雷赛智能战略投资先楫半导体

Group 1 - The core viewpoint of the news is that Race Intelligent has formed a strategic investment partnership with Shanghai Xianji Semiconductor to enhance competitiveness in the humanoid robot motion control sector [2] - Race Intelligent is a leader in the motion control field, leveraging its extensive experience in humanoid robot joint modules and dexterous hands to develop core algorithms and practical know-how [2] - The partnership aims to ensure that products meet the requirements of high integration, high performance, high reliability, and low cost, referred to as "three highs and one low" [2] Group 2 - In the first half of 2025, the OEM automation industry, where Race Intelligent operates, showed signs of slight recovery, with the domestic market size reaching 54.7 billion yuan, a year-on-year increase of 1.98% [3] - Race 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 [3] - The company reported a net profit of 119 million yuan in the first half of the year, reflecting a year-on-year increase of 2.22%, despite increased costs due to investments in humanoid robot business and a new round of equity incentives [3]