天眼查商业履历信息显示，深圳市雷赛智能控制股份有限公司，成立于2007年，位于深圳市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本30764.0847万人民币，实缴资本 30664.72万人民币。公司法定代表人为李卫平。 通过天眼查大数据分析，深圳市雷赛智能控制股份有限公司共对外投资了6家企业，参与招投标项目20 次，知识产权方面有商标信息128条，专利信息580条，此外企业还拥有行政许可13个。 金融界消息 截至2025年8月5日收盘，雷赛智能（002979）报收于46.9元，上涨1.36%，换手率6.57%， 成交量14.35万手，成交金额6.72亿元。 资金流向方面，今日主力资金净流入3153.77万元，占比成交额4.69%。其中，超大单净流入639.37万 元、占成交额0.95%，大单净流入2514.41万元、占成交额3.74%，中单净流出流入185.38万元、占成交 额0.28%，小单净流出3339.15万元、占成交额4.97%。 雷赛智能最新一期业绩显示，截至2025一季报，公司营业总收入3.90亿元、同比增长2.36%，归属净利 润5581.95万元，同比增长2.25% ...

Group 1 - The core viewpoint of the news is that 雷赛智能 (Leisai Intelligent) has shown a slight decline in stock price and a mixed performance in terms of capital flow and financial results as of August 1, 2025 [1][3] - The company's stock closed at 43.65 yuan, down 2.57%, with a turnover rate of 3.88% and a trading volume of 84,600 hands, amounting to a transaction value of 373 million yuan [1] - There was a net outflow of main funds amounting to 37.86 million yuan, accounting for 10.15% of the transaction value, with significant outflows from large orders and super large orders [1] Group 2 - For the first quarter of 2025, 雷赛智能 reported total operating revenue of 390 million yuan, a year-on-year increase of 2.36%, and a net profit attributable to shareholders of 55.82 million yuan, up 2.25% year-on-year [1] - The company has a current ratio of 2.585, a quick ratio of 2.028, and a debt-to-asset ratio of 36.88% [1] - 雷赛智能 was established in 2007 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 3,076.41 million yuan [1][2] Group 3 - 雷赛智能 has made investments in 6 companies and participated in 20 bidding projects, indicating active engagement in business expansion [2] - The company holds 117 trademark registrations and 580 patent registrations, showcasing its focus on intellectual property [2] - Additionally, 雷赛智能 possesses 13 administrative licenses, reflecting its compliance and operational capabilities [2]

Group 1 - The core viewpoint of the news is that 雷赛智能 (Leisai Intelligent) has shown a slight decline in stock price and a mixed performance in terms of capital flow and financial results as of July 31, 2025 [1][3] - The company's stock closed at 44.8 yuan, down 0.75%, with a turnover rate of 5.34% and a trading volume of 116,600 hands, amounting to a transaction value of 530 million yuan [1] - There was a net outflow of main funds amounting to 28.1 million yuan, which accounted for 5.3% of the transaction value, with significant outflows from large orders and super large orders [1] Group 2 - For the first quarter of 2025, 雷赛智能 reported total operating revenue of 390 million yuan, a year-on-year increase of 2.36%, and a net profit attributable to shareholders of 55.82 million yuan, up 2.25% year-on-year [1] - The company has a current ratio of 2.585, a quick ratio of 2.028, and a debt-to-asset ratio of 36.88% [1] - 雷赛智能 was established in 2007 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 3,076.41 million yuan [1][2] Group 3 - 雷赛智能 has made investments in 6 companies and participated in 19 bidding projects, indicating active engagement in business expansion [2] - The company holds 128 trademarks and 576 patents, showcasing its focus on intellectual property [2] - Additionally, 雷赛智能 possesses 13 administrative licenses, reflecting its compliance and operational capabilities [2]

证券之星消息，7月30日自动化设备板块较上一交易日下跌1.69%，奥普特领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300486 | 东杰智能 | 11.05 | 9.19% | 52.66万 | | 5.73亿 | | 832885 | 星辰科技 | 24.00 | 7.24% | 18.40万 | 4.48 Z | | | 002979 | 音赛智能 | 45.14 | 2.20% | 19.60万 | | 8.91亿 | | 001223 | 欧克科技 | 43.90 | 1.90% | 1.56万 | 6752.42万 | | | 688097 | 博众精工 | 29.10 | 1.61% | 6.27万 | | 1.81亿 | | 688215 | 瑞晟智能 | 51.43 | 0.98% | 1.72万 | 8779.37万 | ...

7月30日上午，A股三大指数走势分化，上证指数盘中上涨0.63%，钢铁、石油石化、传媒等板块涨幅靠 前，电力设备、通信跌幅居前。机床板块个股分化，截至10:44，机床ETF（159663）下跌0.91%，其成 分股雷赛智能上涨4.01%，浙海德曼上涨3.03%，国机精工上涨1.20%，合锻智能上涨1.01%。然而，中 钨高新、江特电机等表现不佳，其涨跌幅分别是-6.84%、-3.08%。 消息方面，2024年，机床工具行业上市公司整体营业收入和利润，都滑入下降区间，利润总额降幅明显 高于营业收入降幅，市场竞争进一步加剧，利润空间明显收窄。各分行业间分化明显，受下半年机床市 场需求转暖影响，金属切削机床、金属成形机床和机床附件及功能部件分行业2024年营业收入实现增 长，利润总额同比情况也相对较好，而磨料磨具和数控装置分行业，主要受非机床领域市场需求收缩影 响，整体处于亏损状态。 （文章来源：每日经济新闻） 浙商证券指出，高档数控磨床的国产替代需求迫切，各类数控磨床的进出口金额呈现明显差距，从国产 化率来看，我国数控机床企业主要定位于中低端市场，高端产品渗透率虽在提升但仍处于较低水平。 机床ETF（159663 ...

Group 1 - The Robot ETF (159770) experienced a slight decline of 0.85% on July 30, with a trading volume exceeding 600 million yuan and a premium rate of 0.06%, while real-time net subscriptions reached 13 million units [1] - Among the constituent stocks, Dongjie Intelligent rose over 8%, with other stocks like Leisai Intelligent and Yuntian Lefeiyu-U also showing gains. The Robot ETF has seen a net inflow of over 82 million yuan in the past two days, with a total increase of 9.09% since June, leading its peers [2] - The Robot ETF closely tracks the CSI Robot Index, with significant allocations in manufacturing and information technology sectors, featuring major holdings such as Huichuan Technology and iFlytek [2] Group 2 - The first global robot 6S store opened in Longgang District, Shenzhen, showcasing various types of robots and offering rental and customization services, enhancing the traditional 4S store model [3] - At the 2025 World Artificial Intelligence Conference, a fund of 3 million yuan was established to support research in humanoid robots, targeting young scholars in domestic universities and research institutions [3] - The WAIC 2025 event in Shanghai featured over 150 humanoid robots, marking the largest display of humanoid robots in China, indicating potential opportunities in the domestic core industry chain [4]

（文章来源：每日经济新闻） 雷赛智能（SZ 002979，收盘价：44.17元）发布公告称，2025年7月29日，雷赛智能接受华商基金等投 资者调研，公司董事长李卫平等参与接待，并回答了投资者提出的问题。 2024年1至12月份，雷赛智能的营业收入构成为：工业自动化占比99.63%，其他业务占比0.37%。 ...

Market Trends and Growth Potential - The automation industry is experiencing a shift towards intelligent, high-precision, green, and compact solutions, with a projected market size of nearly ¥3,000 billion in 2024 for the overall automation market in China, and over ¥1,000 billion for the OEM automation market [3] - The humanoid robot market is expected to grow from ¥27.6 billion in 2024 to ¥104.71 billion by 2026, potentially reaching ¥3,000 billion by 2035 [3] - The demand for high-performance equipment is increasing due to the upgrade of intelligent manufacturing automation, creating significant market opportunities [3] Business Growth Drivers - The company's growth in industrial automation relies on several key drivers, including market share gains in servo systems and PLC products, and a focus on high-quality growth through strategic initiatives [4] - Specific measures include capturing import market share, expanding into mid-to-low-end markets, deepening strategic industry engagement, and enhancing channel network expansion [4] - The company aims to increase the proportion of high-margin products and improve penetration in intelligent manufacturing and robotics applications [4] Robotics Industry Positioning - The company positions itself as a core component and solution provider in the embodied robotics sector, focusing on key technologies for humanoid robots [6] - Business layout includes three subsidiaries targeting high-density motors, hollow cup motors, and collaborative development with major clients [7] - The company has established partnerships with hundreds of domestic and international robotics firms, enhancing its market presence [8] Technological Advancements and Product Development - The company is leveraging its technological expertise to develop core components for humanoid robots, collaborating with academic institutions to advance joint modules and high-precision servo drives [9] - Recent product releases, such as the DH2015 dexterous hand solution, feature high degrees of freedom, robust communication capabilities, and significant load-bearing capacity, positioning the company as a leader in the market [11] - The company plans to initiate trial production of the DH2015 in Q3 2025, aiming to meet diverse application needs across industrial automation and consumer markets [11] Investment Risks and Disclosure - The robotics industry faces long development cycles and significant investment risks, particularly in technology R&D and market expansion [12] - The company adheres to strict information disclosure regulations to ensure transparency and accuracy in its communications with investors [12]

Investment Rating - The report maintains a "Positive" investment rating for the industry [6]. Core Insights - The WAIC 2025 showcased a diverse range of robotic applications, highlighting the rapid development and adaptability of humanoid robots in various sectors such as logistics, retail, and healthcare [16][20]. - The convergence of capital and policy is accelerating the development of the robotics industry, with significant investments flowing into humanoid robotics and embodied intelligence sectors [36][39]. Summary by Sections Section 1: Diverse Applications of Robotics - Numerous robotic manufacturers demonstrated various application scenarios at WAIC 2025, including humanoid robots for supermarkets, cafes, and logistics [16]. - The Zhiyuan G1 robot showcased flexible operations in logistics, capable of autonomously adjusting its grip based on package orientation [16]. - The Galaxy General's Galbot exhibited capabilities in retail and industrial settings, effectively identifying and handling a wide range of products without traditional path planning [19]. - Fourier Robotics presented a rehabilitation solution integrating humanoid robots for comprehensive care and training in healthcare settings [20]. Section 2: Accelerated Development through Capital and Policy - Since 2025, leading humanoid robot companies have secured strategic investments, with several firms preparing for public listings [36]. - A detailed table outlines various companies, their financing rounds, amounts raised, and investors, indicating a robust investment landscape [37]. - The report emphasizes the importance of mergers and technology collaborations among leading humanoid robot manufacturers, enhancing the industry's structural integrity [39]. - Investment recommendations focus on companies with comprehensive technological capabilities across the humanoid robotics spectrum, highlighting the potential for significant growth in both domestic and international markets [39].

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC) opened in Shanghai on July 26, showcasing Shenzhen Rease Intelligent Control Co., Ltd. as a leader in humanoid robot core components and solutions [1] - Rease Intelligent debuted its "20-degree of freedom" DH2015 dexterous hand solution, which has been successfully trialed by dozens of clients for various commercial applications such as reception, entertainment, and logistics [1] - The DH2015 solution is designed for high-end commercial and home use, featuring high freedom, fast communication, reliability, perception capability, load capacity, and lightweight advantages [1] Group 2 - The third-generation FM3 series frameless motors were also introduced, optimized for compact structure and performance consistency, achieving a 20% increase in torque density while providing efficient and reliable power solutions for robot joints [1] - At the Rease Intelligent booth (H3-A621), attendees experienced interactive demonstrations of the "20-degree of freedom" DH2015 dexterous hand, highlighting its precision and sensitivity, attracting significant attention from various sectors [2]