Group 1 - The robotics sector is experiencing significant activity, with the Yushun Robotics Concept Index rising over 5% and the Robotics ETF (562500) increasing by 1.14% during early trading [1] - Major stocks in the sector include Zhongdali De, which surged by 8.55%, and Jiangsu Leili, Jingpin Special Equipment, and Mingzhi Electric, all of which saw gains exceeding 6% [1] - The liquidity in the Robotics ETF was notable, with a turnover rate of 3.51% and a total transaction volume of 550 million yuan within the first half hour of trading, indicating strong market interest [1] Group 2 - Human-shaped robot companies are entering a phase of business growth, highlighted by significant procurement orders, including a 120 million yuan order from China Mobile and a 90.51 million yuan project from Mi Yi (Shanghai) Automotive Technology [1] - The human-shaped robot sector is experiencing a recovery in sentiment, driven by previous market corrections and positive developments in the domestic and international robotics supply chain [1] - The completion of IPO counseling by Yushun Technology is expected to attract widespread attention and further stimulate capital expenditure across the industry [1]

证券代码：300660 证券简称：江苏雷利 公告编号：2025-47 ? 本次询价转让为非公开转让，不通过集中竞价交易或大宗交易方式进行， 不属于通过二级市场减持。受让方通过询价转让受让的股份，在受让后 6 个月内 不得转让。 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为 33.89 元/股。 （二）参与本次询价转让报价的机构投资者家数为 25 家，涵盖了合格境外 投资者、基金管理公司、私募基金管理人、证券公司等专业机构投资者。 （三）本次询价转让拟转让股份已获全额认购，初步确定受让方为 21 家机 构投资者，拟受让股份总数为 13,414,096 股。 二、相关风险提示 江苏雷利电机股份有限公司 股东询价转让定价情况提示性公告 股东佰卓发展有限公司（以下简称"出让方"）保证向江苏雷利电机股份有 限公司（以下简称"公司"）提供的信息内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及全体董事保证本公告内容与信息披露义务人提供的信息一致。 重要内容提示： ? 根据 2025 年 7 月 14 日询价申购情况，初步确定的本次询价转 ...

证券代码：300660 证券简称：江苏雷利 公告编号：2025-47 江苏雷利电机股份有限公司 股东询价转让定价情况提示性公告 股东佰卓发展有限公司（以下简称"出让方"）保证向江苏雷利电机股份有 限公司（以下简称"公司"）提供的信息内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 （三）本次询价转让拟转让股份已获全额认购，初步确定受让方为 21 家机 构投资者，拟受让股份总数为 13,414,096 股。 二、相关风险提示 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 深圳分公司最终办理结果为准。 （二）本次询价转让不涉及公司控制权变更，不会影响公司的治理结构和持 本公司及全体董事保证本公告内容与信息披露义务人提供的信息一致。 重要内容提示： 根据 2025 年 7 月 14 日询价申购情况，初步确定的本次询价转让价格为 33.89 元/股。 本次询价转让为非公开转让，不通过集中竞价交易或大宗交易方式进行， 不属于通过二级市场减持。受让方通过询价转让受让的股份，在受让后 ...

江苏雷利(300660.SZ)公告称，公司询价转让初步定价为33.89元/股，参与报价机构投资者家数为25家。 本次询价转让不通过集中竞价交易或大宗交易方式进行，受让方通过询价转让受让的股份，在受让后6 个月内不得转让。本次询价转让受让方及受让股数仅为初步结果，最终结果以中国证券登记结算有限责 任公司深圳分公司最终办理结果为准。本次询价转让不涉及公司控制权变更，不会影响公司的治理结构 和持续经营。 ...

Group 1 - The core viewpoint of the articles highlights the growing demand for planetary roller screws in various industries, particularly in humanoid robots, driven by their superior performance characteristics and the challenges of mass production due to high manufacturing barriers [1][2][4]. - The global market for planetary roller screws was valued at $1.27 billion in 2022, indicating a relatively small scale but significant growth potential as demand increases [1]. - By 2029, the demand for planetary roller screws in humanoid robots is expected to reach 14 million units, with a projected market increment of $11.2 billion [2][3]. Group 2 - The leading manufacturers in the planetary roller screw market are predominantly European, with Rollvis, GSA, Rexroth, and Ewellix holding market shares of 27%, 26%, 13%, and 12% respectively [4]. - Domestic companies are accelerating their entry into the planetary roller screw market, taking advantage of the slower expansion responses from European and American manufacturers [4][6]. - Notable domestic companies such as Beite Technology and Wuzhou Xinchun are making significant strides in production capabilities and securing contracts with major clients like Tesla [7][8][10][11]. Group 3 - The production plans for humanoid robots indicate a rapid increase in the number of units, with projections of 50,000 units in 2026 and up to 1 million units by 2029 [2][3]. - The market space for planetary roller screws in humanoid robots is expected to grow significantly, reaching $112 million by 2029 [3]. - Companies are focusing on technological advancements and production efficiency to meet the rising demand, with some achieving production certifications from major clients [8][10][11].

证券代码：300660 证券简称：江苏雷利 公告编号：2025-046 江苏雷利电机股份有限公司 股东询价转让计划书 股东佰卓发展有限公司保证向本公司提供的信息内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及全体董事保证本公告内容与信息披露义务人提供的信息一致。 重要内容提示： 股东佰卓发展有限公司（以下简称"出让方"）委托中信建投证券股份有限 公司（以下简称"中信建投证券"）组织实施江苏雷利电机股份有限公司（以下 简称"江苏雷利"或"公司"）首发前股东询价转让（以下简称"本次询价转让"）。 截至 2025 年 7 月 11 日，出让方所持首发前股份的数量、占江苏雷利总股本比例 情况如下： | 序号 | 股东名称 | 持股数量（股） | 持股比例 | | --- | --- | --- | --- | | 1 | 佰卓发展有限公司 | 121,960,405 | 27.28% | （二）关于出让方是否为江苏雷利控股股东、实际控制人、持股 5%以上的 股东、董事、高级管理人员 拟参与江苏雷利首发前股东询价转让的股东为佰卓发展有限公司； 出让方拟转让股份的 ...

中信建投证券股份有限公司 关于江苏雷利电机股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 （北京市朝阳区安立路 66 号 4 号楼） 1 中信建投证券股份有限公司（以下简称"中信建投证券"）受江苏雷利电机 股份有限公司（以下简称"江苏雷利"）股东佰卓发展有限公司（以下简称"出 让方"）委托，组织实施本次江苏雷利首发前股东向特定机构投资者询价转让（以 下简称"本次询价转让"）。 根据《上市公司股东减持股份管理暂行办法》《创业板上市公司持续监管办 法（试行）》《深圳证券交易所创业板股票上市规则（2025 年修订）》《深圳证券交 易所上市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份 （2025 年修订）》《深圳证券交易所上市公司自律监管指引第 16 号——创业板上 市公司股东询价和配售方式转让股份（2025 年修订）》（以下简称"《询价转让和 配售指引》"）等相关规定，中信建投证券对参与本次询价转让股东的相关资格进 行核查，并出具本核查意见。 本次询价转让的委托情况、出让方相关资格的核查情况及核查意见如下： 一、 本次询价转让的委托 中信建投证券收到出让方关于本次询价转让的委 ...

Group 1 - The global humanoid robot market is projected to see sales of 1.24 million, nearly 3.4 million, and over 5 million units in 2025, 2030, and 2035 respectively, with corresponding market sizes of 63.39 billion, over 640 billion, and over 4000 billion yuan [1][2] - The CAGR for humanoid robot sales from 2025 to 2030 is approximately 94%, and from 2030 to 2035 is about 71%, indicating significant growth potential in the mid to long term [1][2] - The global multi-finger dexterous hand market is expected to exceed 5 billion USD by 2030, with a CAGR of 64.6% from 2024 to 2030 [2][3] Group 2 - China is rapidly catching up in the dexterous hand market, with companies like Yinshi Robotics and Aoyi Technology showing strong competitiveness [3] - In 2024, the sales volume of dexterous hands in China is expected to be 0.57 thousand units, with a CAGR of 90% projected until 2030, reaching over 340 thousand units [2][3] - The market share of dexterous hands in North America, Europe, and Asia-Pacific in 2024 is projected to be 32.56%, 25.25%, and 37.92% respectively [3] Group 3 - Key trends in dexterous hand technology include lightweight design, high biomimicry and freedom, primarily motor-driven systems, and a shift towards direct drive and composite transmission methods [4] - Recommended stocks in the dexterous hand and related components sector include Leisai Intelligent, Shuanglin Co., Wuzhou Xinchun, and Zhenyu Technology, among others [5]

Group 1 - The humanoid robot concept has seen significant stock market activity, with companies like Shenzhou New Materials and Henggong Precision experiencing notable price increases [2] - Zhiyuan recently launched the Nezha Robot Lingxi X2-N, which can switch between wheeled and legged modes, showcasing advanced emotional expression and interaction capabilities [2] - The Lingxi X2-N can perform tasks such as climbing stairs and carrying weights up to 12 pounds while maintaining stability, and it is expected to achieve mass production by the second half of 2025, with thousands of units projected by the end of 2026 [2] Group 2 - The domestic robot industry is benefiting from top-level policies, with regions like Beijing, Shenzhen, and Shanghai developing humanoid robot-related policies and initiatives [3] - In Pudong, where Zhiyuan is located, over 100 robot companies have been established, supported by policies aimed at advancing key technologies in embodied intelligence [3] - The humanoid robot industry is accelerating, with multiple manufacturers launching mass production versions and robots already being utilized in factories, indicating a gradual commercialization of humanoid robots [3]

Core Viewpoint - Jiangsu Leili plans to issue convertible bonds to raise up to 1.286 billion yuan for various production and development projects, enhancing its core competitiveness in the micro-motor and intelligent component manufacturing industry [1][2][4]. Fundraising and Investment Projects - The company aims to use the raised funds for projects including the production of laser radar motors, laser equipment galvanometer systems, automotive micro-motors, and components, as well as the establishment of a robotics control component R&D center and overseas production bases [2][3]. - The total investment for the "intelligent sensing laser radar and vehicle thermal management micro-motor, laser equipment galvanometer system production project" is planned at 229 million yuan, with 219 million yuan from the raised funds [2]. - The "automotive micro-motor and component production base and laboratory construction project" has a total investment of 287 million yuan, with 277 million yuan expected from the fundraising [2]. Overseas Expansion and Market Coverage - Jiangsu Leili plans to enhance its overseas presence to meet the growing international market demand, with investments in production bases in Malaysia, Vietnam, and Mexico totaling 440 million yuan, of which 410 million yuan will come from the raised funds [3]. - The company’s revenue distribution shows 53.35% from domestic markets and 46.65% from international markets for the 2024 fiscal year [3]. Financial Performance and Growth Strategy - In Q1 2025, Jiangsu Leili reported a revenue of 908 million yuan, a year-on-year increase of 25.81%, and a net profit attributable to shareholders of 94 million yuan, up 28.15% [1][7]. - The company aims for a sales target of 4.1 billion yuan for 2025, representing a 16.5% year-on-year growth [7]. R&D and Innovation - Jiangsu Leili has consistently increased its R&D investment, with amounts of 133 million yuan, 147 million yuan, and 168 million yuan from 2022 to 2024, maintaining a stable R&D expenditure ratio of around 4.77% of revenue [6]. - The company has expanded its product applications from home appliances to sectors such as new energy, medical devices, and industrial control through strategic acquisitions [5][6]. Dividend Policy - Since its listing, Jiangsu Leili has distributed a total of 960 million yuan in cash dividends, representing 47% of its cumulative net profit during this period [5][7].