Investment Rating - The report maintains a "Recommended" rating for the electronic industry [1]. Core Insights - The 2026 International Consumer Electronics Show (CES) highlighted the ongoing popularity of wearable products, with a focus on the integration of artificial intelligence and hardware [3]. - AI glasses are evolving with features like independent communication and open ecosystems, enhancing user experience and potentially replacing smartphones [3]. - Innovations in mainstream consumer electronics include the introduction of a robot-shaped smartphone and satellite communication capabilities in consumer-grade devices, aimed at creating new demand and applications [3]. - New wearable products, such as AI smart rings and camera-integrated headphones, are emerging, indicating a shift towards more sensory and seamless user experiences [3]. - The report suggests that technological advancements will drive market demand, recommending attention to companies like GoerTek, Luxshare Precision, Lens Technology, and others [3].

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 证券代码：002600 证券简称：领益智造 公告编号：2026-002 广东领益智造股份有限公司 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、担保进展情况 ...

Core Viewpoint - The company, Lingyi Technology (领益智造), is a core supplier for AMD and is collaborating on various product projects, focusing on optimizing thermal design and improving mass production efficiency [1] Group 1: Company Collaboration and Product Development - The company is involved in the production of AMD series graphics card thermal modules, which are being shipped [1] - Future efforts will concentrate on upgrading and innovating efficient thermal technologies, accelerating the technological transformation of high-performance computing products [1] - The company aims to deepen and expand existing collaborations while actively exploring new partnership opportunities [1] Group 2: Upcoming Information Releases - Relevant information regarding the company's advancements and collaborations will be published on their WeChat official account on specific dates in 2025 [1]

Group 1 - The core index of the National Certificate Robot Industry rose by 1.7%, with notable increases in component stocks such as Hongxun Technology reaching the daily limit, Aerospace Zhizhuang rising over 9%, and Haozhi Electromechanical increasing over 6% [1] - The robot ETF E Fund (159530) saw a trading volume exceeding 900 million yuan and net subscriptions surpassing 80 million shares, indicating strong market interest [1] - According to Omdia, ZhiYuan Robotics is projected to ship over 5,168 humanoid robots by 2025, capturing 39% of the global market share, making it the leader in both shipment volume and market share [1] Group 2 - Omdia categorizes ZhiYuan, Yushu, and Tesla among the "first tier" humanoid robot developers, with expectations of exponential growth in global humanoid robot shipments to 2.6 million units by 2035 [1] - The industry is experiencing significant growth driven by policy support and market enthusiasm, with related index products gaining attention for investment opportunities [1] - The National Certificate Robot Industry Index focuses on humanoid robot bodies and core components, covering companies like Sanhua Intelligent Control and Lingyi Technology, which together account for approximately 80% of the index [1]

【市场复盘】 3. 据阿里云消息，1月8日，乐聚机器人与阿里云达成全栈AI合作，双方将基于阿里云算力、AI平台、 千问模型，共同开展人形机器人训练场合作，以及探索基于千问模型的具身智能联合解决方案和人形机 器人产品的开发。 【机构观点】 中信证券认为，具身智能产业发展如火如荼，在资本、政策、企业、人才的协同共振下，产业飞轮以超 乎寻常的速度旋转。训练数据是由"半商业化"走向"全商业化"的关键一环。建议额外重视掌握数据话语 权的标的，尤其重视在数据、模型及本体三大要素上皆有阶段性成功布局之企业。此外，从商业化进程 角度而言，相比于具身模型企业，作为AI时代的卖铲人，数据语料公司的商业化变现步伐明显更快， 这类企业也值得重点关注。 （文章来源：每日经济新闻） 本周四 (1月8日)，科创人工智能ETF华夏(589010) 表现强劲，全天收涨1.09%，盘中一度突破1.500元整 数关口。持仓股方面呈现"百花齐放"态势，中科星图强势领涨超4%，复旦微电、芯原股份、寒武纪-U 均涨超3%，新点软件、福昕软件等个股紧随其后，涨幅逾2%。流动性方面，全天成交额录得1.35亿 元，换手率达4.06%，显示出资金对人工智能赛道 ...

【市场复盘】 本周四(1月8日)，科创人工智能ETF华夏(589010)表现强劲，全天收涨1.09%，盘中一度突破1.500元整数 关口。持仓股方面呈现"百花齐放"态势，中科星图强势领涨超4%，复旦微电、芯原股份、寒武纪-U均 涨超3%，新点软件、福昕软件等个股紧随其后，涨幅逾2%。流动性方面，全天成交额录得1.35亿元， 换手率达4.06%，显示出资金对人工智能赛道在经历调整后的修复行情保持高度敏感，交投情绪积极回 暖，配置窗口或已开启。机器人ETF(562500)延续强势表现，收涨1.06%，全天成交额突破13.77亿元， 交投持续火爆。持仓股方面迎来集体爆发，上演"涨停潮"：丰立智能（301368）强势封板20CM涨停， 晶品特装大涨超10%，华东数控（002248）、信捷电气（603416）、中信重工（601608）等5只成分股 集体封死10%涨停板。 【热点要闻】 1.近日，"全球仓储机器人第一股"极智嘉与全球头部电商企业正式签署战略合作协议。根据协议，该客 户承诺在合作期内每年向极智嘉采购数亿元人民币的产品与服务。同时，双方将携手展开全球范围的项 目复制和市场开拓，形成高黏性的长期价值共生。 2领 ...

Core Viewpoint - Lingyi iTech (002600) is focused on the development of core components and assembly for smart wearable devices such as AR, VR, MR, and AI glasses, providing essential parts and assembly services to leading domestic and international clients [1] Group 1 - The company specializes in soft functional components, injection molded parts, thermal solutions, chargers, and wireless charging core components [1] - Lingyi iTech has signed commercial confidentiality agreements with clients, limiting the disclosure of specific cooperation details [1]

每年年初 在拉斯维加斯举行的 全球消费电子展（CES） 是窥见技术浪潮、检视产业成果、 洞察未来的最佳窗口 在今年的展会上 东莞再次秀出亮眼表现 展现"科创引领"的新姿态 向世界传递来自东莞的"新价值主张" 01 闪耀全球消费电子展 东莞科创企业硬核出海 1月6日至9日，2026年国际消费电子展（CES 2026）在美国拉斯维加斯举行。作为被业界誉为"科技界春晚"的全球顶尖科技盛会，CES是洞察年度技术趋 势的核心舞台，各种创新应用在此密集发布。 今年，东莞的科创企业组成中国"智造"的亮眼方阵，再度点亮CES的创新版图。 AI陪伴机器人赛道竞争激烈，各团队力求差异化突围。卢登斯智能（Ludens AI）展示了两款具有亲和力的陪伴机器人，收获多家媒体关注。 其中一款机器人宠物Cocomo，专注于情感交互技术的深度研发，可以跟随用户走动，并对语音和触摸作出反应。另一款体型更小但同样非常可爱的机器 人，名为Inu，企业将其描述为"桌面外星玩偶"，令陪伴更具温度与智慧。 在威尼斯馆初创企业专区（Eureka Park），总部位于东莞松山湖的XbotPark，有多家企业参展，是馆内唯一来自中国的科技企业集合型展区。 据 ...

截至1月8日收盘，稀土永磁概念下跌0.94%，位居概念板块跌幅榜前列，板块内，中矿资源、格林美、 惠城环保等跌幅居前，股价上涨的有19只，涨幅居前的有宇晶股份、争光股份、瑞晨环保等，分别上涨 9.73%、2.35%、1.86%。 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（%） | | --- | --- | --- | --- | | 国产航母 | 4.70 | 金属钴 | -1.62 | | 军工信息化 | 4.20 | 金属镍 | -0.99 | | 太赫兹 | 4.14 | 稀土永磁 | -0.94 | | 中船系 | 3.64 | 期货概念 | -0.94 | | 商业航天 | 3.56 | 金属锌 | -0.92 | | 大飞机 | 3.43 | 金属铜 | -0.80 | | 卫星导航 | 3.41 | EDR概念 | -0.67 | | 军民融合 | 3.35 | 金属铅 | -0.64 | | 脑机接口 | 3.27 | 小金属概念 | -0.64 | | 成飞概念 | 3.27 | 同花顺出海50 | -0.59 | 资金面上看，今日稀土永磁概念板块 ...

Important Matters - Pritchard has achieved a significant breakthrough in LCP film technology, being the only company in China to do so, and is collaborating with overseas clients for applications in brain-computer interfaces [1] - Zhongtian Rocket's small guided rocket products primarily serve military trade, with product gross margins fluctuating between 35% and 40% [1] - CIMC's subsidiary is providing liquid oxygen storage tanks and other equipment in the commercial aerospace sector, with expected revenue and orders exceeding 100 million yuan by 2025 [1] - Gaode Infrared is supplying infrared detector cores for commercial aerospace and satellite applications [1] - Zhongfu Shenying's M55J-grade carbon fiber is undergoing application verification in satellite structural components [1] Investment and Operations - Dazhong Mining plans to invest 3.688 billion yuan in a 20 million tons per year lithium mining and selection project [1] - Zhongkuang Resources has commenced trial production for a high-purity lithium salt project with an annual output of 30,000 tons [1] - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its subsidiary fund [1] - Huagong Technology has launched a self-developed silicon photonic chip for 1.6T optical modules [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Xinlitai's innovative drug SAL0145 injection has had its clinical trial application accepted [1] - Hengrui Medicine's innovative drug Rilaforpu α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - Yifan Pharmaceutical's wholly-owned subsidiary has received a registration acceptance notice for Yihuang Decoction granules, with no similar products from the same prescription available domestically [1] Partnerships and Collaborations - Taisheng Wind Power has formed strategic partnerships with multiple arrow manufacturers [2] - Guangqi Technology's subsidiary has signed batch production contracts totaling 264 million yuan for metamaterials with four clients [2] - Lingyi Intelligent Manufacturing has reached a strategic cooperation agreement with Qiangnao Technology [2] Performance - Zhongke Lanyun expects a net profit increase of 367%-377% year-on-year in 2025, driven by significant fair value changes from investments in Moer Thread and Muxi Co., Ltd. [2] - Kangchen Pharmaceutical anticipates a net profit increase of 243%-315% year-on-year in 2025 [2] - Chuanjinno expects a net profit increase of 144%-173% year-on-year in 2025 [2] - Beifang Navigation forecasts a net profit increase of 86.32%-137.14% year-on-year in 2025 [2]