Core Viewpoint - Linying Intelligent Manufacturing expects a significant increase in net profit for the first three quarters of 2025, projecting a growth of 34.10% to 50.42% compared to the same period last year [1] Financial Performance - The estimated net profit attributable to shareholders is between 1.89 billion yuan and 2.12 billion yuan [1] - The basic earnings per share are projected to be between 0.27 yuan and 0.30 yuan [1] Growth Drivers - The growth in performance is primarily attributed to the launch of AI terminal products during the third quarter, which has led to increased production and delivery, as well as improved production line utilization [1] - Significant revenue growth from overseas factories has also contributed to enhanced profitability [1]

（文章来源：每日经济新闻） 每经AI快讯，10月13日，领益智造(002600.SZ)公告称，领益智造发布2025年前三季度业绩预告，预计 归属于上市公司股东的净利润为18.90亿元~21.20亿元，比上年同期增长34.10%~50.42%。2025年前三季 度公司业绩与上年同期相比增长的主要原因是：首先，三季度AI终端产品进入新品发布季，公司三季 度新产品开始量产交付及产线稼动率提升，使得公司整体利润实现较快增长。其次，公司海外工厂收入 大幅增长，盈利能力有所提升。 ...

Core Viewpoint - Lingyi Technology (002600.SZ) expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 1.89 billion to 2.12 billion yuan, representing a year-on-year growth of 34.10% to 50.42% [1] Financial Performance - The basic earnings per share are estimated to be between 0.27 yuan and 0.30 yuan [1] - The anticipated growth in performance is attributed to the launch of AI terminal products and increased production capacity [1] Operational Factors - The third quarter marks the new product launch season, with new products entering mass production and delivery, contributing to rapid profit growth [1] - Revenue from overseas factories has significantly increased, leading to improved profitability [1]

人民财讯10月13日电，领益智造(002600)10月13日发布业绩预告，预计2025年前三季度归母净利润18.9 亿元—21.2亿元，同比增长34.1%—50.42%。前三季度业绩同比增长主要原因：1、三季度AI终端产品进 入新品发布季，公司三季度新产品开始量产交付及产线稼动率提升，使得公司整体利润实现较快增长。 2、公司海外工厂收入大幅增长，盈利能力有所提升。 转自：证券时报 ...

领益智造公告，预计2025年前三季度净利润为18.9亿元–21.2亿元，同比增长34.10%-50.42%。三季度AI 终端产品进入新品发布季，公司三季度新产品开始量产交付及产线稼动率提升，使得公司整体利润实现 较快增长。 ...

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：2025-159 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 2025 年前三季度业绩预告 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。 一、本期业绩预计情况 | 项目 | 2025 年 1 月 1 日—2025 年 9 月 日 30 | 上年同期（注） | | --- | --- | --- | | 归属于上市公司股东的净利润 | 盈利：189,000 万元–212,000 万元 | 盈利：140,935.84 万元 | | | 比上年同期增长：34.10%-50.42% | | | 扣除股权激励摊销费用归属于上市 公司股东的净利润 | 盈利：213,000 万元–236,000 万元 | 万元 盈利：143,317.81 | | | 比上年同期增长：48.62%-64.67% | | | 扣除非经常性损益后的净利润 | 盈利：146,000 万元–169,000 万元 | 盈利：118,663.53 万元 ...

Core Viewpoint - The humanoid robot industry is projected to become a trillion-dollar market, with significant growth expected in China by 2025, marking the beginning of a new era for humanoid robots [2][3]. Market Size Forecast - By 2045, the humanoid robot market in China is expected to reach 10 trillion RMB, while global annual revenue for humanoid robots could exceed 5 trillion USD by 2050 [3]. - NVIDIA's CEO highlighted that the AI-enhanced robot industry represents a new 10 trillion USD market opportunity [3]. Technological and Industrial Maturity - The current state of the robot industry is likened to the prelude of the smartphone and electric vehicle revolutions, with advancements in AI and robotics driving automation and intelligence [4]. - Key components of robots are becoming increasingly localized and modular, significantly reducing costs while scaling production [4]. Leading Enterprises and Innovation - Prominent companies like Yushun, Zhiyuan, and UBTECH are emerging, fostering a vibrant ecosystem of innovation that accelerates the transition from technological innovation to industrial growth [4]. - Component manufacturers are experiencing increased production volumes due to rising demand [4]. Synergy with Intelligent Connected Vehicles - The automotive industry, particularly in intelligent connected vehicles, shares numerous synergies with the humanoid robot sector, enhancing hardware, software, and application scenarios [5]. - Similarities in foundational hardware between autonomous vehicles and humanoid robots facilitate mutual empowerment in technology [6]. Software and Supply Chain Collaboration - Algorithms used in humanoid robots and autonomous vehicles show significant overlap, particularly in path planning and motion control [6]. - Over 50% of supply chain resources are shared between the automotive and humanoid robot industries, especially in sensors and chips [7]. Cost Reduction and Production Efficiency - The adoption of high-quality, low-cost components from the automotive sector is expected to significantly lower production costs for humanoid robots [7]. - The automotive industry's advanced automated production methods can enhance the efficiency and consistency of humanoid robot manufacturing [7]. Sales Channels and After-Sales Service - The automotive sales and service networks can effectively support the distribution and maintenance of humanoid robots, addressing reliability concerns [9]. - The transition from B2B to B2C and B2H sales models for humanoid robots is anticipated, with automotive dealerships potentially playing a key role [9]. Integration into Automotive Production - Humanoid robots are already being integrated into automotive production lines, performing various tasks and enhancing efficiency [10][11]. - Companies like Tesla are leading the way in applying humanoid robots in manufacturing, achieving significant improvements in speed and accuracy [11]. Future Applications and Scenarios - Humanoid robots are expected to extend their roles beyond manufacturing to include tasks such as driving assistance and logistics in challenging environments [12].

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002156 | 通富微电 | 3.00 | 17.36 | -56907.03 | | 300476 | 胜宏科技 | -2.92 | 4.94 | -47944.94 | | 002600 | 领益智造 | -4.61 | 5.79 | -45456.54 | | 300115 | 长盈精密 | -2.86 | 9.11 | -42080.29 | | 000034 | 神州数码 | -7.32 | 7.90 | -21491.08 | | 300496 | 中科创达 | -2.92 | 6.04 | -13897.38 | | 600745 | 闻泰科技 | -10.00 | 0.33 | -11699.85 | | 603228 | 景旺电子 | -4.32 | 3.16 | -11265.86 | | 002938 | 鹏鼎控股 | -5.23 | 1.51 | -8383.28 | | 002195 | 岩山科技 | -2.84 | 4. ...

截至10月13日收盘，同花顺果指数概念下跌3.67%，位居概念板块跌幅榜前列，板块内，闻泰科技跌 停，歌尔股份、蓝思科技、鹏鼎控股等跌幅居前。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 6.92 | 同花顺果指数 | -3.67 | | 兵装重组概念 | 3.51 | 短剧游戏 | -2.02 | | 光刻机 | 3.20 | 减速器 | -2.01 | | 国家大基金持股 | 3.18 | AI PC | -1.89 | | 中芯国际概念 | 3.03 | 汽车热管理 | -1.86 | | 2025三季报预增 | 2.98 | 小米汽车 | -1.80 | | 金属钴 | 2.91 | 同花顺出海50 | -1.73 | | 超导概念 | 2.87 | Sora概念(文生视频) | -1.68 | | 金属铅 | 2.83 | POE胶膜 | -1.66 | | 光刻胶 | 2.76 | 青蒿素 | -1.61 | 资金面上看，今日同花顺果指数概念板块获主力资金净流出39.04亿元，其 ...

| 002921 | 联诚精密 | -1.04 | 3.91 | -186.13 | | --- | --- | --- | --- | --- | | 688280 | 精进电动 | -1.36 | 2.73 | -134.02 | | 000837 | 秦川机床 | -2.03 | 3.08 | -114.64 | | 000601 | 韶能股份 | -1.72 | 1.65 | -108.30 | | 001282 | 三联锻造 | -0.95 | 18.19 | -76.40 | | 000816 | 智慧农业 | 0.63 | 2.80 | -60.41 | | 601608 | 中信重工 | -1.20 | 1.76 | -22.36 | | 003021 | 兆威机电 | -4.73 | 4.08 | -11.83 | | 300549 | 优德精密 | -0.83 | 3.47 | -7.85 | | 000026 | 飞亚达 | 0.30 | 1.45 | 33.76 | | 300681 | 英搏尔 | -1.75 | 8.36 | 38.80 | | 301279 | 金道科技 | -1 ...