剑指具身智能 900亿果链女掌门曾芳勤冲击港股IPO

Core Viewpoint - Lingyi iTech has submitted an application for an IPO on the Hong Kong Stock Exchange, marking a significant milestone for the company and its founder, Zeng Fangqin, who is referred to as the "Queen of Shenzhen" [1][2] Company Overview - Lingyi iTech, with a market value nearing 100 billion yuan, previously entered the A-share market through a reverse merger in 2017, acquiring Jiangfan Magnetic Materials for 20.7 billion yuan [1][5] - The company has seen its revenue double and market value increase over fourfold in the past seven years, with a stock price increase of over 60% this year [1][7] Market Position - According to Frost & Sullivan, Lingyi iTech ranks first in the global market for high-precision components for AI terminal devices and third in the high-precision intelligent manufacturing platform for AI terminal devices based on 2024 revenue [1][11] IPO Purpose - The funds raised from the IPO will primarily support future expansion and cross-border acquisitions, enhancing the company's business image and global influence [2][13] - Lingyi iTech aims to leverage its mature acquisition capabilities as a core competitive advantage to drive long-term growth, focusing on high-growth technology verticals such as servers, humanoid robots, and AI optical communication infrastructure [7][13] Business Expansion - The company has expanded its business through both organic growth and acquisitions, including significant purchases in the electric vehicle and robotics sectors [6][7] - Lingyi iTech has established a global presence with 58 production and service locations and 8 assembly bases, with nearly 70% of its revenue coming from overseas [9][10] Future Plans - The company is transitioning from a consumer electronics supplier to a platform enterprise focused on AI terminals and robotics, with plans to invest at least 200 million yuan annually in embodied intelligent hardware [11][12] - Lingyi iTech aims to enhance its R&D and production capabilities in emerging markets and product categories, particularly in high-density AI computing servers and humanoid robot hardware [13]