证券代码：688722 证券简称：同益中 公告编号：临 2026-001 北京同益中新材料科技股份有限公司 日常关联交易公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 北京同益中新材料科技股份有限公司（以下简称"公司"）新泰分公司 拟与关联方国投甘肃售电有限公司（以下简称"国投甘肃"）签署《电力零售交 易合同》，构成关联交易。本次关联交易属于日常经营范围内发生的可能引致资 源或者义务转移的事项，交易标的为电力，交易金额根据合约周期内用电量结算。 本次交易在董事会审批权限内，无需提交股东会审议，无需经过有关部 门批准。 一、关联交易概述 北京同益中新材料科技股份有限公司新泰分公司（以下简称"新泰分公司"） 拟与国投甘肃签署《电力零售交易合同》，新泰分公司向国投甘肃购买合约周期 内的全部工商业用电量。 根据《上海证券交易所科创板股票上市规则》等有关规定，国投甘肃为公司 实际控制人国家开发投资集团有限公司控制的企业，本次交易构成关联交易。 本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 ...

Group 1 - The chemical fiber sector increased by 0.83% on January 8, with Tongyi Zhong leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Key stocks in the chemical fiber sector showed various performance metrics, with Tongyi Zhong closing at 20.86, up 5.41%, and Yufu Co., Ltd. at 6.80, up 3.82% [1] Group 2 - The chemical fiber sector experienced a net outflow of 190 million yuan from main funds, while retail investors saw a net inflow of 112 million yuan [2] - The trading volume and turnover for key stocks varied, with Nanjing Chemical Fiber showing a significant decline of 4.80% [2] - The detailed fund flow for individual stocks indicated that Huafeng Chemical had a main fund outflow of 57.28 million yuan, while Zhongfu Shenying had a net inflow of 54.90 million yuan [3]

Trading Information Summary - On December 31, Tongyizhong (688722) closed at 19.55 yuan, down 2.54%, with a turnover rate of 3.63%, trading volume of 81,400 shares, and a transaction amount of 159 million yuan [1] - On the same day, the net outflow of main funds was 29.39 million yuan, accounting for 18.46% of the total transaction amount [2] - Retail investors had a net inflow of 19.96 million yuan, representing 12.53% of the total transaction amount [1] Company Announcement Summary - Tongyizhong received government subsidies amounting to 15.42 million yuan, with 5 million yuan already received, which is expected to increase the net profit attributable to shareholders for 2025 by 5 million yuan [1][2] - The government subsidy represents 11.84% of the company's audited net profit attributable to shareholders for the fiscal year 2024 [1]

Investment Rating - The report does not explicitly provide an investment rating for the humanoid robot tendon material industry. Core Insights - The humanoid robot tendon materials are essential for simulating biological tendon functions and transmitting motion and force. Key materials include ultra-high molecular weight polyethylene (UHMWPE) fibers, tungsten wire ropes, aramid fibers, carbon fiber composite ropes, and mixed woven tendons [3][9][13]. Industry Overview - The report outlines the current development status of the humanoid robot tendon material industry, analyzing the industry chain, market size, and development trends. It addresses key questions regarding the industry's competitive landscape and market scale [3][4][5][8]. Competitive Landscape - The competitive landscape of the humanoid robot tendon market features international giants such as Honeywell, Evante, Toyobo, and Hitachi Metals in the first tier. Leading Chinese companies like Nanshan Zhishang, Henghui Anfang, Tongyi Zhong, and Daye Co., Ltd. occupy the second tier, while emerging firms such as Lianhong Xinke, Gaocai Co., Ltd., Maiswei, and Beize Precision are in the third tier [4][54][58]. Market Size - The market size for humanoid robot tendons is projected to grow significantly. For UHMWPE fibers, the market size is expected to increase from approximately 0.1 million yuan in 2024 to 5.3 million yuan by 2030. For tungsten wire ropes, the market size is anticipated to grow from about 0.3 million yuan in 2024 to 22 million yuan by 2030, with a compound annual growth rate (CAGR) of 101.4% [5][59][61]. Development Trends - The development trends in the humanoid robot tendon materials indicate a shift from metal tendons to a coexistence of metal and polymer tendons, with polymers offering advantages in lightweight applications. In the later stages, a combination of metal, polymer fibers, and mixed woven tendons will dominate, with mixed woven tendons showing significant potential due to their combined strengths [6][40][41]. Material Performance Requirements - Humanoid robot tendons require specific performance characteristics, including tensile strength, material strength, fineness, elastic modulus, static load, mechanical life, wear coefficient, and heat resistance. For instance, the tensile strength must reach between 2.5 GPa and 3.5 GPa, and the mechanical life should exceed one million cycles [16][18][22]. Pain Points of Mainstream Materials - The main pain points for UHMWPE fibers include poor creep resistance and wear performance, necessitating high-level algorithms for compensation. Tungsten wire ropes face challenges in lightweight applications, impacting the overall performance of humanoid robots [33][36][38]. Mixed Weaving Solutions - Companies like Gaocai Co., Ltd. and Nanshan Zhishang are focusing on mixed woven tendon solutions, which combine multiple high-performance fibers to enhance durability and performance. This approach aims to achieve longer lifespans and better mechanical properties [44][45][48]. Industry Chain Overview - The industry chain for humanoid robot tendons consists of upstream raw material suppliers, midstream tendon material manufacturers, and downstream application scenarios. The supply chain is evolving, with companies increasingly integrating vertically to enhance competitiveness [49][51]. Future Directions - The future of humanoid robot tendons is expected to evolve towards "smart tendon" systems that integrate sensing, transmission, and feedback capabilities. This advancement will enable real-time monitoring of key parameters, enhancing the precision and safety of robotic operations [64][69].

Core Viewpoint - Tongyizhong (688722) has seen a price increase of 5.87% this week, closing at 19.47 yuan, with a total market capitalization of 4.392 billion yuan as of December 26, 2025 [1] Company Announcements - The company has received a government subsidy of 15.42 million yuan for electricity price differences, which accounts for 11.84% of the audited net profit attributable to shareholders for 2024 [2] - As of the announcement date, 5 million yuan of the subsidy has been received, and it is expected to increase the net profit attributable to shareholders for 2025 by 5 million yuan, subject to audit results [2]

Core Viewpoint - The company, Tongyizhong (688722.SH), has stated that its products are currently not being utilized in satellite applications [1] Group 1 - The company confirmed through an interactive platform that there is no application of its products in satellites at this time [1]

Group 1 - The company has received a government subsidy of RMB 15.42 million from the Shandong Province New Tai City Economic Development Zone Management Committee, which is related to electricity price difference [1] - This government subsidy accounts for 11.84% of the company's audited net profit attributable to shareholders for the fiscal year 2024 [1] - As of the announcement date, the company has received RMB 5 million of the subsidy, and will disclose further information based on subsequent receipt of funds [1] Group 2 - The subsidy is classified as a government grant related to income, and is expected to increase the company's net profit attributable to shareholders by RMB 5 million for the fiscal year 2025 [1] - The accounting treatment and impact on the company's financial results will be confirmed by the annual audit [1]

Core Viewpoint - The company has received a government subsidy of 15.42 million RMB, which is significant for its financial performance in 2024, representing 11.84% of the audited net profit attributable to shareholders [2] Group 1: Government Subsidy - The company announced the receipt of a subsidy approval from the Economic Development Zone Management Committee of Xintai City, Shandong Province [2] - The approved subsidy amount is 15.42 million RMB [2] - As of the announcement date, the company has received 5 million RMB of the subsidy, with further payments expected [2]

Group 1 - The company, Tongyi Zhong (688722.SH), has received approval from the New Tai Economic Development Zone Management Committee in Shandong Province for a subsidy application related to electricity price differences, amounting to RMB 15.42 million [1] - This government subsidy is related to revenue and accounts for 11.84% of the company's audited net profit attributable to shareholders for the fiscal year 2024 [1] - As of the date of the announcement, the company has received RMB 5 million of the subsidy funds and will fulfill its information disclosure obligations based on subsequent receipt of funds [1]

Group 1 - The company, Beijing Tongyi New Material Technology Co., Ltd., has received a government subsidy approval of RMB 15.42 million from the Economic Development Zone Management Committee of Xintai City, Shandong Province [1] - This government subsidy is related to revenue and accounts for 11.84% of the company's audited net profit attributable to shareholders for the fiscal year 2024 [1] - As of the date of the announcement, the company has received RMB 5 million of the subsidy, and it will fulfill its information disclosure obligations based on the subsequent receipt of funds [1]