证券代码：002979 证券简称：雷赛智能 公告编号：2025-006 深圳市雷赛智能控制股份有限公司 关于回购公司股份的进展公告 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。 深圳市雷赛智能控制股份有限公司（以下简称"公司"）于 2024 年 2 月 2 日召开第五届董事会第七次会议审议通过了《关于回购公司股份方案的议案》， 公司拟使用自有资金以集中竞价交易方式回购公司股份用于后续实施员工持股 计划或者股权激励。本次用于回购资金总额不低于人民币 6,000 万元（含）且不 超过人民币 12,000 万元（含），回购价格不超过人民币 25.00 元/股（含）。具 体内容详见公司于 2024 年 2 月 6 日、2024 年 2 月 7 日在《证券时报》《中国证 券报》《上海证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于回购公司股份方案的公告》（公告编号：2024-001）、《回购报告 书》（公告编号：2024-004）。公司于 2025 年 1 月 9 日召开第五届董事会第十 四次会议审议通过了《关于延长回 ...

Group 1: Company Strategy and Market Positioning - The company aims to maintain its focus on motion control while seizing opportunities in the market, particularly in replacing imported products, expanding into mid-to-low-end markets, and deepening its presence in strategic industries such as electronics and robotics [3][4]. - The company plans to enhance its channel network by prioritizing channel sales while supporting direct sales, aiming to better serve customers and expand market reach [6]. Group 2: Financial Performance and Product Margins - The overall gross margin for the company's products was 38.64% for the first nine months of 2024, reflecting a year-on-year increase of 1.33 percentage points [4]. - The company has implemented cost-reduction measures through automation and innovation, which have contributed to maintaining a stable gross margin despite some price concessions to customers [4]. Group 3: Product Development and Market Growth - The company has achieved a market share of 3.8% in the general servo system sector, ranking second among domestic brands, with significant growth in emerging industries such as photovoltaics and robotics [4][5]. - The company has successfully launched high-density frameless torque motors and other components for humanoid robots, with an annual production capacity of 300,000 units [5][6]. Group 4: Industry Demand and Channel Development - Despite a slight decline in demand in the general automation OEM market, orders from traditional industries like semiconductors and logistics have shown stable growth, with expectations of a slight recovery in 2025 [6]. - The company has introduced over 100 new channel partners in 2024, enhancing its ability to meet diverse customer needs and improve service quality [6].

Company Performance - Leisai Intelligent's stock price has reached a historical high, with the stock showing a continuous upward trend, achieving new highs on 10 trading days in the past month [1] - As of 10:59, the stock is up 6.43%, priced at 56.90 yuan, with a trading volume of 16.03 million shares and a transaction amount of 876 million yuan, resulting in a turnover rate of 7.39% [1] - The latest total market capitalization of the stock in A-shares is 17.45 billion yuan, with a circulating market value of 12.33 billion yuan [1] - The company's Q3 report indicates a total revenue of 1.155 billion yuan for the first three quarters, representing a year-on-year growth of 9.62%, and a net profit of 144 million yuan, reflecting a year-on-year increase of 56.36% [1] - The basic earnings per share are 0.4700 yuan, with a weighted average return on equity of 10.55% [1] Industry Overview - The mechanical equipment industry, to which Leisai Intelligent belongs, has an overall increase of 2.89%, with 518 stocks rising and 14 stocks, including Lixing Co. and Dayilong, hitting the daily limit [1] - Conversely, 63 stocks in the industry have declined, with the largest drops seen in Hongtian Co., Zhejiang Dano, and Nanxing Co., with declines of 8.46%, 4.35%, and 3.95% respectively [1]

Group 1 - The company's stock (Shenzhen Laisai Intelligent Control Co., Ltd., stock code: 002979) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from February 19 to February 21, 2025 [1] - The company confirmed that there are no corrections or supplements needed for previously disclosed information, and no significant changes in the company's operational situation or external environment have occurred recently [1][2] - The company and its major shareholders have not engaged in any undisclosed significant matters related to the company during the period of stock fluctuation [1][2] Group 2 - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's listing rules, nor any significant information that could impact the stock price [2] - The company emphasizes that it has not violated information disclosure regulations and reminds investors to refer to designated media for accurate information [3]

证券代码：002979 证券简称：雷赛智能 公告编号：2025-005 深圳市雷赛智能控制股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 深圳市雷赛智能控制股份有限公司（以下简称"公司"）股票（证券简称： 雷赛智能，证券代码：002979）于 2025 年 2 月 19 日、2025 年 2 月 20 日、2025 年 2 月 21 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据《深圳证 券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司针对相关事项进行了核实，现就有关情况 说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或者已经对公司股票交易价格产生 较大影响的未公开的重大信息； 3、近期公司经营情况及内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项； 5、股票异常波动期间，公司控股 ...

Summary of Conference Call Notes Industry Overview - The focus is on the humanoid robot business within the industrial automation sector, highlighting advancements and integration efforts by public companies in this field [1][2] - The industrial automation companies are increasingly entering the robotics supply chain, leveraging their existing hardware capabilities, particularly in actuator components [1][2] Key Points on Company Developments - **Production Capacity**: Industrial automation companies have a significant advantage in mass production, with some companies achieving production scales in the billions or tens of billions [2] - **Application Scenarios**: The primary application areas for humanoid robots are currently in the automotive and logistics sectors, with public companies exploring additional unique applications [3] - **Growth Potential**: The humanoid robotics sector is expected to experience substantial growth, potentially surpassing previous production curves in the public industry [4] - **Product Development**: Companies are diversifying their product lines, moving from component-level offerings to module-level and complete machine solutions [5][6] Specific Company Insights - **Leisai Technology**: - The company has a strong foundation in product development, with a projected order volume of 50,000 to 100,000 units for its new products this year [6][17] - It is focusing on advanced control systems and has seen significant demand for its collaborative robots [17] - **Weichuang Electric**: - Initially strong in the battery machine sector, the company has expanded its product lines and is actively pursuing overseas markets, particularly in Southeast Asia and Russia [7][19] - The company is also developing a joint venture to enhance its robotics capabilities [20] Market Dynamics - The humanoid robotics market is characterized by a shift from component-level to integrated solutions, with companies needing to adapt to evolving market demands [9][12] - The demand for humanoid robots is particularly strong in the automotive sector, with companies like BYD showing urgent needs for these technologies [9][10] - Public companies are positioned to leverage their existing customer bases and manufacturing capabilities to capture a larger share of the robotics market [13][14] Financial Performance and Projections - The market potential for humanoid robots is estimated to reach over 200 billion, indicating significant growth opportunities [19][24] - Weichuang Electric is expected to maintain a strong growth trajectory, with its gross margins improving due to cost reductions [24] Conclusion - The humanoid robotics sector presents a promising investment opportunity, with public companies poised to capitalize on their existing strengths in industrial automation and robotics [19][24] - The ongoing developments in product offerings and market expansion strategies are critical for maintaining competitive advantages in this rapidly evolving industry [5][20]

深圳市雷赛智能控制股份有限公司 关于回购公司股份的进展公告 证券代码：002979 证券简称：雷赛智能 公告编号：2025-004 二、其他说明 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。 深圳市雷赛智能控制股份有限公司（以下简称"公司"）于 2024 年 2 月 2 日召开第五届董事会第七次会议审议通过了《关于回购公司股份方案的议案》， 公司拟使用自有资金以集中竞价交易方式回购公司股份用于后续实施员工持股 计划或者股权激励。本次用于回购资金总额不低于人民币 6,000 万元（含）且不 超过人民币 12,000 万元（含），回购价格不超过人民币 25.00 元/股（含）。具 体内容详见公司于 2024 年 2 月 6 日、2024 年 2 月 7 日在《证券时报》《中国证 券报》《上海证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于回购公司股份方案的公告》（公告编号：2024-001）、《回购报告 书》（公告编号：2024-004）。公司于 2025 年 1 月 9 日召开第五届董事会第十 四次会议审议通过 ...

鉴于近期受资本市场行情及公司股价变化等情况影响，近期公司股票价格持 续超出方案拟定的回购价格上限 25 元/股，预计公司无法在原定的回购期限内完 成回购计划。为保障本次回购股份事项的顺利实施，同时，基于对公司价值的高 度认可，为有效增强投资者信心，提升投资者回报，经综合考虑，现将股份回购 期限延长 6 个月，实施期限由 2024 年 2 月 1 日延长至 2025 年 8 月 1 日止，本次 回购方案其他内容不作调整。 具体内容详见同日公司在指定信息披露媒体《中国证券报》《证券时报》《上 海证券报》《证券日报》和巨潮资讯网(http://www.cninfo.com.cn)披露的《关 于回购公司股份的进展暨延长回购公司股份实施期限的公告》。 证券代码：002979 证券简称：雷赛智能 公告编号：2025-002 深圳市雷赛智能控制股份有限公司 第五届董事会第十四次会议决议公告 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。 深圳市雷赛智能控制股份有限公司（以下简称"公司"）于 2025 年 1 月 9 日在公司会议室以现场方式召开第五届董事会第十四次会议。本次 ...

证券代码：002979 证券简称：雷赛智能 公告编号：2025-003 深圳市雷赛智能控制股份有限公司 关于回购公司股份的进展暨延长回购公司股份 实施期限的公告 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。 特别提示： 1、深圳市雷赛智能控制股份有限公司（以下简称"公司"）原定回购股份 方案将在 2025 年 2 月 1 日前实施完成，修改后的回购方案由 2025 年 2 月 1 日 延长至 2025 年 8 月 1 日前完成； 2、除上述延长回购实施期限外，回购方案的其他内容不变； 一、回购股份的基本情况 公司于 2024 年 2 月 2 日召开第五届董事会第七次会议审议通过了《关于回 购公司股份方案的议案》，公司拟使用自有资金以集中竞价交易方式回购公司股 份用于后续实施员工持股计划或者股权激励。本次用于回购资金总额不低于人民 币 6,000 万元（含）且不超过人民币 12,000 万元（含），回购价格不超过人民 币 25.00 元/股（含），回购股份实施期限为自公司董事会审议通过本次回购股 份方案之日起不超过 12 个月。具体内容详见公司于 2024 年 ...

证券代码：002979 证券简称：雷赛智能 公告编号：2025-001 深圳市雷赛智能控制股份有限公司 关于回购公司股份的进展公告 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。 深圳市雷赛智能控制股份有限公司（以下简称"公司"）于 2024 年 2 月 2 日召开第五届董事会第七次会议审议通过了《关于回购公司股份方案的议案》， 公司拟使用自有资金以集中竞价交易方式回购公司股份用于后续实施员工持股 计划或者股权激励。本次用于回购资金总额不低于人民币 6,000 万元（含）且不 超过人民币 12,000 万元（含），回购价格不超过人民币 25.00 元/股（含），回 购股份实施期限为自公司董事会审议通过本次回购股份方案之日起不超过 12 个 月。具体内容详见公司于 2024 年 2 月 6 日、2024 年 2 月 7 日在《证券时报》《中 国证券报》《上海证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于回购公司股份方案的公告》（公告编号：2024-001）、《回购报告 书》（公告编号：2024-004）。 根据 ...