| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-148 | | --- | --- | --- | | 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 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 2024 年 12 月 6 日和 2024 年 12 月 23 日召开第六届董事会第九次会议和 2024 年第五 次临时股东大会，审议通过了《关于公司及子公司 2025 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，2025 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 3,500,000 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 2024 年 12 月 7 日在巨潮 资讯网（w ...

领益智造涨4.09%，报16.27元/股，股价再创新高，总市值突破1140.23亿元，成交额达56.56亿元。（AI 生成） ...

作为全球领先的精密功能件、结构件、模组等一站式智能制造服务及解决方案供应商，公司积累了大量 的应用落地场景，不断推动 具身智能 机器人在智能制造线体上的具体工作，培养工程师与具身机器人 协作实现搬运、上下料、换刀、分拣、检测等数十项工序，并不断拓宽与行业头部 人形机器人 、具身 智能机器人公司合作，共同加速人形机器人、具身智能机器人融入智能制造场景，推动行业发展。 机器人"三位一体"战略发布以来，公司客户拓展、硬件业务、应用场景落地开发不断取得突破。6月26 日，领益智造举办了机器人战略发布会，向业界官宣"专注核心零部件、总成研发设计；打造全方位硬 件服务；为机器人提供完备的工业应用场景落地开发"的三位一体战略。 今年以来，领益智造与强脑科技、傲意科技、九天创新达成战略合作，与北京人形机器人创新中心、智 元机器人再升级合作关系，实现与业内头部客户在机硬件制造开发、市场拓展、应?场景开发、具身AI 大模型构建、多场景数据集建立与泛化训练等方面展开合作。 在首届世界人形机器人运动会上，领益智造获得两金一铜的优异成绩。由领益智造"领智战队"派出 的"磐石"轮式机器人斩获工厂场景物料整理技能竞技赛季军。"领珑"轮式机 ...

Group 1: Market Performance - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 6.47% with a transaction volume of 529 million yuan [3] - Over the past month, the average daily transaction volume of the Rare Earth ETF reached 505 million yuan, ranking first among comparable funds [3] - The fund's scale increased by 1.716 billion yuan in the last month, also ranking first among comparable funds [3] - The number of shares for the Rare Earth ETF increased by 90.5 million shares this month, leading among comparable funds [3] - In the last 18 trading days, the fund attracted a total of 454 million yuan [3] - The net value of the Rare Earth ETF has risen by 105.55% over the past year, placing it in the top 11.10% among index equity funds [3] Group 2: Industry Outlook - The implementation of the "Rare Earth Management Regulations" in October 2024 will strengthen industry control, while the interim measures for total quantity control of rare earth mining and smelting will further tighten supply [4] - Leading companies like Northern Rare Earth will gain enhanced pricing power due to these regulations [4] - The rare earth industry is entering a new era of high-quality and standardized development, driven by growing demand from sectors such as electric vehicles, air conditioning, and consumer electronics [4] - The supply-demand gap for praseodymium and neodymium oxide is expected to reach 5.8% and 4.6% in 2025 and 2026, respectively, indicating a potential upward trend in price [4] - The performance of the rare earth industry chain is expected to improve quarter by quarter in the second half of the year, highlighting strategic allocation value [4] Group 3: Key Stocks - The top ten weighted stocks in the CSI Rare Earth Industry Index account for 62.15% of the index, with Northern Rare Earth and China Rare Earth being the top two [3] - Notable stock performances include Northern Rare Earth with a rise of 2.47% and China Rare Earth with an increase of 1.16% [6] - Investors can also access rare earth investment opportunities through the Rare Earth ETF Jiashi connecting fund (011036) [6]

Summary of Key Points Core Viewpoint - The company, Guangdong Lingyi Intelligent Manufacturing Co., Ltd., has announced the early redemption of its convertible bonds, "Lingyi Convertible Bonds," due to the fulfillment of specific conditions related to the stock price performance [3][5]. Redemption Overview - The redemption price for "Lingyi Convertible Bonds" is set at 100.181 yuan per bond, which includes accrued interest at an annual rate of 0.20% [2][9]. - The conditions for early redemption were met as the stock price closed at or above 130% of the conversion price for at least 15 out of 30 consecutive trading days [5][6]. - The redemption process includes a series of important dates: - Last trading day: October 10, 2025 - Redemption registration date: October 14, 2025 - Redemption date: October 15, 2025 - Funds credited to the issuer: October 20, 2025 - Redemption funds credited to bondholders: October 22, 2025 [4][14]. Redemption Conditions - The company has the right to redeem the bonds if either of the following conditions is met: 1. The stock price remains at or above 130% of the conversion price for at least 15 trading days within a 30-day period. 2. The remaining balance of unconverted bonds is less than 30 million yuan [6][7]. Redemption Implementation - The company will fully redeem all "Lingyi Convertible Bonds" registered as of the redemption registration date [11][14]. - Bondholders are advised to convert their bonds before the conversion suspension date to avoid being forced to redeem at the set price [3][12]. Additional Information - The company will publish redemption notices on trading days leading up to the redemption date to keep bondholders informed [12]. - The company’s actual controller and major shareholders have not engaged in any transactions involving "Lingyi Convertible Bonds" in the six months prior to the fulfillment of the redemption conditions [15].

Core Viewpoint - Lingyi Technology announced that the "Lingyi Convertible Bonds" will be forcibly redeemed if not converted by the close of trading on October 14, 2025, leading to their delisting from the Shenzhen Stock Exchange [1] Group 1 - Lingyi Technology has issued a notice regarding the mandatory redemption of "Lingyi Convertible Bonds" if they remain unconverted by the specified date [1] - Following the redemption, "Lingyi Convertible Bonds" will be delisted from the Shenzhen Stock Exchange [1] - Bondholders are advised to ensure that any pledged or frozen "Lingyi Convertible Bonds" are released before the conversion deadline to avoid forced redemption [1]

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-146 | | --- | --- | --- | | 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"赎回实施的第十三次提示性公告 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 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 10 ...

Group 1 - The company Lingyi Zhi Zao announced that the "Lingyi Convertible Bonds" will be forcibly redeemed if not converted by October 14, 2025 [2] - Following the redemption, the "Lingyi Convertible Bonds" will be delisted from the Shenzhen Stock Exchange [2] - Bondholders are advised to lift any pledges or freezes on their "Lingyi Convertible Bonds" before the conversion deadline to avoid forced redemption [2]

Core Viewpoint - The article emphasizes the proactive measures taken by companies in Guangdong and Hainan to prepare for the impact of Typhoon "Haikashan," which is expected to bring severe weather from September 23 to 25, highlighting the importance of disaster preparedness in safeguarding assets and ensuring public safety [1][2]. Group 1: Company Preparedness - Listed company Lingyi Zhi Manufacturing has activated its defense mode, leveraging past experiences to implement comprehensive defensive measures across its facilities in multiple cities [2]. - The company has organized emergency meetings to address various risks, including clearing drainage systems, securing high-altitude items, and ensuring food and emergency supplies are available [2][3]. - Lingyi Zhi Manufacturing has mandated all employees to cease work and avoid risks, ensuring their safety through notifications and arrangements for accommodation [2]. Group 2: Port and Public Service Companies - A port and storage listed company in Guangdong has initiated emergency responses, focusing on personnel transfer, material reserves, and risk assessments to ensure safety and preparedness [3]. - Zhuhai Port has completed various preventive measures, including operational adjustments and personnel transfers, while also preparing for emergency rescue operations [5]. - Southern Power Grid has taken steps to secure important power lines and facilities, employing drones and video surveillance to monitor and mitigate risks [4]. Group 3: Impact on Transportation - Hainan Airport has issued travel advisories due to expected disruptions in flight operations, coordinating with relevant departments to monitor the typhoon's path and adjust operations accordingly [6]. - The typhoon's large wind radius and extreme intensity pose significant risks, with potential for storm surges in coastal cities like Guangzhou and Zhuhai [6][7].

Group 1 - The wearable device industry is experiencing significant growth driven by favorable national policies and surging market demand, with shipment volumes increasing by over 60% year-on-year [1] - The National Sports Administration has issued guidelines to promote the digital and intelligent upgrade of health services, providing strong policy support for the application of wearable devices in health management, indicating the industry's elevation to a national strategic level [2] - Wearable devices are evolving from basic fitness tracking to advanced health management functions, such as continuous glucose monitoring and ECG recording, with potential applications expanding into healthcare and industrial internet sectors [2] Group 2 - According to IDC, the global wrist-worn device market is projected to grow by 12.3% year-on-year by Q2 2025, with China's market leading at a growth rate of 33.8%, and the adult smart watch market in China experiencing a remarkable 64% increase [4] - The market is showing a polarization trend, with growth rates of 66.1% for products priced below 1,000 yuan and 110.2% for high-end products priced above 2,000 yuan, indicating a simultaneous trend of market coverage and consumer upgrade [4] Group 3 - The thriving industry has attracted significant foreign capital interest, with 20 wearable device concept stocks being investigated by foreign institutions since July, highlighting companies like Luxshare Precision and Crystal Optoelectronics as popular targets [5] - Luxshare Precision revealed its extensive involvement in the AI glasses sector, supporting about one-third of the market, and maintaining deep collaborations with leading global clients, positioning itself for a competitive advantage [5] - As of mid-2023, 17 wearable device concept stocks have received substantial QFII investments, with a total market value of nearly 2.2 billion yuan, reflecting long-term confidence from foreign investors in core industry assets [5]