灵巧手解决方案
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人形业务巨幅增长,雷赛智能无框电机获高工金球奖
Xin Lang Cai Jing· 2025-12-18 14:25
加入高工机器人专业行业群,加微信:18565829548,出示名片,仅限机器人及智能制造产业链相关企业。 *本文共约 1313字,阅读完成需 2.5分钟。 20倍业绩暴增,无框电机荣获高工金球奖 在本届年会备受瞩目的"高工金球奖"评选中,雷赛智能的无框电机凭借爆发式人形业绩增长、超高功率密度与优良的工艺质量,斩获大会颁发的高工金球 奖·无框电机单项奖项。雷赛FM系列无框力矩电机、从去年首年销售六千多台,到今年持续暴增达20倍以上,在全国乃至全球同行中跃升到行业领先地 位,明年挑战100万台大关。 该奖项聚焦于机器人核心部件在实际应用中的技术成熟度与产业价值,充分体现了行业对雷赛在机器人运动执行技术路线的认可。与此同时,雷赛智能的 伺服产品稳居国产前茅,高性能产品对标国际水平,全面满足高端制造需求。 02 关节与灵巧手爆品,赋能人形机器人产业爆发 围绕各类人形机器人(双足/四足/轮式)在运动执行与关节驱动方面的核心需求,雷赛智能集中呈现了以下产品与解决方案: 2025年12月15-17日,2025高工机器人年会&高工移动机器人年会在深圳圆满落幕。作为机器人行业一年一度的顶尖盛会,本届年会汇聚了工业机器人、 移动 ...
被OpenAI、苹果看上的中国供应商,走到台前
汽车商业评论· 2025-10-29 23:06
Core Viewpoint - 瑞声科技 is positioning itself as a leader in the perception technology space, focusing on integrating sound, light, and touch to create high-quality user experiences through its "AAC Inside" branding strategy [25][28][30]. Group 1: Technological Innovations - 瑞声科技 showcased a series of innovative technologies and solutions in the consumer electronics and smart automotive sectors during the 2025 瑞声科技技术峰会 [4]. - The company is enhancing its capabilities in capturing and transmitting sound through MEMS microphones and speakers, which are its strongholds [6]. - 瑞声科技 has established a comprehensive high-end acoustic system solution by acquiring companies like PSS and 初光, significantly boosting its technical strength in both speaker and microphone domains [13][16]. Group 2: Strategic Partnerships - 瑞声科技 has collaborated with renowned audio brands such as Naim to create advanced audio systems, exemplified by the "Naim殿堂之声音响系统" featuring 40 independent channels and 32 speakers [11]. - The company is also in discussions with OpenAI regarding component supply, indicating its strategic positioning in the AI hardware landscape [7]. Group 3: Market Position and Growth - 瑞声科技's revenue for the first half of 2023 reached RMB 13.32 billion, reflecting an 18.4% year-on-year growth, driven by the rising demand for AI-enabled devices [29]. - The MEMS microphone business is expected to see over 50% revenue growth in 2025 compared to 2024, highlighting the company's strong market position [29]. Group 4: Future Vision - 瑞声科技 aims to redefine user experiences by transitioning from a component supplier to a provider of immersive experiences, with "AAC Inside" becoming synonymous with high-quality perception experiences [30]. - The company is committed to continuous investment in AI hardware and XR technologies, establishing a complete perception ecosystem [24][30].
【私募调研记录】健顺投资调研雷赛智能
Zheng Quan Zhi Xing· 2025-05-12 00:07
Group 1 - The core viewpoint of the news is that Jianshun Investment has conducted research on a listed company, specifically Leisai Intelligent, which is expected to achieve significant revenue and profit growth in the coming years [1] - Leisai Intelligent anticipates a revenue of 1.584 billion yuan in 2024, representing a year-on-year increase of 11.93%, and a net profit of 200.5 million yuan, reflecting a year-on-year growth of 44.67% [1] - The company has adopted a channel-focused strategy, complementing it with direct sales, and has successfully introduced over 100 new channel partners, totaling more than 200 partners and establishing over 30 offices [1] Group 2 - Leisai Intelligent's strategic focus is on the "smart manufacturing" main channel while also developing the "mobile robot" auxiliary channel, indicating a clear growth strategy [1] - The company aims for a revenue growth of 20%-30% and a net profit increase of 30%-50% by 2025, highlighting its ambitious growth targets [1] - The business is concentrated on two core markets: general automation and humanoid robots, which present significant future growth potential [1]