Market Overview - The new energy industry chain experienced a significant surge, with the Shanghai Composite Index rising by 0.13% to 3832.9 points, the Shenzhen Component Index increasing by 1.11%, and the ChiNext Index climbing by 1.77% to above 3200 points [3][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, with over 3000 stocks rising [3] Sector Performance - The new energy sector saw a collective explosion, particularly in green methanol and energy storage concepts, with stocks like Jiaze New Energy and Donghua Technology achieving consecutive gains [4] - The securities sector also performed well, with Guosheng Financial Holdings hitting the daily limit and other major securities firms like Huatai Securities and Dongwu Securities seeing significant increases [8][10] Key Stocks - Guosheng Financial Holdings surged by 9.99%, while Huatai Securities rose by 6.82% [10] - Leading electronic manufacturing company Lingyi Zhi Zao saw a sharp increase in stock price due to multiple favorable factors [13] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to encourage financial institutions to increase credit supply, which is expected to positively impact the securities and brokerage sectors [11] - A report from Kaiyuan Securities indicated that the trading activity and margin financing scale in Q3 showed significant improvement, suggesting a potential increase in brokerage firms' Q3 earnings [11] Emerging Technologies - Alibaba announced a partnership with NVIDIA to invest 380 billion yuan in AI infrastructure, which is expected to drive growth in related sectors [15] - Lingyi Zhi Zao is actively involved in the humanoid robot market, providing comprehensive production solutions for core components [16]

Market Overview - The Shanghai Composite Index closed at 3832.90 points, up 0.13% while the Shenzhen Component Index rose to 13355.98 points, up 1.11% [1] - The ChiNext Index increased by 1.77%, whereas the Sci-Tech 50 Index fell by 0.51% [1] Stock Performance - Among the tradable A-shares, 3074 stocks rose, accounting for 57.08%, while 2138 stocks declined, and 173 stocks remained flat [1] - A total of 52 stocks hit the daily limit up, while 6 stocks hit the limit down [1] Sector Analysis - The leading sectors for stocks hitting the limit up included Power Equipment (10 stocks), Basic Chemicals (8 stocks), and Construction Decoration (7 stocks) [1] - Notably, 9 of the limit-up stocks were ST (Special Treatment) stocks, indicating financial distress [1] Notable Stocks - The stock with the highest limit-up order volume was Shanzi Gaoke, with 170.08 million shares, followed by Vanadium Titanium Co. with 163.12 million shares [1] - In terms of order value, Lingyi Zhi Zao topped the list with 1.344 billion yuan, followed by Guosheng Jinkong with 1.051 billion yuan [1] Detailed Stock Data - Lingyi Zhi Zao (002600) closed at 16.18 yuan with a turnover rate of 7.98% and a limit-up order volume of 8305.25 million shares [1] - Guosheng Jinkong (002670) closed at 22.13 yuan with a turnover rate of 8.62% and an order volume of 4750.23 million shares [1] - Tianji Co. (002759) closed at 17.93 yuan with a turnover rate of 8.63% and an order volume of 4027.25 million shares [1] Additional Stock Insights - Other notable limit-up stocks include: - Shanzi Gaoke (000981) with a closing price of 3.85 yuan and an order volume of 17008.20 million shares [1] - Duofluo (002407) with a closing price of 19.40 yuan and an order volume of 3362.31 million shares [1] - BQX New Materials (605376) with a closing price of 59.49 yuan and an order volume of 1069.14 million shares [1]

Group 1 - The rare earth permanent magnet sector experienced a significant upward trend on September 29, with notable stock performances [1] - Wolong New Energy reached the daily limit increase, while Hengdian East Magnetic surged over 8% [1] - Other companies such as Galaxy Magnet, Huicheng Environmental Protection, Lingyi Zhizao, and Greeenmei also saw increases in their stock prices [1]

Core Viewpoint - The rare earth permanent magnet sector is experiencing a significant upward trend, with notable stock price increases among key companies in the industry [1] Group 1: Company Performance - Wolong New Energy has reached its daily limit increase in stock price [1] - Hengdian East Magnetic has seen a stock price increase of over 8% [1] - Other companies such as Galaxy Magnetic, Huicheng Environmental Protection, Lingyi Zhizao, and Greeenmei have also experienced stock price increases [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002600 证券简称：领益智造 公告编号：2025-149 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"赎回实施的第十五次提示性公告 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。 2、赎回条件满足日：2025年9月8日 3、"领益转债"停止交易日：2025年10月10日 4、"领益转债"赎回登记日：2025年10月14日 5、"领益转债"停止转股日：2025年10月15日 6、"领益转债"赎回日：2025年10月15日 7、发行人（公司）资金到账日：2025年10月20日 8、投资者赎回款到账日：2025年10月22日 9、赎回类别：全部赎回 特别提示： 1、"领益转债"赎回价格：100.181元/张（含当期应计利息，当期年利率为0.20%，且当期利息含税）， 扣税后的赎回价格以中国证券登记结算有限责任公司深圳分公司（以下简称"中登公司"）核准的价格为 准。 10、最后一个交易日可转债简称：Z领转债 11、根据安排，截至2025年10月14日收市后仍未转股 ...

格隆汇9月29日丨领益智造(002600.SZ)在投资者互动平台表示，公司已与北京人形机器人创新中心签署 战略合作协议，2025年8月，公司与北京人形机器人创新中心合作再次升级，完成了合作伙伴签约。目 前，公司已为北京人形提供全方位的优质硬件服务。按战略协议约定，公司将继续为北京人形提供优质 的硬件服务，并为北京人形开放机器人应用场景，供机器人开展场景化训练与测试、通用数据集建立等 用途。双方将整合优势资源，共同推动机器人产业在技术创新、产品研发及产业化应用等方面的发展。 具体合作信息请关注公司于2025年8月9日发布的微信公众号。公司重视人形/具身机器人 业务的发展， 坚持对具身智能机器人核心技术的长期深耕与全产业链布局，并以"三位一体"战略构建核心竞争力，致 力于成为全球TOP 3的具身智能硬件制造商。 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司与北京人形机器人创新中心在机器人方面有哪 些合作？公司是否会进一步加大投入机器人业务？ 领益智造（002600.SZ）9月29日在投资者互动平台表示，公司已与北京人形机器人创新中心签署战略合 作协议，2025年8月，公司与北京人形机器人创新中心合作再次升级，完成了合作伙伴签约。目前，公 司已为北京人形提供全方位的优质硬件服务。按战略协议约定，公司将继续为北京人形提供优质的硬件 服务，并为北京人形开放机器人应用场景，供机器人开展场景化训练与测试、通用数据集建立等用途。 双方将整合优势资源，共同推动机器人产业在技术创新、产品研发及产业化应用等方面的发展。公司重 视人形/具身机器人业务的发展，坚持对具身智能机器人核心技术的长期深耕与全产业链布局，并以"三 位一体"战略构建核心竞争力，致力于成为全球TOP 3的具身智能硬件制造商。 （文章来源：每日经济新闻） ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002600 证券简称：领益智造公告编号：2025-149 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"赎回实施的第十五次提示性公告 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、"领益转债"赎回价格：100.181元/张（含当期应计利息，当期年利率为0.20%，且当期利息含税）， 扣税后的赎回价格以中国证券登记结算有限责任公司深圳分公司（以下简称"中登公司"）核准的价格为 准。 10、最后一个交易日可转债简称：Z领转债 11、根据安排，截至2025年10月14日收市后仍未转股的"领益转债"将被强制赎回。本次赎回完成 后，"领益转债"将在深圳证券交易所摘牌，特提醒"领益转债"债券持有人注意在限期内转股。债券持有 人持有的"领益转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻结，以免出现因无法 转股而被赎回的情形。 12、风险提示：本次"领益转债"赎回价格可能与其停止交易和停止转股前的市场价格存在较大差异，特 提醒持有人注意在限期内 ...

Summary of the Conference Call on the Humanoid Robot Industry Involvement by EMS Manufacturers Industry Overview - The conference call discusses the involvement of EMS (Electronics Manufacturing Services) manufacturers in the humanoid robot industry, highlighting their advantages and challenges in this emerging market [1][2][3]. Key Points and Arguments Advantages of EMS Manufacturers 1. **Established Client Relationships**: EMS manufacturers like Luxshare Precision, Changying Precision, and Lens Technology have long-standing partnerships with major tech companies such as Apple and Foxconn, facilitating their entry into the humanoid robot market. Additionally, internet giants like Meta and ByteDance are seeking hardware manufacturing partners, providing new business opportunities for EMS firms [3][4]. 2. **Rapid Iteration Capability**: EMS manufacturers have accumulated significant experience in rapid product iteration within the 3C (computer, communication, consumer electronics) sector. This capability is crucial for the initial development of humanoid robots, which require frequent updates and refinements [3][4]. 3. **Mass Production Experience**: EMS firms possess mature mass production capabilities, ensuring a smooth transition from R&D to large-scale commercialization of humanoid robots. This expertise is rare in the manufacturing industry and is vital for future commercialization [1][4]. Market Potential 1. **New Growth Curve**: The humanoid robot market presents a significant growth opportunity for 3C component suppliers, with potential sales volumes comparable to smartphones but with unit prices approaching those of automobiles. This shift offers suppliers new business avenues [1][5]. 2. **Technological Overlap**: Core components of humanoid robots, such as sensors and motor reducers, share technological similarities with 3C products. Innovations in materials and structures from the consumer electronics sector can be applied to humanoid robot development, driving technological advancement [5][6]. Challenges Faced by EMS Manufacturers 1. **Technical Barriers**: Although there is some technological overlap between 3C products and humanoid robots, the latter involves more complex technologies, such as high-precision sensors and motor reducers. EMS manufacturers need to enhance their technical capabilities to meet these requirements [4][6]. 2. **Supply Chain Integration**: The humanoid robot industry has a complex supply chain that requires the integration of various components and modules. Effectively managing and optimizing this supply chain poses a significant challenge for EMS manufacturers [4][6]. Industry Trends and Developments - The production model for humanoid robots is expected to resemble that of current 3C products, focusing on modular components and specialized divisions of labor. This model will enable established 3C component suppliers to adapt and integrate into the new market effectively [6][7]. Company-Specific Developments 1. **Changying Precision**: The company has a single-unit supply value of approximately 40,000 RMB, with a net profit contribution rate exceeding 20%. By the end of August 2025, it is expected to achieve cumulative delivery value exceeding 80 million RMB, with an annual delivery target of 100 million RMB [2][7]. 2. **Luxshare Precision**: The company is investing 5 billion RMB to establish a robotics headquarters in Changshu, with projected annual output value reaching hundreds of billions. Luxshare is currently focused on industrial automation and collaborative robots, with plans to enter the humanoid robot sector [8]. 3. **Lens Technology**: Initially focused on glass and metal components, the company is now actively developing humanoid robot components, including head modules and joint modules, and has begun bulk deliveries to several clients since 2024 [8]. 4. **Liying Manufacturing**: The company is focusing on structural components and key modules, continuing its legacy in 3C products while also supplying components to North American AI firms [8]. Conclusion - The humanoid robot industry presents a promising opportunity for traditional 3C EMS manufacturers, encouraging them to upgrade their technologies and innovate to meet the demands of this emerging market. Companies like Changying Precision, Luxshare Precision, Lens Technology, and Liying Manufacturing are at the forefront of this transition, warranting ongoing attention for their future developments [6][8].

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-149 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 3、"领益转债"停止交易日：2025 年 10 月 10 日 4、"领益转债"赎回登记日：2025 年 10 月 14 日 广东领益智造股份有限公司 关于"领益转债"赎回实施的第十五次提示性公告 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、"领益转债"赎回价格：100.181 元/张（含当期应计利息，当期年利率为 0.20%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司 深圳分公司（以下简称"中登公司"）核准的价格为准。 2、赎回条件满足日：2025 年 9 月 8 日 5、"领益转债"停止转股日：2025 年 10 月 15 日 6、"领益转债"赎回日：2025 年 10 月 15 日 7、发行人（公司）资金到账日：2025 年 10 月 20 日 8、投资者赎回款到账日：2025 年 10 月 22 日 9、赎回类别：全部赎回 10 ...