广东领益智造股份有限公司 2025 年半年度报告 广东领益智造股份有限公司 2025 年半年度报告全文 1 / 327 2025 年 8 月 广东领益智造股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、董事会审计委员会及董事、高级管理人员保证半年度报告 内容的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并 承担个别和连带的法律责任。 公司负责人曾芳勤、主管会计工作负责人王涛及会计机构负责人(会计主 管人员)黄金荣声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及的公司未来发展战略、经营计划等前瞻性陈述，不构成 公司对投资者的实质性承诺，相关经营计划能否实现受内外部经营环境的变 化影响，存在较大的不确定性，敬请广大投资者注意投资风险。 公司已在本报告中详细阐述公司未来可能面临的风险。详情请查阅本报 告第三节"管理层讨论与分析"之"十二、公司面临的风险和应对措施"中关于 可能面对的风险因素及应对措施部分的内容。 | 1 | | --- | | 第一节 | 重要提示、目录和释义 | 2 | | --- ...

Market Overview - The Shanghai Composite Index rose by 0.37% on August 29, with 17 out of the 28 sectors experiencing gains, led by the comprehensive and electric equipment sectors, which increased by 3.86% and 3.12% respectively [1] - Conversely, the household appliances and transportation sectors saw declines of 1.82% and 1.69% respectively, while the electronics sector fell by 0.74% [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 69.47 billion yuan, with 7 sectors experiencing net inflows. The electric equipment sector led with a net inflow of 3.12%, amounting to 3.13 billion yuan, followed by the food and beverage sector with a 2.42% increase and a net inflow of 1.63 billion yuan [1] - A total of 24 sectors experienced net capital outflows, with the computer sector leading at 17.30 billion yuan, followed by the electronics sector with an outflow of 13.11 billion yuan. Other sectors with significant outflows included telecommunications, banking, and machinery [1] Electronics Sector Performance - The electronics sector saw a decline of 0.74%, with a total net outflow of 13.11 billion yuan. Out of 467 stocks in this sector, 105 rose, 6 hit the daily limit up, while 355 fell, with 2 hitting the daily limit down [2] - Among the stocks with net inflows, Industrial Fulian topped the list with a net inflow of 2.175 billion yuan, followed by Tongfu Microelectronics and GoerTek with inflows of 1.841 billion yuan and 727 million yuan respectively [2] - The stocks with the highest net outflows included SMIC, which saw an outflow of 1.921 billion yuan, followed closely by Lingyi iTech and Haiguang Information with outflows of 1.919 billion yuan and 864 million yuan respectively [2][4] Electronics Sector Capital Inflow and Outflow Rankings - The top inflow stocks in the electronics sector included: - Industrial Fulian: +9.99%, turnover rate 1.73%, net inflow 2.174 billion yuan - Tongfu Microelectronics: +10.01%, turnover rate 11.73%, net inflow 1.841 billion yuan - GoerTek: +5.12%, turnover rate 7.75%, net inflow 726 million yuan [2] - The top outflow stocks included: - SMIC: -3.74%, turnover rate 8.25%, net outflow 1.921 billion yuan - Lingyi iTech: -4.43%, turnover rate 9.31%, net outflow 1.919 billion yuan - Haiguang Information: -5.11%, turnover rate 2.15%, net outflow 864 million yuan [4]

Group 1 - The company, Lingyi Technology (002600.SZ), has no current plans for a Hong Kong listing as stated in their response to an investor inquiry on August 29 [2]

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - Dongxin Co., Ltd. (688110) reported severe abnormal fluctuations on August 16, 2025[1] - Broadcom Integrated (603068) announced abnormal fluctuations on August 29, 2025[1] Market Alerts - ST Guohua (000004) and ST Gohong (000851) both reported abnormal fluctuations on August 29, 2025[1] - ST Huayang (603825) and ST Zhongji (000972) also indicated abnormal fluctuations on August 29, 2025[1] - ST Yanzhen (603389) reported abnormal fluctuations on August 26, 2025[1] Company Announcements - Zhaoxin Technology (603377) announced abnormal fluctuations on August 27, 2025[1] - Longyang Electronics (301396) reported significant fluctuations on August 28, 2025[1] - ST Dongshi (603377) indicated abnormal fluctuations on August 22, 2025[1]

Group 1 - The main stocks with significant capital outflows include Northern Rare Earth (-2.106 billion), Huasheng Tiancheng (-2.033 billion), and SMIC (-1.852 billion) [1][2] - Other notable stocks with large capital outflows are Lingyi Technology (-1.732 billion), Yanshan Technology (-1.407 billion), and Topway Information (-1.214 billion) [1][2] - The total capital outflow from the top 20 stocks indicates a trend of investors pulling back from certain sectors, particularly in small metals, internet services, and semiconductor industries [1][2][3] Group 2 - Northern Rare Earth leads the outflow with a significant amount of -2.106 billion, indicating potential concerns in the small metals sector [2] - Huasheng Tiancheng and SMIC also show substantial outflows, suggesting a negative sentiment in the internet services and semiconductor sectors respectively [2][3] - The data reflects a broader trend of capital movement away from certain industries, which may impact future investment strategies [1][2]

领益智造今日涨停，全天换手率11.41%，成交额119.88亿元，振幅12.60%。龙虎榜数据显示，机构净卖 出4.55亿元，深股通净买入3.14亿元，营业部席位合计净买入1.23亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.45%上榜，机构专用席位净卖出4.55亿元，深股通 净买入3.14亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交24.01亿元，其中，买入成交额为11.92亿 元，卖出成交额为12.09亿元，合计净卖出1759.49万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买二、买四、卖二、卖三、卖四、卖 五，合计买入金额3.36亿元，卖出金额7.91亿元，合计净卖出4.55亿元，深股通为第一大买入营业部及 第一大卖出营业部，买入金额为6.60亿元，卖出金额为3.45亿元，合计净买入3.14亿元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨3.78%，上榜后5日平均涨17.09%。 资金流向方面，今日该股主力资金净流入6.31亿元，其中，特大单净流入10.43亿元，大单资金净流出 4.13亿元。近5日主力资金净流出8.94亿元。 买/卖会员营业部 ...

| 排序 | 证券代码 | 证券简称 | 董秘姓名 | | --- | --- | --- | --- | | 1 | 002600 | 领益智造 | 郭瑞 | | 2 | 300545 | 联得装备 | 刘雨晴 | | 3 | 688525 | 佰维存储 | 黄炎烽 | | 4 | 300812 | 易天股份 | 王亚丽 | | 5 | 300232 | 洲明科技 | 陈一帆 | | 6 | 002466 | 天齐锂业 | 张文宇 | | 7 | 002254 | 泰和新材 | 董旭海 | | 8 | 001339 | 智微智能 | 张新媛 | | 9 | 002876 | 三利谱 | 黄慧 | | 10 | 301067 | 显盈科技 | 陈立 | | 11 | 300888 | 稳健医疗 | 陈惠选 | | 12 | 002583 | 海能达 | 周炎 | | 13 | 300925 | 法本信息 | 吴超 | | 14 | 600143 | 金发科技 | 戴耀珊 | | 15 | 000021 | 深科技 | 钟彦 | "2025年度新财富杂志最佳董秘暨港股最佳IR评选"于2025年5月正式启动。 本 ...

Group 1 - The stock of Lingyi Zhi Zao reached the daily limit, with a turnover rate of 11.41% and a transaction amount of 11.99 billion yuan, showing a fluctuation of 12.60% [2] - Institutional investors net sold 455 million yuan, while the Shenzhen Stock Connect saw a net purchase of 314 million yuan [2] - The stock was listed on the daily trading list due to a price deviation of 8.45%, with the top five trading departments accounting for a total transaction of 2.40 billion yuan [2] Group 2 - Over the past six months, the stock has appeared on the trading list six times, with an average price increase of 3.78% the next day and an average increase of 17.09% over the following five days [3] - The stock experienced a net inflow of 631 million yuan in main funds today, with a significant inflow of 1.04 billion yuan from large orders [3] - The latest margin trading data shows a total margin balance of 2.12 billion yuan, with a financing balance of 2.12 billion yuan and a securities lending balance of 446,990 yuan [3]

两融数据显示，该股最新融资余额为21.17亿元，近5日增加4.84亿元，增幅为29.66%。（数据宝） 8月28日领益智造大宗交易一览 领益智造8月28日大宗交易平台出现一笔成交，成交量12.35万股，成交金额200.81万元，大宗交易成交 价为16.26元。该笔交易的买方营业部为中信证券股份有限公司上海分公司，卖方营业部为中信证券华 南股份有限公司佛山分公司。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为4240.45万元。 证券时报·数据宝统计显示，领益智造今日收盘价为16.26元，上涨10.01%，日换手率为11.41%，成交额 为119.88亿元，全天主力资金净流入6.31亿元，近5日该股累计上涨33.72%，近5日资金合计净流出8.94 亿元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 12.35 | 200.81 | 16.26 | 0.00 | 中信证券股份有限公 | 中信证券华 ...

" 2 0 2 5年度新财富杂志最佳董秘暨港股最佳IR评选"于2 0 2 5年5月正式启动。 本届评选以A/B股上市公司董事会秘书及证券事务代表成员、港股上市公司IR团队为评选对象，涉及 5 2 6 7家A/B股上市公司以及2 4 6 4家港股上市公司。近3 5 0 0家机构、超2 0万资本圈人士参与投票，覆盖 资本市场主流公募基金、券商资管、保险资管、银行理财子公司、信托公司以及私募基金，管理的资 产规模合计近3 0万亿元。 多达3 1个省市区的地方证券监管机构、香港公司治理公会均参与了辖区优秀董秘及证代的推荐。此 外，本届评选还集结了上市公司治理的"最强大脑"，包括"金殿堂奖"获奖者、公司治理专家、券商研 究相关负责人、投资机构相关负责人、知名学者等超2 0 0位专家，组建成"专家评审团"，他们来自1 7 0 余家上市公司、3 0余家公募基金、3 0家券商研究所和多所知名高校。 最终，3 0 0位"最佳董秘"、5 0个"最佳证代"团队、1 0 2个"港股最佳IR"团队脱颖而出，以下为详细名 单。 | 排序 | 证券代码 | 证券简称 | 董秘姓名 | | --- | --- | --- | --- | | ...