证券日报网讯1月5日，瑞迪智驱（301596）在互动平台回答投资者提问时表示，公司立足于"两翼平稳 +核心升级"的产品策略。"两翼平稳"是指将精密传动件和电磁制动器产品作为公司平稳发展的两翼，围 绕重点客户的开发，在现有应用领域对产品进行优化升级，同时不断开发新产品，进入新的应用领域， 并凭借客户优势和质量优势，稳步提升国内外的市场份额。其中：公司自主研发的机器人用电磁制动器 在服务机器人、协作机器人等精密小空间的自动控制领域中得以广泛应用。"核心升级"是指将机器人核 心零部件-谐波减速机作为未来公司产业升级的核心。该产品目前也在机器人及相关领域得以应用。 ...

据交易所数据显示， 五洲新春连续三个交易日涨停，晋级3连板。该股今日于9：30封涨停，成交额8.16 亿元，换手率3.19%。金融界App AI线索挖掘： 人形机器人赛道受到市场关注，相关市场规模增长预期 较强。 丝杠是机器人传动系统关键部件，五洲新春具备完整的丝杠产品设备产线及生产能力； 轴承是 机器人 减速器核心零部件之一，公司已研发成功机器人全系列轴承产品并配套相关减速器制造企业。 同时，公司丝杠产品中汽车类占比较高，涉及 汽车零部件领域。 风险提示：连板股波动剧烈，注意追 高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

每经AI快讯，有投资者在投资者互动平台提问：公司参与洛阳奥维特，长期聚焦精密轴承主业，产品 主要面向于国内外高精密机床、直驱电机、工业机器人、自动化设备、航空航天、谐波减速机、医疗仪 器、雷达等对轴承性能有严苛要求的关键领域，请问公司是否有计划收购洛阳奥维特百分百股份成为公 司子公司？ 联域股份（001326.SZ）12月19日在投资者互动平台表示，公司当前对洛阳奥维特的投资，旨在通过协 同奥维特的技术与产品优势，切入机器人核心零部件赛道，为公司培育新的业务增长极，后续相关合作 安排将以市场需求和公司整体战略为导向灵活推进。 （记者 张明双） ...

Core Insights - Wanliyang has successfully launched two new robotic planetary joint module products, MP25072 and MP25073, showcasing advanced motor control systems and precision planetary gearbox designs [1][2] - The company has a strong R&D capability, with over 60% of its team holding master's or doctoral degrees, and has established a national-level laboratory recognized by CNAS [2][3] - Wanliyang is actively developing products for multiple clients and aims to enhance its market competitiveness in the robotics sector [3] Product Development - The newly launched MP25072 has an outer diameter of 80mm, a length of 58mm, and a peak torque of 96 Nm, while MP25073 has an outer diameter of 126mm, a length of 85mm, and a peak torque of 450 Nm [1] - The company has already launched three planetary joint modules and plans to release four harmonic joint modules by December, with over 20 products planned for its robotic platform [2] Market Strategy - Wanliyang is focusing on the robotics sector as a strategic business area, committing to innovation and optimizing product performance to meet high-quality demands from clients [3] - The planned product range covers outer diameters from 30mm to 150mm and torque from 0.5 Nm to 350 Nm, catering to various applications such as humanoid robots, joint robots, and AGVs [2]

Core Viewpoint - Wanliyang has successfully launched two new products in its robotic planetary joint module line, demonstrating its strong technical capabilities and efficient iteration process in the industry [1] Product Launch - The newly launched modules, MP25072 and MP25073, were introduced less than a month after the first product went offline, showcasing the company's rapid development [1] - MP25072 has a peak torque of 96 Nm, while MP25073 reaches a peak torque of 450 Nm, providing a wider range of options for different load requirements [1] Technical Advancements - The new series utilizes advanced technologies such as structural topology optimization and gear micro-shaping, leading to improvements in torque density, transmission accuracy, and operational noise [1] Strategic Planning - The company's strategic plan includes a comprehensive coverage of various types of joint modules and key actuators, including planetary and harmonic types [1] - With the successful launch of these two planetary joint modules, four additional harmonic joint modules are expected to be launched next month, indicating steady progress in the company's strategic layout in the core components of robotics [1]

Group 1: LED Lighting Business - The company focuses on the outdoor and industrial LED lighting segments, establishing a global production base to enhance delivery capabilities [1] - The company has formed stable business partnerships with well-known brands such as Longdawans, Signify, RAB Lighting, and Hubbell [1] - The company has production bases in Shenzhen and Zhongshan, China, with an intelligent manufacturing base in Zhongshan expected to be operational by Q3 2024, and has also established overseas production bases in Vietnam and Mexico [1] - The gross margin of the lighting business has declined in the first three quarters of 2025 due to overseas tariff policies, but a turnaround is expected with the delivery of new overseas factories [1] Group 2: Thin-Wall Cross Roller Bearings - Thin-wall cross roller bearings are critical components in industrial robots, offering high rigidity, precision, and load capacity compared to standard bearings [2] - The demand for harmonic reducers, which utilize thin-wall cross roller bearings, is projected to reach approximately 800,000 units in China in 2024, growing to about 1.21 million units by 2028 [2] - The market for thin-wall cross roller bearings is expected to continue expanding due to the rapid development of the industrial robot industry [2] Group 3: Strategic Investments and Future Outlook - The company is strategically investing in the domestic production of thin-wall cross roller bearings to replace imports, leveraging the technical expertise and production capacity of its partner, Luoyang Ovit Precision Bearings [3] - The company anticipates revenue of 1.504 billion, 1.755 billion, and 1.905 billion yuan for the years 2025 to 2027, with net profits of 23 million, 120 million, and 169 million yuan respectively, and EPS of 0.31, 1.64, and 2.31 yuan [3] - The company is initiating coverage with a "recommended" rating, considering the stable development of its lighting business and its proactive entry into the core components of robotics [4]

Core Insights - Precision reducers are critical components for humanoid and industrial robots, with significant market growth expected by 2030, particularly in the harmonic reducer segment [1][3] - The domestic precision reducer manufacturers are making technological breakthroughs, benefiting from the ongoing domestic substitution process [1][3] Market Overview - The precision reducer market is steadily growing, with the harmonic reducer market in China reaching 2.49 billion yuan in 2023, showing a CAGR of 16.54% from 2019 to 2023 [2] - The RV reducer market is projected to reach 6 billion yuan by 2025, with Japanese companies currently holding a leading position [2] - The global precision planetary reducer market is expected to grow from 929 million USD in 2020 to 1.376 billion USD in 2024, with a CAGR of 10.32% [2] Demand and Technological Advancements - The humanoid robot market is anticipated to exceed 20 billion USD by 2028, creating substantial demand for precision reducers [3] - The estimated incremental market size for precision reducers ranges from 12.6 billion to 28.8 billion yuan by 2030, with harmonic reducers contributing 9 billion to 21.6 billion yuan [3] - Domestic precision reducer manufacturers are narrowing the gap with international standards through independent research and advanced technology adoption, enhancing the trend of domestic substitution [3]

Core Insights - Beijing Jingan Technology Co., Ltd. has completed a Pre-A++ round financing of several tens of millions, with the investor being Yingfu Taike [1] - The company has successfully completed three rounds of Pre-A series financing within six months, accumulating nearly 100 million in total financing [1] - The funds will primarily be used for technology iteration, new product development, and market promotion [1] Company Overview - Founded in 2017, Jingan Technology has focused on the magnetic encoder market for nearly ten years [1] - The company has become a benchmark enterprise in the core components field for global robotics [1] - Jingan Technology holds an 80% market share in the domestic humanoid robot encoder market, making it a core supplier for many leading robot manufacturers [1]

Core Viewpoint - Jiangsu Leili (300660) is actively engaging with downstream customers in the robotics sector, leveraging its rich technology and product reserves in core robotic components [1] Group 1 - The company has established a strategic partnership with Nanjing Blue Technology to provide quadruped robot joint actuators [1] - The subsidiary Dingzhi Technology has been recognized as an excellent partner by Zhiyuan Robotics [1] - The company is focused on seizing market opportunities in the robotics field [1]

Group 1 - Wuxi QuanZhiBo Technology Co., Ltd. has completed two rounds of financing exceeding 100 million yuan, with the A round led by Shoucheng Holdings and LightSpeed Guanghe [1] - The investment by Shoucheng Holdings marks a significant strategic move in the high-growth sector of core robotic components, aiming to capture opportunities in the smart manufacturing upgrade [1] - QuanZhiBo has developed products with a peak torque density of 210 Nm/kg, surpassing leading domestic companies, and has established a standardized product matrix covering 2 Nm to 400 Nm [1] Group 2 - QuanZhiBo's products have been successfully integrated into several leading humanoid robot manufacturers, achieving a critical transition from technology development to commercial application [1] - Shoucheng Holdings emphasizes the importance of integrated joint modules, comparing them to the core components of new energy vehicles, and highlights QuanZhiBo's strong technical accumulation and engineering capabilities [1] - The financing will enable QuanZhiBo to scale production from 10,000 to 1 million units and establish automotive-grade quality systems, enhancing Shoucheng Holdings' investment portfolio in high-end smart manufacturing [1] Group 3 - Shoucheng Holdings is also expanding into consumer scenarios, with the upcoming opening of the "R+ Life Center" and its first robot experience store during the National Day holiday [2] - The company plans to showcase over a hundred robot products, creating a consumer application pilot [2] - Additionally, Shoucheng Holdings will engage the public through ticket giveaways for the WTT China Grand Slam events, merging sports and technology experiences [2]