来源：新浪证券-红岸工作室 2月27日，恒辉安防跌1.44%，成交额1.72亿元，换手率3.81%，总市值74.40亿元。 异动分析 人形机器人+比亚迪概念+机器人概念+人民币贬值受益+石墨烯 1、2025年9月8日互动易：公司机器人柔性关节保护件部分产品，如机器人防护手套、机器人腰封件、 颈部包覆件等，已在人形机器人产品中实现商品交付使用。 2、2023年半年报显示：2022 年公司已经与国内一些知名汽车制造企业、新能源科技企业，如比亚迪、 吉利、隆基等建立了良好战略合作关系的基础上，成功开发了约翰迪尔、潍柴、天合光能、合共创等一 批优质合作伙伴。 3、根据2025年3月18日互动易，在机器人应用领域展现出巨大潜力。在机器人灵巧手腱绳材料领域，公 司研发团队通过特定编织工艺已经开发出多款基础腱绳测试样品，并通过纤维表面处理技术开发方案， 以进一步提升腱绳与驱动系统的摩擦力和耦合性能，通过开发复合结构腱绳，提升抗蠕变和抗疲劳性能 等等。经测试和反馈，公司样品在特定作业环境下抗拉伸力、破断强力、断裂伸长率、最小折弯半径、 摩擦系数、耐疲劳度等关键技术指标上均达到了预期效果。目前，公司已经与多家机器人领域具有领先 ...

【人形机器人】市场新信息汇总260224 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 【维宏股份】子公司汉姆电子为宇树零巧手电机供应商，高ASP。 汉姆董事长目前仍在北美，节后特斯拉进展，国产头部零巧手客户合作等催化值得期待。 【维宏股份】子公司汉姆电子为宇树零巧手电机供应商，高ASP。 汉姆董事长目前仍在北美，节后特斯拉进展，国产头部零巧手客户合作等催化值得期待。 【凯众股份】新能源车TPU结构件龙头，切入T机器人缓震结构件、足部总成、手套；主业含并购2亿利润，T链市 值最小、弹性最大。 已为小鹏、智元、YS累计提供近万套产品。 【科达利】谐波环节最强势的进攻方，有望成为贝塔时代、V4时代的核心供应商。 【万向钱潮】T机器人轴承/新型万向节核心供应商，格局最优；量产单机ASP 1万元；新增轻量化骨架，ASP提升 15%。 机器人轴承已覆盖国内主要本体企业。 【凯众股份】新能源车TPU结构件龙头，切入 【人形机器人】市场新信息汇总260224 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 【模塑科 ...

证券日报网讯2月10日，恒辉安防（300952）在互动平台回答投资者提问时表示，在机器人领域，公司 目前多线业务并行推进且成效显著。当前公司已与国内外多家机器人领域领先企业开展深度对接，涵盖 技术交流、联合研发、样品送样、验证测试等合作形式，后续将持续聚焦技术迭代与市场拓展，稳步推 进业务落地。鉴于商务保密约定，暂无法披露具体合作细节。 ...

证券日报网讯2月10日，恒辉安防（300952）在互动平台回答投资者提问时表示，公司电子皮肤衣研发 由董事长亲自牵头，组建了涵盖材料编织、工程应用、传感器集成、结构设计等多个领域的专业研发团 队，依托二十余年安防防护领域的工艺与材料技术积淀推进核心研发。相较于传统电子皮肤，公司电子 皮肤衣核心优势体现在两大方面：一是融合超高分子量聚乙烯纤维、绿色弹性体等自主核心材料及精细 化针织、弹性体涂层成熟工艺，具备更优的耐磨抗撕裂、环境耐受与柔性贴合性能，可实现机器人本体 的可靠防护；二是实现防护功能与柔性传感的深度一体化集成，兼顾触觉感知、力控反馈的功能性与产 品稳定性、量产可行性，且能根据客户需求灵活适配，更贴合人形机器人实际应用场景。目前电子皮肤 衣相关产品仍处于研究开发阶段，尚未形成商品化订单，未来产业化进程及市场拓展存在不确定性，敬 请广大投资者注意投资风险。 ...

Core Viewpoint - Henghui Security (300952) is making steady progress on its 4,800-ton ultra-high molecular weight polyethylene fiber project, with some production lines already established and achieving stable output, receiving high recognition from downstream customers [1] Group 1: Project Progress - The construction of the 4,800-ton ultra-high molecular weight polyethylene fiber project is progressing smoothly [1] - Some production lines have been completed and are currently in stable production [1] - The product quality and supply capability have been highly recognized by downstream customers [1] Group 2: Future Plans - By 2026, the project is expected to enter a phase of steady capacity ramp-up [1] - The company plans to release capacity in a reasonable manner, in phases, based on production line debugging, process optimization, market expansion, and order acquisition from downstream [1] - The goal is to achieve full capacity release of the project by the end of 2026, enhancing the company's supply capability and market competitiveness in the high-end fiber sector [1] Group 3: Market Applications - The project aims to support demand in various fields, including safety protection, marine ropes, commercial aerospace, robotics, and high-end composite materials [1]

Core Viewpoint - Henghui Security (300952) is making steady progress in the commercialization of its robotic products, with various categories being developed in phases [1] Group 1: Product Development - The company has successfully commercialized protective products such as flexible joint protective components and protective gloves [1] - High molecular weight polyethylene fiber transmission tendons and skin suits/gloves have been sent for testing to multiple leading enterprises both domestically and internationally, with ongoing iterations [1] - The electronic skin suits and electronic skin gloves are focusing on sensor integration and functional validation, while the pilot production line construction is progressing as planned [1]

每经AI快讯，有投资者在投资者互动平台提问：您好，请问贵公司的材料直接或间接应用到了火箭发 射或回收的哪些地方？ 恒辉安防（300952.SZ）2月10日在投资者互动平台表示，尊敬的投资者，您好！公司生产的超高分子量 聚乙烯纤维材料具备高强度、轻量化、耐腐蚀、低蠕变等优异特性，可适配应用于火箭海上回收网、商 业航天降落伞牵引系统、卫星卷展式太阳翼等航天领域相关部件；公司自2025年初起，已着手超高分子 量聚乙烯纤维、超高分子量聚乙烯纤维与碳纤维、超高分子量聚乙烯纤维与芳纶纤维混编预浸料的研究 开发工作，目前已形成相关实验室技术方案，并开展了关联应用探索；公司超高分子量聚乙烯纤维现有 产能3,000吨，规划建设的12,000吨总产能中，首期4,800吨可转债募集资金投资项目部分产线已建成投 产，能够规模化生产多种规格的纤维产品以匹配航天领域不同场景的应用需求；后续公司将随着产能逐 步释放与生产技术、应用开发技术持续优化，进一步深化航天领域的客户合作与场景拓展，夯实该领域 的配套供应能力。截至目前，公司尚未有产品终端应用于火箭发射或回收，请投资者注意投资风险。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company is making steady progress on its 4800-ton ultra-high molecular weight polyethylene fiber project, with partial production lines already established and recognized by downstream customers for product quality and supply capability [2]. Group 1: Project Progress - The construction of the 4800-ton ultra-high molecular weight polyethylene fiber project is progressing smoothly, with some production lines already completed and achieving stable production [2]. - The company aims to release the full production capacity of the project by the end of 2026, following a phased approach based on production line debugging, process optimization, market expansion, and order acquisition [2]. Group 2: Market and Application - The project is expected to enhance the company's supply capability and market competitiveness in the high-end fiber sector, supporting applications in safety protection, marine rope nets, commercial aerospace, robotics, and high-end composite materials [2].

Core Viewpoint - The company is making steady progress in the development and commercialization of its robotic-related products, with various protective items already launched and others in testing phases [1] Group 1: Product Development - The company has successfully commercialized protective products such as flexible joint protectors and protective gloves [1] - High molecular weight polyethylene fiber transmission tendons and skin suits/gloves have been sent for testing to several leading domestic and international companies, with ongoing iterations [1] - The electronic skin suits and gloves are focusing on sensor integration and functionality validation, with pilot production line construction progressing as planned [1]

Core Viewpoint - The company is making steady progress on its 4,800-ton ultra-high molecular weight polyethylene fiber project, with some production lines already established and achieving stable output, receiving high recognition from downstream customers [1] Group 1: Project Development - The project is expected to enter a steady ramp-up phase by 2026, with the company planning to release production capacity in stages based on line adjustments, process optimization, market expansion, and order acquisition [1] - The company aims to fully release the project's production capacity by the end of 2026, enhancing its supply capability and market competitiveness in the high-end fiber sector [1] Group 2: Market Applications - The high-end fiber products will support various applications, including safety protection, marine rope nets, commercial aerospace, robotics, and advanced composite materials [1]