各板块方面，家电板块上半年收入同比增长5.09%，空调无刷电机、冰箱制冰机等产品销售收入增长较 快。汽车零部件板块上半年收入同比增长63.72%，激光雷达电机及汽车压缩机电机等产品获得多家头 部企业定点。工控板块上半年收入同比增长34.49%，公司高效节能工业水泵电机大批量供应北美水处 理客户滨特尔，成为该板块业绩增长的主要驱动。 在汽车零部件板块，激光雷达棱镜电机及振镜电机产品已批量供应图达通，比亚迪、速腾聚创等客户已 小批量产，并获得禾赛等企业定点。空调压缩机电机新进入多家主流车企供应链，抬头显示电机、空调 执行器、空调压缩机控制器等产品营收也取得较快增长。公司未来2 - 3年内，将致力于提升在汽车微特 电机及组件领域的市场占有率，打造为第二大核心业务支柱。 8月29日，江苏雷利电机股份有限公司举行特定对象调研活动，董事会秘书、财务总监殷成龙先生接待 了创金合信基金、北京禧悦私募基金、东吴证券等20家机构。以下为本次调研的详细情况： 1.投资者活 动关系类别：特定对象调研 2.时间：2025年8月29日 3.地点：电话会议 4.参与单位名称：创金合信基 金、北京禧悦私募基金、东吴证券、国信证券、北京星允投 ...

Financial Performance - Jiangsu Leili achieved revenue of 1.958 billion CNY in the first half of 2025, a year-on-year increase of 20.71% [2] - The net profit attributable to shareholders was 186 million CNY, up 8.45% year-on-year [2] - The non-recurring net profit was 176 million CNY, reflecting a growth of 3.67% [2] - The company distributed cash dividends of 166 million CNY for the 2024 fiscal year, with a dividend payout ratio of 56.4% [2] Business Segment Performance - The home appliance segment saw a revenue increase of 5.09% year-on-year, with significant sales growth in brushless motors for air conditioners and ice-making machines [2] - The automotive parts segment experienced a remarkable revenue growth of 63.72%, with products like laser radar motors and automotive compressor motors gaining traction among major clients [2][3] - The industrial control segment's revenue grew by 34.49%, driven by high-efficiency energy-saving industrial water pump motors supplied to North American clients [2] Future Development Plans - The automotive parts segment aims to enhance market share in micro-special motors and components, targeting it as the second core business pillar after home appliances within the next 2-3 years [3] - The company is advancing the development of laser radar motors for various applications, including consumer and industrial sectors [4] - Jiangsu Leili is focusing on the development of axial flux motors, which promise higher power density and efficiency compared to traditional radial motors, with plans for mass production in emerging fields [5] Global Expansion - The company has established R&D and manufacturing bases in North America, Europe, Southeast Asia, South Korea, and Hong Kong to enhance its global operational framework [6] - The Vietnam factory expansion was completed in 2024, and the Mexico factory commenced operations in 2025, ensuring supply stability for North American clients [6] - New production bases are being set up in Malaysia and Thailand, with expected mass production by the end of the year [6]