证券日报网讯1月8日，瑞迪智驱（301596）在互动平台回答投资者提问时表示，公司是一家致力于自动 化设备传动与制动系统关键零部件研发、生产与销售的高新技术企业。公司产品包括精密传动件、电磁 制动器和谐波减速机，广泛用于机器人、自动化、数控机床等领域。 ...

证券日报网讯1月5日，瑞迪智驱（301596）在互动平台回答投资者提问时表示，公司立足于"两翼平稳 +核心升级"的产品策略。"两翼平稳"是指将精密传动件和电磁制动器产品作为公司平稳发展的两翼，围 绕重点客户的开发，在现有应用领域对产品进行优化升级，同时不断开发新产品，进入新的应用领域， 并凭借客户优势和质量优势，稳步提升国内外的市场份额。其中：公司自主研发的机器人用电磁制动器 在服务机器人、协作机器人等精密小空间的自动控制领域中得以广泛应用。"核心升级"是指将机器人核 心零部件-谐波减速机作为未来公司产业升级的核心。该产品目前也在机器人及相关领域得以应用。 ...

分红方面，瑞迪智驱A股上市后累计派现6173.22万元。 机构持仓方面，截止2025年9月30日，瑞迪智驱十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股62.57万股，相比上期增加41.27万股。鹏华碳中和主题混合A（016530）退出十大流通股 东之列。 责任编辑：小浪快报 资料显示，成都瑞迪智驱科技股份有限公司位于四川省成都市双流区西航港大道中四段909号，成立日 期2009年2月6日，上市日期2024年5月13日，公司主营业务涉及自动化设备传动与制动系统关键零部件 研发、生产与销售。主营业务收入构成为：电磁制动器57.39%，精密传动件30.26%，其他6.93%，谐波 减速机5.42%。 截至12月19日，瑞迪智驱股东户数1.02万，较上期增加0.19%；人均流通股3061股，较上期减少0.19%。 2025年1月-9月，瑞迪智驱实现营业收入4.81亿元，同比增长8.57%；归母净利润7929.55万元，同比增长 8.02%。 12月30日，瑞迪智驱涨4.14%，成交额1.69亿元。两融数据显示，当日瑞迪智驱获融资买入额2302.48万 元，融资偿还1478.35万元，融资净买入824 ...

（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：公司产品用于商业航天哪些领域？有合作公司吗？ 瑞迪智驱（301596.SZ）12月25日在投资者互动平台表示，公司的电磁制动器、谐波减速机可以用于航 天航空领域，但都没有形成规模收入，客户合作情况请以公司公开披露信息为准。 ...

Summary of Haoshi Electromechanical Conference Call Industry and Company Overview - **Company**: Haoshi Electromechanical - **Industry**: Commercial aerospace, PCB drilling and forming equipment, robotics, and automation Key Points and Arguments - **Commercial Aerospace Applications**: Haoshi's liquid oxygen-methane engine motors are utilized in Blue Arrow rockets, with each engine valued at approximately 4 million yuan. It is expected that 30% of the motors will need replacement after each recovery due to wear and tear, indicating a potential increase in value as rocket capacity expands and new products are developed [2][4][13][18] - **Growth Projections**: The company anticipates a nearly 90% revenue growth in 2025, with a further 100% increase expected in 2026. This growth is driven by advancements in AI and changes in the Apple supply chain, which are projected to boost spindle business by 40%-50% [2][3][6] - **Acquisition Impact**: The acquisition of a European automation group in 2020 has stabilized revenue at around 300 million yuan annually. However, inflation has led to losses, with expectations of returning to profitability by 2026 [2][7] - **Production Capacity Expansion**: Due to unexpected demand from the AI market, Haoshi has invested nearly 100 million yuan in new equipment to double production capacity by February 2026 [2][9][10] - **Market Share in Apple Supply Chain**: Haoshi holds over 60% market share in the glass and touch screen polishing market, with expected growth in spindle business from 100 million yuan in 2025 to 200 million yuan in 2026 [2][11] - **Joint Ventures**: A joint venture with Fengze Sheng aims to invest in high-end linear guide rail projects, expected to generate 150 million yuan in revenue by March 2026 [2][14] - **Overall Performance Expectations**: The company forecasts a 40%-50% increase in overall performance for 2026, with revenues projected to reach around 2.3 billion yuan, primarily driven by the industrial mother machine and robotics sectors [3][15] Additional Important Insights - **Commercial Space Development**: Haoshi is focusing on expanding its customer base in the commercial aerospace sector and enhancing product technology to meet growing market demands [16] - **Competitive Advantages**: Haoshi's products are competitively priced, approximately 30% cheaper than those from state-owned manufacturers, providing a significant advantage in the commercial aerospace market [19] - **Collaborations in Robotics**: Ongoing collaboration with Lens Technology, a key player in the Apple supply chain, is expected to strengthen as Lens builds a large factory for robotics components [20] - **Satellite Sector Plans**: Haoshi is exploring opportunities in the satellite sector, with plans to develop motor systems for satellite movement and power, expected to commence in 2026 [21]

Core Viewpoint - The company, Ridi Intelligent Drive, emphasizes its commitment to providing high-quality products for global high-end equipment manufacturers through a robust quality control and verification system [1] Group 1: Company Overview - Ridi Intelligent Drive has established a quality control and verification system that meets international standards [1] - The company’s products, including harmonic reducers and electromagnetic brakes, are widely used in various fields such as industrial robots, collaborative robots, humanoid robots, automation, and engineering machinery [1]

Core Viewpoint - The company, 瑞迪智驱 (301596.SZ), emphasizes its long-term service to global high-end equipment manufacturers and its commitment to quality control and verification systems that meet international standards [1] Group 1: Company Overview - The company has established a quality control and verification system that aligns with international standards [1] - 瑞迪智驱's products, including harmonic reducers and electromagnetic brakes, are widely used in various fields such as industrial robots, collaborative robots, humanoid robots, automation, and engineering machinery [1] Group 2: Industry Applications - The company's products are integral to the development and functionality of advanced robotics and automation technologies [1] - The focus on high-quality manufacturing positions the company favorably within the competitive landscape of high-end equipment manufacturing [1]

Summary of Haoshi Electromechanical Conference Call Company Overview - **Company**: Haoshi Electromechanical - **Industry**: PCB (Printed Circuit Board) and Robotics Key Financial Performance - **Revenue Growth**: Revenue for the first three quarters of 2025 reached 1.66 billion yuan, a year-on-year increase of 102.52% [2][3] - **Net Profit**: Net profit significantly increased, with a net profit of 122 million yuan for the first nine months, up 50% year-on-year [3][18] - **R&D Investment**: R&D expenditure reached 87 million yuan, indicating a strong commitment to innovation [2][3] Business Segments PCB Drilling and Forming Machines - **Market Position**: Haoshi holds over 60% market share in the domestic PCB drilling and forming machine sector, benefiting from AI and consumer electronics upgrades [2][4][10] - **Sales Performance**: PCB electronic spindle sales volume was approximately 40,000 to 50,000 units, generating around 300 million yuan in revenue, an 80% increase year-on-year [15][17] - **Future Projections**: Expected revenue for 2026 is projected to reach 2.3 billion yuan with a net profit target of 300 million yuan [4][20] Robotics - **Focus Area**: Haoshi Robotics, established in October 2024, specializes in harmonic reducers and has initiated collaborations with companies like Nissin Technology and New Star [6] - **Strategic Plan**: The "N+1+3" strategy includes harmonic reducers, collaborative robots, and three application products [6] - **Market Entry**: Small batch orders have been delivered to domestic automotive manufacturers, with larger orders anticipated by 2026 [6] Industrial Core Components - **Partnerships**: Collaborating with Zhejiang Fengze to produce linear guides, expecting 70 million yuan in revenue this year and over 100 million yuan next year [8] - **Growth in Linear Elevator Business**: Significant growth is anticipated in the linear elevator segment [8] Cost Control and Profitability - **Gross Margin**: The company maintains a gross margin exceeding 40%, attributed to economies of scale and R&D investments [9][28] - **Cost Management**: Continuous improvements in technology and cost control have been effective, with plans to increase prices for certain products due to high demand [9] Market Dynamics - **Demand Surge**: The PCB drilling business faces a demand surge, with monthly delivery delays of approximately 2,000 units due to capacity constraints [7] - **Competitive Landscape**: Haoshi competes primarily with foreign manufacturers in the PCB sector [10] Future Outlook - **2026 Expectations**: Revenue is expected to reach around 2.3 billion yuan, with a net profit goal of 300 million yuan, indicating enhanced profitability [20] - **Technological Advancements**: The harmonic reducer technology has shown significant improvements in precision and noise reduction, positioning the company for growth in industrial robotics and electric vehicle charging markets [21] Additional Insights - **Cash Flow**: The company maintains a positive operating cash flow with no immediate funding needs, supported by bank loans for capital expenditures [23] - **Product Development**: Ongoing development in various product lines, including traditional products like lathes and milling machines, is expected to sustain growth [24] This summary encapsulates the key points from the conference call, highlighting Haoshi Electromechanical's strong financial performance, market position, strategic initiatives, and future growth prospects.

Group 1 - The company, Reedy Drive (301596), announced on October 16 that its harmonic reducer bearings are currently sourced from external suppliers [1]

Group 1 - The core point of the article is that Reedy Drive (301596) announced its major clients for its products, highlighting its significant partnerships in the industry [1] Group 2 - The largest client for the company's electromagnetic brakes is Inovance Technology (300124) [1] - The top two clients for the company's harmonic reducers are Siasun Robot & Automation (中科新松) and Taitronics Robot [1]