Group 1 - The company, Lingyi Zhizao (002600.SZ), plans to acquire a 66.46% stake in Jiangsu Keda through the issuance of convertible bonds and cash payments to eight trading parties [1] - The company intends to issue shares to no more than 35 specific investors to raise matching funds for the acquisition [1] - The Shenzhen Stock Exchange's M&A Review Committee held a meeting on August 8, 2025, to review the company's transaction application, concluding that the transaction meets restructuring conditions and information disclosure requirements [1]

Group 1 - The company, Lingyi Zhi Zao (002600.SZ), plans to acquire a 66.46% stake in Jiangsu Keda through the issuance of convertible bonds and cash payments to eight trading partners [1] - The company intends to raise matching funds by issuing shares to no more than 35 specific investors [1] - The Shenzhen Stock Exchange's M&A Review Committee approved the transaction, confirming it meets restructuring conditions and information disclosure requirements [1]

| 证券代码：002600 | 证券简称：领益智造 公告编号：2025-106 | | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | 特此公告。 广东领益智造股份有限公司 关于公司发行可转换公司债券及支付现金购买资产并募集 配套资金事项获得深圳证券交易所并购重组审核委员会 审核通过的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广东领益智造股份有限公司（以下简称"公司"）拟通过发行可转换公司债 券及支付现金的方式向常州优融、上海迈环、万里扬管理、芜湖华安、常州青枫、 常州星远、常州超领、江苏信保等 8 名交易对方购买其合计持有的江苏科达 66.46% 股权，并拟向不超过 35 名特定对象发行股份募集配套资金。 深圳证券交易所并购重组审核委员会于 2025 年 8 月 8 日召开 2025 年第 8 次 并购重组审核委员会审议会议，对公司本次交易的申请进行了审议。根据深圳证 券交易所并购重组审核委员会发布的《深圳证券交易所并购重组审核委员会 2025 年第 8 次审议会议结果公告》，本次会议的审议结果为：本次交易符合重组 ...

Core Viewpoint - Shenzhen Stock Exchange's M&A Review Committee approved Guangdong Lingyi Intelligent Manufacturing Co., Ltd.'s asset acquisition plan, indicating compliance with restructuring conditions and information disclosure requirements [1] Group 1: Transaction Details - The transaction involves issuing convertible bonds and cash to acquire 66.46% equity in Jiangsu Keda, with a total transaction price of 332.30 million yuan [3][4] - The assessment of Jiangsu Keda's 100% equity value is 505 million yuan as of December 31, 2024, using income and market approaches, with the income approach selected as the final valuation method [3] - The company plans to issue convertible bonds to eight counterparties, with a total of 2,329,133 bonds to be issued at a face value of 100 yuan each, with an initial conversion price set at 6.50 yuan per share [5] Group 2: Funding and Use of Proceeds - The company aims to raise up to 207.40 million yuan through the issuance of shares to no more than 35 specific investors, which will cover 100% of the asset purchase price [5] - The raised funds will be allocated for supplementing working capital, repaying bank loans, paying cash consideration for the transaction, and covering intermediary fees [6][7] - The breakdown of the intended use of funds includes 48.34% for working capital and loan repayment, 47.92% for cash consideration, and 3.74% for intermediary fees [7]

Group 1 - The global robotics industry is expected to double its shipment volume annually, with the current major challenge being the insufficient availability of AI technology [1][2] - Ningxia has launched a deep empowerment project combining "artificial intelligence + real economy" [1][2] - The world's first robot 4S store and a robot-themed restaurant have opened [1][2] - UBTECH has released a full-size universal wheeled humanoid robot, Cruzr S2 [1][2] - Lingyi Technology has upgraded its collaboration with Beijing Humanoid, focusing on embodied intelligent application scenarios [1][2]

Core Insights - The forum on "Embodied Intelligent Technology and Applications" was successfully held at the 2025 World Robot Conference (WRC) [1] - A partnership signing ceremony took place involving nine companies, including Lingyi Zhizao, which signifies an upgrade in collaboration with the Beijing Humanoid Robot Innovation Center [1] - The collaboration aims to focus on the implementation of application scenarios and deepen the layout in the field of embodied intelligence [1]

Group 1 - Apple's stock price rose by 5.09%, marking its strongest performance since May 12, driven by the announcement of an additional $100 billion investment in the U.S. and a total investment of $600 billion over the next four years [1] - Companies in the Apple supply chain, such as Lixun Precision and GoerTek, are expected to benefit from hardware upgrades and increased sales due to the ongoing evolution of AI technology in products like AI smartphones and AI PCs [1] - The Bill of Materials (BOM) for iPhone models has been increasing, with a 30.11% rise for iPhone 14 compared to iPhone 11, and an increase of approximately $38 for iPhone 15 compared to iPhone 14, indicating a trend of rising costs for future models [1] Group 2 - Analysts believe Apple is likely to avoid further damage from tariffs, which would be a significant victory for the company, partly due to CEO Tim Cook's close relationship with the Trump administration [2][3] - Wedbush Securities maintains a "outperform" rating for Apple, with a 12-month target price of $270 per share, citing the upcoming iPhone 17 and strong service business as growth drivers [3] - Apple is expected to release new products in the next two years, including foldable screens and AR/MR/AI glasses, indicating a robust pipeline of innovations [3]

Group 1 - The company held its 16th meeting of the 6th Board of Directors on August 6, 2025, with all 7 directors present, complying with legal and procedural requirements [2][4] - The Board approved the proposal to grant reserved stock options under the 2024 Stock Option Incentive Plan to 395 eligible participants, totaling 47.1625 million stock options, with an exercise price of 4.44 yuan per share [3][9][20] Group 2 - The stock option grant date is set for August 6, 2025, with a total of 395 participants receiving 47.1625 million stock options [13][20] - The company has established conditions for granting stock options, ensuring compliance with relevant laws and regulations, and confirming that no disqualifying events have occurred for the company or the participants [14][31] Group 3 - The company has made adjustments to the number of participants and stock options due to disqualifications, reducing the initial grant from 1,447 to 1,412 participants and from 19.04 million to 18.865 million stock options [15] - The total number of reserved stock options was adjusted from 4.76 million to 4.71625 million, maintaining compliance with the plan's stipulations [15][17] Group 4 - The company will use the Black-Scholes model to calculate the fair value of the stock options, with parameters including a stock price of 9.67 yuan per share and historical volatility rates [28] - The stock option incentive plan is expected to enhance the company's governance structure and align the interests of shareholders, management, and employees [31]

Core Viewpoint - The company, Lingyi Zhizao, announced the approval of a stock option incentive plan for 2024 during its sixth board meeting, indicating a strategic move to motivate and retain key personnel [2] Summary by Categories Company Actions - Lingyi Zhizao's board approved the proposal to grant stock options as part of the 2024 incentive plan [2] Strategic Implications - The stock option incentive plan is aimed at aligning the interests of employees with those of shareholders, potentially enhancing company performance and employee retention [2]

广东领益智造股份有限公司 2024 年股票期权激励计划预留授予的激励对象名单 （授予日） 一、激励对象名单及拟授出权益分配情况 本激励计划拟授予的预留股票期权在各激励对象间的分配情况如下表所示： | 核心骨干（395人） | 4,716.25 | 100% | 0.6730% | | --- | --- | --- | --- | | 合计 | 4,716.25 | 100% | 0.6730% | 注：1、上述任何一名激励对象通过全部有效的股权激励计划获授的本公司股票均未超过本激励计 划草案公告时公司股本总额的1%。公司全部有效的激励计划所涉及的标的股票总数累计不超过本激励 计划草案公告时公司股本总额的10%。预留权益比例未超过本激励计划拟授予权益数量的20.00%。 2、上述激励对象不包括董事、独立董事、高级管理人员及单独或合计持有公司5%以上股份的股 东或实际控制人及其配偶、父母、子女。 3、上表中数值若出现总数与各分项数值之和尾数不符，均为四舍五入原因所致。 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 103 | 黄斌 | 核心骨干 | | 104 | 潘新兴 | 核 ...