卧龙电驱（600580）(600580.SH)发布公告，公司已于2025年08月13日向香港联合交易所有限公司(简 称"香港联交所")递交了发行境外上市股份(H股)并在香港联交所主板上市(简称"本次发行并上市")的申 请，并于同日在香港联交所网站刊登了本次发行并上市的申请材料。该申请材料为公司按照香港证券及 期货事务监察委员会(简称"香港证监会")及香港联交所的要求编制和刊发，为草拟版本，其所载资料可 能会适时作出更新及修订，投资者不应根据其中的资料作出任何投资决定。 ...

Investment Rating - The report rates the industry as "Overweight," indicating that it is expected to outperform the overall market [3]. Core Insights - The axial flux motor has significant advantages in torque density and efficiency, already being applied in robotics. For instance, the YASA axial flux motor achieves torque density and power density of 160 Nm/L and 14.9 kW/kg, respectively, which is four times that of traditional radial flux motors [3]. - PCB motors, a branch of axial flux motors, have increased application potential due to optimized PCB technology. They replace traditional iron core stators with PCBs, leading to reduced weight and enhanced efficiency [3]. - PCB motors excel in lightweight design, high efficiency, stability, automated production, low noise, and flexible design, making them suitable for robotic applications that require high torque density and rapid response [3]. - The robotics sector presents new development opportunities for PCB axial flux motors, with leading companies actively seeking innovative motor technologies as traditional solutions face limitations [3]. Summary by Sections Axial Flux Motor Advantages - The axial flux motor is characterized by a flat shape and a larger effective magnetic area, resulting in higher torque and efficiency compared to traditional motors [3]. - The efficiency of these motors typically exceeds 96%, with lower operational noise and vibration [3]. PCB Motor Characteristics - PCB motors are lightweight, reducing copper usage by 66% and significantly decreasing weight [3]. - They offer high efficiency due to reduced magnetic path losses and improved thermal stability [3]. - The automated production process ensures consistent quality and allows for rapid customization [3]. Investment Opportunities - Recommended companies to watch include: - Wolong Electric Drive: A comprehensive motor supplier focusing on high torque density axial flux motors [3]. - Xiaxia Precision: Invested in ZhiJian Intelligent, specializing in micro motors [3]. - Mingyang Circuit: Capable of full-process PCB production with a focus on robotics [3]. - Dongmu Co., Ltd.: Holds a 22% stake in Xiaoxiang Motor, a leader in axial flux motor technology [3]. - Yidelong: A flexible EMS manufacturer with a diverse product range [3].

智通财经APP讯，卧龙电驱(600580.SH)发布公告，公司已于2025年08月13日向香港联合交易所有限公 司(简称"香港联交所")递交了发行境外上市股份(H股)并在香港联交所主板上市(简称"本次发行并上市") 的申请，并于同日在香港联交所网站刊登了本次发行并上市的申请材料。该申请材料为公司按照香港证 券及期货事务监察委员会(简称"香港证监会")及香港联交所的要求编制和刊发，为草拟版本，其所载资 料可能会适时作出更新及修订，投资者不应根据其中的资料作出任何投资决定。 ...

人民财讯8月14日电，卧龙电驱（600580）8月14日晚间公告，公司已于2025年8月13日向香港联交所递 交了发行境外上市股份(H股)并在香港联交所主板上市的申请，并于同日在香港联交所网站刊登了本次 发行并上市的申请材料。 ...

Core Viewpoint - Wolong Electric Drive has submitted an application for issuing overseas listed shares (H-shares) and listing on the Hong Kong Stock Exchange on August 13, 2025 [1] Group 1 - The application was submitted to the Hong Kong Stock Exchange and the materials were published on the same day [1] - The application materials were prepared in accordance with the requirements of the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [1] - The information contained in the application materials is a draft version and may be updated or revised [1]

Group 1 - The core viewpoint is that the rare earth industry is entering a traditional consumption peak season, leading to increased demand and procurement, which is expected to drive up prices [4] - The rare earth ETF, Jiashi, has seen significant trading activity with a turnover of 6.55% and a transaction volume of 319 million yuan, ranking first among comparable funds [3] - As of August 13, the Jiashi rare earth ETF has achieved a net value increase of 78.28% over the past year, placing it in the top 5.04% among index equity funds [3] Group 2 - The top ten weighted stocks in the Zhongzheng Rare Earth Industry Index account for 59.32% of the index, with North Rare Earth and Baotou Steel being the largest contributors [3][6] - The Jiashi rare earth ETF has reached a new high in scale at 4.856 billion yuan, also ranking first among comparable funds [3] - The report from CITIC Securities suggests that the relaxation of export controls and the anticipation of price increases in the rare earth sector present investment opportunities [4]

同步磁阻电机板块领涨，上涨4.77%，其中卧龙电驱上涨10.0%，伟创电气上涨0.36%。（第一财经AI快 讯） ...

卧龙电驱直线拉升涨停，伊之密、震裕科技涨超5%，金发科技、方正电机、五洲新春、机器人等跟 涨。 ...

同步磁阻电机板块上涨，卧龙电驱上涨10.0%，伟创电气上涨0.36%。 ...

（文章来源：每日经济新闻） 每经AI快讯，8月14日，同步磁阻电机板块快速拉升，翻红涨0.74%，卧龙电驱、伟创电气等股涨幅居 前。 ...