Group 1 - The core viewpoint of the news is that 雷赛智能 (Leisai Intelligent) has shown a positive performance in terms of stock price and financial results, despite a slight decline in stock price on January 14 [1][2]. - As of January 14, 雷赛智能's stock price was 43.88 yuan per share, with a market capitalization of 13.785 billion yuan and a trading volume of 312 million yuan [1]. - The company has experienced a year-to-date stock price increase of 4.30%, with a 5-day increase of 4.85%, a 20-day increase of 13.53%, and a 60-day increase of 4.58% [1]. Group 2 - 雷赛智能's main business involves the research, production, and sales of core components for motion control, including controllers, drivers, and motors, contributing to a revenue composition of 47.91% from servo systems, 34.94% from stepper systems, and 16.18% from control technology [1][2]. - For the period from January to September 2025, 雷赛智能 achieved a revenue of 1.3 billion yuan, representing a year-on-year growth of 12.57%, and a net profit attributable to shareholders of 160 million yuan, reflecting an 11.01% increase [2]. - The company has distributed a total of 5.35 billion yuan in dividends since its A-share listing, with 2.26 billion yuan distributed in the last three years [3]. Group 3 - 雷赛智能 is classified under the mechanical equipment sector, specifically in automation equipment and robotics, and is associated with concepts such as agile hands, Industry 4.0, and industrial internet [2]. - As of September 30, 2025, 雷赛智能 had 43,800 shareholders, an increase of 2.42% from the previous period, with an average of 5,044 circulating shares per shareholder, a decrease of 1.13% [2][3]. - The top ten circulating shareholders include various ETFs, with 易方达国证机器人产业 ETF being the fourth largest shareholder, holding 5.8893 million shares, and 华夏中证机器人 ETF being the fifth largest, holding 5.0896 million shares, which increased by 948,800 shares from the previous period [3].

资料显示，深圳市雷赛智能控制股份有限公司位于广东省深圳市南山区西丽街道曙光社区智谷研发楼B 栋15-20层，成立日期2007年1月9日，上市日期2020年4月8日，公司主营业务涉及主要从事运动控制核 心部件控制器、驱动器、电机的研发、生产和销售,以及相关行业应用系统的研究与开发,为客户提供完 整的运动控制系列产品及解决方案。主营业务收入构成为：伺服系统类47.91%，步进系统类34.94%， 控制技术类16.18%，其他0.96%。 从雷赛智能十大流通股东角度 数据显示，易方达基金旗下1只基金位居雷赛智能十大流通股东。易方达国证机器人产业ETF （159530）三季度新进十大流通股东，持有股数588.93万股，占流通股的比例为2.67%。根据测算，今 日浮盈赚取约1325.1万元。 1月12日，雷赛智能涨5.24%，截至发稿，报45.20元/股，成交4.47亿元，换手率4.66%，总市值141.99亿 元。 责任编辑：小浪快报 李栩累计任职时间3年49天，现任基金资产总规模265.38亿元，任职期间最佳基金回报164.04%， 任职 期间最差基金回报0.25%。 风险提示：市场有风险，投资需谨慎。本文为AI大 ...

Core Insights - The stepper motor industry in China has seen significant growth, with the market size increasing from 1.739 billion yuan in 2016 to an expected 3.89 billion yuan by 2024, representing a compound annual growth rate (CAGR) of 10.59% [1][9] - The Chinese government is actively supporting the industry through policies aimed at technological innovation and standardization, which is expected to further boost market demand [1][9] - The global stepper motor market is projected to reach $2.411 billion by 2029, with a growth of 1.7% year-on-year in 2024 [8] Industry Overview - Stepper motors convert electrical pulse signals into corresponding angular or linear displacements, making them essential in various applications [4] - The industry has evolved from its origins in the 19th century to a critical component in modern automation and precision control systems [5][6] - The stepper motor industry is characterized by a diverse supply chain, including raw materials, manufacturing, and various application sectors such as industrial automation and consumer electronics [7] Market Dynamics - The stepper motor market in China is expanding rapidly due to the transformation of the manufacturing sector and increasing consumer demands for quality and performance [1][9] - The industrial automation sector is a key application area for stepper motors, which are used for precise control in mechanical systems [8] - The Chinese industrial automation market is projected to grow from 165.7 billion yuan in 2017 to 273.9 billion yuan by 2024, with a CAGR of 7.44% [8] Competitive Landscape - The global stepper motor market is dominated by Japanese companies, which account for over 70% of hybrid stepper motor production and 65% of permanent magnet stepper motors [9][10] - Chinese companies are increasingly competitive, with leading firms like Jiangsu Leili, Dingzhi Technology, and Mingzhi Electric making significant strides in technology and market share [12][14] - The industry is transitioning from standardized products to customized, high-performance solutions, driven by the need for deeper understanding of application scenarios [12] Future Trends - The future of stepper motors is expected to focus on high precision and dynamic response through the integration of advanced control algorithms and high-resolution encoders [17] - There is a trend towards smart motors that integrate control functions and communication capabilities, simplifying system design and enhancing performance [18] - Customization and the use of new materials will be crucial for meeting the specific demands of emerging applications in sectors like medical devices and aerospace [19]

当地时间1月6日，2026年国际消费电子展（CES 2026）在美国拉斯维加斯拉开大幕，波士顿动力和宇 树科技等知名企业将集中呈现最新成果，多家科技巨头也会推出人形机器人新一代产品。 据报道，高通推出了下一代机器人综合架构，集成了硬件、软件和复合人工智能。该公司还发布了其最 新的高性能机器人处理器，面向工业AMR和先进的全尺寸人形机器人——高通龙翼 IQ10系列。 现代汽车集团宣布，旗下波士顿动力在CES 2026上展示新型Atlas人形机器人的量产版本。该声明称， 现代汽车集团计划将Atlas整合到包括美国大型生产基地HMGMA在内的全球网络中，使其能够在现场 执行实际任务。从2028年开始，Atlas将首先应用于已证实具有安全性和质量优势的流程，如零件排 序。 海外巨头商业化提速的同时，国内产业链的布局也在全面加速铺开。 近期，多家上市公司密集发布公告，通过股权并购、定增募资、战略协同、订单落地等方式切入人形机 器人赛道，覆盖核心零部件、整机制造、场景应用全产业链，行业投资热度与产业化进程同步提速。 市场广阔或许是吸引车企入局的原因之一。 据摩根士丹利在2025年12月发布的报告，预计到2050年，人形机 ...

Group 1 - Humanoid robots are emerging as a highly promising frontier in technology, attracting attention from global tech giants and investors [1] - The 2026 CES will showcase a significant number of humanoid robots, with companies like Boston Dynamics and others presenting their latest advancements [2] - The CEO of Creative Strategies highlighted that the CES will feature a surge in humanoid robots, particularly from China, indicating a robust ecosystem [2] Group 2 - Hyundai Motor Group announced that Boston Dynamics will showcase a mass-produced version of the Atlas humanoid robot at CES 2026, aiming to integrate it into their global network for practical tasks [3] - The humanoid robot industry is entering a mass production phase, with several companies expected to achieve production milestones by 2025 and 2026 [4] - Tesla is projected to produce between 50,000 to 100,000 humanoid robots by 2026, marking the industry’s transition into a phase of mass production and commercial exploration [4] Group 3 - A significant number of A-share market stocks are positioned within the humanoid robot industry, with 31 stocks expected to see net profit growth exceeding 20% in 2026 and 2027 [5] - Stocks such as Zhimi Intelligent and Softcom Power are identified as having substantial upside potential, with predicted price increases exceeding 30% [5] - Zhimi Intelligent leads with a projected upside of 46.17%, focusing on embodied intelligence and various robotic applications [5][6] Group 4 - The rolling P/E ratio for Huqin Technology is noted to be the lowest at 24.3 times, with expectations of continued revenue growth in AI and server sectors [6] - The report indicates that the humanoid robot market is expected to reach a size of $5 trillion by 2050, with a deployment of 1 billion units, suggesting a significant market opportunity [4]

PLC概念板块领跌，下跌1.04%，其中伟创电气下跌5.36%，睿能科技下跌3.09%，雷赛智能下跌 1.74%。（AI生成） ...

Summary of Key Points Core Viewpoint - On December 31, a total of 28 companies announced 30 stock repurchase updates, indicating a significant trend in corporate buybacks in the market [1] Group 1: Stock Repurchase Plans - 9 companies disclosed stock repurchase plans for the first time, with the highest proposed amounts being 600 million yuan from Zhongju Gaoxin, 200 million yuan from Baili Tianheng, and 150 million yuan from Polaroid [1] Group 2: Shareholder Approval - 5 companies had their repurchase plans approved by shareholder meetings, with the highest proposed repurchase amounts being 4 million yuan from Maide Medical, 642,740 yuan from Leisai Intelligent, and 253,720 yuan from Hengtong Optic-Electric [1] Group 3: Implementation Progress - 5 companies reported progress on their repurchase plans, with the highest repurchase amounts being 300 million yuan from Titan Chemical, 167 million yuan from Hualu Hengsheng, and 48.99 million yuan from Petty [1] Group 4: Completed Repurchases - 9 companies have completed their stock repurchases, with the highest completed amounts being 50.10 million yuan from Demais, 24.28 million yuan from Yuxin Co., and 12.47 million yuan from Guanghe Tong [1]

证券代码：002979 证券简称：雷赛智能 公告编号：2025-085 深圳市雷赛智能控制股份有限公司 关于回购注销部分限制性股票通知债权人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、通知债权人的原因 深圳市雷赛智能控制股份有限公司（以下简称"公司"）于2025年9月2日分 别召开第五届董事会第二十一次会议与第五届监事会第十六次会议，于2025年12 月30日召开了2025年第二次临时股东会，审议通过了《关于回购注销2022年限制 性股票激励计划部分限制性股票的议案》。根据《上市公司股权激励管理办法》 等相关法律法规、公司《2022年限制性股票激励计划（草案修订稿）》及《2022 年限制性股票激励计划实施考核管理办法（修订稿）》等相关规定，鉴于部分激 励对象已离职或即将离职导致不具备激励对象资格、因考核未完全达标，本次公 司拟回购注销限制性股票涉及激励对象共计86名，其已获授但尚未解除限售的限 制性股票832,000股。本次回购注销完成后，公司总股本由314,140,847股减少为 313,308,847 股。 具体 内容 详见 公司于 202 ...

证券代码：002979 证券简称：雷赛智能 公告编号：2025-084 深圳市雷赛智能控制股份有限公司 深圳市雷赛智能控制股份有限公司（以下简称"公司"）于2025年12月30 日召开2025年第二次临时股东会，审议通过了《关于变更注册资本、取消监事会、 修订<公司章程>的议案》，根据修订后的《公司章程》，公司董事会设职工代表 董事1名，由公司职工代表大会民主选举产生。 附件： 第五届董事会职工代表董事简历 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 公司于2025年12月30日召开职工代表大会，同意选举游道平先生（简历详见 附件）为公司第五届董事会职工代表董事，任期自职工代表大会审议通过之日起 至第五届董事会任期届满之日止。 经核实，游道平先生符合《公司法》及《公司章程》规定的有关董事任职资 格和条件。本次选举职工代表董事后，公司第五届董事会中兼任公司高级管理人 员以及由职工代表担任的董事人数总计未超过公司董事总数的二分之一，符合相 关法律法规的要求。 特此公告。 深圳市雷赛智能控制股份有限公司 董事会 2025 年 12 月 31 日 关于选举职工代表 ...

证券代码：002979 证券简称：雷赛智能 公告编号：2025-083 深圳市雷赛智能控制股份有限公司 2025 年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决提案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况 （一）会议召开情况 1、本次股东会的召开时间 现场会议时间：2025 年 12 月 30 日（星期二）下午 14:30 网络投票时间：2025 年 12 月 30 日（星期二） 其中，通过深圳证券交易所系统进行网络投票的时间为：2025 年 12 月 30 日（星期二）即上午 9:15 至 9:25、9:30 至 11:30、下午 13:00 至 15:00；通过 深圳证券交易所互联网投票系统（http://wltp.cninfo.com.cn）进行网络投票 的时间为：2025 年 12 月 30 日（星期二）上午 9:15 至下午 15:00 的任意时间。 2、股权登记日：2025 年 12 月 25 日（星期四） 3、会议召开地点：深圳市南山区西丽街道曙 ...