Core Insights - Jiangsu Leili reported a revenue of 1.958 billion yuan for the first half of 2025, representing a year-on-year growth of 20.71%, and a net profit attributable to shareholders of 186 million yuan, up 8.45% year-on-year [1] - The company is the largest provider of micro-motor modular solutions in China, focusing on various applications including home appliances, new energy vehicles, medical instruments, and industrial control motors [1] - Jiangsu Leili's strategy emphasizes multi-application solutions, continuously launching new products in componentization and mechatronics integration [1] Business Segments Performance - Revenue from the home appliance segment grew by 5.09%, automotive parts by 63.72%, industrial control by 34.49%, and medical health by 30.91% compared to the same period last year [1] - In the automotive parts segment, revenue reached 379 million yuan, a significant increase of 63.72%, driven by the electronic and lightweight trends in automotive components [1] - The company's lidar motor products generated 44.65 million yuan in revenue, marking a 35% increase, with clients including Hesai, BYD, and SUTENG [1] Diversification and New Applications - Jiangsu Leili is expanding into emerging application areas such as dexterous hands and core components for robotics, high-efficiency industrial motors, and medical devices [2] - The subsidiary, Zhongke Lingxi, launched two types of dexterous hands and control systems, with a focus on providing integrated solutions for robotics [2] - The company has entered the supply chains of major medical device firms like Mindray and Siemens, and is collaborating with Dingzhi Technology in the dental treatment equipment sector [2] Investment and Expansion Plans - Jiangsu Leili plans to issue convertible bonds to raise 1.286 billion yuan for the construction of overseas production bases and the R&D of automotive parts and robotic control components [3] - The company is in the process of establishing a factory in Mexico, which has begun small-scale production, and is also setting up production bases in Malaysia and Thailand, expected to be operational by the end of the year [3]

格隆汇8月28日丨江苏雷利(300660.SZ)公布2025年半年度报告，上半年公司实现营业收入19.58亿元，同 比增长20.71%；归属于上市公司股东的净利润1.86亿元，同比增长8.45%；归属于上市公司股东的扣除 非经常性损益的净利润1.76亿元，同比增长3.67%；基本每股收益0.4166元；拟向全体股东每10股派发 现金股利1.5元(含税)。 ...

证券代码：300660 证券简称：江苏雷利 公告编号：2025-062 江苏雷利电机股份有限公司 关于为全资子公司增加担保额度的公告 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 8 月 28 日召开 第四届董事会第十次会议，审议通过《关于为全资子公司增加担保额度的议案》。 本次会议的召集、召开程序符合法律、法规和公司章程的规定。现将具体情况公 告如下： 一、担保情况概述 （一）已审批的担保额度情况 公司于 2025 年 4 月 22 日召开第四届董事会第五次会议审议通过《关于为全 资子公司提供 2025 年度担保额度的议案》，为满足各全资子公司生产经营的资金 需求及对外开展业务需求，同意公司为合并范围内的全资子公司乐士雷利贸易有 限公司、荣成发展有限公司、常州雷利供应链管理有限公司、常州雷利国际贸易 有限公司提供担保，担保总额度不超过人民币 40,000 万元。担保有效期自董事 会审议通过之日起 12 个月内有效，上述担保额度可在授权期限内循环使用。具 体内容详见公司 2025 年 4 月 23 ...

证券代码：300660 证券简称：江苏雷利 公告编号：2025-058 江苏雷利电机股份有限公司 江苏雷利电机股份有限公司 董事会 关于 2025 年半年度报告披露的提示性公告 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"）于 2025 年 8 月 28 日召开 了第四届董事会第十次会议和第四届董事会审计委员会第六次会议，审议通过了 《关于公司 2025 年半年度报告全文及摘要的议案》等相关议案。 为使广大投资者全面了解公司的经营情况、财务状况等，本公司 2025 年半 年度报告及摘要于 2025 年 8 月 29 日在中国证监会指定的创业板信息披露网站巨 潮资讯网（http://www.cninfo.com.cn）上披露，敬请投资者注意查阅。 特此公告 2025 年 8 月 28 日 ...

非经营性资金占用及其他关联资金往来情况汇总表 法定代表人： 主管会计工作的负责人： 会计机构负责人： 2025年1-6月 | 编制单位：江苏雷利电机股份有限公司 | 单位：人民币万元 | 2025年1-6月占用累计发 | 2025年1-6月占用资金的 | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025年期初 | 2025年1-6月偿还累计发 | 2025年6月30日期末 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司的关联关系 | 上市公司核算的会计科目 | 生金额 | 利息 | 占用形成原因 | 占用性质 | 占用资金余额 | 生金额 | 占用资金余额 | （不含利息） | （如有） | | | | | | 控股股东、实际控制人及其附属企业 | 非经营性占用 | - | 小 计 | | | | | | | | | | | ...

江苏雷利电机股份有限公司 第四届董事会第十次会议决议公告 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。 一、董事会会议召开情况 证券代码：300660 证券简称：江苏雷利 公告编号：2025-063 2、审议通过了《关于 2025 年半年度利润分配预案的议案》 《关于 2025 年半年度利润分配预案的公告》详见 2025 年 8 月 29 日巨潮资 讯网（www.cninfo.com.cn）。 1、江苏雷利电机股份有限公司（以下简称"公司"）第四届董事会第十次会 议于 2025 年 8 月 18 日以电子邮件方式发出通知，并于 2025 年 8 月 28 日在公司 会议室以现场及通讯投票方式召开。 2、本次会议应出席董事 9 名，实际出席董事 9 名。 3、本次会议由公司董事长苏建国先生主持，公司高级管理人员列席了会议。 4、本次会议的召开符合有关法律、行政法规、部门规章、规范性文件和公 司章程的规定。 二、董事会会议审议情况 1、审议通过了《关于公司 2025 年半年度报告全文及摘要的议案》 经审议，董事会一致认为：公司《2025 年半年度报告及其摘要》的 ...

证券代码：300660 证券简称：江苏雷利 公告编号：2025-061 江苏雷利电机股份有限公司 关于 2025 年半年度利润分配预案的公告 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。 重要提示： 1、公司 2025 年半年度利润分配方案预案为：拟以截至 2025 年 7 月 31 日的 公司总股本 447,136,548 股为基数，向全体股东每 10 股派发现金股利 1.5 元（含 税），合计派发现金股利 67,070,482.20 元（含税）。不送红股，不以资本公积金 转增股本。 2、若在实施权益分派的股权登记日前公司总股本发生变动的，将按照"分 派总额不变"的原则对分配比例进行调整。 3、公司本次利润分配方案不涉及《深圳证券交易所创业板股票上市规则》 第 9.4 条相关规定的可能被实施其他风险警示情形。 4、2025 年度中期利润分配授权：公司 2024 年年度股东会已授权董事会在 满足利润分配的前提下，综合考虑公司经营情况、股东合理回报等，制定 2025 年度中期利润分配具体方案，并办理中期利润分配相关事宜。本事项无需提交公 司股东会审议。 一、审 ...

Financial Performance - The company's revenue for the reporting period reached ¥1,958,339,390.23, representing a 20.71% increase compared to ¥1,622,400,335.55 in the same period last year[23]. - Net profit attributable to shareholders was ¥186,265,987.79, an increase of 8.45% from ¥171,755,674.86 year-on-year[23]. - Basic earnings per share increased by 7.65% to ¥0.4166, compared to ¥0.3870 in the same period last year[23]. - The company's operating revenue for the reporting period reached ¥1,958,339,390.23, representing a year-on-year increase of 20.71% due to increased sales in the new energy vehicle and industrial control motor sectors[43]. - Operating costs rose to ¥1,425,767,828.22, a 23.61% increase compared to the previous year, primarily driven by higher sales volumes[43]. - The company reported a significant increase in financing activities, with net cash flow from financing activities rising to ¥90,725,390.98, a 1,952.33% increase compared to the previous year[44]. - The company reported a total profit of CNY 828.02 million from derivative financial instruments for the first half of 2025[62]. Dividend and Profit Distribution - The company plans to distribute a cash dividend of 1.5 RMB per 10 shares to all shareholders, based on a total of 447,136,548 shares[8]. - The total distributable profit amounts to 729,839,365.54 yuan, with the cash dividend representing 100% of the profit distribution[79]. - The company has completed the implementation of the 2024 profit distribution plan, considering the interests of small and medium investors[81]. - The company will ensure that the profit distribution plan aligns with the requirements of the profit distribution policy and dividend return plan[92]. Research and Development - The company emphasizes the importance of technological innovation and new product development to maintain competitive advantage in the market[4]. - Research and development investment increased by 14.51% to ¥86,767,824.20, reflecting a focus on new energy vehicles and industrial control technology[43]. - The company holds 1,490 valid patents, including 172 invention patents, demonstrating its strong R&D capabilities[35]. - The company is developing new products, including laser radar motors and electric air conditioning compressor motors, to meet market demands[34]. Market and Sales - The company's export revenue accounted for 46.89% of total operating income during the reporting period[5]. - The company anticipates that the proportion of export sales will remain stable despite potential adverse effects from the appreciation of the RMB against the USD and EUR[6]. - Revenue from automotive components grew by 63.72% year-on-year, totaling 379 million yuan, with laser radar motors generating 44.65 million yuan, up 35%[33]. - The company is actively expanding its market presence, particularly in overseas markets, utilizing distributors to enhance sales channels[32]. Financial Position - Total assets at the end of the reporting period were ¥6,741,511,211.72, a 4.67% increase from ¥6,440,954,009.96 at the end of the previous year[23]. - Cash and cash equivalents increased to ¥1,422,729,460, representing 21.10% of total assets, up from 19.10% last year, a 2.00% increase[50]. - Total liabilities increased to ¥2,724,627,161.51 from ¥2,543,391,101.68, indicating a growth of approximately 7%[151]. - The company has significant overseas assets, including a wholly-owned subsidiary in Hong Kong with an asset scale of ¥158,479,000, accounting for 3.95% of net assets[51]. Risk Management - The company faces risks related to rising labor costs, which could impact profitability if the trend continues[7]. - The company has implemented measures to mitigate risks associated with currency fluctuations affecting its export revenues[5]. - The company has established a risk management strategy to balance risk and return, focusing on credit risk, liquidity risk, and market risk[70]. - The company has a risk management framework in place to mitigate market, liquidity, credit, operational, legal, and funding risks associated with derivative investments[63]. Corporate Governance and Compliance - The company emphasizes its commitment to social responsibility, balancing economic, environmental, and social interests[81]. - The company has committed to maintaining transparency and integrity in its investor relations and information disclosure practices[81]. - There are no undisclosed related party transactions or competitive business activities that could conflict with the company's interests[85]. - The company will adhere to all commitments made during the issuance and listing process, ensuring investor rights are protected[86]. Operational Efficiency - The company has 78 automated production lines, enhancing its production capacity and efficiency[35]. - The company has implemented a cost management system to monitor and control production costs effectively[38]. - The company aims to improve operational efficiency by 10% through new initiatives in the upcoming year[173]. Future Outlook - Future outlook remains positive, with plans to continue expanding business boundaries and enhancing core competitiveness[76]. - The company plans to continue its focus on the research and development of electric motors for household appliances and new energy vehicles[181]. - The company plans to expand its market presence by 15% in the next fiscal year[173].

Market Performance - The electric motor sector increased by 0.82% compared to the previous trading day, with Tongda Power leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Key stocks in the electric motor sector showed varied performance, with Tongda Power closing at 18.82, up 2.17%, and Xiangdian Co. closing at 16.66, up 2.08% [1] - Other notable performers included Wolong Electric Drive at 33.89, up 1.99%, and Dayang Electric at 8.40, up 1.57% [1] Trading Volume and Value - The trading volume and value for Tongda Power reached 115,600 hands and 214 million yuan, respectively [1] - Wolong Electric Drive had a trading volume of 1,676,900 hands and a trading value of 5.596 billion yuan [1] Capital Flow - The electric motor sector experienced a net outflow of 733 million yuan from institutional investors, while retail investors saw a net inflow of 605 million yuan [2] - Speculative funds had a net inflow of 128 million yuan into the sector [2] Individual Stock Capital Flow - Wolong Electric Drive had a net outflow of 29.68 million yuan from institutional investors, while retail investors contributed a net inflow of 2.29 million yuan [3] - Huayang Intelligent saw a net inflow of 1.05 million yuan from institutional investors, with retail investors contributing a net inflow of 518.74 million yuan [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002249 | 大洋电机 | 8.33 | 1.71% | 160.08万 | 13.37亿 | | 300626 | 本瑞股份 | 11.83 | 1.02% | 4.66万 | 5502.15万 | | 301502 | 华阳智能 | 60.30 | 0.92% | 1.67万 | 1.00亿 | | 603320 | 迪贝电气 | 20.53 | 0.88% | ﻛ 6.30万 | 1.30亿 | | 603988 | 中电电机 | 24.14 | 0.71% | 6.27万 | 1.51亿 | | 002823 | 凯中精密 | 17.28 | 0.47% | 22.07万 | 3.82亿 | | 002576 | 通达动力 | 19.10 | 0.32% | 11.67万 | 2.23亿 | | 002892 | 科力尔 | 15.28 | 0.26% | 32.75万 | 4.97亿 | | 603819 | 神力股份 | 4 12. ...