301595 Strategic Upgrade! "Proprietary Technology" Empowers Robots and Emerging Sectors like Commercial Aerospace

On the afternoon of April 1, the “Science and Technology Weaves a Shield, Effortless Protection” Tailey Technology New Materials strategic launch event and investor exchange meeting was held in Shanghai.

The event venue was packed, with more than 300 institutional and individual investors joining both online and offline to witness the company’s major launch of the upgrade to its new materials strategy and the rollout of multiple aerospace-grade new materials application products.

“The Science and Technology Weaves a Shield, Effortless Protection” Tailey Technology New Materials strategic launch event and investor exchange meeting—on-site. Photo by Wang Yingxu

This launch marked Tailey Technology (301595) officially embarking on a new journey of full-scale development in high-end fields such as robot protection, commercial aerospace, and new-energy vehicles, with high-performance nano materials as its core. It also established a new development pattern driven by a dual-engine system: “stability on the C-end, growth on the B-end.”

Tailey Technology Chairman Shizhengbing. Photo by Wang Yingxu

At the meeting, Tailey Technology Chairman Shizhengbing said, “Since Tailey was founded in 2003, we have remained committed to the core track of high-performance nano materials. Through technical accumulation from 29 missions supporting China’s crewed spaceflight, we have aerospace-grade material R&D and quality-control capabilities. The company is confident that, based on aerospace-grade material technologies, it can become a core solutions provider in the high-end new materials sector.”

Tailey Technology Board Secretary Yang Liang. Photo by Wang Yingxu

Tailey Technology Board Secretary Yang Liang unveiled the strategic blueprint for the next three years: by 2026, through value reappraisal and strategic elevation, the company will establish a new market recognition in the capital market; by 2027, emerging businesses will scale up, and human-machine protection and aerospace will form large-scale revenue contributions; by 2028, platform-based output will be delivered, with the technology platform penetrating more industries, building an industrial ecosystem.

Aerospace-grade technology addresses pain points across multiple fields

In his opening remarks, Shizhengbing said, “In many people’s impression, Tailey makes storage bags and suction cup hooks. That’s not wrong, but these products use nano-material biomimetic technology. Tailey Technology’s ‘real identity’ has never been a traditional consumer goods company. Instead, it is a technology enterprise driven primarily by high-performance nano materials R&D.”

From its founding in 2003 to today, the company has spent more than two decades focused on one thing—“going all out to tackle” new nano materials.

Shizhengbing introduced that the company has built a “nano materials library” covering six major nano-phase-change material technology systems, including intelligent safety and protection, functional safety connections, functional nano-membrane materials, and surface nano coatings, among others. Its products serve more than 160 countries and regions worldwide.

As a new materials technology platform, the company can “reach for the sky” by serving national strategies—being the only supplier of vacuum encapsulation technology solutions for China’s crewed spaceflight; it can “stand firmly on the ground” by bringing itself into everyday life for the public. For example, through independently developed nano fluid materials highlighted in this key promotion, its anti-puncture, anti-cut, and impact-resistant performance meets international top-tier standards, offering broad room in areas such as civilian use and humanoid robots.

Shizhengbing emphasized that the company’s core advantage lies in efficiently transforming aerospace-grade material technology into civilian applications. “We apply the vacuum encapsulation technology used to serve spaceflight to civilian health consumption scenarios. In storage overall, we have achieved the #1 position nationwide in the segmented market. We apply nano fluid technology to civilian anti-puncture and anti-cut gloves, taking the Amazon (global) product innovation export brand into the top 50. This is our logic: using technology designed for top-tier scenarios to empower the broadest mass market, forming a competitive advantage of ‘high-dimensional strength against low-dimensional weakness,’ as well as a development momentum of ‘strong on the C-end and fierce on the B-end.’”

The initial results of the strategic upgrade have already been reflected in the annual report disclosed on March 31. The company’s 2025 operating performance has grown steadily, its cash flow is healthy, its C-end market share remains among the top in the industry, and especially, the Amazon channel achieved 45% growth. The B-end market has developed rapidly, with high-performance safety and protection growing by more than 75%, laying a solid foundation for this new materials strategic upgrade.

Awe-inspiring nano materials for anti-puncture and anti-cut

At this launch event, what most impressed investors was Tailey’s intelligent nano fluid material.

A reporter saw that Tailey Technology’s Chief R&D Engineer, Wang Zhenchang, picked up a puncture-resistant glove and said, “In normal conditions, this material is soft and gentle on the skin. When subjected to high-speed impact or sharp piercing, it can instantly become harder than steel. It can even block the sharp needle tips of syringes.”

Tailey Technology’s Chief R&D Engineer Wang Zhenchang. Photo by Wang Yingxu

“Try it!” investors in the audience shouted.

“No problem.” Wang Zhenchang put on a puncture-resistant glove on stage, then used another hand to hold a syringe and repeatedly stabbed the palm area of the glove with the needle. The result was that no puncture injuries occurred. The event sparked a round of warm applause.

Wang Zhenchang explained that the technical principle of nano fluid materials is their phase-transition capability of non-Newtonian fluids. When impacted by external force, they can switch from liquid to solid within milliseconds; the stronger the external force, the harder they become.

The difficulty of mass-producing this technology’s applications is extremely high. Tailey Technology reportedly spent six years of R&D before finally overcoming the mass-production challenge. It is understood that Tailey Technology’s intelligent nano fluid material has a full-chain independent R&D technology system, delivering unique advantages with both anti-puncture/anti-cut performance and high flexibility, along with high comfort.

Relying on core technology barriers such as precise nano-particle synthesis and scalable mass-production processes, there are currently no mass-production competitors in China that can be directly benchmarked. The material’s overall performance has reached an international top-tier level. In China’s flexible safety protection new materials sector, it has a clearly leading advantage and core market positioning.

To let investors experience it firsthand, the company also set up a product exhibition area at the venue. After many investors competed to try the unique properties of nano fluid materials, they repeatedly praised them and believed that products such as anti-puncture and anti-cut protective clothing have broad application prospects.

Shizhengbing introduced the company’s products to investors at the booth. Courtesy photo from Tailey Technology

Tailey Technology’s anti-puncture glove exhibit. Photo by Wang Yingxu

New markets such as robots, commercial aerospace, and new-energy vehicles set sail

Backed by hard-core technologies such as intelligent nano fluid materials, Tailey Technology is accelerating its move into B-end high-growth tracks including humanoid robots, commercial aerospace, and new-energy vehicles.

In the robotics sector, based on its core material technology advantages, the company focuses on technology platforms such as intelligent nano fluid materials, functional textile composite materials, and flame-retardant materials. It actively develops customer collaborations in key directions such as complete-machine safety protection for robots and wear-resistant components (such as biomimetic tendon ropes). Relying on the excellent performance of its independently developed materials—anti-puncture and anti-cut, ultra-strong wear resistance, waterproof and breathable, and flame-retardant—Tailey provides high-performance matching support for robot products.

The reporter learned that the company is in technical alignment with multiple upstream core manufacturers of robots and is involved in the verification of supporting solutions and development.

In commercial aerospace, the company, relying on core technologies such as aerospace-grade high-barrier encapsulation and multifunctional surface coating materials, firmly holds its position as a core supplier of aerospace-dedicated vacuum encapsulation products. At the same time, the company makes full use of the unique performance of its coating materials in preventing icing and resisting scratches, continuously exploring and expanding their diverse applications in commercial aerospace scenarios, and constantly broadening the boundaries of industrial services.

For automobiles, Tailey Technology is following trends such as lightweighting, safety protection, and upgrades to exterior functional features. It has gradually developed application plans for new materials across multiple scenarios and product categories in the automotive sector, and will continue to drive industrialization and implementation. Meanwhile, for new-energy vehicles, its key nano fluid materials can be used for battery pack collision protection, improving the safety and reliability of battery systems under extreme operating conditions.

Combining the above application scenarios, the company has actively engaged with some manufacturers of complete vehicles and key components. Multiple application directions have entered the stages of technical verification and small-batch trial samples. In the future, market rollout will be implemented step by step according to the progress of verification.

Dual-engine drive opens up long-term growth space

Investor exchange session. Photo by Wang Yingxu

After the strategic launch session, company executives held in-depth Q&A exchanges with investors.

Regarding the new materials product matrix introduced in this launch, Yang Liang said, “As long as there are fields with demand for high-performance new materials, they are our service targets. We will continue to hone our internal capabilities. Through technological innovation, we will create products with core competitiveness and provide material support for upgrades across industries.”

In terms of technical support, the company has applied for more than 1,200 global patents to build a technological moat. It has assembled a core R&D team of more than 150 master’s and PhD-level researchers. It is also co-building joint research institutes with key universities, providing solid support for continuous technological iteration.

On the team side for expanding B-end business, the company has established an end-to-end customer service system for B-end clients. It can quickly respond to customized needs and efficiently complete full-chain services from solution design to mass delivery, deeply binding with high-quality downstream customers.

In traditional business, Tailey Technology’s home storage and vertical storage products are the company’s performance “anchoring stone” and a source of stable cash flow for steady development. In 2026, the company will rely on its mature channel network to achieve steady growth in the domestic market. In overseas markets, it will achieve breakthroughs in growth speed driven by a dual-engine system of ODM/OEM and cross-border e-commerce using its own brands. Through channel optimization and cost reduction and efficiency improvements, it will continue to enhance profitability.

To realize strategic implementation, Tailey Technology has defined three core directions: continuously increase R&D investment; deepen industry-university-research collaborations with top institutions such as Jinan University, South China University of Technology, and Wuhan Textile University, and build a globally leading materials innovation center. Expand the boundaries of industrial applications: go upward by deeply developing national strategic sectors such as aerospace, aviation, new energy, and high-end intelligent manufacturing; go downward by accelerating the civilianization of technology, expanding into emerging scenarios such as robot safety protection, emergency safety rescue, and specialized safety equipment. Deepen global operations by continuously expanding overseas markets and enhancing the international influence of its brand.

Shizhengbing said that as the new materials business gradually ramps up volume, its highly customized and high-technology-barrier attributes are expected to continuously improve profit margins, becoming the core driver for lifting the company’s overall profitability.

Author: Wang Yuqing

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