格隆汇9月8日丨领益智造(002600.SZ)在互动平台表示，公司的灵巧手组装线已实现量产，并已为多家 具身智能企业提供了多款机器人的应用落地开发和整机组装服务，为具身智能行业提供坚实的硬件支 撑。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司为多家具身智能机器人企业提供整机组装服务， 在这个过程中，公司积累了哪些独特的制造经验和技术优势？ 领益智造（002600.SZ）9月8日在投资者互动平台表示，公司在机器人领域积累了大量核心技术能力， 形成了丰富的人形机器人硬件产品矩阵。公司拥有伺服电机、减速器、驱动器、运动控制器等执行层核 心技术，掌握了从材料开发到多种工艺制程复合的能力，可提供模切、冲压、CNC、阳极、电镀、 MIM、压铸、锻造、注塑、3D 打印、Softgoods 加工、组装等工艺加工及开发服务，提供丝杠、减速 器、关节、整机硬件ODM等一站式服务的核心零部件、模组服务。公司的摆线针轮减速器获得了中 国、美国、日本等国家的发明专利。 （文章来源：每日经济新闻） ...

每经AI快讯，有投资者在投资者互动平台提问：随着人形机器人市场的逐渐兴起，公司如何看待机器 人业务与现有消费电子业务之间的协同发展潜力？ （文章来源：每日经济新闻） 领益智造（002600.SZ）9月8日在投资者互动平台表示，公司在消费电子领域里积累了深厚的精密制造 能力、完备的工艺能力、全面的数字化资产和工业应用场景。公司持续为终端厂商提供"三位一体"的具 身智能相关产品解决方案，第一，打造全球化、全工艺的硬件服务；第二，专注核心零部件、总成研发 设计；第三，为机器人提供完备的工业应用场景落地开发。通过内外部及供应链上下游协同合作，公司 积极推动机器人技术的创新与应用，为行业的发展贡献新的解决方案和产品，以满足市场对高性能机器 人产品不断增长的需求，助力我国机器人产业在全球竞争中占据先发优势地位。公司已搭建多条专属人 形机器人加工产线，包含CNC、3D打印、粉末冶金（MIM）、压铸等工艺，搭建了多条滚柱丝杆、空 心杯电机、减速器、灵巧手等核心零部件组装产线；并为客户提供整机组装（包含底盘、升降模组与腰 部、双臂、夹爪与头部、电气组装、外壳等）以及出厂性能测试和包装的完整整机生产服务。 ...

Core Viewpoint - The company reported significant growth in its first half of 2025, driven by multiple business segments, with a focus on AI and robotics technologies [2][3][4]. Financial Performance - In the first half of 2025, the company achieved revenue of 23.625 billion yuan, a year-on-year increase of 35.94% [2] - The net profit attributable to shareholders, excluding stock incentive amortization, was 1.073 billion yuan, up 53.29% year-on-year [2] - In Q2 2025, revenue reached 12.131 billion yuan, a 29.91% increase year-on-year, with net profit of 365 million yuan, a significant rise of 61.02% [2] - For Q2, the net profit attributable to shareholders, after excluding stock incentive amortization, was 432 million yuan, reflecting a 77.78% year-on-year growth [2] Business Segments - The AI terminal business generated revenue of 20.865 billion yuan, growing 17.26% year-on-year [2] - The automotive and low-altitude economy segment reported revenue of 1.183 billion yuan, a 38.41% increase, with a gross margin improvement of 13.27 percentage points [2] - Other business segments achieved approximately 1.577 billion yuan in revenue, marking a 212.98% year-on-year growth [2] Robotics Business - The company has established extensive collaborations in the humanoid robotics sector, partnering with various innovation centers and technology firms [3] - It has accumulated significant core technologies in this field, including servo motors and reducers, and holds patents in multiple countries [3] AI Server Development - The company is actively expanding in the AI server market, collaborating with global clients on cooling products and solutions [4] - It has developed advanced cooling products that outperform competitors in various power consumption scenarios [4] Foldable Screen Products - The company offers a diverse range of products in the foldable screen sector, supplying key components to renowned brands, including Samsung [5] Future Plans and Dividends - For the second half of 2025, the company aims to focus on core businesses and expand into new growth areas such as robotics and servers, while also targeting overseas markets [6] - The board has approved a cash dividend plan, proposing a distribution of 0.2 yuan per 10 shares, totaling 139 million yuan [6] - The total cash dividends and share buybacks in the first half of 2025 amounted to 459 million yuan, representing 49.40% of the net profit attributable to shareholders [6]

Financial Performance - In the first half of 2025, the company achieved a revenue of 23.625 billion CNY, a year-on-year increase of 23.35% [3] - The net profit attributable to shareholders was 930 million CNY, up 35.94% year-on-year; after deducting stock incentive expenses, the net profit was 1.073 billion CNY, a growth of 53.29% [3] - In Q2 2025, revenue reached 12.131 billion CNY, with a year-on-year growth of 29.91%; net profit was 365 million CNY, a significant increase of 61.02% [3] Business Segments - AI terminal business generated 20.865 billion CNY, a growth of 17.26% [3] - Automotive and low-altitude economy business achieved 1.183 billion CNY, with a year-on-year increase of 38.41% and a gross margin improvement of 13.27 percentage points [3] - Other businesses saw revenue of approximately 1.577 billion CNY, a remarkable growth of 212.98% [3] Strategic Partnerships and Innovations - The company has established collaborations with various firms in the humanoid robot sector, including Beijing Humanoid Robot Innovation Center and others, securing hardware orders from domestic and international clients [4] - In the AI server domain, the company has developed cooling solutions and partnered with global clients for GPU, CPU, and AI applications [5] Product Offerings - The company supplies key components for foldable screens, including titanium alloy support parts and heat dissipation modules, to major brands like Samsung [6] - The product range includes advanced cooling solutions such as CDU, liquid cooling modules, and heat pipes, enhancing performance in high-power applications [5] Future Plans - For the second half of 2025, the company aims to focus on strategic stability and innovation, expanding into robotics, servers, AI glasses, and low-altitude economy sectors while enhancing overseas market capabilities [8] - The company plans to build a smart manufacturing platform integrating lean, digital, automated, and green practices to strengthen its core competitiveness [8] Dividend Distribution - The board approved a cash dividend of 0.2 CNY per 10 shares, totaling 139 million CNY, which represents 49.40% of the net profit attributable to shareholders for the first half of 2025 [9]

证券时报·数据宝统计，截至9月5日收盘，沪深两市共665只个股连续5日或5日以上主力资金净流出。从 净流出持续时间来看，*ST高鸿连续23日主力资金净流出，排名第一；神驰机电连续18日主力资金净流 出，位列第二。从主力资金净流出总规模来看，北方稀土主力资金净流出金额最大，连续7天累计净流 出92.66亿元，包钢股份紧随其后，9天累计净流出59.82亿元。从主力资金净流出占成交金额的比例来 看，津投城开占比排名居首，该股近5日下跌6.79%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简称 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | | 天数 | （亿元） | （%） | （%） | | 600111 | 北方稀土 | 7 | 92.66 | 7.48 | -5.33 | | 600010 | 包钢股份 | 9 | 59.82 | 13.41 | -17.06 | | 002600 | 领益智造 | 6 | 33.87 | 8.13 | -13.90 | ...

Group 1 - A total of 29 companies were investigated by funds on September 4, with a significant focus on Lingyi iTech, Huali Group, and Shiji Information [1] - Lingyi iTech received the most attention, with 28 funds participating in its investigation, while both Huali Group and Shiji Information had 15 funds each [1] - The companies investigated by funds are distributed across various sectors, with the electronics sector having the highest representation at 5 companies, followed by pharmaceuticals and computers, each with 3 companies [1] Group 2 - Among the companies investigated, 5 have a total market capitalization exceeding 50 billion yuan, with Shenghong Technology and Changan Automobile exceeding 100 billion yuan [1] - In terms of market performance, only 2 out of the investigated stocks increased in value over the past 5 days, with Huasheng Lithium Battery and Hainxin Energy Technology showing gains of 8.64% and 3.28% respectively [1] - The majority of the investigated stocks, 27 in total, experienced declines, with the largest drops seen in Feilihua, Lingyi iTech, and Chongda Technology, with declines of 23.74%, 16.30%, and 15.36% respectively [1] Group 3 - In terms of net capital inflow over the past 5 days, 3 stocks saw positive inflows, with Huasheng Lithium Battery attracting 21.29 million yuan, the highest among them [2] - Other companies with notable net inflows include Dongfang Tantalum and Rongqi Technology, with inflows of 9.93 million yuan and 6.86 million yuan respectively [2] - A detailed list of companies investigated by funds includes Lingyi iTech, Shiji Information, and Huali Group, among others, with their respective fund participation and recent performance metrics [2][3]

Group 1 - The core viewpoint of the article highlights the recent research conducted by Zhanbo Investment on a listed company, Lingyi iTech, which is expected to achieve significant revenue and profit growth in the first half of 2025 [1] - Lingyi iTech is projected to generate revenue of 23.35% year-on-year growth, reaching 23.625 billion yuan, and a net profit increase of 35.94%, amounting to 930 million yuan [1] - The company has established itself as a key player in humanoid robotics, with core technologies in servo motors and reducers, and has received orders both domestically and internationally, positioning itself among the top three intelligent hardware manufacturers globally [1] Group 2 - In the AI server sector, Lingyi iTech is expanding its capabilities in cooling and power supply, collaborating with partners to form a joint venture [1] - The company is also involved in the production of ultra-thin titanium alloy support components for Samsung's Z Fold7 and is participating in the assembly services for AI glasses [1] - Lingyi iTech has repurchased shares worth 320 million yuan and plans to distribute a cash dividend of 139 million yuan, totaling a return of 459 million yuan to investors [1]

Group 1 - The core viewpoint of the news is that Dongfang Gangwan, a well-known private equity firm, recently conducted research on a listed company, Lingyi iTech, highlighting its strong financial performance and technological capabilities [1] - In the first half of 2025, Lingyi iTech is projected to achieve revenue of 23.625 billion yuan, representing a year-on-year growth of 23.35%, and a net profit of 930 million yuan, with a year-on-year increase of 35.94% [1] - The company's terminal business revenue is expected to be 20.865 billion yuan, while its automotive and low-altitude economy business is projected to generate 1.183 billion yuan, and other business revenues are estimated at 1.577 billion yuan [1] Group 2 - Lingyi iTech possesses core technologies in humanoid robotics, including servo motors and reducers, and has secured domestic and international orders, positioning itself as one of the top three manufacturers of embodied intelligent hardware globally [1] - The company is expanding into the AI server sector, focusing on cooling and power supply capabilities, and has established a joint venture with Bohua Xinda and Boke Electronics [1] - Lingyi iTech has also engaged in the production of ultra-thin titanium alloy support components for Samsung's Z Fold7 and is involved in the structural components and assembly services for AI glasses [1] Group 3 - The company has repurchased shares worth 320 million yuan and plans to distribute a cash dividend of 139 million yuan, totaling a return of 459 million yuan to investors [1]

Group 1: Xiangyu Medical - The brain-computer interface (BCI) shows clear prospects in rehabilitation medicine, potentially shifting patients from "passive rehabilitation" to "active rehabilitation," thereby saving labor costs and improving outcomes [1] - The company possesses an integrated advantage of "BCI technology + proprietary rehabilitation equipment," having obtained registration certificates for two EEG collection devices, with over 20 devices expected to be certified by the end of the year and nearly 100 by the end of next year [1] - More than 50 large hospitals are currently using the company's equipment, which is expected to contribute to performance in 2025 and significantly enhance performance in 2026 [1] - R&D investment has increased by 38.80% year-on-year, with 117 new patents added, totaling 1,933 patents, including several related to BCI technology [1] - The sales model starts with partnerships with top-tier hospitals to create benchmarks, gradually extending to grassroots levels and eventually entering the home market [1] Group 2: Lingyi Technology - In the first half of 2025, the company achieved revenue of 23.625 billion yuan, a year-on-year increase of 23.35%, and a net profit of 930 million yuan, up 35.94% [2] - Revenue from the I-terminal business was 20.865 billion yuan, while the automotive and low-altitude economy business generated 1.183 billion yuan, and other businesses contributed 1.577 billion yuan [2] - The company holds core technologies in humanoid robotics, including servo motors and reducers, and has secured domestic and international orders, positioning itself as one of the top three manufacturers of embodied intelligent hardware globally [2] - In the AI server sector, the company is expanding into cooling and power supply businesses, with capabilities in CDU and liquid cooling modules, and has formed a joint venture with Bohua Xinda and Boke Electronics [2] - The company has repurchased shares worth 320 million yuan and plans to distribute a cash dividend of 139 million yuan, totaling 459 million yuan in returns to investors [2]