Market Overview - A-shares continue to show a rebound with all three major indices rising, and the Shanghai Composite Index is close to breaking its yearly high [1] - Total trading volume in the Shenzhen and Shanghai markets reached 1,058.68 billion, slightly increasing from the previous trading day, with over 2,900 stocks rising [1] - Fund flows indicate a shift from high-position sectors like pharmaceuticals (down 3.6 billion) to relatively low-position sectors such as communication equipment (+2.7 billion) and semiconductors [1] Financing and Market Sentiment - Since August, leveraged funds have consistently entered the market, with net inflows exceeding 15 billion over three trading days as of August 5, bringing the total margin financing balance to 20,002.59 billion, a ten-year high [2][4] - The current financing balance has increased by approximately 12% compared to the end of April, with the financing balance accounting for 2.3% of the circulating market value, which is at the median level for the year [4] - The current market is characterized by a "rotating rise and low-position补涨" since the "62 3" policy, with a good profit-making effect attracting external funds [5] Robotics Sector Insights - The robotics sector has seen a strong performance, with stocks like Huami New Materials and Zhongdali De hitting the daily limit [7] - The upcoming World Robot Conference from August 8 to 12 in Beijing is expected to catalyze further interest in the robotics industry [8] - Recent product launches, such as the four-legged robot by Yushu Technology, and supportive policies from the Shanghai government for intelligent industries are driving investment back into the robotics sector [9][10] Human-shaped Robot Core Directions - The human-shaped robot market has three core directions: Tesla supply chain, Nvidia collaboration, and domestic human-shaped robots [11] - Key suppliers for Tesla include Top Group, Sanhua Intelligent Control, and Mingzhi Electric, with potential suppliers like Zhongdali De and Dingzhi Technology [11] - Companies collaborating with Nvidia include Bojie Co., which provides GPU testing equipment, and Buke Co., which has a significant market share in mobile robot platforms [12][14] Domestic Human-shaped Robot Industry Chain - The core areas of the human-shaped robot industry focus on key components such as ball screws, reducers, motors, and sensors, with significant changes expected in these sectors [16] - Notable players in the ball screw market include Best, which is introducing new equipment, and Qinchuan, which focuses on industrial mother machines [16] - In the reducer market, leading companies include Lide Harmony with a 25% market share and Shanghai Mechanical and Electrical, which leads in RV reducers [18]

Market Performance - The electric motor sector increased by 3.52% compared to the previous trading day, with Wolong Electric Drive leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Performance - Wolong Electric Drive (600580) closed at 24.94, up 6.67% with a trading volume of 2.0173 million shares and a transaction value of 493 million [1] - Other notable performers include: - Zhaowei Electromechanical (003021) at 121.91, up 5.39% [1] - Jiangnan Yifan (301023) at 45.76, up 4.67% [1] - Mingzhi Electric (603728) at 62.75, up 3.93% [1] - Ocean Electric (002249) at 6.98, up 3.71% [1] Capital Flow - The electric motor sector saw a net inflow of 755 million from main funds, while retail investors experienced a net outflow of 481 million [1] - Specific stock capital flows include: - Wolong Electric Drive had a main fund net inflow of 323 million, with retail outflows of 283 million [2] - Zhaowei Electromechanical had a main fund net inflow of 171 million, with retail outflows of 9169 million [2] - Xiangdian Co. (600416) had a main fund net inflow of 76 million, with retail outflows of 5080 million [2]

证券代码：300660 证券简称：江苏雷利 公告编号：2025-054 江苏雷利电机股份有限公司 关于召开 2025 年第一次临时股东会的提示性公告 决定召开 2025 年第一次临时股东会，召集程序符合有关法律、行政法规、部门 规章、规范性文件和公司章程的规定。 （1）现场会议召开时间：2025 年 8 月 8 日（星期五）14:30。 （2）网络投票时间：2025 年 8 月 8 日 其中，通过深圳证券交易所（以下简称"深交所"）交易系统网络投票时间 为：2025 年 8 月 8 日 9:15 至 9:25、9:30 至 11:30，13:00 至 15:00；通过深交 所互联网投票系统（http://wltp.cninfo.com.cn）投票时间为：2025 年 8 月 8 日 9:15 至 15:00 期间的任意时间。 式召开。公司股东应选择现场投票、网络投票中的一种方式，如果同一表决权出 现重复投票表决的，以第一次投票表决结果为准。 （1）截至股权登记日 2025 年 8 月 1 日 15:00 深交所收市时，在中国证券 登记结算有限责任公司深圳分公司登记在册的公司全体股东均有权出席股东会， 并可以以 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002801 | 微光股份 | 35.72 | 4.20% | 9.92万 | | 3.51亿 | | 603320 | 迪贝电气 | 20.50 | 4.11% | 4.89万 | 9893.25万 | | | 301502 | 华阳智能 | 44.87 | 3.05% | ● 1.60万 | 7099.35万 | | | 300660 | 江苏雷利 | 48.15 | 2.97% | 1 20.97万 | | 2666.6 | | 603344 | 量德胜 | 26.60 | 2.50% | 6.54万 | | 1.74亿 | | 301226 | 祥明智能 | 28.61 | 2.32% | 3.25万 | 9262.57万 | | | 300626 | 华瑞股份 | 11.70 | 2.09% | 4.43万 | 5142.19万 | | | 002576 | 通达动力 | 17.41 | 1.93% | 8.19万 | | ...

关于召开 2025 年第一次临时股东会的提示性公告 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。 江苏雷利电机股份有限公司（以下简称"公司"）已于 2025 年 7 月 24 日在 巨潮资讯网上刊登了《关于召开 2025 年第一次临时股东会的通知》（公告编号： 2025-053）。本次股东会将通过现场会议与网络投票相结合的形式召开。根据中 国证监会相关规定，现将有关事宜提示如下： 证券代码：300660 证券简称：江苏雷利 公告编号：2025-054 江苏雷利电机股份有限公司 一、召开会议的基本情况 1、股东会届次：2025 年第一次临时股东会。 2、股东会的召集人：江苏雷利电机股份有限公司董事会。 3、会议召开的合法、合规性：经公司第四届董事会第九次会议审议通过， 决定召开 2025 年第一次临时股东会，召集程序符合有关法律、行政法规、部门 规章、规范性文件和公司章程的规定。 4、召开会议时间： （1）现场会议召开时间：2025 年 8 月 8 日（星期五）14:30。 （2）网络投票时间：2025 年 8 月 8 日 其中，通过深圳证券交易所（以下简称" ...

证券之星消息，8月4日电机板块较上一交易日上涨3.36%，湘电股份领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。电机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) | | --- | --- | --- | --- | --- | --- | | 600416 | 湘电股份 | 14.87 | 6.37% | 73.45万 | 10.65 Z | | 003021 | 兆威机电 | 115.30 | 5.30% | 8.20万 | 9.29亿 | | 301023 | 江南奕帆 | 43.79 | 4.71% | 2.29万 | 9811.30万 | | 300660 | 江苏雷利 | 46.76 | 4.56% | 15.04万 | 6.91亿 | | 603728 | 鸣志电器 | 60.18 | 3.69% | 8.56万 | 5.08亿 | | 603320 | 迪贝电气 | 19.69 | 3.69% | 4.56万 | 8879.56万 | | 600580 | 卧龙电驱 | 23.3 ...

证券之星消息，8月1日电机板块较上一交易日下跌0.83%，江苏雷利领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。电机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) | | | --- | --- | --- | --- | --- | --- | --- | | 603344 | 星德胜 | 25.51 | 2.61% | 4.49万 | | 1.15亿 | | 603320 | 迪贝电气 | 66.81 | 2.59% | 2.99万 | | 5629.26万 | | 300907 | 康平科技 | 34.08 | 1.76% | 8.44万 | | 2.85 Z | | 301226 | 祥明智能 | 27.22 | 1.30% | 1.39万 | | 3776.05万 | | 301502 | 华阳智能 | 42.86 | 1.28% | 8836.75 | | 3773.27万 | | 300626 | 来瑞股份 | 11.20 | 1.27% | 5.16万 | | 5755.49万 | ...

Company Overview - Jiangsu Leili's stock price closed at 46.61 yuan on July 29, 2025, down 0.62% from the previous trading day [1] - The trading volume for the day was 154,900 shares, with a total transaction amount of 721 million yuan [1] - The company specializes in the research, production, and sales of micro-special motors, which are widely used in home appliances, automotive electronics, and industrial automation [1] Industry Context - Jiangsu Leili operates within the motor sector and is also involved in humanoid robots and robotic actuators [1] - Recent developments at the World Artificial Intelligence Conference showcased advancements in embodied intelligence, and Shanghai has introduced policies to support the development of the embodied intelligent robotics industry [1] - As a key player in the motor industry chain in the Yangtze River Delta, Jiangsu Leili has opportunities for synergistic development with the robotics industry chain [1] Financial Insights - On July 29, 2025, the net outflow of main funds for Jiangsu Leili was 109 million yuan [1]

证券代码：300660 证券简称：江苏雷利 公告编号：2025-052 江苏雷利电机股份有限公司 关于取消监事会、变更注册资本、修订《公司章程》及 制定、修订、废止公司部分制度的公告 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。 江苏雷利电机股份有限公司（以下简称"公司"）于 2025 年 7 月 23 日召开 了第四届董事会第九次会议和第四届监事会第八次会议，分别审议通过了《关于 取消监事会、变更注册资本、修订 <公司章程> 并办理工商变更登记的议案》《关 于制定、修订公司部分治理制度的议案》及《关于废止 <监事会议事规则> 的议案》， 现将有关情况公告如下： 一、取消监事会、变更注册资本、修订《公司章程》及制定、修订、废止 公司部分制度的原因及依据 根据《公司法》 《上市公司章程指引》 《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等法律法规、规范性文件的最新规定，结合公司实际情况，公司不再设监事会或 者监事并拟修订《江苏雷利电机股份有限公司章程》 （以下简称"《公司章程》"）， 公司董 ...

General Principles - The company establishes a management system for the shares held by its directors and senior management to clarify procedures and strengthen management [1] - The system is based on relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China, as well as guidelines from the Shenzhen Stock Exchange [1] Share Trading Regulations - Directors and senior management must be aware of legal prohibitions against insider trading, market manipulation, and short-term trading before buying or selling company shares [2] - All shares held by directors and senior management, including those in margin trading accounts, are subject to these regulations [2] - The company must enhance internal controls to ensure compliance with share trading regulations and requires written notification of trading plans from directors and senior management [2][3] Reporting and Disclosure - The company and its directors must ensure that all data submitted to the Shenzhen Stock Exchange is accurate and timely, and they bear legal responsibility for any inaccuracies [3] - Directors and senior management must report their personal and family shareholding information to the company within specified timeframes [3] Share Lock-up Policies - Shares held by directors and senior management are subject to lock-up periods, with 100% lock-up for shares acquired within the first year of listing and 75% for shares acquired thereafter [6][11] - The company must apply to the Shenzhen Stock Exchange for the registration of shares as restricted shares when certain conditions are met [10] Trading Restrictions - Directors and senior management are prohibited from trading company shares during specific periods, such as before the announcement of annual and quarterly reports [9] - There are restrictions on transferring shares within one year of the company's stock listing and for six months after leaving the company [9] Transfer Limits - Directors and senior management can only transfer up to 25% of their shares annually, with specific exceptions for certain circumstances [10] - Any untransferred shares at the end of the year will count towards the following year's transfer limit [11] Insider Information Management - The company must ensure that certain individuals do not trade based on insider information, including family members and controlled entities of directors and senior management [20] Information Disclosure Obligations - Changes in shareholdings by directors and senior management must be reported within two trading days and disclosed on the Shenzhen Stock Exchange [21] - Violations of trading regulations may result in the company recovering profits from illegal trades and disclosing the circumstances of such violations [22] Accountability and Penalties - The company will hold directors and senior management accountable for violations of the trading regulations, which may include disciplinary actions and legal consequences [27] - Any violations that significantly impact the company may lead to civil liability for the responsible individuals [27][28] Miscellaneous Provisions - The management system will be revised in accordance with future legal changes and must be approved by the company's board of directors [29][30]