证券代码：300660 证券简称：江苏雷利 公告编号：2025-039 江苏雷利电机股份有限公司 关于公司向不特定对象发行可转换公司债券预案的提示性公告 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 6 月 24 日召开 的第四届董事会第八次会议、第四届监事会第七次会议，审议通过了公司向不特 定对象发行可转换公司债券的相关议案。 《江苏雷利电机股份有限公司向不特定对象发行可转换公司债券预案》及相 关公告（以下简称"预案"）已在中国证券监督管理委员会指定的信息披露网站 巨潮资讯网（http://www.cninfo.com.cn）上披露，敬请投资者注意查阅。 本次预案披露事项不代表审批机关对于本次向不特定对象发行可转换公司 债券相关事项的实质性判断、确认、批准或核准。预案所述本次向不特定对象发 行可转换公司债券相关事项的生效和完成尚需公司股东会审议通过、深圳证券交 易所审核通过以及中国证券监督管理委员会作出同意注册决定后方可实施，敬请 广大投资者注意投资风险。 特此公告。 江苏雷利电机股份有限公司 ...

证券代码：300660 证券简称：江苏雷利 公告编号：2025-038 江苏雷利电机股份有限公司 第四届监事会第七次会议决议公告 本公司及监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、监事会会议召开情况 1、江苏雷利电机股份有限公司（以下简称"公司"）第四届监事会第七次会 议于 2025 年 6 月 21 日以电子邮件方式发出通知，并于 2025 年 6 月 24 日在公司 会议室以现场及通讯投票方式召开。 2、本次会议应出席监事 3 名，实际出席监事 3 名。 3、本次会议由监事会主席蒋国彪先生主持，公司董事会秘书、证券事务代 表列席了会议。 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、监事会会议审议情况 1、审议通过了《关于公司符合向不特定对象发行可转换公司债券条件的议 案》。 根据《公司法》《中华人民共和国证券法》《上市公司证券发行注册管理办法》 等法律法规、规范性文件的规定，公司监事会对公司申请向不特定对象发行可转 换公司债券的资格和条件进行了审查。 经审查，公司监事会认为公司各项条件满足现行法律法规、规范性文 ...

特此公告。 江苏雷利电机股份有限公司 监管措施或处罚情况的公告 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"）自上市以来严格按照《中 华人民共和国公司法》《中华人民共和国证券法》《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》等法律法规及《江苏雷利电机股份有限公司章程》的相关规定和要求， 不断完善公司治理结构，建立健全内部控制体系，规范公司运营，促进公司持续、 稳定、健康发展。 鉴于公司拟向不特定对象发行可转换公司债券事宜，为保障投资者知情权， 维护投资者利益，根据相关要求，公司对最近五年来是否被证券监管部门和深圳 证券交易所采取监管措施或处罚的情况进行了自查。现将自查情况公告如下：经 自查，公司最近五年不存在被证券监管部门和深圳证券交易所采取监管措施或处 罚及整改的情况。 证券代码：300660 证券简称：江苏雷利 公告编号：2025-041 江苏雷利电机股份有限公司 关于最近五年不存在被证券监管部门和交易所采取 董事会 2025 年 6 月 24 ...

证券代码：300660 证券简称：江苏雷利 公告编号：2025-045 江苏雷利电机股份有限公司 关于为控股子公司提供担保的公告 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。 一、担保情况概述 7、安徽凯斯汀最近一年及一期的财务指标： 江苏雷利电机股份有限公司（以下简称"公司"）控股子公司安徽凯斯汀科 技有限公司（以下简称"安徽凯斯汀"、"子公司"）与上海采埃孚变速器有限公 司及其子公司（以下简称"采埃孚"）保持长期稳定的合作关系，现安徽凯斯汀 被采埃孚指定参与减速器相关业务并拟签订由此产生的采购订单。由于安徽凯斯 汀目前处于投资扩产期，为使相关业务顺利开展，公司拟为安徽凯斯汀与采埃孚 采购协议项下或与之相关所有债务承担连带责任担保，拟担保额度为每年度最高 担保总额不超过 3,960 万元人民币。拟保证期间为自子公司到期义务和责任的履 行期限届满之日后五年止。 本次担保事项无需提交公司股东会审议。 二、被担保人基本情况 1、被担保人名称：安徽凯斯汀科技有限公司 2、成立日期：2021 年 11 月 3 日 3、注册资本：30,000 万元人民币 4、注册地址 ...

Concept Performance - The top-performing concepts today include Reducers (+4.82%), Solid-State Batteries (+4.45%), and Humanoid Robots (+4.30%) [1] - The underperforming concepts include Combustible Ice (-5.37%), Shale Gas (-3.04%), and Natural Gas (-1.58%) [1] Capital Flow - The Ningde Times concept saw a net inflow of 3.662 billion yuan, with 171 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [1] - The leading stock in net inflow is Sanhua Intelligent Control, with a net inflow of 453 million yuan, followed by Nord Shares (273 million yuan), Jiangsu Leili (229 million yuan), and Zhejiang Rongtai (206 million yuan) [1] Stock Performance - As of June 24, the Ningde Times concept increased by 3.77%, ranking 8th among concept sectors, with 252 stocks rising [3] - Notable gainers include Liyuanheng and Huasheng Lithium Battery, both reaching the daily limit of 20%, while Nord Shares, Saiwu Technology, and Zhejiang Rongtai also hit the limit [3] - The top gainers in the Ningde Times concept include Jiangsu Leili (+17.23%), Mankun Technology (+17.01%), and Zhenhua New Materials (+15.82%) [3] Individual Stock Highlights - Sanhua Intelligent Control (002050) had a daily increase of 4.90% with a turnover rate of 2.91% and a net inflow of 452.67 million yuan, resulting in a net inflow ratio of 16.66% [2] - Other significant stocks include Nord Shares (600110) with a 10.05% increase and a net inflow of 273.49 million yuan, and Jiangsu Leili (300660) with a 17.23% increase and a net inflow of 229.03 million yuan [4][5]

Core Viewpoint - The reducer concept sector has shown significant growth, with a 4.82% increase, leading the market in terms of gains, driven by strong performances from several key stocks [1][2]. Sector Performance - The reducer concept sector outperformed other sectors, with 109 stocks rising, including notable gainers such as Xingyuan Zhuomei (20% increase), Liancheng Precision, Hangchi Qianjin, and Dexin Technology, all reaching their daily limit [1][2]. - Other sectors with notable gains include solid-state batteries (4.45%), humanoid robots (4.30%), and automotive thermal management (4.02%) [2]. Capital Flow - The reducer concept sector attracted a net inflow of 1.679 billion yuan, with 77 stocks receiving significant capital inflow. Six stocks saw net inflows exceeding 100 million yuan, led by Jiangsu Leili with 229 million yuan [2][3]. - Stocks with the highest net inflow rates include Liancheng Precision (34.57%), Hangchi Qianjin (32.73%), and Xingyuan Zhuomei (17.92%) [3]. Stock Highlights - Jiangsu Leili reported a 17.23% increase with a turnover rate of 10.96% and a net capital flow of approximately 229 million yuan [3]. - Hangchi Qianjin and Fulin Precision also showed strong performances with increases of 10.02% and 8.44%, respectively, alongside significant capital inflows [3][4].

Group 1 - The automotive thermal management concept sector rose by 4.02%, ranking fourth among concept sectors, with 114 stocks increasing in value [1] - Notable gainers included Hengshuai Co., Huaming Intelligent, and others, with some stocks reaching the daily limit of 20% [1] - The top gainers in the sector were Jiangsu Leili, ZheJiang RongTai, and Fulin Precision, with increases of 17.23%, 13.99%, and 8.44% respectively [1] Group 2 - The automotive thermal management sector saw a net inflow of 2.146 billion yuan, with 75 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2] - The leading stock in terms of net inflow was Sanhua Intelligent Control, with a net inflow of 453 million yuan, followed by Jiangsu Leili and Zhejiang RongTai with net inflows of 229 million yuan and 206 million yuan respectively [2] - The net inflow ratios for leading stocks included Tongda Electric at 61.68%, Huaming Intelligent at 31.32%, and Sanhua Intelligent Control at 16.66% [3] Group 3 - The top stocks in the automotive thermal management sector based on net inflow included Sanhua Intelligent Control, Jiangsu Leili, and Zhejiang RongTai, with respective daily price increases of 4.90%, 17.23%, and 10.00% [4] - Other notable stocks included Midea Group with a 1.51% increase and Top Group with a 6.73% increase [4] - The overall trading activity in the sector was characterized by significant turnover rates, with some stocks showing high trading volumes [4]

Industry Overview - The 2025 Hangzhou International Humanoid Robot and Robotics Technology Exhibition has opened in Hangzhou, focusing on "Humanoid Robots Empowering New Industrialization" and attracting nearly 300 well-known companies showcasing cutting-edge technologies and innovative products, including Tesla, Yushu, and Alibaba Cloud [1] Tesla's Developments - Elon Musk revealed that Tesla is fully committed to developing the third-generation Optimus humanoid robot, indicating rapid advancements in Tesla's humanoid robot sector. Since the launch of the Optimus project in 2021, Tesla has successfully released two generations of products and has extensively tested them in internal manufacturing facilities, accumulating significant practical data [2] - The second-generation Optimus has seen a comprehensive performance upgrade, with a weight reduction of approximately 9.98 kg, a 30% increase in walking speed, and an increase in hand dexterity to 22 degrees of freedom. The neck's range of motion has also significantly expanded, and advanced sensors and actuators have improved balance and movement capabilities [2] - Although detailed information about the third-generation Optimus has not been fully disclosed, Musk's statements suggest significant breakthroughs in coordination and complex task execution capabilities are expected. Tesla is actively preparing for large-scale production of the third-generation robot, with an anticipated output of 100,000 units or more by 2026 [2] Investment Opportunities - Xiangcai Securities pointed out that Tesla's rapid development in humanoid robots and large-scale production plans present significant opportunities for the related industry chain. Investors are advised to focus on hardware supply chain companies that produce core components such as high-precision reducers, high-performance motors, and dexterous robotic hands, as well as suppliers of key sensors [3] - Companies experienced in industrial automation and capable of providing factory integration solutions are also worth monitoring. Additionally, AI and software technology providers, particularly those specializing in robotic operating systems, task planning, and human-robot interaction software development, are potential investment hotspots [3] Market Performance - The humanoid robot concept saw strong market performance on the 24th, with stocks such as Liyuanheng hitting a 20% limit up, Jiangsu Leili rising nearly 17%, and other companies like Zhaomin Technology and Hanwei Technology increasing by approximately 14% [4]

Group 1 - The core viewpoint of the article highlights a surge in A-share autonomous driving concept stocks, with several companies experiencing a limit-up in their stock prices [1] - Notable companies that reached the limit-up include Xingmin Zhitong and Jiangsu Leili, along with over ten other stocks such as Haima Automobile, Zhejiang Sebao, and Sanyou Technology [1]

Group 1 - The humanoid robot concept stocks are experiencing significant gains, with Hangzhou Chihai (601177) hitting the daily limit up [1] - Jiangsu Leili (300660) has increased by over 10%, while Siling Co. (301550) and Wanda Bearings have risen by over 9% [1] - Hanwei Technology (300007) and Zhongjing Electronics (002579) are also seeing upward movement in their stock prices [1] Group 2 - There is a notable influx of dark pool funds into these stocks, indicating increased investor interest [1]