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.

cls.cnJul 5 20:58

Hengshuai Co., Ltd. (300969): Proactive cleaning business capacity ramp-up; robotics creates a new growth driver

Active cleaning business capacity has been ramped up, and thermal management business is expanding into integrated systems. In the traditional cleaning business segment, the company has already secured a certain market share in the domestic market, with business growth primarily driven by new customer acquisition. Regarding the active cleaning business, the company has already secured contracts with several automotive manufacturers.

Huaan SecuritiesJun 24 00:00

Hengshuai Co., Ltd. (300969.SZ): Change of Managing Partner of the Controlling Shareholder's Concert Party and Execution of Concert Party Agreement

Gelonghui, June 17 — Hengshuai Co., Ltd. (SZSE: 300969) announced that it recently received a notice from Ningbo Yumi Equity Investment Management Co., Ltd. (Limited Partnership) (“Ningbo Yumi”), a party acting in concert with the company’s actual controller, stating that the executive partner of Ningbo Yumi has been changed from Mr. Xu Ningning to Ms. Zhang Lijun. The aforementioned change has completed the relevant industrial and commercial registration procedures, and a newly issued Business License has been obtained. Meanwhile, to ensure the stability of the company’s control rights, Ningbo Yumi has entered into a Concert Party Agreement with Mr. Xu Ningning, the actual controller, pursuant to which Mr. Xu Ningning will continue to maintain a concert party relationship with Ningbo Yumi.

Gelonghui FinanceJun 17 18:28

Hengshuai Co., Ltd.: Only half a trading day remains before the cessation of conversion for 'Hengshuai Convertible Bonds'.

Gelonghui News, May 12 | Hengshuai Shares announced at noon that May 12 is the last conversion day for 'Hengshuai Convertible Bonds.' Before the market closes on May 12, investors holding 'Hengshuai Convertible Bonds' can still convert them into shares. After the market closes on May 12, any 'Hengshuai Convertible Bonds' that have not been converted will cease to be eligible for conversion, and the remaining 'Hengshuai Convertible Bonds' will be mandatorily redeemed at a price of 100.191 yuan per bond. If subject to mandatory redemption, investors may face losses. Following the midday closing on May 12, only half a trading day remains until the cessation of conversion for 'Hengshuai Convertible Bonds' on May 13.

Gelonghui FinanceMay 12 12:06

Hengshuai Co., Ltd. (300969): Robust revenue growth with robotics business expected to become the third growth driver.

Event: The company released its 2025 annual report and the first quarter report of 2026. In 2025, the company achieved operating revenue of 950 million yuan (-1.5%) and a net profit attributable to shareholders of 170 million yuan (-22.0%). The net profit attributable to shareholders excluding non-recurring items was also reported.

China Merchants SecuritiesMay 10 00:00

Hengshuai Co., Ltd. (300969): Significant Year-on-Year Revenue Growth in Q1 2026, Acceleration in Robot Industrialization

According to Hengshuai Co., Ltd.'s 2025 annual report: In 2025, the company achieved revenue of 947 million yuan, a year-on-year decrease of 1.55%; net profit attributable to shareholders was 167 million yuan, a year-on-year decrease of 22.02%; and non-recurring net profit attributable to shareholders was 147 million yuan.

Guohai SecuritiesMay 6 20:12