Core Viewpoint - The A-share market is experiencing a strong performance in robotics concept stocks, with several companies showing significant gains in their stock prices [1] Company Performance - Xidi has seen a rise of over 15% - Lixing shares increased by nearly 15% - Changying Precision rose by over 13% - Bukexin shares grew by nearly 12% - Haon Automotive Electric increased by over 10% - Several companies, including Galaxy Electronics, Jinzhi Technology, Youa Shares, Sichuan Jinding, GAC Group, and Yuhuan CNC, reached the 10% daily limit increase - Haichang New Materials rose by over 8% - Fenglong shares and Huazi Technology increased by over 7% - Bozhong Precision, Jingzhida, Xinmeixing, Meihu Shares, and Haozhi Electromechanical rose by over 6% - Jingsong Intelligent and Zhongrun Optics increased by over 5% - Jiangbolong rose by over 3% [1]

Group 1 - The reducer sector experienced a short-term surge, with Xiangyang Bearing hitting the daily limit up [1] - Changying Precision and Lixing Co., Ltd. both rose over 10% [1] - Other companies such as Haoshi Electromechanical, Boke Co., Ltd., Southern Precision, Henggong Precision, and Wuzhou New Spring also saw increases [1]

Group 1: Company Overview and Product Lines - The company specializes in the R&D, manufacturing, sales, and maintenance of mid-to-high-end CNC machine tools, robots, and core components for new energy vehicles, recognized as a national high-tech enterprise [2][3] - Product offerings include CNC machine tool components such as spindles, rotary tables, linear motors, CNC systems, and encoders; robot components like harmonic reducers, DD motors, low-voltage servo drives, and torque sensors; and new energy vehicle components such as hydrogen fuel cell compressors [2][3] Group 2: Financial Performance - As of Q3 2025, spindle product sales reached 758 million CNY, a year-on-year increase of 30.32%, accounting for 66.31% of the main business revenue [2][3] - Sales revenue for functional components like rotary tables and reducers was 168.34 million CNY, up 15.69% year-on-year, representing 14.73% of total revenue [4] Group 3: Strategic Initiatives and Investments - The company has initiated a phased equipment procurement plan to enhance delivery capabilities and support future growth due to a significant increase in orders [3] - A joint venture, Hunan Haozhi Transmission Machinery Co., Ltd., was established to focus on linear guides and related components, with an investment of 232.26 million CNY [3][6] Group 4: Robotics and Technology Development - The company has developed a "N+1+3" structure in the robotics sector, focusing on core components and applications in various business scenarios [3] - Significant breakthroughs in harmonic reducer technology have been achieved, with precision improved by 66.7% and vibration control enhanced by 60% compared to international standards [5] Group 5: Market Expansion and Sales Strategy - The company actively participates in professional exhibitions and utilizes proactive marketing to enhance brand influence and attract customers [10] - The acquisition of Infranor Group has facilitated significant synergies in product technology and sales, expanding the company's international market presence [8][9] Group 6: Risks and Cautions - The core functional components of the robotics business currently have low sales revenue and are not expected to significantly impact overall performance [5] - Investors are advised to exercise caution regarding investment risks associated with the company's operations and market conditions [5]

Market Overview - The general equipment sector experienced a decline of 0.21% on November 26, with smart control leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Notable gainers in the general equipment sector included: - Wald (688028) with a closing price of 74.90, up 12.72% and a trading volume of 141,800 shares, totaling 1.024 billion yuan [1] - Zhongshun Group (000039) closed at 9.35, up 10.00% with a trading volume of 1,947,400 shares, totaling 1.764 billion yuan [1] - Huashu High-Tech (688433) closed at 62.18, up 7.21% with a trading volume of 74,100 shares, totaling 447 million yuan [1] Decliners - Key decliners included: - Smart Control (002877) with a closing price of 9.45, down 9.91% and a trading volume of 681,500 shares, totaling 657 million yuan [2] - Rongyi Precision (920223) closed at 21.50, down 6.52% with a trading volume of 89,600 shares, totaling 195 million yuan [2] - Huafeng Co. (605100) closed at 43.91, down 5.39% with a trading volume of 84,600 shares, totaling 377 million yuan [2] Capital Flow - The general equipment sector saw a net outflow of 614 million yuan from institutional investors and a net outflow of 119 million yuan from retail investors, while retail investors had a net inflow of 733 million yuan [2] - Specific stock capital flows indicated: - Zhongshun Group (000039) had a net inflow of 47.416 million yuan from institutional investors, while retail investors experienced a net outflow of 18.000 million yuan [3] - Wald (688028) had a net inflow of 96.345 million yuan from institutional investors, with retail investors seeing a net outflow of 78.723 million yuan [3] - Sifangda (300179) had a net inflow of 81.558 million yuan from institutional investors, while retail investors faced a net outflow of 85.899 million yuan [3]

格隆汇11月26日丨昊志机电(300503.SZ)在投资者互动平台表示，公司目前与优必选暂未发生交易。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司领导后续费开发新能源汽车电机吗？或者说 现在是否已经在进行？ 昊志机电（300503.SZ）11月26日在投资者互动平台表示，公司暂无开发新能源汽车电机产品，在新能 源汽车领域公司储备的产品有氢燃料电池空压机，该产品是公司基于现有产品的相关技术自主研发的产 品。经过多年的研究和积累，公司已经拥有完整的、完全自主的高速离心式空压机的设计、制造和测试 技术，可独立完成空压机产品的研发、制造和销售，该产品主要配套于氢燃料电池汽车和燃料电池发电 系统等领域公司，截至目前，公司已完成DK-GF110、DK-GF150、DK-GF180、DK-GF220、DK-GF300 等多个系列燃料电池空压机产品的开发工作，可满足 50~240kW 燃料电池系统的使用需求，上述产品已 有小量交易，销售收入较小，尚不会对公司业绩产生重大影响。同时，公司紧跟行业前沿，进行能量回 收型氢燃料电池空压机研究和开发，先后开发了 DK-GF150-3.0T、 DK-GF180A-T 和 DK-GF300A-T 三 款能量回收型燃料电池空压机产品，该系列产品具有无油润滑、高效率、高可靠性、长寿命 ...

Core Viewpoint - The company has reported a significant increase in sales revenue from its robotic components, driven by industry growth and enhanced product competitiveness, although the overall impact on total performance remains small [2]. Group 1: Company Performance - The company achieved sales revenue of 168.34 million yuan from its rotary tables, reducers, and linear motors by Q3 2025, marking a year-on-year growth of 15.69% [2]. - The revenue from robotic business components accounted for 14.73% of total operating income [2]. - The growth in the robotic business is attributed to accelerated industry development, sustained demand from downstream markets, and improvements in product quality and performance [2]. Group 2: Product Development and Market Position - The company has successfully iterated its products in the second half of the year, leading to significant enhancements in quality and performance [2]. - The increase in market competitiveness has resulted in a substantial rise in order volume, with products being delivered as planned [2]. - Despite the growth in the robotic segment, the sales scale remains small and has a limited impact on the overall performance of the company [2].

Core Viewpoint - The company, Haozhi Electromechanical, has confirmed its involvement in the production of various types of motors, indicating its relevance in the motor industry and detailing its extensive product range [2]. Group 1: Product Range - The company produces a wide array of products including PCB drilling machines, forming machines, slicing machine spindles, CNC metal/glass engraving machine spindles, CNC lathe spindles, and various types of mechanical spindles [2]. - The motor products include spindle motors for machine tools, servo motors for industrial automation and robotics, frameless torque motors, and special motors designed for high vacuum, explosion-proof, and high radiation conditions [2]. Group 2: Industry Relevance - The company’s offerings span dozens of series and hundreds of products, showcasing its significant role in the machine tool industry and the broader industrial automation and robotics sectors [2].

Core Insights - The company, Haozhi Electromechanical, reported that its products, including harmonic reducers, frameless torque motors, and encoders, are applicable in humanoid robots [2] - By the third quarter of 2025, the company achieved sales revenue of 168.34 million yuan from components like turntables, reducers, and linear motors, marking a year-on-year growth of 15.69%, which constitutes 14.73% of total revenue [2] - The growth in the robotics business is primarily driven by accelerated industry development, sustained demand from downstream markets, and enhanced competitiveness of the company's products [2] - The company has seen significant improvements in product quality and performance due to product iterations in the second half of the year, leading to a substantial increase in order volume [2] - Despite the growth in the robotics segment, its sales scale remains small and has a limited impact on the overall performance of the company [2]

Group 1 - The company, Haozhi Electromechanical, has a diverse product range including spindles, turntables, reducers, and guide rails, with hundreds of products across dozens of series [2] - The company has a strong technological foundation in high-end equipment core functional components, particularly in the photovoltaic industry [2] - Products developed by the company, such as the crystal rod grinding electric spindle and high-precision turntables for silicon wafer detection, have applications extending into semiconductor chip front-end processing and testing [2] - The development prospects and growth potential for these products are considered favorable [2]