格隆汇11月25日丨通达动力(002576.SZ)在投资者互动平台表示，至目前为止，公司与稀土材料企业和 芯片厂商暂无合作。 ...

Group 1: Company Performance - Midea Group reported total revenue of 364.72 billion yuan, a year-on-year increase of 13.8% [1] - The net profit attributable to shareholders reached 37.88 billion yuan, up 19.5% year-on-year [1] - R&D investment exceeded 12.9 billion yuan, with a growth rate of approximately 14% [1] - Midea operates in over 200 countries and regions, with a total of 63 global manufacturing bases [1] Group 2: Supply Chain Collaboration - Midea has over 5,000 upstream suppliers, including more than 1,000 core suppliers, and 100,000 downstream distribution service enterprises [1] - The collaboration with Sanhua Intelligent Controls has led to the development of new technologies, such as stainless steel valves, which are more energy-efficient and environmentally friendly [2] - The partnership has resulted in the successful mass production of integrated components for Midea's commercial central air conditioning systems [2] Group 3: Digital Transformation - Dalian Electric has implemented a digital transformation project with Midea, enhancing production line management across 11 dimensions [4] - The first phase of the project involved building a digital middle platform, improving management efficiency and business collaboration [4] - Dalian Electric has seen a 25% increase in order completion rates and a 10% improvement in equipment operational efficiency [5] Group 4: International Expansion - Honghai Technology has established a factory in Thailand, benefiting from Midea's global experience and support since their partnership began in 2005 [6] - The company's sales have grown from 5 million yuan to 1.2 billion yuan in 2024, demonstrating significant growth [6] - Midea provided comprehensive assistance in setting up the factory, including technical support and operational guidance [7]

证券之星消息，11月24日电机板块较上一交易日上涨0.57%，康平科技领涨。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。电机板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300907 | 康平科技 | 31.24 | 8.93% | 4.72万 | | 1.45亿 | | 603819 | 神力股份 | 11.35 | 2.99% | 4.36万 | | 4909.40万 | | 003021 | 兆威机电 | 105.50 | 2.97% | 4.85万 | | 5.06亿 | | 002892 | 科力尔 | 12.91 | 2.95% | 12.18万 | | 1.55亿 | | 301502 | 华阳智能 | 45.41 | 2.71% | 6611.4 | | 2976.25万 | | 600416 | 湘电股份 | 14.04 | 2.63% | 23.90万 | | 3.30亿 | | ...

Core Insights - The development of humanoid robots is transitioning from science fiction to reality, driven by advancements in motor technology, which is crucial for precision movement and load capacity [1][12] - The electric motor, as the core of the drive system, faces increasing demands for performance and adaptability in dynamic environments, leading to a technological revolution in the motor industry [1][6] Group 1: Drive System and Motor Requirements - The drive system is essential for robot movement, categorized into hydraulic, pneumatic, and electric drives, with electric drives being the most prevalent due to their precision and adaptability [2] - Robots require five core capabilities from joint motors: modular design for heavy loads, overload capacity for short bursts, excellent dynamic response for precision, high reliability against shocks, and high power/torque density for lightweight designs [2][4] - Different actuator types (flexible, elastic, and direct drive) have distinct performance requirements, influencing motor design and performance [2][4] Group 2: Motor Types and Performance Metrics - Robot motors are classified into radial flux, axial flux, and hollow cup motors, each serving different applications based on size and performance [4] - Key performance indicators for high-performance motors include high torque density, low torque ripple, strong overload capacity, and excellent heat dissipation [4][12] - Current mainstream solutions struggle to meet these performance demands, indicating significant room for technological advancement [4] Group 3: Market Dynamics and Policy Support - The humanoid robot market is experiencing exponential growth, driving demand for electric drive systems [6] - Government policies are promoting the development of the motor industry, focusing on core technologies and component breakthroughs [6] - Challenges include high costs of motors and a lack of standardized performance testing, which affects product compatibility and increases maintenance costs [6] Group 4: Future Trends and Technological Integration - Future motor drive technologies will focus on precision, energy efficiency, and intelligence, fostering collaboration across the supply chain [8][9] - Innovations such as frame-less torque motors and hollow cup motors are expected to enhance performance and reduce costs [9][12] - The integration of AI algorithms and edge computing in motor systems will enable real-time decision-making, enhancing humanoid robot capabilities [9][12] Group 5: Industry Outlook - The motor industry is entering a golden development period, driven by the humanoid robot industry's growth and the shift from functional to performance-oriented designs [12][13] - Domestic companies are accelerating import substitution through cost-effective solutions and technological innovations, supported by favorable policies and market demand [12][13] - The combination of high precision, lightweight, and intelligent technologies will lead to significant improvements in both scale and quality within the motor industry [13]

根据《上市公司股份回购规则（2025年修订）》《深圳证券交易所上市公司自律监管指引第9号一一回 购股份（2025年修订）》等相关规定，现将董事会公告回购股份决议的前一个交易日（即2025年11月17 日）登记在册的前十名股东和前十名无限售条件股东的名称及持股数量、比例情况公告如下： 一、公司前十名股东持股情况 ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002892证券简称：科力尔 公告编号：2025-110 科力尔电机集团股份有限公司 关于回购事项前十名股东及前十名无限售条件股东持股情况的公告 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。 科力尔电机集团股份有限公司（以下简称"公司"）于2025年11月17日召开第四届董事会第十二次会议， 审议通过了《关于公司以集中竞价方式回购股份的方案的议案》，具体内容详见公司于2025年11月18日 在《证券时报》《中国证券报》《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn）上披露的 《关于公司以集中竞价方式回购股份的方案的公告》（公告编号：2025-107）。 注：以 ...

Market Overview - The electric motor sector experienced a decline of 1.63% on the previous trading day, with Fangzheng Electric leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the electric motor sector included: - Huari Co., Ltd. (300626) with a closing price of 15.02, up 2.32% [1] - Jiangte Electric (002176) closed at 12.26, up 0.66% [1] - Significant decliners included: - Fangzheng Electric (002196) with a closing price of 13.20, down 3.58% [2] - Wolong Electric (600580) closed at 40.52, down 2.81% [2] Trading Volume and Capital Flow - The electric motor sector saw a net outflow of 789 million yuan from main funds, while retail investors contributed a net inflow of 692 million yuan [2][3] - The trading volume for key stocks included: - Jiangte Electric with a trading volume of 2.17 million shares and a transaction value of 271.1 million yuan [1] - Fangzheng Electric with a trading volume of 760,700 shares and a transaction value of 1.025 billion yuan [2] Individual Stock Capital Flow - Jiangte Electric (002176) had a main fund net inflow of 24.96 million yuan, while retail investors had a net outflow of 52.56 million yuan [3] - Other stocks like Micro Light (002801) and Huayang Intelligent (301502) also showed mixed capital flows, with retail investors showing a net inflow despite main fund outflows [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 科力尔电机集团股份有限公司（以下简称"公司"）于2025年11月17日召开第四届董事会第十二次会议， 审议通过了《关于公司以集中竞价方式回购股份的方案的议案》，同意公司以自有资金通过二级市场以 集中竞价方式回购部分A股社会公众股份。回购的资金总额不低于人民币1,000万元（含）且不超过人民 币2,000万元（含），回购价格不超过人民币20.94元/股。回购的股份将用于员工持股计划或股权激励， 回购期限为自公司董事会审议通过回购方案之日起十二个月内。具体内容详见公司于2025年11月18日刊 登在《证券时报》《上海证券报》《中国证券报》和巨潮资讯网（http://www.cninfo.com.cn）上披露的 《关于公司以集中竞价方式回购股份的方案的公告》（公告编号：2025-107）。 根据《上市公司股份回购规则（2025年修订）》《深圳证券交易所上市公司自律监管指引第9号一一回 购股份（2025年修订）》等相关规定，现将公司首次回购股份情况公告如下： 一、首次回购 ...

证券代码：002892证券简称：科力尔 公告编号：2025-109 科力尔电机集团股份有限公司（以下简称"公司"）于2025年11月17日召开第四届董事会第十二次会议， 审议通过了《关于公司以集中竞价方式回购股份的方案的议案》，同意公司以自有资金通过二级市场以 集中竞价方式回购部分A股社会公众股份。回购的资金总额不低于人民币1,000万元（含）且不超过人民 币2,000万元（含），回购价格不超过人民币20.94元/股。回购的股份将用于员工持股计划或股权激励， 回购期限为自公司董事会审议通过回购方案之日起十二个月内。具体内容详见公司于2025年11月18日刊 登在《证券时报》《上海证券报》《中国证券报》和巨潮资讯网（http://www.cninfo.com.cn）上披露的 《关于公司以集中竞价方式回购股份的方案的公告》（公告编号：2025-107）。 根据《上市公司股份回购规则（2025年修订）》《深圳证券交易所上市公司自律监管指引第9号一一回 购股份（2025年修订）》等相关规定，现将公司首次回购股份情况公告如下： 一、首次回购公司股份的具体情况 2025年11月18日，公司首次通过回购专用证券账户以集中竞 ...

Core Points - The electric motor sector experienced a decline of 0.69% on the previous trading day, with Sanxie Electric leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Electric Motor Sector Performance - Huari Co., Ltd. (300626) saw a closing price of 14.68, with an increase of 2.95% and a trading volume of 248,100 shares, totaling 352 million yuan [1] - Jiangte Electric (002176) closed at 12.18, up 2.18%, with a trading volume of 2,262,900 shares, amounting to 2.778 billion yuan [1] - Bafang Electric (603489) closed at 31.26, up 1.43%, with a trading volume of 59,600 shares, totaling 186 million yuan [1] - The largest decline was seen in Sanxie Electric (920100), which closed at 61.92, down 6.65%, with a trading volume of 18,200 shares, totaling 115 million yuan [2] - Other notable declines included Fangzheng Electric (002196) at 13.69, down 5.26%, and Xiangming Intelligent (301226) at 28.72, down 4.87% [2] Capital Flow Analysis - The electric motor sector experienced a net outflow of 70.30 million yuan from institutional investors and 68.36 million yuan from retail investors, while retail investors saw a net inflow of 139 million yuan [2] - Jiangte Electric (002176) had a net inflow of 214 million yuan from institutional investors, while it faced a net outflow of 27.78 million yuan from retail investors [3] - Wolong Electric (600580) had a net inflow of 123 million yuan from institutional investors, with a net outflow of 53.95 million yuan from retail investors [3]

格隆汇11月19日丨通达动力(002576.SZ)在投资者互动平台表示，公司具备自粘结电机铁芯的生产能 力，目前主要应用于风电发电机铁芯、新能源汽车驱动电机铁芯等不同领域的电机及发电机铁芯。 ...