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A Motor's 'Boundary Crossing': Jiangsu Leili Positions Itself Across the Full Industrial Chain of Embodied Intelligence—How Far Is It from Mass Production? | Vital China Field Investigation
① Prior to its listing, home appliance operations accounted for nearly 90% of the company’s business; it has since proactively expanded into high-margin sectors such as healthcare and automotive. ② Leveraging controlled subsidiaries like Dingzhi Technology and Zhongke Lingxi as strategic anchors, the company has established a full embodied intelligence value chain covering core components. ③ The cost of dexterous hands has decreased significantly, yet precision component manufacturing remains expensive, and limited generalization capability of the 'brain' continues to hinder deployment in flexible scenarios.
Express News | The humanoid robot concept continued to decline, with Wuzhou Xinchun hitting the daily trading limit down.
Has entered the supply chains of multiple robot body, module manufacturers, and dexterous hand enterprises; humanoid robotics-related stocks surged more than 14% in a single day; institutional investors conducted intensive research visits to relevant list
① Jiangsu Leili stated in its institutional investor meeting minutes released on Thursday that the company's core components—including frameless torque motors, rotary joint modules, and coreless motors—have entered the supply chains of multiple domestic and international robot body manufacturers, module suppliers, and dexterous hand enterprises. On the secondary market, Jiangsu Leili’s stock closed more than 14% higher on Friday. ② A review of the industry sectors (see table), listed companies (see list), and the latest institutional research on the humanoid robotics sector that attracted the most attention from institutional investors this week.
Express News | Jiangsu Leili: Plans to invest RMB 10 million to acquire a minority stake in Huike Zhikong, a robotics components company.
Express News | Jiangsu Leili: The dexterous hand product has achieved small-batch shipments and is advancing with upgrades and iterations.
Jiangsu Leili: First Quarter Report for 2026