Core Insights - Leisai Intelligent, established in January 2007 and listed on the Shenzhen Stock Exchange in April 2020, is a leading company in the domestic motion control sector, focusing on the R&D of core components and related application systems [1] Financial Performance - In Q3 2025, Leisai Intelligent reported revenue of 1.3 billion yuan, ranking sixth among 20 companies in the industry, surpassing the industry average of 957 million yuan and the median of 634 million yuan [2] - The net profit for the same period was 166 million yuan, placing the company third in the industry, above the average net profit of 26.81 million yuan and the median of 6.70 million yuan [2] Profitability and Debt Ratios - As of Q3 2025, Leisai Intelligent's debt-to-asset ratio was 40.90%, higher than the previous year's 37.18% and the industry average of 38.93% [3] - The gross profit margin for Q3 2025 was 39.08%, an increase from 38.64% year-on-year, and significantly above the industry average of 25.17% [3] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 2.42% to 43,800, with an average holding of 5,044.08 shares, a decrease of 1.13% from the previous period [5] Management Compensation - The chairman, Li Weiping, received a salary of 822,300 yuan in 2024, a decrease of 10,400 yuan from 2023 [4] Market Trends and Future Outlook - According to Dongwu Securities, Leisai Intelligent's revenue grew by 23% year-on-year in Q3 2025, with net profit increasing by 48%, exceeding market expectations [6] - The company is expanding its market share in servo and small PLC sectors, with respective market shares of 3.85% and 1.95%, reflecting year-on-year increases of 0.2 percentage points and 0.41 percentage points [6] - The company is also advancing its robotics business, having engaged with hundreds of companies for testing, which is expected to contribute to future growth [6]

Core Viewpoint - The stock of Leisai Intelligent has shown significant growth this year, with a year-to-date increase of 61.68%, indicating strong market interest and performance in the automation equipment sector [2]. Group 1: Stock Performance - As of September 15, Leisai Intelligent's stock price increased by 2.03%, reaching 49.27 CNY per share, with a trading volume of 1.86 billion CNY and a market capitalization of 154.78 billion CNY [1]. - The stock has experienced a 4.19% increase over the last five trading days, a 3.51% increase over the last 20 days, and an 18.04% increase over the last 60 days [2]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on March 14, where it recorded a net purchase of 85.09 million CNY [2]. Group 2: Financial Performance - For the first half of 2025, Leisai Intelligent reported a revenue of 891 million CNY, reflecting a year-on-year growth of 8.28%, and a net profit attributable to shareholders of 119 million CNY, which is a 2.22% increase year-on-year [3]. - Since its A-share listing, the company has distributed a total of 535 million CNY in dividends, with 226 million CNY distributed over the past three years [4]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Leisai Intelligent was 42,800, a decrease of 2.85% from the previous period, with an average of 5,101 circulating shares per person, an increase of 3.21% [3]. - The top ten circulating shareholders include notable institutional investors, with significant increases in holdings from several funds, indicating growing institutional interest [5].