广东领益智造股份有限公司 | 证券代码：002600 | 证券简称：领益智造 公告编号：2025-092 | | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | 关于控股股东持有公司可转换公司债券比例变动的公告 公司于近日收到公司控股股东领胜投资的告知函，领胜投资于 2025 年 6 月 24 日至 2025 年 7 月 10 日、2025 年 7 月 16 日通过大宗交易方式转让公司可转 换公司债券合计 2,599,000 张，占发行总量的 12.16%。公司控股股东领胜投资、 实际控制人曾芳勤女士持有公司可转换公司债券比例变动的具体情况如下： | 持有人 | 本次变动前 | | 本次变动情况 | | 本次变动后 | | | --- | --- | --- | --- | --- | --- | --- | | | 持有数量 | 占发行总 | 变动数量 | 占发行总 | 持有数量 | 占发行总 | | | （张） | 量比例 | （张） | 量比例 | （张） | 量比例 | | 领胜投资 （江苏） | 12,621,409 | 59.05% | -2,599,000 | - ...

Core Viewpoint - The company, Linyi Intelligent Manufacturing, is expected to show significant growth in its half-year performance for 2025, with net profit projections indicating a substantial increase compared to the previous year [1][2]. Financial Performance Summary - The estimated net profit attributable to shareholders is projected to be between 900 million and 1.14 billion yuan, representing a year-on-year growth of 31.57% to 66.66% [1][2]. - The net profit after deducting stock incentive amortization is expected to be between 1.04 billion and 1.28 billion yuan, reflecting a growth of 48.59% to 82.88% compared to the previous year [1][2]. - The net profit after excluding non-recurring gains and losses is projected to be between 580 million and 820 million yuan, showing a growth of 1.04% to 42.85% year-on-year [1][2]. - The net profit after deducting stock incentive amortization and non-recurring gains and losses is expected to be between 720 million and 960 million yuan, indicating a growth of 22.06% to 62.74% compared to the previous year [1][2]. - Basic earnings per share are projected to be between 0.13 yuan and 0.16 yuan, up from 0.10 yuan in the same period last year [1][2]. Growth Drivers - The company's performance growth is attributed to increased investment in high-value AI terminal hardware products, enhancing market share, and establishing supplier alliances, which have improved production line utilization and reduced manufacturing costs [3]. - The domestic automotive business has shown significant improvement in processes and efficiency, leading to better operational performance compared to the previous year [3]. - Measures taken at some overseas new factories have resulted in a reduced loss margin compared to the previous year [3]. Company Background - Linyi Intelligent Manufacturing provides comprehensive intelligent manufacturing services and solutions globally, with main products including AI smartphones, foldable smartphones, AI PCs, tablets, imaging displays, batteries, thermal management solutions, AI glasses, XR wearable devices, and sensors [5].

Core Insights - The consumer electronics sector is experiencing a structural recovery driven by demand rebound and technological upgrades, with 47% of the 23 listed companies in the sector expecting profit growth for the first half of 2025 [1][2] Industry Performance - The consumer electronics industry is benefiting from global digital transformation and the explosion of AI, leading to improved industry sentiment [2] - AI is deeply empowering the consumer electronics industry, driving innovation in products such as smartphones, AI PCs, and wearable devices [3] - The automotive electronics business is becoming a core growth engine for listed companies in the consumer electronics sector, fueled by the rapid development of the new energy vehicle industry [5][6] Company Performance - Six companies in the consumer electronics sector are expected to achieve over 100% year-on-year profit growth, with Shuo Bei De Wireless Technology Co., Ltd. projecting a profit increase of 867.27% to 1028.49% [2] - Huqin Technology Co., Ltd. anticipates a profit of 1.87 billion to 1.9 billion yuan, reflecting a year-on-year increase of 44.8% to 47.2% [3] - Foxconn Industrial Internet Co., Ltd. is seeing significant growth in its core products, particularly in advanced AI computing products, and is focusing on smart manufacturing and AI integration [4] - Luxshare Precision Industry Co., Ltd. expects a profit growth of 20% to 25% due to its vertical integration strategy and global resource optimization [5]

Core Viewpoint - The company announces the third reminder regarding the repurchase of "Lingyi Convertible Bonds," highlighting that the current market price exceeds the repurchase price, which may lead to losses for investors choosing to sell back their bonds [1][2]. Summary by Sections Repurchase Terms Overview - The repurchase clause is activated due to the approval of changes in the use of raised funds during the board and shareholder meetings held on June 17 and July 4, 2025 [1][2]. - The company will allocate part of the originally planned investment of 526.82 million yuan to increase funding for the "Carbon Fiber and Heat Dissipation Precision Parts R&D and Production Project" and the new "Humanoid Robot Key Components and Complete Machine OEM Capability Upgrade Project" [2]. Additional Repurchase Clause - The additional repurchase clause allows bondholders to sell back their bonds at face value plus accrued interest if there are significant changes in the use of raised funds recognized by the China Securities Regulatory Commission [2][3]. Repurchase Price - The repurchase price is calculated to be 100.129 yuan per bond, including interest and tax, with the actual amount received varying based on the investor's tax status [4][5]. Repurchase Rights - Bondholders have the right to sell back part or all of their unconverted "Lingyi Convertible Bonds," and this repurchase is not mandatory [5]. Repurchase Procedure and Payment Method - The repurchase announcement must be published at least three times, with specific timelines for the announcement and the repurchase application period set from July 11 to July 17, 2025 [5][6]. - The payment for the repurchased bonds will be processed through the China Securities Depository and Clearing Corporation, with funds expected to be available to investors by July 23, 2025 [6]. Trading During Repurchase Period - "Lingyi Convertible Bonds" will continue to trade during the repurchase period, but conversion to shares will be suspended [6].

Core Viewpoint - The announcement details the resumption of conversion rights for the "Lingyi Convertible Bonds" after a temporary suspension due to a buyback period [1][2]. Group 1 - The company held meetings on June 17, 2025, and July 4, 2025, to approve adjustments to certain fundraising projects and changes in the use of raised funds [1]. - The additional buyback clause for the "Lingyi Convertible Bonds" has come into effect, allowing bondholders to exercise their buyback rights [1]. - The company will suspend the conversion of the bonds from July 11, 2025, to July 17, 2025, during the buyback application period [2]. Group 2 - The conversion rights will resume on July 18, 2025, following the end of the buyback application period [2].

| 证券代码：002600 | 证券简称：领益智造 公告编号：2025-090 | | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | 广东领益智造股份有限公司 关于"领益转债"回售的第三次提示性公告 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。 特别提示： 1、回售价格：100.129 元人民币/张（含息、税） 2、回售申报期：2025 年 7 月 11 日至 2025 年 7 月 17 日 3、发行人资金到账日：2025 年 7 月 22 日 4、回售款划拨日：2025 年 7 月 23 日 5、投资者回售款到账日：2025 年 7 月 24 日 6、回售申报期内"领益转债"暂停转股 7、本次回售不具有强制性，"领益转债"持有人有权选择是否进行回售 8、风险提示：投资者选择回售等同于以 100.129 元/张（含息、税）卖出持 有的"领益转债"。截至目前，"领益转债"的收盘价高于本次回售价格。投资者 选择回售可能会带来损失，敬请投资者注意风险。 9、在回售资金发放日之前，如发生司法冻结或扣划等情形，债券持有人的 该笔回售申 ...

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-091 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 广东领益智造股份有限公司 关于"领益转债"恢复转股的公告 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。 特别提示： "领益转债"将自回售申报期结束的次一交易日（即 2025 年 7 月 18 日）起 恢复转股。敬请公司可转换公司债券持有人注意。 特此公告。 广东领益智造股份有限公司董事会 二〇二五年七月十五日 2 / 2 广东领益智造股份有限公司（以下简称"公司"）于 2025 年 6 月 17 日召开 第六届董事会第十四次会议、第六届监事会第十二次会议，于 2025 年 7 月 4 日 召开 2025 年第二次临时股东大会、"领益转债"2025 年第一次债券持有人会议， 分别审议通过了《关于调整部分募投项目、变更部分募集资金用途的议案》。根 据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 15 号——可转换公司债券》以及《广东领益智造股份有限公司向 ...

今日涨跌幅居前的概念板块 | 300496 | 中科创 | 1.98 | 3.87 | 4966.60 | 6.21 | | --- | --- | --- | --- | --- | --- | | | 达 | | | | | | 688031 | 星环科 | 3.52 | 5.91 | 3108.82 | 11.27 | | | 技 | | | | | | 688327 | 云从科 | 3.10 | 6.1 1 | 2789.03 | 4.00 | | | 技 | | | | | | 001389 | 广合科 技 | 1.36 | 13.77 | 2758.40 | 2.10 | | 001314 | 亿道信 | 2.23 | 11.06 | 1821.21 | 6.93 | | | 息 | | | | | | 300956 | 英力股 份 | 2.43 | 5.42 | 1525.05 | 8.08 | | 000066 | 中国长 | 0.97 | 2.34 | 1355.90 | 1.24 | | | 城 | | | | | | 001339 | 智微智 能 | 3.56 | 12.12 | 126 ...

截至7月15日收盘，果指数概念上涨1.85%，位居概念板块涨幅第8，板块内，14股上涨，鹏鼎控股涨 停，东山精密、蓝特光学、工业富联等涨幅居前，分别上涨9.70%、5.24%、5.13%。跌幅居前的有珠海 冠宇、京东方A、安洁科技等，分别下跌2.56%、1.98%、1.54%。 同花顺果指数概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002938 | 鹏鼎控 股 | 10.01 | 3.58 | 30285.18 | 8.56 | | 002475 | 立讯精 密 | 4.02 | 2.01 | 19391.79 | 3.67 | | 002600 | 领益智 造 | 1.91 | 1.91 | 7467.46 | 6.31 | | 601138 | 工业富 联 | 5.13 | 1.39 | 6987.45 | 0.94 | | 300115 | 长盈精 密 | 1.25 | 3.33 | 5017 ...

Core Viewpoint - The company, Lingyi Technology, is expected to see significant growth in its net profit for the first half of 2025, with projections indicating an increase of 31.57% to 66.66% year-on-year, and a more substantial growth of 48.59% to 82.88% when excluding stock incentive amortization expenses [1][2]. Financial Performance Summary - The projected net profit attributable to shareholders is estimated to be between 900 million and 1.14 billion yuan, compared to 684.03 million yuan in the same period last year, reflecting a year-on-year growth of 31.57% to 66.66% [2]. - The net profit attributable to shareholders, excluding stock incentive amortization expenses, is expected to be between 1.04 billion and 1.28 billion yuan, up from 699.90 million yuan last year, indicating a growth of 48.59% to 82.88% [2]. - The net profit after excluding non-recurring gains and losses is projected to be between 580 million and 820 million yuan, showing a modest increase of 1.04% to 42.85% compared to 574.02 million yuan last year [2]. - The basic earnings per share are anticipated to be between 0.13 yuan and 0.16 yuan, compared to 0.10 yuan in the previous year [2]. Quarterly Performance Insights - In the first quarter of 2025, the company achieved a revenue of 11.494 billion yuan, marking a year-on-year increase of 17.11%, with a net profit attributable to shareholders of 565 million yuan, up 23.52% [2]. - The net profit excluding stock incentive amortization expenses for the first quarter was 641 million yuan, reflecting a year-on-year growth of 37.59% [2]. - The company has maintained a strong performance, with revenues exceeding 10 billion yuan for three consecutive quarters and achieving double-digit year-on-year growth for five consecutive quarters [2]. Growth Drivers - The significant year-on-year growth in the company's performance is attributed to several factors: 1. Increased investment in R&D for high-value-added AI terminal hardware products, which has enhanced market share and established supplier alliances, leading to improved production line utilization and reduced manufacturing costs [3]. 2. Progress in the domestic automotive business, with notable improvements in process capabilities and operational efficiency compared to the previous year [3]. 3. Measures taken by some overseas new factories have resulted in a reduction of losses compared to the same period last year [3].