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Shangwei New Materials (688585.SH): Consumer-grade physical intelligent robots achieve a lower share of revenue in the company's total revenue
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Zhitong Finance App News, Shangwei New Materials (688585.SH) issued a risk warning notice stating that the consumer-grade intelligent robot industry is still in the early stages of development, the application of products in household scenarios is still in the early stages, and whether demand in the terminal market is sustainable has yet to be verified. There is uncertainty about whether the company's related orders can achieve rapid growth and whether growth will continue, and there may be a risk that market demand will fall short of expectations in the future.

The company's consumer-grade intelligent robot business is currently in the early stages of development and large-scale mass production and commercial verification. Despite the current phased progress in production capacity climbing and yield verification, there are still risks such as continuous decline in production capacity falling short of expectations, fluctuating yield levels, product experience falling short of consumer expectations, increased industry competition, and core component supply chain fluctuations. As of the disclosure date of the announcement, the company's revenue mainly comes from the new materials business. The sales revenue achieved by consumer-grade intelligent robots accounts for a low proportion of the company's total revenue, and the company is not yet able to predict the impact on 2026 revenue and profit.

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