（原标题：今日看点｜国新办将举行介绍"十四五"时期财政改革发展成效新闻发布会） 9月12日重点关注的财经要闻与资本市场大事： 1、国新办将举行介绍"十四五"时期财政改革发展成效新闻发布会 9月12日，国新办将举行两场新闻发布会。上午10时，中央政法委秘书长訚柏，全国人大常委会法工委主任沈春耀，最高人民法院副院长、二级大 法官贺小荣，最高人民检察院副检察长、二级大检察官张雪樵，公安部副部长杨维林，司法部副部长吴言军介绍"十四五"时期坚定不移走中国特 色社会主义法治道路有关情况，并答记者问。 下午3时，财政部部长蓝佛安介绍"十四五"时期财政改革发展成效，并答记者问。 2、2025中国文化旅游产业博览会将举行 9月12日至14日，2025中国文化旅游产业博览会将在武汉国际博览中心举办。本届博览会以"深化文旅融合 畅享美好生活"为主题，展览面积10万 平方米，融合"展、演、销、游"四大功能，同期还将举办多场洽谈交易活动。 3、3.08亿元市值限售股今日解禁 9月12日，共有7家公司限售股解禁，合计解禁量为464.78万股，按最新收盘价计算，合计解禁市值为3.08亿元。 从解禁量来看，雷赛智能、永杰新材、通合科技解禁量 ...

Group 1 - A total of 7 companies had their restricted shares unlocked on September 12, with a combined unlock volume of 4.6478 million shares [1] - The total market value of the unlocked shares is approximately 308 million yuan, based on the latest closing prices [1] - The companies with the highest unlock volumes are Leisai Intelligent, Yongjie New Materials, and Tonghe Technology, with unlock shares of 2.768 million, 789,600, and 531,000 respectively [1] Group 2 - In terms of market value from the unlocked shares, Leisai Intelligent, Xinyi Sheng, and Yongjie New Materials lead with unlock values of 136 million yuan, 97.8091 million yuan, and 32.4695 million yuan respectively [1]

Group 1 - On September 12, a total of 7 companies had their restricted shares unlocked, with a total unlock volume of 4.6478 million shares, equating to a market value of 308 million yuan based on the latest closing price [1] - The companies with the highest unlock volumes were Leisai Intelligent, Yongjie New Materials, and Tonghe Technology, with unlock shares of 2.768 million, 789,600, and 531,000 respectively [1] - In terms of unlock market value, Leisai Intelligent, Xinyi Sheng, and Yongjie New Materials led with market values of 136 million yuan, 97.8091 million yuan, and 32.4695 million yuan respectively [1] Group 2 - The companies with the highest proportion of unlocked shares relative to total share capital were Leisai Intelligent, Yongjie New Materials, and Tonghe Technology, with unlock ratios of 0.88%, 0.4%, and 0.3% respectively [1]

证券代码：002979 证券简称：雷赛智能 公告编号：2025-059 深圳市雷赛智能控制股份有限公司 关于 2022 年限制性股票激励计划首次授予部分 第三个解除限售期、预留授予部分第二个解除限售期股票上 市流通的提示性公告 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。 重要提示： 1、深圳市雷赛智能控制股份有限公司（以下简称"公司"或"雷赛智能"） 2022 年限制性股票激励计划（以下简称"激励计划"或"本期激励计划"）首 次授予的限制性股票第三个解除限售期、预留授予部分第二个解除限售期符合 解除限售的激励对象共 81 名，可解除限售的限制性股票共计 2,768,000 股，占 公司当前股本总额的 0.88%； 2、本次解除限售的限制性股票上市流通日为 2025 年 9 月 12 日。 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和第五届监 事会第十六次会议，审议通过了《关于 2022 年限制性股票激励计划首次授予部 分第三个解除限售期、预留授予部分第二个解除限售期解除限售条件成就的议 案》。公司 2022 年限制性股票激励计划 ...

9月9日，雷赛智能盘中下跌2.03%，截至09:38，报46.33元/股，成交7500.21万元，换手率0.73%，总市 值145.54亿元。 资金流向方面，主力资金净流入245.80万元，特大单买入377.19万元，占比5.03%，卖出0.00元，占比 0.00%；大单买入1007.67万元，占比13.44%，卖出1139.06万元，占比15.19%。 雷赛智能今年以来股价涨52.04%，近5个交易日跌2.97%，近20日跌1.63%，近60日涨7.25%。 分红方面，雷赛智能A股上市后累计派现5.35亿元。近三年，累计派现2.26亿元。 今年以来雷赛智能已经2次登上龙虎榜，最近一次登上龙虎榜为3月14日，当日龙虎榜净买入8508.99万 元；买入总计2.65亿元 ，占总成交额比19.83%；卖出总计1.80亿元 ，占总成交额比13.47%。 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 ...

Core Insights - Tesla's Optimus humanoid robot has sparked a global supply chain frenzy, with four notable A-share companies—Zhaowei Electromechanical, Leisai Intelligent, Mingzhi Electric, and Jiangsu Leili—gaining attention as they enter Tesla's robot supply chain [1][2] - The focus of these companies is on the lucrative market for dexterous hands, with projections indicating a market size nearing 100 billion yuan by 2030 if humanoid robot production exceeds 3 million units [2][3] Company Strategies - Zhaowei Electromechanical has adopted a dual approach of product development and ecosystem building, launching its first dexterous hand product in November 2024 and establishing a subsidiary dedicated to dexterous hand technology [5][6] - Leisai Intelligent has been proactive, forming multiple subsidiaries focused on high-density motors and dexterous hand solutions, and has already secured several commercial orders, indicating significant growth potential [6][7] - Jiangsu Leili is taking a more cautious approach, leveraging academic resources for dexterous hand R&D while exploring various technical routes, including cable-driven designs [7][8] - Mingzhi Electric, while less visible in the dexterous hand market, has established itself as a potential supplier for Tesla's hollow cup motors, with expectations for mass supply starting in Q1 2026 [8][12] Technical Comparisons - The dexterous hands from Zhaowei and Leisai both feature 20 degrees of freedom, but differ in their actuation methods, with Zhaowei using direct drive and Leisai employing a linkage system [10][11] - Leisai's dexterous hand boasts a superior load capacity of 40 kg per hand and 10 kg per finger, making it particularly suited for industrial applications [11][12] - Pricing strategies vary, with Zhaowei's products priced between 40,000 to 50,000 yuan, while Leisai's offerings are expected to be under 10,000 yuan, highlighting competitive positioning in the market [12] Financial Performance - In the first half of 2025, Zhaowei Electromechanical reported a revenue of 787 million yuan, a 21.93% increase, while Leisai Intelligent achieved 891 million yuan, an 8.28% increase [13][14] - Jiangsu Leili, despite being the largest in terms of revenue, reported a negative free cash flow of -17.5 million yuan, indicating financial challenges [13][14] - Mingzhi Electric experienced a 32.66% decline in net profit due to operational challenges, while Zhaowei and Leisai demonstrated strong cash flow positions, essential for future investments [14]

Core Insights - Tesla's Optimus humanoid robot has sparked significant interest in the supply chain, particularly for four A-share companies: Zhaowei Electromechanical, Lead Intelligent, Mingzhi Electric, and Jiangsu Leili, as they are now part of Tesla's robot supply chain [1] - The focus of these companies has shifted towards the lucrative market of dexterous hands, with a projected market size nearing 100 billion yuan by 2030, driven by the anticipated production of over 3 million humanoid robots [2][3] Company Strategies - Zhaowei Electromechanical has adopted a dual approach of product development and ecosystem building, launching its first dexterous hand product in November 2024 and establishing a subsidiary dedicated to this technology [4] - Lead Intelligent has been proactive, forming multiple subsidiaries focused on high-density motors and dexterous hand solutions, and has already secured several commercial orders [5] - Jiangsu Leili is taking a more cautious approach, leveraging academic resources for dexterous hand development while exploring various technical routes [6] - Mingzhi Electric has gained recognition as a potential supplier for Tesla's hollow cup motors but has not yet made significant moves in the dexterous hand market [7] Technical Comparisons - The dexterous hands from Zhaowei Electromechanical and Lead Intelligent both offer 20 degrees of freedom, while Jiangsu Leili's design boasts 22 degrees, indicating a competitive edge in flexibility [9][10] - Lead Intelligent's dexterous hand can support a load of up to 40 kg, significantly higher than its competitors, which positions it favorably for industrial applications [10] - Pricing strategies vary, with Zhaowei Electromechanical's products priced between 40,000 to 50,000 yuan, while Lead Intelligent aims to keep its offerings under 10,000 yuan [11] Financial Performance - In the first half of 2025, Zhaowei Electromechanical reported a revenue of 787 million yuan, a 21.93% increase, while Lead Intelligent achieved 891 million yuan, an 8.28% increase [12] - Jiangsu Leili, despite being the largest in terms of revenue, reported a negative free cash flow of -17.5 million yuan, indicating financial strain [12][13] - Mingzhi Electric experienced a 32.66% decline in net profit due to operational challenges, highlighting the competitive pressures within the industry [13]

Core Insights - Tesla's Optimus humanoid robot has sparked a global supply chain frenzy, with four A-share companies—Zhaowei Electromechanical, Leadshine Technology, Mingzhi Electric, and Jiangsu Leili—gaining attention as they enter Tesla's robot supply chain [2] - The competition for dexterous hands, a crucial component for humanoid robots, is intensifying among these companies, with significant market potential projected [2][3] Company Summaries - **Zhaowei Electromechanical**: Launched its first dexterous hand product in November 2024 and established a subsidiary focused on dexterous hand technology. The company has signed strategic cooperation agreements with 12 firms to promote dexterous hand applications [4][5] - **Leadshine Technology**: Established multiple subsidiaries focusing on high-density motors and dexterous hand solutions. The company aims to create a second growth curve by combining joint modules with dexterous hands and control systems [5][6] - **Jiangsu Leili**: Taking a more reserved approach, it has formed a subsidiary to leverage academic resources for dexterous hand development, exploring various technical routes [6][7] - **Mingzhi Electric**: Recently became a potential supplier for Tesla's hollow cup motors but has not made significant moves in the dexterous hand market. The company has strong technology in brushless motors but remains low-profile in this segment [7] Market Dynamics - The dexterous hand market is projected to reach nearly 100 billion by 2030, driven by the anticipated production of over 3 million humanoid robots [2] - Companies are forming specialized subsidiaries and launching products to capture market share in the dexterous hand segment, indicating a shift from traditional roles to brand creation [2][3] Technical Comparisons - Zhaowei Electromechanical and Leadshine Technology have developed dexterous hands with 20 degrees of freedom, while Jiangsu Leili's designs boast up to 22 degrees [9][10] - Leadshine's dexterous hand can support a load of 40 kg per hand and 10 kg per finger, highlighting its industrial application focus [10][11] Financial Performance - Jiangsu Leili reported the highest revenue among the four companies, while Zhaowei Electromechanical and Leadshine Technology showed strong cash flow positions [12][13] - Mingzhi Electric experienced a significant decline in net profit due to operational challenges, while Zhaowei and Leadshine reported growth in their financial metrics [12][13]

Group 1 - The core viewpoint of the news is that Race Intelligent has formed a strategic investment partnership with Shanghai Xianji Semiconductor to enhance competitiveness in the humanoid robot motion control sector [2] - Race Intelligent is a leader in the motion control field, leveraging its extensive experience in humanoid robot joint modules and dexterous hands to develop core algorithms and practical know-how [2] - The partnership aims to ensure that products meet the requirements of high integration, high performance, high reliability, and low cost, referred to as "three highs and one low" [2] Group 2 - In the first half of 2025, the OEM automation industry, where Race Intelligent operates, showed signs of slight recovery, with the domestic market size reaching 54.7 billion yuan, a year-on-year increase of 1.98% [3] - Race Intelligent achieved operating revenue of 889 million yuan in the first half of the year, up 8.28% year-on-year, with second-quarter sales reaching 500.8 million yuan, a 13.4% increase [3] - The company reported a net profit of 119 million yuan in the first half of the year, reflecting a year-on-year increase of 2.22%, despite increased costs due to investments in humanoid robot business and a new round of equity incentives [3]

Group 1 - Company LeiSai Intelligent has formed a strategic investment partnership with Shanghai Xianji Semiconductor, focusing on deep collaboration in humanoid robot motion control to enhance competitiveness in the industry [1] - LeiSai Intelligent, a leader in motion control, has extensive experience in key components such as humanoid robot joint modules and dexterous hands, along with a wealth of core algorithms and scenario-based know-how [1] - Xianji Semiconductor is a leading player in the domestic high-performance MCU sector, known for its strong R&D capabilities and core technology, providing essential hardware support for clients [1] Group 2 - In the first half of 2025, the domestic OEM automation market size reached 54.7 billion yuan, reflecting a year-on-year increase of 1.98% [2] - LeiSai Intelligent achieved operating revenue of 889 million yuan in the first half of the year, up 8.28% year-on-year, with second-quarter sales reaching 500.8 million yuan, a 13.4% increase [2] - The company reported a net profit of 119 million yuan in the first half of the year, marking a year-on-year increase of 2.22%, despite increased costs from investments in humanoid robot business and a new round of equity incentives [2]