（原标题：雷迪克(300652.SZ)：在机器人关键核心部件与模组总成产品方面与国内外多家客户建立并保持了良好合作关系） 格隆汇1月5日丨雷迪克(300652.SZ)近日在线上交流活动中表示，公司近期深入布局精密传动领域，通过内部整合与外部投资并举的方式，具备了 独立开发生产汽车丝杠、人形机器人滚柱丝杠、行星滚柱丝杠以及微型丝杠、交叉滚子轴承等新产品的能力。同时，公司积极响应市场变化，向 线性执行机构模组、灵巧手模组等总成产品转型，在机器人关键核心部件与模组总成产品方面与国内外多家客户建立并保持了良好合作关系。 在此期间，公司与2025年11月投资收购上海傲意信息科技有限公司(以下简称"傲意科技")20.41%的股权，并携手傲意科技共同设立浙江雷傲机器 人有限公司(公司持股90%)，作为公司机器人关节模组、灵巧手模组总成产品的研发、生产平台，全面深度加强在具身智能相关领域的"机电软一 体化"能力。 | 食品饮料ETF | 游戏ETF | | --- | --- | | (产品代码: 515170) | (产品代码:159869) | | ★ 跟踪：中证细分食品饮料产业主题指数 | ★ 跟踪：中证动漫游戏指数 ...

证券日报网讯 12月30日，贝斯特在互动平台回答投资者提问时表示，公司全资子公司宇华精机已全面 布局直线运动部件领域，产品包括：高精度滚珠丝杠副、高精度直线导轨副、行星滚柱丝杠副、微型丝 杠、直线执行器等，瞄准中高端装备产业、自动化产业、人形机器人产业、智能网联汽车等领域进行大 力开拓；关于公司具体业务合作情况涉及商业机密不便透露，若相关业务达到需披露的标准或要求，公 司将严格按照相关信息披露管理制度，真实、准确、完整地履行信息披露义务。 （文章来源：证券日报） ...

南财智讯12月11日电，雷迪克在投资者关系活动中表示，公司在人形机器人领域已掌握行星滚柱丝杠、 微型丝杠、交叉滚子轴承等核心零部件的自主设计与生产能力，并具备线性执行机构总成的集成能力。 目前，行星滚柱丝杠生产线、检测线及台架试验机已到厂安装调试，执行器装配线完成选型，产线建设 稳步推进。公司已向部分客户小批量交付多款规格的轴承产品，新规格产品持续开样，与国内外多家本 体厂商保持良好合作，验厂工作持续推进。 ...

Core Viewpoint - Fuliwang (688678.SH) has entered the sample delivery phase for its micro screw products, indicating progress in its product development and potential market expansion [1] Group 1: Product Development - The company has begun delivering samples of micro screws to five leading industry clients, showcasing its commitment to innovation and customer engagement [1] - In addition to micro screws, Fuliwang has started shipping various metal components, including parts for robotic reducers (planetary gear reducers, limit sleeves), joint module components (joint covers, drive brackets, finger joint components, linear joint main housings), and high-precision wave springs [1]

Core Viewpoint - Fuliwang (688678.SH) has entered the sample delivery stage for its micro screw products, indicating progress in its product development and potential market expansion [1] Group 1: Product Development - The company has sent samples of micro screws to five leading industry clients, showcasing its commitment to innovation and customer engagement [1] - Fuliwang has begun shipping various metal components, including parts for robotic reducers (planetary gear reducers, limit sleeves), joint module components (joint covers, driver brackets, finger joint assemblies, linear joint main housings), and high-precision wave springs [1]

Summary of Zhejiang Longtai Conference Call Company Overview - **Company**: Zhejiang Longtai - **Industry**: Automotive components, specifically focusing on robotic systems and precision parts Key Points and Arguments 1. **Product Development Timeline**: The company expects to finalize the specification for its screw products by the end of November or early December, with a production cycle lasting 3-5 years [2][3] 2. **Factory Capacity Expansion**: The first phase of the factory in Thailand is set to be completed by the end of this year, aiming to meet the mass production needs of major North American clients. Weekly production capacity is projected to reach 1,000 robots by year-end, increasing to 3,000 in Q1 next year, and 5,000 by the end of the year. The total expected production for 2026 is 200,000 units [2][3] 3. **Collaboration with Major Clients**: The company has been actively engaging with major clients like Tesla since August-September, with no delays reported in project progress. The V3 mass production is expected to start by the end of 2026, with a goal to increase production to 1 million units within five years [2][5] 4. **Micro Screw Deliveries**: Since April, approximately 70,000 micro screws have been delivered to Tesla, with an annual delivery estimate in the tens of thousands. Each robot requires 44-46 screws [2][6] 5. **Gearbox Deliveries**: The company began small-scale deliveries of gearboxes in May, with plans to increase the supply ratio to match the micro screws at a 1:1 ratio. Additional products like reducers are also under development to enhance overall value [2][6] 6. **Financial Performance**: The company reported a strong gross margin of 38% in Q3, reflecting effective cost control and pricing strategies. Year-on-year growth exceeded 20% in Q3, driven by the recovery of delayed projects [4][7] 7. **Market Position and Future Outlook**: Zhejiang Longtai has established strong relationships with leading automotive manufacturers and battery suppliers over its 20+ years in the industry. The company is well-positioned for future growth, with an expected compound annual growth rate (CAGR) of 20%-30% for its core business [4][7][8] 8. **Valuation and Investment Recommendation**: The current valuation is considered reasonable, presenting a good investment opportunity. The target market capitalization is set at 50 billion [4][8] Additional Important Insights - **Innovation and Market Strategy**: The company emphasizes its early development and close cooperation with major clients as a key strategy to capture market opportunities. New products like ball screws and reducers are gaining market acceptance, indicating a promising future [4][8] - **Domestic Production Goals**: There is an ongoing effort to increase the localization rate of in-development products to 70%-80% [5]

Core Viewpoint - Best has fully laid out its subsidiary Yuhua Precision Machinery in the linear motion components sector, targeting high-end equipment, automation, humanoid robotics, and intelligent connected vehicles industries [1] Group 1 - The company’s product offerings include high-precision ball screw assemblies, high-precision linear guide assemblies, planetary roller screw assemblies, micro screws, and linear actuators [1] - The company is actively expanding its market presence in the mid-to-high-end equipment industry and automation sector [1] - Specific business cooperation details are considered commercial secrets and will be disclosed only when required by relevant disclosure standards [1]

Group 1: Industry Trends - Multiple consumer electronics and optical electronics companies are accelerating the launch of new products and expanding into emerging markets, indicating a new industry landscape [1] - Companies are focusing on terminal innovations, with significant developments in AR glasses and panoramic drones, enhancing the commercialization process [1] - The industry is witnessing a positive cycle from demand insights, product development to market promotion, creating new market opportunities [1] Group 2: Product Launches - Liyad has launched its first AR glasses and an AI interactive toy, with the AR glasses featuring professional translation and meeting functionalities [2] - The company is leveraging its Micro LED technology to develop AR glasses, targeting sectors like culture, tourism, and office markets for customized solutions [2] - Dragon Flag Technology has begun mass production of AI glasses charging cases, with expected rapid growth in shipments next year [3] Group 3: Automotive and Robotics Developments - Huqin Technology anticipates its automotive electronics revenue will exceed 1 billion yuan for the first time this year, with breakthroughs in smart cockpits and intelligent driving [4] - Tobo's smart automotive products, including charging piles and laser radar motors, are gaining market share, with significant increases in laser radar shipments expected [5] - Fuliwang is transitioning to the humanoid robot parts market, investing 1 billion yuan in a new manufacturing project, with initial samples already sent to major clients [6]

Core Insights - The company Radik has approved a strategic investment in Shanghai Aoyi Technology Co., Ltd, acquiring 13.33% equity and increasing its capital investment to enhance its position in the robotics industry [1] - Aoyi Technology specializes in brain-machine interfaces and robotics, focusing on the development, production, and sales of human-machine interaction technologies and robotic components [2] - This investment aims to strengthen the company's vertical integration capabilities in the robotics sector, enhancing its competitive edge by controlling costs and securing the supply chain [3] Company Overview - Aoyi Technology is a high-tech enterprise with core technologies in brain-machine interfaces and robotics, producing products like intelligent bionic hands and wearable exoskeletons [2] - The company has established partnerships with several well-known domestic enterprises in education, neuroscience rehabilitation, and humanoid robotics, accumulating a rich customer base [2] - Aoyi Technology has received FDA and FCC certifications, with its products sold in multiple countries including the USA, Middle East, Russia, Ukraine, and India [2] Strategic Implications - The investment in Aoyi Technology is a key move for the company to deepen its layout in the robotics industry, aiming to enhance its vertical integration from core components to system assembly [3] - By producing high-precision core components in-house, the company aims to control costs while ensuring supply chain security, creating technical and cost barriers [3] - The collaboration with Aoyi Technology will further strengthen the company's capabilities in the design, assembly, and mass manufacturing of linear actuator modules, establishing a comprehensive technical system and manufacturing capability [3]

Core Viewpoint - The company has signed agreements to acquire a 20.41% stake in Aoyi Technology, investing a total of approximately 160 million yuan, which will enhance its position in the robotics industry and strengthen its vertical integration capabilities [1][2]. Group 1: Investment Details - The company will pay a total of 79.9998 million yuan to acquire 13.33% of Aoyi Technology's registered capital and will invest an additional 80 million yuan to subscribe for 8.16% of the newly increased registered capital [1]. - The overall consideration for the acquisition of a 20.41% stake in Aoyi Technology is approximately 160 million yuan [1]. Group 2: Strategic Importance - This strategic investment is a key move for the company to deepen its layout in the robotics industry, aiming to enhance its vertical integration capabilities from core components to system assembly [2]. - The company plans to leverage Aoyi Technology's advantages in robotics to strengthen its design, assembly, and large-scale manufacturing capabilities in linear actuator modules, thereby achieving a comprehensive technical system and manufacturing capability [2]. - The investment will help the company build solid barriers in technology, cost, and supply chain, establishing a sustainable competitive advantage in the robotics supporting field [2].