Qide New Material (300995.SZ) Offers Modified Polymer Plastics and Carbon Fiber Products in Robotics Sector

Chide New Material (300995.SZ) stated on the investor interaction platform that the company focuses on high-performance composite materials, modified special engineering plastics, and carbon fiber products, which are widely used in emerging fields such as new energy vehicles, robots, and low-altitude aircraft.

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(I) Core Customers and Performance Contribution in the Automotive Industry The company has established partnerships with automotive component enterprises such as Magna, Yanfeng, Adient, and Dongjian, as well as OEMs like BYD Auto, Xiaomi Auto, and Leapmotor, providing automotive precision molds, modified plastics and products, and carbon fiber products. The company's products are ultimately applied to numerous brands such as BYD, Xiaomi, Xpeng, Seres, GAC Trumpchi, Aion, and Mercedes-Benz through direct supply to OEMs or Tier 1 component suppliers. In recent years, the revenue share of the company's automotive sector has been continuously increasing, and it has become the company's largest application field. For specific performance details, please refer to the company's subsequent periodic reports.

(II) Carbon Fiber Business Customers, Projects, and Operational Status For its carbon fiber product business, the company has established a comprehensive service chain encompassing "material development - structural design - mold development - multi-process molding - surface treatment." The company has entered the supply chains of new energy vehicle manufacturers such as BYD, Xiaomi, and Leapmotor. Its products are primarily used in key components like front hoods, side skirts, rear spoilers, front bumpers, rear bumpers, and interior parts. In addition to automotive customers, the company is actively expanding its applications into emerging industries such as low-altitude flight and robotics, maintaining active engagement with some host manufacturers and providing technical and process support for lightweight structural design of new products. The company is continuously optimizing its processes, improving efficiency, and planning for capacity expansion to meet future market growth demands. For specific details and revenue growth, please refer to the company's publicly disclosed information.

(III) Robotics Industry Cooperation and Business Progress The company primarily provides modified polymer solutions (for casings, joints, gears, etc.) and carbon fiber products (for lightweight casings) in the robotics sector. Notably, its carbon fiber products have been designated for a customer's humanoid robot shell project, and small batch orders have been received. As the robotics industry is in its early stages of development, many of the company's projects are in the preliminary communication and sample testing phases. Consequently, the order values for these businesses are currently small and have no significant impact on the company's current operating performance. The company will continue to monitor industry opportunities and advance communication and validation efforts with leading clients. For specific details, please refer to the company's public disclosures.

(IV) Strategic Layout and Outlook The company will continue to focus on strategic emerging fields such as new energy vehicles, robots, and low-altitude aircraft, strengthen R&D innovation and market development, promote capacity building, and strive to become a leading domestic high-performance carbon fiber products company.