二、担保进展情况 | 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-093 | | --- | --- | --- | | 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 关于为子公司提供担保的进展公告 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。 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"或"领益智造"）分别于 2024 年 12 月 6 日和 2024 年 12 月 23 日召开第六届董事会第九次会议和 2024 年第五次 临时股东大会，审议通过了《关于公司及子公司 2025 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，2025 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 3,500,000 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 2024 年 12 月 7 日 ...

Group 1 - The company Guangdong Lingyi Technology Co., Ltd. has issued convertible bonds totaling RMB 2,137.4181 million, which includes the principal amount [1] - The controlling shareholder, Lingsheng Investment (Jiangsu) Co., Ltd., received 12,621,409 bonds, accounting for approximately 59.05% of the total issuance [1] - The actual controller, Ms. Zeng Fangqin, received 440,693 bonds, representing 2.06% of the total issuance [1] Group 2 - Following the issuance, the holding of convertible bonds by the controlling shareholder decreased by 2,599,000 bonds, a reduction of 12.16% [1] - After the change, Lingsheng Investment holds 10,022,409 bonds, which is 46.89% of the total issuance [1] - The total holding of convertible bonds by the company and its actual controller after the change is 10,463,102 bonds, representing 48.95% of the total issuance [1]

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]

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： 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。 该笔回售申报业务失效。 "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 行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的约定，"领益转 债"的附加回售条款生效。现就"领益转债"回售有关事项公告如下： 一、回售条款概述 （一）导致回售条款生效的原因 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" 部分募集资金用途的议案》 ...

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 ...