001296 长江材料 突破19.65打开空间 breaks through 19.65 to open up space

止损：17.7
行业： 建筑材料 > 建筑材料 > 其他建材
概念： 页岩气、3D打印、长安汽车概念、西部大开发、固废处理、民企
英伟达、华为加码投资机器人项目
1、公司生产的覆膜砂可以用于铁模覆砂工艺生产各类型的铸件，据资料显示，机器人手臂铸造工艺主要是铁模覆砂工艺，但目前公司尚无产品直接应用于人形机器人领域；
2、公司生产的3D打印砂用于快速样件开发及部份铸造的砂芯生产
人形机器人长安汽车覆膜砂石英矿（光伏上游）
1、AIRS 国际人工智能与机器人大会于2024 年 12 月 19 日至 21 日在香港中文大学（深圳）举办。2、比亚迪、华为等头部企业相继布局人形机器人业务，小鹏汽车更是公布了相关专利。
1、2024年12月20日盘前互动，公司生产的覆膜砂可以用于铁模覆砂工艺生产各类型的铸件，据资料显示，机器人手臂铸造工艺主要是铁模覆砂工艺，但目前公司尚无产品直接应用于人形机器人领域。长安汽车于2024年11月15日宣布，进军人形机器人领域。公司是国内大型专业覆膜砂生产供应商及废（旧）砂资源化解决方案提供商，公司给长安汽车供应原砂及覆膜砂产品。
2、公司全资子公司彰武矿产已完成辽宁省彰武县邰家天然石英砂矿探矿权转采矿权相关工作，并取得阜新市自然资源局颁发的《采矿许可证》。
3、公司是国内大型专业覆膜砂生产供应商及废（旧）砂资源化解决方案提供商，形成了原料自给、产品生产及延伸制造、铸造废（旧）砂循环利用的一体化综合服务优势。
4、公司3D打印业务包括生产用于3D打印的铸造材料和运用3D打印制备砂芯。公司与客户签订了保密协议，具体客户信息不便透露。
覆膜砂石英砂固废处理
1、公司是国内大型专业覆膜砂生产供应商及废（旧）砂资源化解决方案提供商，具备以下能力：原砂开采与加工，铸造用覆膜砂、砂芯和铸造辅料生产，铸造废（旧）砂再生技术和设备的研发生产，压裂支撑剂生产。
2、4月16日公司公告，近日，公司全资子公司彰武矿产已完成辽宁省彰武县邰家天然石英砂矿探矿权转采矿权相关工作，并取得阜新市自然资源局颁发的《采矿许可证》。
3、12月20日公司互动：截止目前公司尚无产品直接应用于人形机器人领域。您所说的工艺是铁模覆砂（或称铁型覆砂）工艺，公司生产的覆膜砂可以用于该工艺生产各类型的铸件，具有尺寸精度高、加工余量小，组织致密的特点。公司有使用铁模覆砂工艺的客户。
4、公司在国内率先研发成功全逆流热交换式铸造废旧砂焙烧再生技术装备，纳入国家工信部《首台（套）重大技术装备推广应用指导目录（2017年版）》，被中国循环经济协会授予“工业固废（铸造废旧砂）综合利用最佳技术、产品、装备实践奖”。

Stop loss: 17.7
Industry: Building materials > Building materials > Other building materials
Concepts: Shale gas, 3D printing, Changan Automobile concept, Western Development, solid waste treatment, private enterprises
Nvidia and Huawei increase investment in robot projects
1. The coated sand produced by the company can be used for the iron mold sand coating process to produce various types of castings. According to data, the robot arm casting process is mainly the iron mold sand coating process, but the company currently has no products directly applied to the humanoid robot field;
2. The 3D printing sand produced by the company is used for rapid prototype development and part of the casting sand core production
Humanoid robot Changan Automobile coated sand quartz mine (photovoltaic upstream)
1. The AIRS International Artificial Intelligence and Robotics Conference was held at the Chinese University of Hong Kong (Shenzhen) from December 19 to 21, 2024. 2. BYD, Huawei and other leading companies have successively laid out humanoid robot businesses, and Xiaopeng Motors has even announced related patents.
1. Pre-market interaction on December 20, 2024, the coated sand produced by the company can be used for the iron mold sand coating process to produce various types of castings. According to the data, the robot arm casting process is mainly the iron mold sand coating process, but the company currently has no products directly applied to the field of humanoid robots. Changan Automobile announced on November 15, 2024 that it would enter the field of humanoid robots. The company is a large-scale professional coated sand production supplier and waste (old) sand resource solution provider in China. The company supplies raw sand and coated sand products to Changan Automobile.
2. The company's wholly-owned subsidiary Zhangwu Minerals has completed the relevant work of transferring the prospecting rights of Taijia Natural Quartz Sand Mine in Zhangwu County, Liaoning Province to mining rights, and obtained the "Mining License" issued by the Fuxin Municipal Natural Resources Bureau.
3. The company is a large-scale professional coated sand production supplier and waste (old) sand resource solution provider in China, forming an integrated comprehensive service advantage of self-sufficiency in raw materials, product production and extended manufacturing, and recycling of casting waste (old) sand.
4. The company's 3D printing business includes the production of casting materials for 3D printing and the use of 3D printing to prepare sand cores. The company has signed a confidentiality agreement with its customers, and specific customer information is not convenient to disclose.
Coated sand quartz sand solid waste treatment
1. The company is a large-scale professional coated sand production supplier and waste (old) sand resource solution provider in China, with the following capabilities: raw sand mining and processing, production of coated sand, sand cores and casting auxiliary materials for casting, research and development of casting waste (old) sand regeneration technology and equipment, and production of fracturing proppants.
2. The company announced on April 16 that recently, the company's wholly-owned subsidiary Zhangwu Minerals has completed the relevant work of transferring the prospecting rights of Taijia Natural Quartz Sand Mine in Zhangwu County, Liaoning Province to mining rights, and obtained the "Mining License" issued by the Fuxin Municipal Natural Resources Bureau.
3. Company interaction on December 20: As of now, the company has no products directly applied to the field of humanoid robots. The process you are talking about is the iron mold sand coating process (or iron mold sand coating) process. The coated sand produced by the company can be used to produce various types of castings with this process. It has the characteristics of high dimensional accuracy, small processing allowance, and dense organization. The company has customers who use the iron mold sand coating process.
4. The company was the first in China to successfully develop the full countercurrent heat exchange type casting waste sand roasting and regeneration technology equipment, which was included in the "Guidelines for the Promotion and Application of the First Major Technical Equipment (2017 Edition)" of the Ministry of Industry and Information Technology of the People's Republic of China, and was awarded the "Best Technology, Product, and Equipment Practice Award for Comprehensive Utilization of Industrial Solid Waste (Foundry Waste Sand)" by the China Circular Economy Association.