证券日报网讯 1月5日，领益智造在互动平台回答投资者提问时表示，2025年7月，公司与国内首家脑机 接口领域独角兽企业浙江强脑科技有限公司达成战略合作伙伴关系。 （文章来源：证券日报） ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has requested supplementary materials from 19 companies, including Linyi Intelligent Manufacturing, regarding their overseas listing applications, focusing on various aspects such as share pledges, major asset acquisitions, AI business specifics, and compliance [2][3]. Group 1: Share Pledge and Control - The CSRC is particularly interested in the share pledge situation of Linyi Intelligent Manufacturing's controlling shareholder and the potential impact on company control, as well as any violations of regulations regarding overseas securities issuance [3]. - The controlling shareholder, Zeng Fangqin, holds nearly 60% of the company's shares, with a relatively low pledge ratio of 6.09% of the pledged shares and 3.45% of the total share capital [3]. Group 2: Major Asset Acquisitions - Linyi Intelligent Manufacturing has been active in capital operations since its reverse merger in 2017, with significant acquisitions including Selcon in 2019 and Zhejiang Jintai in 2021, and a recent acquisition of 60% of Jiangsu Keda [5]. - The company announced a cash acquisition of 35% of Limin Da, aiming to gain control over the company and enhance its server hardware offerings [5][6]. Group 3: AI Business Development - The company is transitioning from a consumer electronics supplier to an "AI terminal + robotics" platform, planning to invest at least 200 million yuan annually to become a top global player in embodied intelligent hardware [7]. - The CSRC has requested detailed information on the company's AI business, particularly in the AI large model sector, including application scenarios and functionalities [7][8]. Group 4: Compliance and Regulatory Issues - The CSRC has raised concerns regarding compliance, requiring the company to verify the operational scope of its subsidiaries and ensure adherence to foreign investment regulations [9].

证券日报网讯1月5日，领益智造（002600）在互动平台回答投资者提问时表示，公司已于2025年11月20 日正式向香港联合交易所(港交所)提交了发行H股股票并在其主板挂牌上市的申请。公司本次发行上市 尚需取得中国证监会、香港证券及期货事务监察委员会和香港联交所等相关政府机关、监管机构、证券 交易所的备案、批准或核准，目前相关工作正在有序推进中，公司将根据该事项的进展情况及时履行信 息披露义务，敬请广大投资者注意投资风险。 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

此次大会，领益智造与多家先进科技企业和金融企业共同完成签约。本次签约事项围绕具身智能机器人 制造平台相关项目展开，是公司在前沿产业方向与区域创新生态深度融合的又一重要实践。通过与北京 经开区及相关产业资源的协同，公司将进一步拓展在具身智能领域的布局深度与合作广度。 截止到2025年11月底，公司已累计完成超5000台人形（具身）机器人硬件及整机组装服务，覆盖整机与 灵巧手组装、关节模组，以及头、腰、脑、臂、腿、灵巧手等高精度核心部件，并延伸至充电方案、散 热方案及软质纺织皮肤等关键功能模块，形成较为完整的机器人硬件与系统交付能力。在产业化落地层 面，领益智造与北京人形机器人创新中心共建中试基地，形成年产5000台的人形机器人验证能力；同 时，围绕未来规模化需求，公司规划建设年产50万台的人形机器人超级工厂，持续完善从验证到量产的 产业化承接能力。 转自：证券时报 人民财讯1月5日电，1月4日，2026年北京经开区高质量发展大会在亦庄国际会展中心隆重举行。作为现 场唯一的制造业企业代表，领益智造受邀出席本次大会，并参与了大会期间举行的"平台、基金项目签 约仪式"。本次大会集中展示北京经开区（北京亦庄）在科技创新 ...

2026年A股首个交易日，脑机接口概念股全线飙涨，三博脑科、翔宇医疗、美好医疗等8只个股集体 20cm涨停。 马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行"大规模 生产"。并同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破在于，设备中的电极丝 将直接穿过硬脑膜，而无需将其切除。这一方案有望避免传统侵入式设备的创伤性瓶颈，还可以通过自 动化手术实现效率与成本的双向优化。 目前强脑科技是国内首家脑机接口领域独角兽企业，属于"杭州六小龙"之一，今年九月强脑科技完成了 Pre-B轮融资。另据搜狐科技报道，强脑科技2026年拟选择内地或香港递交上市申请。 目前从公开信息可以明确了解到，在脑机接口领域的合作动态中，领益智造（002600）已与强脑科技达 成合作。领益智造在其官方公众号上发布消息称，在2025年7月，公司与强脑科技成功实现战略绑定， 双方充分发挥各自在资源与优势上的长处，为对方提供全方位、深层次的支持，以推动双方技术实力、 国内市场竞争力及海外市场影响力提升，共建行业良好发展生态。可见双方将同时在国内和海外市场延 展合作，共同把握接下来脑机接口 ...

Core Viewpoint - Lingyi Technology is facing challenges in its business performance and financial stability as it seeks to list in Hong Kong, with concerns over customer concentration and rising trade receivables [1][2] Financial Performance - The company has shown unstable financial performance, with revenue figures of 34.5 billion RMB in 2022, 34.1 billion RMB in 2023, and a projected 44.2 billion RMB in 2024, while net profit figures were 1.596 billion RMB, 2.051 billion RMB, and 1.753 billion RMB respectively [2][3] - In the first three quarters of 2025, the company achieved revenue of 37.6 billion RMB, a year-on-year increase of 19.25%, while net profit reached 1.941 billion RMB, up 37.66% [2] Business Segments - The company operates mainly in three business segments: AI terminal business, automotive and low-altitude economy, and other businesses including new energy [2] - The AI terminal business contributed over 80% of revenue in the first three quarters of 2025, but its gross margin has been declining, from 21.2% in 2022 to 16.1% in 2024, before recovering to 17.4% in 2025 [3][4] Customer Concentration - The concentration of revenue from the top five customers has increased, rising from 49.1% of total revenue in 2022 to 56.4% in the first three quarters of 2025 [4][5] Trade Receivables - Trade and other receivables have increased significantly, from 10.217 billion RMB at the end of 2022 to 14.461 billion RMB by the end of September 2025, accounting for 49% of current assets [5] M&A Activities - The company has been active in mergers and acquisitions, with plans to use funds from its Hong Kong IPO for strategic investments and acquisitions [6] - Recent acquisitions include a 60% stake in Jiangsu Kedasite Automotive Technology Co., with concerns raised about the target's high debt and cash flow issues [6][7] - Another acquisition involves a 35% stake in Dongguan Liminda Electronics Technology Co., with a significant premium of over 34 times its net asset value [7][8] Financial Health - The company's debt has been increasing, from 19.07 billion RMB in 2022 to 28.484 billion RMB by September 2025, with short-term loans of 7.33 billion RMB and cash equivalents of only 3.665 billion RMB, indicating potential liquidity issues [8]

登录新浪财经APP 搜索【信披】查看更多考评等级 广东领益智造股份有限公司（以下简称"公司"）于2025年4月11日召开第六届董事会第十一次会议，审 议通过了《关于回购公司股份方案的议案》，同意公司以自有资金及回购专项贷款回购部分公司股份； 回购股份的种类为公司已发行上市的人民币普通股（A股）股票，回购股份的资金总额不低于人民币2 亿元（含），不超过人民币4亿元（含），回购股份的价格不超过人民币13.18元/股（含本数）。公司 已在中国证券登记结算有限责任公司深圳分公司开立了回购专用证券账户，并分别于2025年4月15日及 2025年4月19日披露了《关于回购公司股份方案的公告》《回购报告书》，具体内容详见巨潮资讯网 （www.cninfo.com.cn）和公司指定信息披露报刊的相关公告。 根据公司《回购报告书》的规定，若公司在股份回购期间发生派息、送股、资本公积转增股本等除权除 息事项的，自股票除权除息之日起，按照中国证监会及深圳证券交易所的相关规定相应调整回购股份价 格上限及数量，拟回购股份数量和占公司总股本的比例相应变化。公司于2025年4月22日召开2024年度 股东大会，审议通过了《关于2024年度 ...

格隆汇1月4日丨领益智造(002600.SZ)公布，截至2025年12月31日，公司累计通过回购专用证券账户以 集中竞价交易方式回购公司股份38,231,900股，占公司总股本的0.52%，最高成交价为8.55元/股，最低 成交价为8.06元/股，成交金额为319,911,973.82元（不含交易费用）。本次回购股份资金来源为公司自 有资金及回购专项贷款，回购价格均未超过回购价格上限。本次回购符合相关法律、法规的要求，符合 公司既定的回购股份方案。 ...

格隆汇1月4日丨领益智造(002600.SZ)公布，截至2025年12月31日，公司累计通过回购专用证券账户以 集中竞价交易方式回购公司股份38,231,900股，占公司总股本的0.52%，最高成交价为8.55元/股，最低 成交价为8.06元/股，成交金额为319,911,973.82元（不含交易费用）。本次回购股份资金来源为公司自 有资金及回购专项贷款，回购价格均未超过回购价格上限。本次回购符合相关法律、法规的要求，符合 公司既定的回购股份方案。 ...