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 ...

Group 1 - The company has established a joint venture with Zhiyuan Robotics, named Dongguan Lingzhi Innovation Robotics Technology Co., Ltd, focusing on the development, production assembly, and iterative optimization of industrial embodied robot products [2] - The joint venture will leverage Zhiyuan Robotics' core solutions for secondary development and will also explore new materials development, sensor design and iteration, battery and charging/swapping technology, and cooling solutions in the long term [2] - The company plans to set up a dedicated data collection center and build data assets as part of its strategic initiatives in the robotics sector [2]

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-150 | | --- | --- | --- | | 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 2025年第四次临时股东会决议公告 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： 一、会议召开和出席情况 1、会议召集人：公司董事会 网络投票：通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 26 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所 互联网投票系统进行网络投票的时间为 2025 年 9 月 26 日上午 9:15 至下午 15:00 的任意时间。 4、现场会议召开地点：广东省深圳市福田区领益大厦 15 楼会议室 5、表决方式：本次股东会采取现场表决与网络投票相结合的方式。 通过网络投票的股东 4,656 人，代表股份 117,118,103 股，占公司股权登记日 总股份的 1.6232%，占公司股权登记日有表决权股份总数的 1.6318%。 （ ...

北京市嘉源律师事务所 关于广东领益智造股份有限公司 2025 年第四次临时股东会的 法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 я # Un = YUAN LAW OFFICES 致:广东领益智造股份有限公司 北京市嘉源律师事务所 关于广东领益智造股份有限公司 2025年第四次临时股东会的 法律意见书 嘉源(2025)-04-715 北京市嘉源律师事务所(以下简称"本所")接受广东领益智造股份有限公 司(以下简称"公司")的委托,根据《中华人民共和国公司法》(以下简称"《公 司法》"）、《上市公司股东会规则》(以下简称"《股东会规则》")等现行 有效的法律、行政法规、部门规章、规范性文件(以下简称"法律法规")以及 《广东领益智造股份有限公司章程》(以下简称"《公司章程》")的有关规定, 指派本所律师对公司2025年第四次临时股东会(以下简称"本次股东会")进行 见证,并依法出具本法律意见书。 为出具本法律意见书,本所指派律师现场见证了本次股东会,查阅了公司提 供的与本次股东会有关的文件和资料,并进行了必要的审查和验证。在前述审查 和验证的过程中,本所律师得到公司的如下承诺和保证: ...

Core Insights - The company has established a joint venture with Zhiyuan to focus on the research, production, and optimization of industrial embodied robots [1] - The company aims to enhance its capabilities in new materials, sensor design, battery technology, and data asset construction [1][4] - The company has launched a "trinity" development strategy for its robotics business, emphasizing core component R&D, comprehensive hardware services, and application scenario development [3][5] Company Developments - The company has accelerated its ecosystem cooperation, forming strategic partnerships with various tech firms to enhance its robotics capabilities [4] - The company has developed a strong core technology capability in the robotics field, offering a wide range of products from core components to complete hardware ODM services [4] - The company has received multiple invention patents for its self-developed cycloidal pinwheel reducer in China, the US, and Japan [4] Strategic Goals - The company is working towards becoming one of the top three manufacturers of embodied intelligent hardware globally [5] - The company plans to create a "technical training school" for embodied robots to enhance its closed-loop capability in technology and scene definition [4][5] - The company is focused on integrating its data accumulation and intelligent manufacturing advantages to drive innovation in the robotics industry [4]

Group 1 - The Tonghuashun Fruit Index concept fell by 4.09%, ranking among the top declines in concept sectors, with leading declines from companies such as Lixun Precision, Dongshan Precision, and Luxshare Precision [1] - The main funds saw a net outflow of 9.732 billion yuan from the Tonghuashun Fruit Index concept, with 19 stocks experiencing net outflows, and 12 stocks seeing outflows exceeding 1 billion yuan [2] - The stock with the highest net outflow was Luxshare Precision, with a net outflow of 2.260 billion yuan, followed by Industrial Fulian, Lixun Precision, and Dongshan Precision, with net outflows of 2.112 billion yuan, 1.154 billion yuan, and 1.118 billion yuan respectively [2] Group 2 - The top stocks with significant net outflows included Luxshare Precision (-6.53%), Industrial Fulian (-5.24%), Lixun Precision (-7.60%), and Dongshan Precision (-7.44%) [2][3] - The turnover rates for these stocks varied, with Lixun Precision at 4.59%, Industrial Fulian at 0.97%, and Dongshan Precision at 6.22% [2] - Other notable stocks with declines included Changying Precision (-4.77%), Longji Technology (-3.41%), and Lens Technology (-4.88%) [2][3]

Market Performance - As of September 26, the AI PC concept index declined by 4.01%, ranking among the top declines in concept sectors, with leading companies such as Lingyi iTech, Geling Deep Vision, and Jingwang Electronics experiencing significant drops [1][2] - The top gainers in the market included soybean (+1.02%) and other sectors, while the AI PC sector and related indices like China AI 50 saw declines of -4.01% and -3.94% respectively [1] Capital Flow - The AI PC concept sector experienced a net outflow of 7.475 billion yuan, with 37 stocks seeing net outflows, and 17 stocks exceeding 100 million yuan in outflows [1] - The stock with the highest net outflow was Shenghong Technology, with a net outflow of 2.121 billion yuan, followed by Lingyi iTech (-1.154 billion yuan) and Changying Precision (-675 million yuan) [1][2] Stock Performance - Notable stocks in the AI PC concept with significant declines included Shenghong Technology (-4.68%), Lingyi iTech (-7.60%), and Changying Precision (-4.77%) [1][2] - Conversely, stocks with net inflows included Yidao Information (+2.366 million yuan), Haopeng Technology (+1.768 million yuan), and Anfu Technology (+1.019 million yuan) [2]

证券之星消息，9月26日消费电子板块较上一交易日下跌4.98%，和而泰领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。消费电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605277 | 新业电子 | 27.69 | 3.32% | 73.59万 | | 20.55 亿 | | 002660 | 茂硕电源 | 10.93 | 2.73% | 32.46万 | | 3.48亿 | | 871857 | 泓禧科技 | 25.29 | 1.36% | 3.39万 | | 8540.55万 | | 600130 | *ST波导 | 3.80 | 1.33% | 14.15万 | | 5353.96万 | | 870357 | 雅葆轩 | 25.06 | 0.48% | 1.28万 | | 3182.95万 | | 920005 | 鼎佳精密 | 46.46 | 0.37% | 9458.14 | | 445 ...