions, including notable names like Hong Kong University and Shanghai Jiao Tong University [3][4] - The event took place on September 12, 2025, from 13:30 to 17:00 [3] Group 2: Academic Reports - Experts presented on breakthroughs in robotic manipulation technology, focusing on "grasping" as a core element [4] - Topics included human demonstration learning, robot throwing research, tactile perception and control, and visual-tactile integration for grasping [4] Group 3: Product Launch Details - The new fabric tactile smart gloves integrate flexible sensing and actuation fibers, achieving high integration of perception, actuation, and processing [4] - The gloves are designed for applications in remote operation of industrial robots, robot skill learning, and virtual assembly testing [6] - The gloves feature high precision, low latency, and strong comfort, supporting multiple platform applications [6] Group 4: Strategic Partnerships - Strategic cooperation agreements were signed with Junsheng Electronics and Changsheng Bearings to promote market deployment of the smart gloves [4] - The collaboration aims to develop key components for humanoid robots and enhance material supply chains [8] Group 5: Future Applications and Market Strategy - The gloves are expected to be used in three main scenarios: remote operation, robot skill training, and virtual assembly [6] - The company plans to collaborate with partners to drive commercialization and market expansion of the gloves [6] - The company aims to enhance the quality of tendon ropes, targeting a lifespan of 1 million uses for industrial applications [8] Group 6: Event Summary - The event effectively communicated the company's core product advancements, technical advantages, and strategic plans to investors [9] - The company will maintain regular communication with investors through various channels to ensure transparency and protect investor rights [9]