Core Viewpoint - 瑞德智能 has not yet invested in companies within the third-generation semiconductor and advanced packaging industry chain through the funds it participates in [1] Group 1 - 瑞德智能 is involved in investment activities but has not allocated funds to the third-generation semiconductor sector [1] - The company has also not made investments in the advanced packaging industry chain [1]

Core Viewpoint - 瑞德智能 is a smart control solution provider for multiple companies within the 米家 ecosystem, offering controllers widely used in various appliances such as rice cookers, blenders, ovens, stir-fry machines, dishwashers, and air conditioners [1] Company Overview - 瑞德智能 provides smart control solutions for several 米家 ecosystem enterprises [1] - The company's controller products are utilized in a range of household appliances [1]

格隆汇11月26日丨瑞德智能(301135.SZ)在投资者互动平台表示，目前公司在低空飞行领域的产品与技 术正处于前期研发阶段，尚未形成具体合作，未来如有相关进展，公司将严格按照信息披露规则及时履 行披露义务。 ...

证券之星消息，根据天眼查APP于11月13日公布的信息整理，深圳昱拓智能有限公司B+轮融资，融资额4000万人民币，参与投资的机构包括瑞德 智能，创东方投资。 | 公布日 | 投资方 | 交易全额 | 融资轮次 | | --- | --- | --- | --- | | 2025-11-13 | 瑞德智能 创东方投资 | 4000万人民币 | B+轮 | | 2024-11-28 | 国投美亚基金 | 未披露 | B轮 | | 2022-11-02 | 国家电投 | 未披露 | A+轮 | | | 元祐投资 | | | | 2021-06-28 | 粤科金融集团 | 未披露 | A轮 | 昱拓智能是集科研开发、生产制造、市场营销及工程服务为一体的国家级高新科技企业，围绕机器人视觉伺服控制技术、机器人环境自适应性技 术、机器人模块化可重构带电作业技术、机器人多轴协同高效平稳控制技术、机器人导航技术等核心技术，辅以基于深度学习与智能云的数据智 能分析技术构建研发体系，坚定不移地推动机器人全面替代人工作业。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备3101043457103 ...

Group 1 - The core point of the article is that 瑞德智能 (Reed Intelligent) announced an investor meeting scheduled for November 17-18, 2025, where the company's Vice General Manager and Board Secretary, 孙妮娟 (Sun Niju), will address investor inquiries [1] - For the first half of 2025, 瑞德智能's revenue composition is entirely from smart controllers, accounting for 100.0% of the total revenue [1] - As of the report, 瑞德智能 has a market capitalization of 2.8 billion yuan [1]

Group 1: Revenue Growth and Business Strategy - In the first three quarters of 2025, the company achieved a revenue of 103,359.85 million yuan, representing a year-on-year growth of 14.77% [1] - The growth is attributed to business structure optimization, focusing on key customers and product sectors, while expanding into new areas such as medical health and smart home technology [1][2] - The company emphasizes core technology research and product innovation, enhancing R&D investment structure and fostering partnerships with universities [1][2] Group 2: Manufacturing and Operational Efficiency - The company has implemented lean manufacturing practices, creating a technological moat that drives cost reduction and enhances competitive barriers [2] - Global expansion strategies are yielding results, with the Vietnam facility rapidly increasing capacity and the Zhejiang facility's capacity improved by over 50% [2] - The company is exploring mergers and acquisitions to link with quality external resources and deepen industry synergy [2] Group 3: Robotics and Automotive Electronics - The company invested 10 million yuan in Shenzhen Yutuo Intelligent Co., acquiring a 2.2989% stake, focusing on robotics for power plants [3] - In the automotive electronics sector, the company has seen rapid growth in smart controller products, particularly in short-distance travel and new energy vehicles [4] - Key partnerships with brands like BYD for charging station controllers have significantly contributed to revenue growth [4] Group 4: Cost Management and Financial Outlook - Sales, management, and R&D expenses have decreased year-on-year due to strategic investments in R&D and operational efficiency [4][5] - The company maintains a positive outlook for 2025, driven by seasonal demand and a stable customer base, despite macroeconomic uncertainties [5] - The focus on high-precision, energy-efficient controllers aligns with market trends, supporting sustained operational performance [5]

Core Insights - The recent surge in investments by A-share listed companies into the robotics sector indicates a significant shift towards large-scale development, moving beyond mere technological validation [1][3] - The domestic robotics industry is experiencing substantial progress in core component localization and cost reduction of key technologies, supported by favorable high-end manufacturing policies [1][5] - The collaboration among companies is becoming a mainstream trend, focusing on resource sharing and complementary strengths to explore innovative applications in robotics [2][3] Company Developments - Yunyi Electric announced a plan to invest 100 million yuan to establish a wholly-owned subsidiary, Nanjing Yunyi Robot Co., Ltd., leveraging its expertise in controller technology to expand into robotics [1] - Ruide Intelligent plans to invest 10 million yuan to increase its stake in Shenzhen Yutuo Intelligent Co., Ltd., a leader in the power plant robotics sector, enhancing its technological capabilities in the field [2] - Yonggui Electric signed a framework cooperation agreement with Zhiyuan Innovation to explore applications of connectors and harnesses in humanoid robots, aiming for mutual benefits through resource sharing [2] Market Dynamics - The global robotics market is projected to reach $27.64 billion in sales by 2024 and is expected to grow to $81.56 billion by 2031, with a compound annual growth rate (CAGR) of approximately 18% from 2025 to 2031 [4] - The continuous release of market demand is providing strong momentum for industry growth, supported by a collaborative ecosystem among policy, market, and technology [5] Technological and Ecological Support - The trend of cross-industry technology reuse is gaining traction, with companies like BYD transferring automotive technology to robotics, while others like Yunyi Electric extend their existing technological foundations into the robotics sector [5] - The synergy between policy, market, and technology is establishing a robust foundation for the robotics industry, with clear development directions outlined by national policies [5] Challenges Ahead - Despite the promising outlook for the robotics industry, challenges remain, including ongoing R&D in core technologies, performance improvements in key components, and the need for standardized industry practices [6] - The shortage of multi-disciplinary talent and the need for enhanced supply chain collaboration are significant hurdles that could impact the pace of project advancement [6]

格隆汇11月18日丨瑞德智能(301135.SZ)公布，近日，广东省工业和信息化厅发布了关于第七批省级工 业设计中心名单的公示，广东瑞德智能科技股份有限公司入选第七批省级工业设计中心名单。截至本公 告披露日，上述公示期已结束。根据《广东省工业和信息化厅关于开展第七批省级工业设计中心申报推 荐工作的通知》（粤工信生产合作函[2025]27号要求）的规定，公示无异议的公司，将由广东省工业和 信息化厅认定"广东省工业设计中心"称号。《广东省工业和信息化厅关于公布第七批省级工业设计中心 名单的通知》中公布了广东省第七批省级工业设计中心名单，公司确定为"广东省工业设计中心"。 ...

瑞德智能公告，近日，广东省工业和信息化厅发布了关于第七批省级工业设计中心名单的公示，广东瑞 德智能科技股份有限公司入选第七批省级工业设计中心名单。截至本公告披露日，上述公示期已结束。 根据《广东省工业和信息化厅关于开展第七批省级工业设计中心申报推荐工作的通知》（粤工信生产合 作函27号要求）的规定，公示无异议的公司，将由广东省工业和信息化厅认定"广东省工业设计中心"称 号。《广东省工业和信息化厅关于公布第七批省级工业设计中心名单的通知》中公布了广东省第七批省 级工业设计中心名单，公司确定为"广东省工业设计中心"。 ...

证券代码：301135 证券简称：瑞德智能 公告编号：2025-080 广东瑞德智能科技股份有限公司 关于公司入选广东省工业设计中心名单并完成公示的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、基本情况概述 近日，广东省工业和信息化厅发布了关于第七批省级工业设计中心名单的公 示，广东瑞德智能科技股份有限公司（以下简称"公司"）入选第七批省级工业 设计中心名单。 截至本公告披露日，上述公示期已结束。根据《广东省工业和信息化厅关于 开展第七批省级工业设计中心申报推荐工作的通知》（粤工信生产合作函 [2025]27 号要求）的规定，公示无异议的公司，将由广东省工业和信息化厅认定 "广东省工业设计中心"称号。《广东省工业和信息化厅关于公布第七批省级工 业设计中心名单的通知》中公布了广东省第七批省级工业设计中心名单，公司确 定为"广东省工业设计中心"。 二、对公司的影响 公司在获得"广东省家电智能控制器工程技术研究开发中心"和"广东省省 级企业技术中心"后，此次成功通过广东省省级工业设计中心认定，这标志着公 司在创新体系建设上实现"三级跳"，工业设计能力跻 ...