二、进展情况 近日，公司收到雷利投资的通知，获悉其股权变更的工商登记手续已经完成 并已取得江苏常州经济开发区管理委员会出具的《登记通知书》（（0484taobc） 登字[2025]第 11240046 号）。雷利投资本次工商变更后，公司控股股东不变， 公司的实际控制人由苏建国先生变更为苏建国先生和苏达先生。 本次股权转让事项系公司控股股东雷利投资层面的股权结构变更，不会导致 公司控股股东发生变化，不会影响公司经营的稳定性，不会引起公司管理层变动， 亦不会影响公司的独立性和持续经营能力。 证券代码：300660 证券简称：江苏雷利 编号：2025-078 江苏雷利电机股份有限公司 关于控股股东股权结构变更及增加实际控制人的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、控股股东层面股权结构变更的情况概述 江苏雷利电机股份有限公司（以下简称"公司"或"江苏雷利"）于 2025 年 10 月 23 日披露了《关于控股股东股权结构变更及增加实际控制人的提示性公 告》（公告编号：2025-073）。 ...

11月17日，江苏雷利盘中上涨2.01%，截至11:06，报48.20元/股，成交1.31亿元，换手率0.62%，总市值 215.52亿元。 分红方面，江苏雷利A股上市后累计派现10.27亿元。近三年，累计派现5.31亿元。 机构持仓方面，截止2025年9月30日，江苏雷利十大流通股东中，永赢先进制造智选混合发起A （018124）位居第四大流通股东，持股605.07万股，相比上期减少13.26万股。华夏中证机器人ETF （562500）位居第五大流通股东，持股493.37万股，相比上期增加91.99万股。香港中央结算有限公司位 居第七大流通股东，持股288.87万股，相比上期增加91.77万股。华商润丰混合A（003598）位居第八大 流通股东，持股216.24万股，相比上期增加42.32万股。天弘中证机器人ETF（159770）位居第十大流通 股东，持股196.50万股，相比上期增加34.42万股。南方中证1000ETF（512100）退出十大流通股东之 列。 责任编辑：小浪快报 今年以来江苏雷利已经1次登上龙虎榜，最近一次登上龙虎榜为2月21日，当日龙虎榜净买入3.10亿元； 买入总计5.66亿元 ，占 ...

Core Viewpoint - Jiangsu Leili's stock price has experienced fluctuations, with a year-to-date increase of 78.19% but a recent decline in the last five and twenty trading days [1] Group 1: Stock Performance - As of November 12, Jiangsu Leili's stock price was 47.97 yuan per share, with a market capitalization of 21.449 billion yuan [1] - The stock has seen a net outflow of 15.8465 million yuan in principal funds, with significant selling pressure compared to buying [1] - Year-to-date, the stock has risen by 78.19%, but it has dropped by 5.37% in the last five trading days and 16.02% in the last twenty days [1] Group 2: Company Overview - Jiangsu Leili Electric Co., Ltd. was established on April 29, 2006, and went public on June 2, 2017, focusing on the R&D, production, and sales of various motors and components [2] - The company's main revenue sources include stepper motors (31.65%), MA motors and components (22.70%), and DC motors (14.07%) among others [2] - As of October 31, the number of shareholders was 47,600, a decrease of 2.51% from the previous period [2] Group 3: Financial Performance - For the period from January to September 2025, Jiangsu Leili reported revenue of 3.008 billion yuan, a year-on-year increase of 21.49%, and a net profit attributable to shareholders of 265 million yuan, up 9.92% [2] - The company has distributed a total of 1.027 billion yuan in dividends since its A-share listing, with 531 million yuan distributed in the last three years [3] Group 4: Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders included various funds, with notable changes in holdings among them [3] - Yongying Advanced Manufacturing Smart Selection Mixed Fund is the fourth-largest shareholder, holding 6.0507 million shares, a decrease of 132,600 shares from the previous period [3]

Core Viewpoint - The company is focusing on effectively managing its funds to support strategic development and business layout, rather than distributing dividends or acquiring related companies, which may be seen as less efficient [1][2]. Group 1 - The subsidiary Dingzhi Technology has significant idle funds, raising questions about the lack of dividends or acquisitions [1]. - The company emphasizes the importance of improving operational performance to ensure long-term and sustainable returns for shareholders [2]. - Investors are encouraged to seek further information regarding Dingzhi Technology through the relevant investor relations channels [2].

格隆汇11月10日丨江苏雷利(300660.SZ)在互动平台表示，公司已自主研发无框力矩电机产品，该产品 是公司在机器人领域核心布局的关键零部件之一。同时，公司将无框力矩电机与行星齿轮箱、编码器等 组件集成，推出集成化、智能化的线性运动模组和旋转关节模组产品，用于机器人旋转关节及线性执行 器。目前，公司无框力矩电机及关节模组产品均已实现小批量出货。 ...

Core Viewpoint - Jiangsu Leili (300660) has developed a key component for robotics, the frameless torque motor, which is essential for its core layout in the robotics sector [1] Group 1: Product Development - The company has independently developed the frameless torque motor, which is a crucial part of its robotics strategy [1] - The frameless torque motor is integrated with planetary gearboxes and encoders to create intelligent linear motion modules and rotary joint modules [1] - These products are designed for use in robotic rotary joints and linear actuators [1] Group 2: Market Activity - The company has already achieved small batch shipments of its frameless torque motor and joint module products [1]

江苏雷利（300660.SZ）11月10日在投资者互动平台表示，公司已自主研发无框力矩电机产品，该产品 是公司在机器人领域核心布局的关键零部件之一。同时，公司将无框力矩电机与行星齿轮箱、编码器等 组件集成，推出集成化、智能化的线性运动模组和旋转关节模组产品，用于机器人旋转关节及线性执行 器。目前，公司无框力矩电机及关节模组产品均已实现小批量出货。 每经AI快讯，有投资者在投资者互动平台提问：贵司是否有无框力矩电机产品？ （记者 王瀚黎） ...

Group 1 - The core viewpoint of the news is that Jiangsu Leili's stock has experienced fluctuations, with a notable decline in recent trading days despite a significant year-to-date increase in stock price [1] - As of November 10, Jiangsu Leili's stock price was 49.48 yuan per share, with a market capitalization of 22.124 billion yuan [1] - The company has seen a net outflow of main funds amounting to 17.6647 million yuan, with large orders showing a higher selling volume compared to buying [1] Group 2 - Jiangsu Leili Electric Co., Ltd. was established on April 29, 2006, and went public on June 2, 2017, focusing on the research, production, and sales of various electric motors and components [2] - The company's main business revenue composition includes stepper motors (31.65%), MA motors and components (22.70%), and DC motors (14.07%) among others [2] - As of October 10, the number of shareholders increased to 51,400, with an average of 8,700 circulating shares per person [2] Group 3 - Since its A-share listing, Jiangsu Leili has distributed a total of 1.027 billion yuan in dividends, with 531 million yuan distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include various funds, with notable changes in holdings among them [3]

Core Insights - The humanoid robot industry in China is experiencing significant advancements, with multiple companies showcasing innovative products and entering mass supply phases [1][2] - A complete industrial chain for humanoid robots has been established in China, with A-share listed companies making breakthroughs in various segments such as servo motors, key materials, and electronic components [1][2] Company Developments - Jiangsu Leili has formed stable orders for core components with clients and has achieved small batch shipments of products like hollow cup motors and linear motion modules in the first three quarters of the year [2] - Jinfa Technology is actively collaborating with leading clients in the robot sector for material development, supplying modified engineering plastics for various robot components [2] - Shiyun Circuit has been engaged in joint R&D with North American clients for over five years, focusing on printed circuit boards for humanoid robots, and has begun small batch supply for a domestic client [2] Application Expansion - The application of humanoid robots is expected to unfold in three stages: initial deployment in structured environments like automotive assembly lines, followed by semi-open commercial spaces, and finally, general household scenarios within 5 to 10 years [3] - 2026 is projected to be a pivotal year for the accelerated delivery scale of humanoid robots [3] Industry Challenges - Despite a clear industrial path, the humanoid robot sector faces challenges in scaling production, requiring ongoing technological innovation in both hardware and software to enhance performance and reduce costs [4]

Core Viewpoint - Jiangsu Leili Electric Co., Ltd. has experienced significant stock price fluctuations and growth in revenue and profit, indicating a dynamic market position and potential investment opportunities. Group 1: Stock Performance - On November 7, Jiangsu Leili's stock price decreased by 2.03%, trading at 51.26 CNY per share with a market capitalization of 22.92 billion CNY [1] - Year-to-date, the stock price has increased by 90.41%, but it has seen a decline of 6.53% over the last five trading days and 12.50% over the last twenty days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 310 million CNY on February 21 [1] Group 2: Business Overview - Jiangsu Leili, established on April 29, 2006, and listed on June 2, 2017, specializes in the R&D, production, and sales of various electric motors and components [2] - The main revenue sources include stepper motors (31.65%), MA motors and components (22.70%), and DC motors (14.07%) among others [2] - The company operates within the electric equipment industry, specifically in the motor sector, and is involved in several concept sectors such as humanoid robots and automotive thermal management [2] Group 3: Financial Performance - For the period from January to September 2025, Jiangsu Leili reported a revenue of 3.008 billion CNY, reflecting a year-on-year growth of 21.49%, and a net profit of 265 million CNY, up by 9.92% [2] - The company has distributed a total of 1.027 billion CNY in dividends since its A-share listing, with 531 million CNY distributed over the last three years [3] Group 4: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 51,400, with an average of 8,700 circulating shares per person [2] - Notable shareholders include Yongying Advanced Manufacturing Mixed Fund and Huaxia CSI Robot ETF, with changes in their holdings indicating active institutional interest [3]