证券日报网讯1月8日，江苏雷利（300660）在互动平台回答投资者提问时表示，公司的空心杯电机、无 框电机、丝杠等零部件产品可用于机器人领域，公司正积极拓展机器人零部件的下游客户，由于商业保 密性原则，公司不便透露具体客户名称与合作细节。如果有重大进展，公司会及时履行信披义务。 ...

江苏雷利（300660.SZ）1月8日在投资者互动平台表示，公司的空心杯电机、无框电机、丝杠等零部件 产品可用于机器人领域，公司正积极拓展机器人零部件的下游客户，由于商业保密原则，公司不便透露 具体客户名称与合作细节。如果有重大进展，公司会及时履行信披义务。感谢您对公司的关注，请您注 意投资风险，谨慎投资。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：最近市场在炒作T链，请问贵公司产品有没有进入T 链？ ...

格隆汇1月8日丨江苏雷利(300660.SZ)在互动平台表示，公司的空心杯电机、无框电机、丝杠等零部件 产品可用于机器人领域，公司正积极拓展机器人零部件的下游客户，由于商业保密性原则，公司不便透 露具体客户名称与合作细节。 ...

格隆汇1月8日丨江苏雷利(300660.SZ)在互动平台表示，公司的空心杯电机、无框电机、丝杠等零部件 产品可用于机器人领域，公司正积极拓展机器人零部件的下游客户，由于商业保密性原则，公司不便透 露具体客户名称与合作细节。 ...

Group 1 - The core point of the article is that Xiangming Intelligent has stated on an interactive platform that its frameless motor is still in the prototype stage and has not yet entered mass production [2]

Core Insights - The 2025 Gaogong Robot Annual Conference successfully gathered industry representatives and experts to discuss trends and innovations in the robotics sector [12] - Leisai Intelligent showcased its core products and solutions covering key components of robots, attracting significant attention from industry partners [12] Group 1: Awards and Achievements - Leisai Intelligent's frameless motor won the prestigious Gaogong Golden Ball Award for its explosive growth in sales, achieving over 20 times increase from last year's sales of over 6,000 units, positioning it as a leader in the industry [3][14] - The award highlights the technical maturity and industrial value of core robotic components, reflecting industry recognition of Leisai's motion execution technology [5][16] Group 2: Product Offerings - Leisai presented several key products and solutions for humanoid robots, including the HJ2 lightweight joint module solution, dexterous hand solutions, and various motor components [5][16] - These products have been validated and adopted in bulk by domestic and international customers, marking a significant entry into the trillion-dollar consumer robotics market [7][18] Group 3: Industry Engagement - The Leisai booth became a hotspot for technical exchanges, with the HJ2 lightweight joint module attracting attention for its compact and high-integration design [9][20] - Direct interactions with machine enterprises and industry partners provided insights into the actual needs for lightweight, integrated, and practical engineering solutions in robotics [9][20] Group 4: Future Directions - Leisai aims to deepen its focus on motion control and drive technology, collaborating closely with industry partners to promote advanced technologies in various robotic applications [11][22] - The company is committed to driving innovation in intelligent manufacturing and smart living through its technological advancements [11][22]

Core Viewpoint - Huayang Intelligent (301502.SZ) is focusing its R&D efforts on frameless motor technology, with ongoing progress in the project and an emphasis on market application and customer demand assessment [1] R&D Progress - The company is advancing its frameless motor R&D project in an orderly manner [1] - There has not yet been a realization of product mass production [1] Market Application - The company is continuously monitoring the market applications of related products [1] - Customer demand is being evaluated to align with the development of the technology [1]

Financial Performance - Revenue in the first three quarters decreased by 14.52%, but net profit attributable to shareholders in Q3 increased by 61.24%, and non-recurring net profit surged by 107.84%. The improvement in profitability is attributed to effective cost and expense management despite declining revenue [1] - Financial expenses increased by 224.45% year-on-year, while sales and management expenses decreased by 35.33% and 21.40%, respectively. The rise in financial expenses is mainly due to interest from structured deposits, while the decrease in sales and management expenses is due to reduced advertising costs and lower operational expenses [2] Core Business Operations - The micro-special motor and components business accounted for 92.63% of revenue in the first half of the year. However, sales volume and prices have shown a temporary decline due to structural pressure in downstream markets such as home appliances and medical devices [2] - The precision injection drug delivery device business represented 6.36% of revenue in the first half. The development of high-viscosity continuous injection devices is ongoing, currently in the functional prototype verification stage, with commercialization closely tied to the drug approval process [2] - Accounts receivable increased by 24.06% year-on-year, significantly outpacing revenue decline. The increase is attributed to delayed pricing cycles and outstanding payments from clients. The company has implemented measures to enhance credit management and payment assessment mechanisms [3] Research and Development - The focus for 2025 is on the core technology of frameless motors, with ongoing development and market application assessments. Product mass production has not yet been achieved [3] - R&D expenses decreased by 15.43% year-on-year, primarily due to management optimization and efficiency improvements. This reduction will not impact the progress of key projects such as frameless motors and high-viscosity injection devices [3]

Group 1 - The core viewpoint of the article is that Huayang Intelligent is actively developing its frameless motor project, which has applications in robotics, collaborative robots, and high-end medical devices [2] - The company is monitoring market applications and customer demands related to its frameless motor technology and will provide updates in future reports and announcements [2] - Currently, Huayang Intelligent's collaboration with Midea Group is limited to white goods-related motor products, and the company has not yet entered the robotics supply chain [2] Group 2 - The company has not initiated the development of hollow cup motors and has not acquired any chip enterprises [2] - Relevant information will be disclosed through the company's announcements in designated media [2]

Core Viewpoint - Huayang Intelligent (301502.SZ) is steadily advancing its frameless motor project as planned, and it has not yet been applied to humanoid robots [1] Group 1 - The company is currently focused on the development of its frameless motor project [1] - The project is progressing according to schedule [1] - There is no current application of the frameless motor in humanoid robots [1]