Investment Rating - The report rates the robotics industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2][8]. Core Insights - The robotics industry is currently experiencing a phase of intensive capitalization, with leading companies preparing for IPOs and existing firms leveraging differentiated capital platforms for expansion. This trend is driven by the industry's transition from zero to one, requiring significant capital for operations, and the favorable regulatory environment creating an optimal window for capitalization over the next 1 to 2 years [2]. - The commercialization of robotics is accelerating, with increased capital expenditure expected to catalyze the development of funding, R&D, industrialization, and application scenarios. The report outlines three stages of commercialization: industrial use, commercial use, and ultimately household use [2]. - Key segments benefiting from the 2026 industrialization of robotics include: 1. The robotics body segment, where leading companies are expected to catalyze market growth through IPOs [2]. 2. The robotics components and modules segment, supported by manufacturing companies in regions like the Yangtze River Delta and Pearl River Delta [2]. 3. The soft technology segment, which may see mergers and acquisitions involving quality startups and unicorns [2]. 4. The application segment, where companies with strong customer loyalty and viable scenarios are likely to launch successful products in collaboration with established robotics firms [2]. Summary by Sections - **Capitalization Phase**: The robotics industry is in a critical phase of capitalization, with numerous companies preparing for public offerings and leveraging existing platforms for growth [2]. - **Commercialization Stages**: The report identifies three stages of robotics commercialization, emphasizing the need for capital and policy support to transition from industrial to household applications [2]. - **Beneficial Segments**: The report highlights four key segments poised for growth, including robotics body, components, soft technology, and applications, each with unique investment opportunities [2]. - **Investment Opportunities**: Recommended stocks include leading companies such as Hengli Hydraulic, Zhejiang Rongtai, and others, indicating a focus on both core and domestic chains within the robotics sector [2].

Core Viewpoint - The article discusses an upcoming investment research seminar focused on the automotive and AI sectors, organized by Guotai Junan Securities, highlighting the importance of these industries in current market trends [1][2]. Group 1: Event Details - The seminar will take place on January 20, 2026, at Guotai Junan's Lujiazui flagship store in Shanghai, featuring a full-day schedule [3]. - The event includes a series of expert talks, starting with a welcome address by the Vice President of the Research and Institutional Business Committee, Lu Ying [5]. - Notable speakers include a professor from Tongji University, experts in intelligent driving detection, and representatives from various automotive companies [5]. Group 2: Participating Companies - The seminar will feature a range of companies, including Altec, Beite Technology, Hengbo Co., Huayi Technology, and Junsheng Electronics, among others [5]. - Additional companies listed for participation include Lotus, Leap Motor, and Ningbo Huaxiang, indicating a diverse representation from the automotive sector [5].

格隆汇1月19日丨雷迪克(300652.SZ)在投资者互动平台表示，目前公司与特斯拉无直接合作关系。 ...

（文章来源：证券日报） 证券日报网讯 1月9日，雷迪克在互动平台回答投资者提问时表示，公司通过内部开发整合与对外投资 并举的方式大力拓展具身智能业务，公司在自主开发的机器人关键核心部件与模组总成产品方面与国内 外多家客户建立并保持了良好合作关系。 ...

Group 1 - The core viewpoint of the article highlights the significance of dexterous hands as high-performance end effectors that mimic human hand structure and function, enabling precise control and complex movements for various applications in commercial, industrial, and daily life settings [1] - The company strategically invested 20.41% equity in Shanghai Aoyi Information Technology Co., Ltd. in November 2025, indicating a commitment to advancing technology in the robotics sector [1] - Aoyi Technology, established in 2015, is one of the few companies in China that integrates both "brain-computer interface" and "robotics" technologies, with a product range that includes intelligent bionic hands, EEG systems, wearable exoskeletons, and robotic dexterous hands [1] Group 2 - In the field of robotic dexterous hands, Aoyi Technology has established strong partnerships with several robotic main engine customers, showcasing its collaborative approach and market presence [1]

证券日报网讯 1月9日，雷迪克在互动平台回答投资者提问时表示，汽车底盘线控系统与公司轮毂单元 位置具有关联度，在线控转向、线控制动等关键系统中，公司已实现包括高性能汽车滚珠丝杠在内的核 心执行部件的自主研发与生产，相关产品商业化进展顺利。 （编辑 楚丽君） ...

证券日报网讯1月9日，雷迪克（300652）在互动平台回答投资者提问时表示，公司将密切关注在新业务 领域的发展机会。 ...

证券日报网讯 1月9日，雷迪克在互动平台回答投资者提问时表示，北方机械产品的具体情况请关注其 公开披露信息。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月9日，雷迪克在互动平台回答投资者提问时表示，公司间接持有岐山北方机械有限公 司20%股权；北方机械产品的具体情况请关注其公开披露信息。 ...

证券日报网讯1月9日，雷迪克（300652）在互动平台回答投资者提问时表示，公司根据深交所相关规则 的要求，会在每一期定期报告中披露股东人数等信息。如对定期报告之外时点的股东人数有查询需求， 请将相关持股证明文件、身份信息、联系方式发送至公司证券部邮箱后进一步查询。公司目前生产经营 情况正常。 ...