雷赛智能战略投资 先楫半导体

Group 1 - Company LeiSai Intelligent has formed a strategic investment partnership with Shanghai Xianji Semiconductor, focusing on deep collaboration in humanoid robot motion control to enhance competitiveness in the industry [1] - LeiSai Intelligent, a leader in motion control, has extensive experience in key components such as humanoid robot joint modules and dexterous hands, along with a wealth of core algorithms and scenario-based know-how [1] - Xianji Semiconductor is a leading player in the domestic high-performance MCU sector, known for its strong R&D capabilities and core technology, providing essential hardware support for clients [1] Group 2 - In the first half of 2025, the domestic OEM automation market size reached 54.7 billion yuan, reflecting a year-on-year increase of 1.98% [2] - LeiSai Intelligent achieved operating revenue of 889 million yuan in the first half of the year, up 8.28% year-on-year, with second-quarter sales reaching 500.8 million yuan, a 13.4% increase [2] - The company reported a net profit of 119 million yuan in the first half of the year, marking a year-on-year increase of 2.22%, despite increased costs from investments in humanoid robot business and a new round of equity incentives [2]