On April 19, the Financial Association reported (Reporter Lu Tingting) that the development momentum of the low-altitude economy and robotics industry is strong, and the lightweight iteration trend has generated an urgent demand for new materials. Recently, at the 2025 CHINAPLAS International Rubber and Plastics Exhibition, Financial Association reporters learned that special engineering plastics such as LCP (Liquid Crystal Polymer), PEEK (Polyether Ether Ketone), and PA66 (Polyhexamethylene Adipamide), with their excellent dielectric properties, mechanical strength, and low-density characteristics, have become important applied materials in these fields.

Reports indicate that in the fields of embodied robotics and low-altitude economy, Kingfa Sci. & Tech. (600143.SH)'s plastic steel alternative materials and Carbon Fiber composite materials have been applied successfully among several leading clients.

According to the judgment of Guan Xunning, Vice General Manager of Marketing at Kingfa Sci. & Tech., the robotics field may enter a period of explosive growth in the next 3 to 5 years. He stated, 'We are Bullish on this area.'

In terms of materials used in robotics, Kingfa Sci. & Tech. already has mature special engineering material solutions such as modified PEEK and PA10T.

Market analysis suggests that lightweight design can reduce motion inertia and wear between components, allowing robots to have longer endurance and more agile movements, thereby extending overall service life.

'The high-performance engineering materials independently developed by Kingfa Sci. & Tech. have properties such as wear resistance, heat resistance, flame resistance, corrosion resistance, and self-lubrication, enabling flexible rotation of robot joints, and they also have a significant weight reduction effect compared to Metals,' Guan Xunning told Financial Association reporters. 'The company has supplied related modified polymer materials to some downstream robotics companies, but currently, this part of the Business revenue is relatively small.'

In the low-altitude economy, with the widespread application of Drone technology in aerial photography, Agriculture protection, weather monitoring, and emergency rescue in recent years, its operational environment has extended to extreme climate areas such as deserts, polar regions, tropical rainforests, and coastal areas. Under such harsh working conditions, the core components of Drones need to simultaneously meet the dual demands of lightweight design and high load capacity.

Under the background of increasing load requirements for Drones and the demand for weight reduction in eVTOL, the upgrade of material strength requirements has become an inevitable trend. Hong Xianjun, the Assistant General Manager of Marketing at Kingfa Sci. & Tech., cited an example where we originally used nylon reinforced with Carbon Fiber to make the blades of agricultural Drones, achieving higher strength and weight reduction. However, as the load and speed of Drones continue to increase, we will use thermosetting Carbon Fiber auxiliary materials to process materials to meet higher-level requirements.

It is noteworthy that Kingfa Sci. & Tech. will launch two innovative products at the 2025 CHINAPLAS International Rubber and Plastics Exhibition, among which the non-PFAS ultra-thin flame-retardant high-performance polycarbonate material PC-FNT127B2 is the world's first material that achieves UL94 V-0 flame retardant grade at a thickness of 0.8mm, providing a new solution for the lightweight and safety of electronic appliances, Autos, and other fields.