Core Viewpoint - The company has developed autonomous design and production capabilities for key components in the humanoid robot sector, including planetary roller screws, miniature screws, and crossed roller bearings [1] Group 1: Production Capabilities - The company has established production lines for planetary roller screws, testing lines, and test benches, which are currently being installed and debugged [1] - The actuator assembly line has completed the selection process, and the construction of production lines is progressing steadily [1] Group 2: Product Delivery and Collaboration - The company has delivered small batches of various specifications of bearing products to some customers [1] - New specification products are continuously being sampled, and the company maintains good cooperation with several domestic and international manufacturers [1] - Factory inspection work is ongoing [1]

Company Overview - 雷迪克 was founded in 2002 and is a national high-tech enterprise focused on precision component R&D, manufacturing, and sales [2] - The company specializes in automotive bearing components, with a product matrix covering over 3,000 varieties [2][3] Business Performance - The company is experiencing steady growth in both front-end and aftermarket sectors, with improved delivery, customer expansion, and cost control capabilities [3] - Multiple new energy platform projects have entered continuous delivery phases, indicating smooth business progress [3] - The front-end business revenue is expected to maintain stable growth, supported by an expanding customer base including major domestic automotive brands [3] Product Development - The company has made significant advancements in automotive screw products, which are primarily used in braking, steering, and electronic suspension systems [4] - The automotive screw products have entered customer testing phases, with some projects already approved for mass production [4] Robotics Sector - 雷迪克 has developed comprehensive technical capabilities in key components and system assemblies for robotics [5] - The company is advancing the production of planetary roller screws and related assembly lines to accelerate standardized mass production [5] International Expansion - In 2025, the company plans to invest $30 million to establish an automotive bearing production base in Tangier, Morocco, covering approximately 20,000 square meters [6][7] - This project aims to enhance delivery efficiency to European, African, and Middle Eastern customers, thereby strengthening the company's international supply chain resilience [7]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The humanoid robot sector continues to rebound, entering an upward channel, with the core company index rising by 5.54%, outperforming the broader market [12][11] - Multiple factors contributed to the unexpected strength of the rebound, including prior adjustments in the sector, advancements in Tesla's Optimus robot, and anticipated supportive policies from the U.S. government [4][12] - The year 2026 is projected to be a milestone for humanoid robot mass production, with significant catalysts expected [4][40] Summary by Sections Humanoid Robot Sector Performance - The humanoid robot sector index and leading stocks have shown a continued rebound, with the core company index increasing by 5.54% during the week of December 1 to December 5, 2025 [12][11] - The top five performers included Hengli Hydraulic (+11.53%), Siling Co. (+10.07%), and Wuzhou Xinchun (+9.24%) [12][14] Optimus Robot Development - Tesla's Optimus robot is progressing towards mass production, with recent demonstrations showcasing its running capabilities, achieving speeds of 2.5-3 m/s [5][16] - The U.S. government is expected to introduce supportive policies for the robot industry, which may accelerate development and enhance market confidence [31][33] - The domestic industrialization process is also speeding up, with leading companies preparing for capital market entry [34][38] Investment Opportunities - Key investment opportunities are identified in the supply chain, including components such as head assemblies, bearings, and structural parts [27][30] - Specific companies recommended for investment include Lens Technology, Minth Group, and Wuzhou Xinchun, among others [6][30] - The report emphasizes the importance of technological upgrades and supply chain integration to support mass production [27][30]

证券日报网讯12月4日，雷迪克（300652）在互动平台回答投资者提问时表示，公司目前与众多国内外 行业客户均保持着良好的合作关系。 ...

Core Viewpoint - The company, 雷迪克 (300652.SZ), is maintaining good cooperative relationships with numerous domestic and international industry clients, indicating a strong market presence and potential for growth in customer engagement [2][4]. Group 1 - The company has received inquiries from investors regarding the delivery of its screw rod products to North American clients [2][4]. - The company confirmed its ongoing collaboration with various industry clients, both domestically and internationally [2][4].

Group 1 - The company, 雷迪克 (300652.SZ), confirmed that its products do not currently utilize cold forging technology [1][2]

Group 1 - The core viewpoint of the article is that Redick (300652.SZ) has stated that its products currently do not utilize cold forging technology [1] Group 2 - The company is engaging with investors through an interactive platform to provide updates on its production processes [1]

证券代码：300652 证券简称：雷迪克 公告编号：2025-084 杭州雷迪克节能科技股份有限公司 2025 年第四次临时股东会 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。 2、本次股东会无增加、变更、否决提案的情况，不涉及变更前次股东会决 议。 3、本次股东会审议的议案对中小投资者单独计票（中小投资者是指以下股 东以外的其他股东：1、上市公司的董事、高级管理人员；2、单独或者合计持有 上市公司 5%以上股份的股东）。 二、会议召开和出席情况 1、会议届次：2025年第四次临时股东会 2、会议召集人：公司董事会 3、会议主持人：董事长沈仁荣 4、会议召开符合《公司法》《上市公司股东会规则》等法律、法规和《公 司章程》的有关规定。 5、会议召开日期、时间： 现场会议召开时间：2025年12月1日（星期一）下午2:00。 一、重要提示 1、本次股东会以现场投票和网络投票相结合的方式召开。 7、现场会议地点：浙江省杭州市萧山经济技术开发区桥南区块春潮路89号 公司会议室。 8、出席情况： 股东出席的总体情况： 通过现场和网络投票的股东 141 人 ...

上海市锦天城律师事务所 关于杭州雷迪克节能科技股份有限公司 2025 年第四次临时股东会的 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 法律意见书 2025 年第四次临时股东会的 法律意见书 致：杭州雷迪克节能科技股份有限公司 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于杭州雷迪克节能科技股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受杭州雷迪克节能科技股份 有限公司（以下简称"公司"）委托，就公司召开 2025 年第四次临时股东会（以 下简称"本次股东会"）的有关事宜，根据《中华人民共和国公司法》（以下简称 《公司法》）、《上市公司股东会规则》等法律、法规、规章、规范性文件以及《杭 州雷迪克节能科技股份有限公司章程》（以下简称《公司章程》）的有关规定，出 具本法律意见书。 为出具本法律意见书，本所律师对本次股东会所涉及的相关事项进行了必要 的核查和验证，审查了本所律师认为出具该法律意见书所需审查的相关文件、资 料。 鉴此，本所律师根据上述法律、法规、规章及规范性文 ...

证券代码：300652 证券简称：雷迪克 公告编号：2025-085 杭州雷迪克节能科技股份有限公司 关于与关联方共同投资设立合资公司的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 杭州雷迪克节能科技股份有限公司（以下简称"公司"）于 2025 年 11 月 11 日召开第四届董事会独立董事专门会议 2025 年第三次会议和第四届董事会第 二十三次会议，于 2025 年 12 月 1 日召开 2025 年第四次临时股东会，审议通过 《关于与关联方共同投资设立合资公司的议案》，为切实推动产业资源的深度融 合与战略协同，公司与上海傲意信息科技有限公司合资成立浙江雷傲机器人有限 公司（以下简称"合资公司"），共同开展机器人灵巧手相关部件、灵巧手模组， 机器人关节执行器等相关技术的研发与应用。根据《深圳证券交易所创业板股票 上市规则》规定，上述对外投资事项构成关联交易。具体内容请查阅公司在巨潮 资讯网披露的相关公告（公告编号：2025-081）。 近日，合资公司已办理完成工商注册登记手续并收到杭州市萧山区市场监督 管理局颁发的《营业执照》。具体内容如下： 1、名 ...