jiangsu leili(300660)

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电机板块9月24日涨1.38%,鸣志电器领涨,主力资金净流出11.75亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-24 08:46
Market Performance - The electric motor sector increased by 1.38% on the previous trading day, with Mingzhi Electric leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers - Mingzhi Electric (603728) closed at 80.31, up 10.00% with a trading volume of 281,000 shares and a transaction value of 2.157 billion [1] - Jiangsu Changli (300660) closed at 62.21, up 4.38% with a trading volume of 261,400 shares [1] - Weiguang Co. (002801) closed at 37.61, up 3.04% with a trading volume of 44,000 shares [1] Top Losers - Wolong Electric (600580) closed at 49.96, down 5.36% with a trading volume of 2,328,800 shares and a transaction value of 11.54 billion [2] - Huaxin Precision (603370) closed at 54.05, down 3.86% with a trading volume of 80,900 shares [2] - Xiangdian Co. (600416) closed at 15.86, down 3.35% with a trading volume of 987,700 shares [2] Capital Flow - The electric motor sector experienced a net outflow of 1.175 billion from institutional investors, while retail investors saw a net inflow of 1.059 billion [2] - The overall capital flow indicates a mixed sentiment among different investor types within the electric motor sector [2] Individual Stock Capital Flow - Mingzhi Electric saw a net inflow of 425 million from institutional investors, while retail investors had a net outflow of 178 million [3] - Jiangsu Changli experienced a net inflow of 101 million from institutional investors, with retail investors also showing a net outflow [3] - Zhaowei Electromechanical (003021) had a net inflow of 62 million from institutional investors, while retail investors faced a net outflow of 4.662 million [3]
江苏雷利:截至2025年9月19日公司股东总户数为52642户
Zheng Quan Ri Bao Wang· 2025-09-24 08:12
证券日报网讯江苏雷利(300660)9月24日在互动平台回答投资者提问时表示,截至2025年9月19日,公 司股东总户数为52642户。 ...
江苏雷利:公司与南京蔚蓝科技建立战略合作关系
Zheng Quan Ri Bao Wang· 2025-09-24 08:12
证券日报网讯江苏雷利(300660)9月24日在互动平台回答投资者提问时表示,公司在机器人核心零部 件领域已经有较为丰富的技术与产品储备,正积极对接机器人领域下游客户,争取市场机会。公司与南 京蔚蓝科技建立战略合作关系,为其提供四足机器人关节执行器,控股子公司鼎智科技获评智元机器人 优秀合作伙伴。具体业务进展请以公开披露信息为准。 ...
江苏雷利:公司于2025年3月战略投资仪坤动力
Zheng Quan Ri Bao· 2025-09-24 08:10
证券日报网讯江苏雷利9月24日在互动平台回答投资者提问时表示,公司于2025年3月战略投资仪坤动 力,其轴向磁通电机产品通过电机结构的优化,实现比传统径向电机更高的功率密度与工作效率。双方 正在合作推进轴向磁通电机在多个新兴领域的技术研发与市场拓展,包括农业机械、特种装备等,暂未 涉及机器人领域。 (文章来源:证券日报) ...
江苏雷利(300660) - 300660江苏雷利投资者关系管理信息20250918
2025-09-18 09:44
Group 1: Global Expansion and Investment - The company plans to invest approximately 440 million CNY in production bases in Malaysia, Vietnam, and Mexico, enhancing its global industrial layout [2] - The Vietnam factory was expanded in 2024, and the Mexico factory is set to commence production in 2025, ensuring supply for North American clients [2] - The company is establishing a production base in Malaysia and a subsidiary in Thailand, expected to achieve small-scale production by the end of this year [2] Group 2: Robotics Core Components - The company has developed a comprehensive motion control system solution, including hollow cup motors, precision gearboxes, and linear actuators [3] - Strategic partnerships have been formed with companies like Nanjing Blue Technology for four-legged robots, and the company has been recognized as an excellent supplier by ZhiYuan Robotics [3][4] Group 3: Automotive Components Growth - The company has begun mass production of laser radar motors for clients such as TuDatong and BYD, and is developing industrial-grade laser radar motors [5] - Other products like air conditioning compressor motors and head-up display motors are also progressing well in mass production [5] - Future focus will be on new technologies and applications in the new energy vehicle sector, particularly in smart driving and smart cockpit areas [5] Group 4: Profitability Enhancement Plans - The automotive components sector is currently in a capacity ramp-up phase, which is temporarily affecting gross margins due to high fixed costs [6] - The company anticipates that improved capacity utilization will enhance gross margins through economies of scale [6] - Future strategies include increasing the sales proportion of high-value-added products to optimize the overall product structure and elevate average gross margin levels [7]
江苏雷利(300660) - 2025年第二次临时股东会决议公告
2025-09-17 10:50
一、会议召开和出席情况 (一)会议召开情况 1、现场会议召开日期、时间:2025 年 9 月 17 日(星期三)下午 14:30 2、网络投票时间: 证券代码:300660 证券简称:江苏雷利 公告编号:2025-072 江苏雷利电机股份有限公司 2025 年第二次临时股东会决议公告 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。 特别提示: 1、本次股东会无增加、变更、否决议案的情况。 2、本次股东会不涉及变更前次股东会决议。 (1)通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 9 月 17 日上午 9:15 至 9:25、9:30 至 11:30,下午 13:00 至 15:00; (2)通过深圳证券交易所互联网投票系统投票的具体时间为:2025 年 9 月 17 日 9:15 至 15:00 期间的任意时间。 3、现场会议召开地点:公司会议室(江苏省常州市武进区遥观镇钱家塘路 19 号办公大楼 3 楼)。 4、会议召集人:公司董事会 5、会议主持人:董事长苏建国先生 6、本次股东会的召集符合《公司法》《上市公司股东会规则》等法律、行政 ...
江苏雷利(300660) - 关于江苏雷利电机股份有限公司2025年第二次临时股东会的法律意见书
2025-09-17 10:50
北京德恒(杭州)律师事务所 关于江苏雷利电机股份有限公司 2025 年第二次临时股东会的 法律意见书 关于江苏雷利电机股份有限公司 2025年第二次临时股东会的 法律意见书 德恒【杭】书(2025)第09029号 杭州市上城区新业路 200 号华峰国际商务大厦 10-11 楼 邮编:310016 电话:(+86)0571-86508080 传真:(+86)0571-87357755 北京德恒(杭州)律师事务所 关于江苏雷利电机股份有限公司 2025 年第二次临时股东会的法律意见书 北京德恒(杭州)律师事务所 致:江苏雷利电机股份有限公司 根据《中华人民共和国证券法》(以下简称"《证券法》")《中华人民共 和国公司法》(以下简称"《公司法》")等法律、法规和规范性文件及《江苏 雷利电机股份有限公司章程》(以下简称"《公司章程》")的规定,北京德恒 (杭州)律师事务所(以下简称"本所")接受江苏雷利电机股份有限公司(以 下简称"江苏雷利"或"公司")的委托,指派律师参加江苏雷利 2025 年第二 次临时股东会,并出具本法律意见书。 公司已向本所保证,公司已向本所披露一切足以影响本法律意见书出具的事 实并提供了本所 ...
江苏雷利(300660) - 关于公司董事、监事、高级管理人员及特定股东减持计划期限届满暨实施情况的公告
2025-09-17 09:36
证券代码:300660 证券简称:江苏雷利 公告编号:2025-071 江苏雷利电机股份有限公司 关于公司董事、监事、高级管理人员及特定股东 减持计划期限届满暨实施情况的公告 公司股东常州合利股权投资合伙企业(有限合伙);公司副总经理王世龙先 生;董事、董事会秘书兼财务总监殷成龙先生;章静芳女士保证向本公司提供的 信息内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 间,公司因资本公积金转增股本导致章静芳女士减持数量调整至 6,642 股。 公司董事会于近日收到特定股东常州合利、副总经理王世龙先生、董事、董 事会秘书兼财务总监殷成龙先生、章静芳女士出具的《关于股份减持实施情况的 告知函》,根据《上市公司股东减持股份管理暂行办法》《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》等相关规定, 现将相关事项公告如下: 一、2024 年度权益分派实施完毕后股东持股情况及减持股数相应调整情况 公司 2024 年年度权益分派方案为:以截至 2025 年 3 月 31 日的公司总股本 319,383,249 股为基数,向全体股东每 10 股派发现金股利 3.2 元(含税), ...
人形机器人落地提速 18只概念股年内涨幅亮眼
Zheng Quan Shi Bao· 2025-09-16 18:10
Group 1 - The humanoid robot technology is transitioning from laboratory breakthroughs to industrial applications, attracting significant attention from the capital market, with related stocks performing exceptionally well this year [2][3] - On September 16, the humanoid robot sector saw a strong surge, with stocks like Sanhua Intelligent Control, Beite Technology, and Shuanghuan Transmission hitting the daily limit, and over 6 billion yuan of net inflow from major funds into the sector [3] - A framework cooperation agreement was signed among State Grid Hangzhou Power Supply Company, Yushu Technology, Embodied Intelligence Base Company, and State Grid Zhejiang Huadian Research Institute to deepen collaboration in the field of AI applications in electricity [3] Group 2 - The humanoid robot industry is expected to enter a phase of large-scale production by 2025, with several companies announcing significant contracts, such as Zhipingfang's collaboration with Huike's subsidiary to deploy over 1,000 intelligent robots in the next three years [5] - Policies are strongly supporting the development of humanoid robots, with various regions implementing special policies since 2025 to provide comprehensive support, including funding, technology breakthroughs, and ecosystem construction [5] - Industry experts are optimistic about the scaling process of humanoid robots, with projections indicating that the annual shipment volume could double in the coming years, and Goldman Sachs forecasts a compound annual growth rate of 94% in sales from 2025 to 2035, reaching a market size of $154 billion by 2035 [5] Group 3 - The humanoid robot concept stocks in the A-share market have performed well this year, with an average increase of 67.63%, and 18 stocks have doubled in price compared to the end of last year [6] - Major lithium battery companies are actively entering the humanoid robot sector through strategic investments and collaborations, reflecting their intent to seek new growth avenues and the synergy between the two industries [6][7] - The development of humanoid robots is expected to drive demand for lithium batteries, with the potential to promote advancements in high-energy-density and high-safety battery technologies, reshaping the market landscape [7]
电力设备行业9月16日资金流向日报
Zheng Quan Shi Bao Wang· 2025-09-16 09:23
Market Overview - The Shanghai Composite Index rose by 0.04% on September 16, with 21 out of the 28 sectors experiencing gains, led by the comprehensive and machinery equipment sectors, which increased by 3.62% and 2.06% respectively [1] - The power equipment sector saw a modest increase of 0.29%, while the agriculture, forestry, animal husbandry, and fishery sectors, along with the banking sector, faced declines of 1.29% and 1.15% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 37.426 billion yuan, with 11 sectors experiencing net inflows. The machinery equipment sector led with a net inflow of 5.508 billion yuan, followed by the computer sector, which also saw a 2.06% increase and a net inflow of 4.945 billion yuan [1] - The sectors with the highest net capital outflows included non-ferrous metals, which saw an outflow of 10.335 billion yuan, and the power equipment sector, which had an outflow of 8.913 billion yuan. Other sectors with significant outflows included banking, non-bank financials, and pharmaceutical biology [1] Power Equipment Sector Performance - In the power equipment sector, 362 stocks were tracked, with 212 stocks rising and 145 stocks declining. Eight stocks hit the daily limit up [2] - The top three stocks with the highest net inflows included Tianji Co., which saw an inflow of 685 million yuan, followed by Sunshine Power and Ocean Electric, with inflows of 574 million yuan and 372 million yuan respectively [2] - Conversely, the stocks with the highest net outflows included Xian Dao Intelligent, with an outflow of 1.094 billion yuan, followed by Yiwei Lithium Energy and Wolong Electric Drive, with outflows of 716 million yuan and 568 million yuan respectively [3]