Group 1 - The company Guangdong Lingyi Intelligent Manufacturing Co., Ltd. plans to provide guarantees for its financing or performance obligations for the year 2026, with a total guarantee amount not exceeding RMB 40 billion [2] - The company has signed a maximum pledge contract with Industrial and Commercial Bank of China, providing a pledge guarantee for a maximum principal amount of RMB 612.5 million for loans from January 12, 2026, to January 31, 2029 [3][5] - The company has also signed a maximum guarantee contract with Bank of China, providing a joint liability guarantee for its wholly-owned subsidiary Dongtai Lingyu Intelligent Technology Co., Ltd. for a maximum principal amount of RMB 200 million from January 30, 2026, to January 29, 2029 [3][11] Group 2 - As of the announcement date, the company's actual guarantee balance is RMB 1,510.73 million, accounting for 76.27% of the net assets attributable to the parent company as of December 31, 2024 [19] - The company has no overdue guarantees or guarantees involved in litigation as of the announcement date [19]

Group 1 - The core point of the news is that Guangdong Lingyi Zhizao Co., Ltd. has successfully completed the acquisition of Dongguan Liminda Electronic Technology Co., Ltd., making Liminda a subsidiary and enhancing their collaboration in the AI server liquid cooling sector [1][2] - Liminda has strong core technology and industry experience in enterprise-level server thermal management, with main products including liquid cooling quick-disconnect connectors, manifolds, and phase change liquid cooling modules [1] - Liminda is a certified supplier for NVIDIA and has become a core supplier of liquid cooling components for NVIDIA's GB200/300 series products, serving major clients in North America and leading ODM/OEM companies in China [1] Group 2 - The acquisition is a strategic move for Lingyi Zhizao to seize opportunities in the AI computing industry and enhance its AI hardware supply chain [2] - Liminda is currently in a phase of rapid capacity expansion and is expected to improve its product range, market share, and position in the industry [2] - The collaboration aims to leverage Lingyi Zhizao's resources to optimize Liminda's production processes, expand capacity, and enhance customer reach, promoting the application of liquid cooling products in AI servers and data centers [2]

Group 1 - Yuehongyuan A announced the transfer of 45% equity in Hongxi Mining for 22.37 million yuan, aiming to optimize its business and promote transformation, expecting a positive impact on financial results with an estimated gain of over 22 million yuan [2] - Wanhua Chemical plans to increase capital by 19.086 billion yuan to its wholly-owned subsidiary Wanhua Olefins, consolidating its carbon two industry operations to enhance competitiveness [3] - Huayou Cobalt signed a cooperation framework agreement to build an integrated battery industry chain project in Indonesia, aiming to establish the country as a production base for electric vehicle batteries [4] Group 2 - Gansu Energy reported that the first batch of wind turbines for its 1 million kW green electricity aggregation pilot project has been connected to the grid, contributing to over 10% of the company's expected installed capacity by the end of 2025 [5] - Lingyi Zhizao completed the acquisition of 35% equity in Liminda for 875 million yuan, gaining control over 52.78% of voting rights, making Liminda a subsidiary [6] - Tianqi Lithium's third-phase expansion project for chemical-grade lithium concentrate produced its first batch of qualified products, enhancing raw material supply for its lithium chemical production bases [7] Group 3 - Ecovacs expects a net profit of 1.7 billion to 1.8 billion yuan for 2025, a year-on-year increase of 110.90% to 123.30% due to product upgrades and cost optimization [9] - Cambrian anticipates a turnaround with a net profit of 1.85 billion to 2.15 billion yuan for 2025, a significant increase in revenue driven by operational improvements [10] - China Southern Airlines expects a net profit of 800 million to 1 billion yuan for 2025, recovering from a loss of 1.696 billion yuan in the previous year [11] Group 4 - Shandong Gold forecasts a net profit of 4.6 billion to 4.9 billion yuan for 2025, a year-on-year increase of 56% to 66% due to improved production efficiency and rising gold prices [16] - Perfect World expects a net profit of 720 million to 760 million yuan for 2025, recovering from a loss of 1.288 billion yuan, driven by successful game launches and cost reductions [17] - CICC anticipates a net profit of 8.542 billion to 10.535 billion yuan for 2025, a year-on-year increase of 50% to 85% due to strong performance in investment banking and wealth management [18] Group 5 - *ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan for 2025, recovering from a loss of 76.64 million yuan, attributed to a major asset restructuring [19] - New Hope predicts a net loss of 1.5 billion to 1.8 billion yuan for 2025, down from a profit of 473.6 million yuan, impacted by fluctuations in the pig market [20] - 360 expects a net profit of 213 million to 318 million yuan for 2025, turning around from a loss, driven by increased investment income from equity method accounting [21]

Group 1 - The core point of the article is that Lingyi Zhizao has completed the acquisition of 35% equity in Limin Da for 875 million yuan, gaining control of 52.78% of voting rights, marking a strategic move into the AI computing cooling and power supply sector [1][3] - The acquisition is seen as a key initiative for Lingyi Zhizao to position itself in the rapidly growing AI computing cooling market, aiming to quickly acquire technical reserves and customer certifications for liquid cooling business [3][4] - Limin Da is recognized as a quality enterprise in the AI computing thermal management field, specializing in liquid cooling connectors and modules, and has established significant partnerships with major clients like NVIDIA and Intel [3][4] Group 2 - The AI computing liquid cooling market is experiencing an annual growth rate exceeding 50%, indicating substantial development potential [4] - Following the acquisition, Lingyi Zhizao is expected to leverage its manufacturing scale and global supply chain to enhance Limin Da's production capacity and address bottlenecks [4] - The collaboration aims to create an integrated solution combining air cooling, liquid cooling, and power supply, thereby strengthening competitive differentiation in the AI computing sector [4]

证券代码：002600 证券简称：领益智造 公告编号：2026-009 广东领益智造股份有限公司 关于为公司及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 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 ...

广东领益智造股份有限公司 关于公司签订《股权转让协议》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、交易概述 证券代码：002600 证券简称：领益智造 公告编号：2026-008 二、本次交易进展情况 近日，根据公司付款进度、立敏达董事会席位安排、财产权转移手续办理情 况、立敏达公司章程以及遵循企业会计准则的相关规定，公司已按照约定完成本 次交易的相关交割程序，立敏达已成为公司的控股子公司，并纳入公司合并报表 范围。 特此公告。 广东领益智造股份有限公司董事会 为进一步促进广东领益智造股份有限公司（以下简称"公司"）快速获得海 外算力行业头部客户服务器液冷散热业务的技术储备与客户认证资质，降低服务 器电源相关产品的开发成本和产品验证周期，丰富公司服务器板块的产品矩阵， 提升公司 AI 硬件服务器板块的业务规模和盈利能力，2025 年 12 月 22 日，公司 与张强、武燕、武永军、县菊红、马琪、单筱军、郝代超、唐健、东莞市毛旦投 资有限公司、新余德彩米谷创业投资中心（有限合伙）及东莞德彩君泰创业投资 基金（有限合伙）签订了《关于东莞市立敏达 ...

领益智造公告称，2025年12月22日，公司以8.75亿元现金收购张强等股东持有的立敏达35%股权，并取 得张强持有的17.78%股份表决权，合计控制52.78%表决权获控制权。近日，公司已完成本次交易相关 交割程序，立敏达成为公司控股子公司并纳入合并报表范围。 ...

证券日报网讯1月29日，领益智造（002600）在互动平台回答投资者提问时表示，公司拟于2026年3月28 日披露2025年年度报告。 ...

Core Insights - 2026 marks the beginning of the "14th Five-Year Plan," representing a significant opportunity for high-quality development in China's economy [2][7] - Listed companies are seen as the backbone of the national economy and play a crucial role in implementing national strategies and driving industrial upgrades [2][7] Company Strategy - Lingyi Technology focuses on policy-driven strategies, emphasizing "precision manufacturing as a foundation and breakthroughs in emerging sectors" [5][9] - The company is actively engaged in AI terminal fields and is accelerating breakthroughs in sectors such as new energy vehicles, robotics, computing infrastructure, and low-altitude economy [5][9] - During the "14th Five-Year Plan," Lingyi Technology aims to deepen its transformation in "lean, digital, automated, and green" practices, focusing on core technological iterations and capacity upgrades [5][9] Industry Outlook - The new phase of development is expected to provide clearer paths and broader spaces for listed companies, enhancing their roles in the new development cycle [2][7] - The company expresses a commitment to supporting industrial chain security and stability through robust manufacturing capabilities [5][9] - Lingyi Technology aims to collaborate with various sectors to create value and drive innovation in the coming year [5][9]

当英伟达Rubin产品线携MCCP微通道技术呼啸而来，当AI芯片功耗冲破千瓦级物理极限，传统风冷已 触达命运的终局，液冷正从"前沿技术"蜕变为算力时代的"生存标配"。曾几何时，海外巨头垄断核心工 艺、把持价值链顶端，大陆厂商只能在代工赛道捡拾微薄红利，随时面临产能转移的生存危机；而今， 借着AI算力爆发与政策东风，一场以技术破壁、全链自主为核心的国产替代浪潮，正在液冷赛道澎湃 涌动——这不仅是份额的更迭，更是"中国智造"从追赶到引领的韧性史诗，每一步突破都镌刻着坚守， 每一处留白都藏着千亿级的星辰大海。 一、技术破壁：在博弈中突围，啃下"卡脖子"硬骨头 时代的浪潮，从来都眷顾有准备者。当前冷板式液冷以65%的市场份额占据主导，其对现有服务器架构 改动小、部署灵活的优势，成为国产厂商切入市场的最佳跳板。国家"东数西算"工程明确新建数据中心 PUE需低于1.25，四部门专项计划推动液冷技术规模化应用，北上广深更是要求新建智算中心液冷机柜 占比超50%。而液冷技术能将PUE稳定在1.1-1.2区间，远超风冷极限，既是实现"双碳"目标的核心支 撑，更是国产厂商的成长沃土。政策红利与市场需求形成共振，让国产替代从"被动 ...