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、担保情况概述 广东领益智造股份有限公司（以下简称"公司"）分别于 2025 年 12 月 5 日和 2025 年 12 月 22 日召开第六届董事会第二十二次会议和 2025 年第六次临时股东 会，审议通过了《关于公司及子公司 2026 年度担保事项的议案》。为保证公司 及其子公司的正常生产经营活动，2026 年度公司（含控股子公司）拟为公司及 子公司的融资或其他履约义务提供担保，预计担保总额度合计不超过人民币 4,000,000 万元。在上述担保额度内，公司管理层可根据实际经营情况对公司（含 控股子公司）对子公司、子公司对公司之间的担保额度进行调配，亦可对新成立 的子公司分配担保额度。具体内容详见公司于 2025 年 12 月 6 日在巨潮资讯网 （www.cninfo.com.cn）上披露的《关于公司及子公司 2026 年度担保事项的公告》。 二、担保进展情况 近日，公司、公司全资子公司领益科技（深圳）有限公司（以下简称"领益 科技"）和中国银行股份有限公司深圳布吉支行（以下简称"中国银行"）签订了 《保 ...

Core Insights - The launch of the Lingyi Intelligent Manufacturing Beijing Embodied Intelligence Super Factory aligns with national strategic initiatives, making it a significant project in the embodied intelligence industry [1] - The factory's location in Yizhuang, integrated with the local robotics industry ecosystem, highlights the advantages of industrial chain clustering and government policy support [1] - Lingyi Intelligent Manufacturing aims to enhance its core manufacturing capabilities and global presence, targeting to become one of the top three global manufacturers of embodied intelligent hardware [1] Summary by Sections - **Factory Launch and Strategic Importance** - The Beijing super factory is a key response to national strategic demands, marking a significant milestone in the embodied intelligence sector [1] - **Integration with Local Industry** - Situated in Xiaomi Smart Port, the factory benefits from the concentration of over a dozen robotics companies, facilitating efficient project execution from planning to order acquisition [1] - **Manufacturing Capabilities and Future Goals** - The factory is designed to meet the manufacturing needs of the Beijing-Tianjin-Hebei region with micron-level processing precision and comprehensive manufacturing capabilities, aiming to transfer expertise from consumer electronics to robotics [1] - **National Focus and Development Goals** - With strong national support for innovation in Yizhuang, Lingyi Intelligent Manufacturing plans to leverage the Beijing super factory as a foundation for future growth and innovation in the industry [1]

Core Viewpoint - The launch of the Beijing Embodied Intelligence Super Factory by Lingyi Manufacturing aligns with national strategies for technological self-reliance and future industry development [1] Group 1: Strategic Location and Industry Context - The factory is located in Yizhuang, a key area for high-tech industries and a national-level economic development zone, which is recognized as a core carrier for innovation in information technology [1] - Lingyi Manufacturing chose this location due to Yizhuang's complete industrial chain ecosystem, abundant scientific and technological resources, and forward-looking industrial planning [1] - The establishment of the factory is in line with the national strategy to accelerate the construction of an international technology innovation center and cultivate new productive forces [1] Group 2: Operational Goals and Industry Impact - The Beijing Super Factory leverages over 20 years of precision manufacturing experience to create a "research first, production later" industrial closed loop, addressing the industry's challenges of easy R&D but difficult mass production [1] - The factory's planning includes securing intention orders, signing core partners, establishing four global bases, and targeting a production capacity of 500,000 sets [1] - With strong support from the national level for Yizhuang's innovation development, the Beijing Super Factory is expected to become a significant engine for the large-scale and global development of the embodied intelligence industry [1]

Core Insights - The global humanoid robot industry is predominantly led by China, which houses over 110 companies, accounting for more than 50% of the total 220 humanoid robot manufacturers worldwide [1] - China excels in hardware and integration segments, while the US leads in the "brain" segment, focusing on AI models and software [4][5] - China has filed approximately five times more humanoid robot patents than the US, with a total of 7,705 patents, indicating a strong emphasis on innovation and technology development [6] - The competition among China, the US, and Japan in the humanoid robot industry is characterized by distinct strategies and market focuses [9] Industry Overview - Major listed companies in China's humanoid robot sector include Huichuan Technology, Sanhua Intelligent Control, Lens Technology, Hengli Hydraulic, Top Group, Linying Intelligent Manufacturing, Zoomlion Heavy Industry, and Jinli Permanent Magnet [1] - The global humanoid robot industry is expected to reach a market size of 861 billion yuan by 2027, with China aiming for a fully controllable supply chain and over 70% localization of core components [9][11] Competitive Landscape - Chinese companies like Zhiyuan Robotics and UTree Technology are rapidly advancing in mass production and cost control, while US firms like Boston Dynamics and Tesla focus on core technology breakthroughs [11][12] - The strategic direction for Chinese firms includes low-cost strategies to expand into consumer and industrial markets, while US companies are investing heavily in AI and technology development [11] - Japan's approach is centered on precision manufacturing and specialized components, targeting healthcare and industrial applications [9][11] Patent and Innovation - China leads in humanoid robot patent applications, with 7,705 patents compared to the US's 1,561 and Japan's 1,102, showcasing its dominance in core technology areas [6] - The focus of Chinese patents includes body structure, intelligent perception, and drive control, indicating a comprehensive approach to technology development [6] Market Projections - By 2027, the humanoid robot market is projected to achieve significant growth, with China aiming for a market scale of 861 billion yuan and the US targeting over 40% of the global market share [9][11]

Group 1 - Samsung Electronics is set to begin mass production of HBM4 as early as the third week of February, which will be used in NVIDIA's next-generation AI computing platform, Vera Rubin [2] - The storage industry is expected to see its value rise to $551.6 billion by 2026, driven by the AI boom, which is more than double the value of the foundry industry, projected to reach $218.7 billion [2] - Lingyi iTech has established an embodied intelligence super factory in Beijing, aiming for a production capacity of 10,000 units by 2026, expanding to 50,000 units by 2030 [2] Group 2 - Samsung Display is considering expanding its OLED panel production capacity in response to Apple's plans to launch the iPhone Flip, following the iPhone Fold [2]

Core Insights - Guangdong Lingyi Intelligent Manufacturing Co., Ltd. has launched a super factory in Beijing, which is a key component of its "embodied intelligence" strategy and aims to significantly boost its robot business by 2025 [1][4] Group 1: Factory and Production Capacity - The Beijing super factory is planned to have an annual production capacity of 500,000 units, with initial targets of 10,000 units in 2026 and 20,000 units in 2027 [5] - The factory will serve as a "manufacturing engine" for the Beijing-Tianjin-Hebei region's embodied intelligence industry [5] Group 2: Partnerships and Ecosystem - Lingyi Intelligent Manufacturing has signed partnership agreements with several companies, including Beijing Humanoid Robot Innovation Center and Magic Atom Robotics, to enhance its manufacturing capabilities [4] - The company aims to establish a global network of four major embodied intelligence manufacturing bases, including locations in Beijing, Chengdu, Dongguan, and India, to meet local and international market demands [4] Group 3: Technological Capabilities - The super factory will provide a one-stop manufacturing service, covering precision structural components, core modules, and complete machine assembly and testing [5] - Lingyi Intelligent Manufacturing offers comprehensive ODM services, allowing for customized hardware and software solutions tailored to client needs [6] Group 4: Strategic Goals and Market Position - The company is targeting to become one of the top three global manufacturers in the embodied intelligence hardware sector [4] - By 2025, Lingyi Intelligent Manufacturing plans to complete over 5,000 units of humanoid robot hardware and assembly services, showcasing its capabilities at international events like CES [5]

Core Insights - The launch of the Beijing Intelligent Manufacturing Super Factory by Lingyi Zhizao marks a significant step in the development of a one-stop intelligent robot manufacturing base [2][4] - The factory aims to provide a full chain of services from precision structural components to core modules and complete machine assembly and testing [2][4] Production Capacity - The factory is projected to achieve a production capacity of 10,000 units in 2026, increasing to 20,000 units in 2027, and reaching 500,000 units by 2030 [2][4] - This initiative is intended to establish a core intelligent manufacturing platform for the embodied intelligence industry in the Beijing-Tianjin-Hebei region [2][4] Partnerships and Collaborations - During the launch event, Lingyi Zhizao signed agreements with initial partners including the Beijing Humanoid Robot Innovation Center, Magic Atom, and Yuanluo Technology [2][4] - The company has already secured potential clients, which will accelerate the industrialization of embodied intelligent robots [2][4]

Group 1 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]

春潮涌动亦庄，智启未来新程。2026年2月9日，领益智造北京具身智能超级工厂启动仪式在亦庄小米产 业园隆重举行。这座规划年产能50万台套的超级工厂，不仅是领益智造"三位一体"具身智能战略的核心 载体之一，更是公司2025年机器人业务高速发展的"成果放大器"。 活动现场，领益智造与北京人形机器人创新中心、魔法原子、源络科技举行了北京超级工厂首批合作伙 伴签约仪式，北京超级工厂已获得多家具身智能客户的整机组装测试意向订单。从核心技术突破、产能 布局到生态构建，领益智造正以硬核实力加速向"全球TOP3具身智能硬件制造商"目标迈进。 战略落地：四大具身智能制造基地打造全球交付网络 回溯2025年6月，领益智造在机器人战略发布会上首次官宣"All in具身智能"，将公司近20年消费电子精 密制造经验积累全面迁移至机器人赛道，明确"三位一体"具身智能战略：第一，专注核心零部件及整机 ODM；第二，打造全方位硬件智造服务体系；第三，聚焦机器人应用场景的落地开发。半年时间，这 一战略已实现从蓝图到现实的跨越。北京超级工厂的启动，正是领益智造"制造筑基、创新赋能"理念的 具象化。 在核心零部件及整机ODM层面，领益智造可提供从 ...

广东领益智造股份有限公司 关于股东减持股份实施完成的公告 证券代码：002600 证券简称：领益智造 公告编号：2026-012 公司股东曾芳勤女士保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广东领益智造股份有限公司（以下简称"公司"）于 2026 年 1 月 17 日披露 了《关于股东减持股份预披露公告》（公告编号：2026-005），公司股东曾芳勤女 士计划自上述公告披露之日起 15 个交易日后的 3 个月内（即自 2026 年 2 月 7 日至 2026 年 5 月 6 日）以大宗交易的方式减持公司股份不超过 36,000,000 股（占 公司当前剔除回购专用账户股份后总股本的比例为 0.49%）。 公司于近日收到曾芳勤女士出具的《关于减持股份实施完成的告知函》，上 述减持股份计划已实施完毕，现将相关情况公告如下： 一、股东减持情况 1、股东曾芳勤女士及其一致行动人领胜投资（江苏）有限公司减持股份情 况 | 股东名称 | 减持方式 | 减持期间 | | 减持均价 （元/股） | 减持股数 （股） ...