Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 2.2% with a transaction volume of 106 million yuan [2] - Over the past week, the average daily transaction volume reached 371 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 290 million yuan in the past week, also ranking first among comparable funds [2] - The latest share count for the Rare Earth ETF reached 3.351 billion shares, marking a one-year high and ranking first among comparable funds [2] - The latest net inflow of funds into the Rare Earth ETF was 58.08 million yuan, with a total of 344 million yuan net inflow over the last five trading days [2] - As of August 12, the net value of the Rare Earth ETF has increased by 76.79% over the past year, ranking 124th out of 2954 index equity funds, placing it in the top 4.20% [2] - The fund has recorded a maximum monthly return of 41.25% since its inception, with the longest consecutive monthly gains being four months and a maximum cumulative increase of 83.89% [2] Group 2: Market Outlook and Recommendations - Xiangcai Securities suggests focusing on upstream rare earth resource companies due to improved supply-demand dynamics, driven by expectations of supply contraction and increased demand from relaxed export controls [3] - Everbright Securities anticipates that the domestic market will continue to perform strongly due to the accumulation of favorable internal and external factors [3] - Huazhong Securities recommends investors to focus on high-growth technology sectors and performance-supported industries, including AI, robotics, military industry, rare earth permanent magnets, precious metals, construction machinery, motorcycles, and agricultural chemicals [3] Group 3: Top Holdings in Rare Earth Industry - The top ten weighted stocks in the Zhongzheng Rare Earth Industry Index include Northern Rare Earth, China Rare Earth, China Aluminum, Shenghe Resources, Wolong Electric Drive, China Aluminum, Lingyi Technology, Greeley, Xiamen Tungsten, and Goldwind Technology, collectively accounting for 59.32% of the index [2]

Group 1 - The core viewpoint of the news highlights the significant rise of the Science and Technology Innovation and Entrepreneurship ETF (588360) by over 2.3%, driven by advancements in innovative pharmaceuticals and AI infrastructure [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the advantages of China's industrial system, market, and application scenarios to promote the large-scale commercialization of AI [1] - The AI infrastructure supply chain is expected to benefit first, with developments in humanoid robots and partnerships between companies like Lingyi Zhizao and Qiangnao Technology focusing on dexterous hand hardware [1] Group 2 - The Guangdong-Hong Kong-Macao Greater Bay Area has launched its first intercity drone logistics route, with Shenzhen planning to establish a global low-altitude economy center by 2026, including 1,200 takeoff and landing points and 1,000 commercial routes [1] - The application of 3D printing technology in aerospace and other fields is gradually expanding, with the intelligent welding robot market having a potential value of nearly 100 billion [1] - The Science and Technology Innovation and Entrepreneurship ETF (588360) tracks the Science and Technology Innovation 50 Index (931643), which selects 50 large-cap, liquid technology innovation companies from the Sci-Tech Board and the ChiNext, covering cutting-edge fields such as information technology and healthcare [1]

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：2025-108 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（www.cninfo.com.cn）上披露的《关于公司及子公司2025年度担 ...

证券日报网讯 8月12日晚间，领益智造发布公告称，截至本公告披露日，公司及控股子公司无逾期对外 担保，也无涉及诉讼的对外担保及因担保被判决败诉而应承担损失的情形。 （文章来源：证券日报） ...

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（www.cninfo.com.cn）上披露的《关于公司及子公司 2025 年度担保事项的 公告》。 二、担保进展情况 | 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-108 | | --- | --- | --- | | 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 ...

智通财经APP获悉，东方证券发布研报称，看好液冷成为后续AI基础设施的散热刚需，渗透斜率加速向 上，产业链有望从主题趋势迈向订单及业绩的持续超预期。同时伴随需求的快速增长，核心部件的供需 缺口下供应链格局也将更为开放，国内厂商有望凭借自身优质产品力、产品研发迭代效率、成本等优势 直接或间接出海切入海外供应链。建议关注电子领域液冷环节相关供应商领益智造(002600.SZ，买 入)、比亚迪电子(00285，未评级)、中石科技(300684.SZ，买入)、思泉新材(301489.SZ，未评级)。 当前北美液冷产业链相关主要集中于美国和中国台湾，GB200 时代英伟达通过参考设计推动行业标准 化，而AI服务器对产品的快速迭代、快速规模化交付能力的高要求也给了国产液冷产业链厂商切入机 遇。随着GB300 以及下一代更高功耗服务器的出货，上游液冷部件需求有望进一步提升。当前产业链 决策权逐步解耦，ODM/OEM 厂话语权提升，ASIC 端云厂也拥有更高话语权，国内厂商有望凭借自身 优质产品力、产品研发迭代效率、成本等优势直接或间接出海切入海外供应链。 风险提示 贸易环境不确定性风险、液冷渗透率不及预期风险、竞争格局加剧 ...

| | 子 | | | | | | --- | --- | --- | --- | --- | --- | | 000818 | 航锦科 | 4.24 | 11.52 | 15665.65 | 9.14 | | | 技 | | | | | | | 致尚科 | | | | | | 301486 | 技 | 20.00 | 29.00 | 15053.23 | 8.47 | | 300657 | 弘信电 | 5.52 | 11.55 | 12663.66 | 7.75 | | | 子 | | | | | | | 烽火通 | | | | | | 600498 | 信 | 4.13 | 5.97 | 12264.80 | 7.10 | | 300570 | 太辰光 | 3.79 | 11.97 | 11749.00 | 4.16 | | 600183 | 生益科 技 | 0.30 | 1.33 | 10299.14 | 8.04 | | | 中石科 | | | | | | 300684 | 技 | 3.18 | 21.66 | 10212.41 | 7.03 | | 300548 | 长芯博 创 | 0.92 | 6 ...

Group 1 - Apple's first MR headset, Vision Pro, will officially launch on February 2 [1] - Analyst estimates suggest Vision Pro's shipment volume will be around 500,000 units in 2024, with potential production increasing to 12.6 million units in five years [1] - Vision Pro is expected to face supply shortages in its first year, with user numbers projected to reach 20 million in five years [1] Group 2 - The launch of Vision Pro is anticipated to benefit domestic XR terminal brands and supply chains in China [2] - Vision Pro is expected to help XR products reach a broader audience and accelerate the development of the XR ecosystem [2] - Several listed companies, including Lianyi Zhizao and Luxshare Precision, are likely to participate in the assembly and parts supply for Vision Pro [2]

Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 3.29% with a transaction volume of 157 million yuan [2] - Over the past week, the average daily transaction volume of the Rare Earth ETF reached 356 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 508 million yuan in the past week, also ranking first among comparable funds [2] - The number of shares for the Rare Earth ETF grew by 20.5 million shares in the past week, marking significant growth and ranking first among comparable funds [2] - The latest net inflow of funds into the Rare Earth ETF was 24.6492 million yuan, with a total of 392 million yuan net inflow over the last five trading days [2] - As of August 11, the net value of the Rare Earth ETF has increased by 78.99% over the past year, placing it in the top 3.22% among 2,954 index equity funds [2] - The highest monthly return since inception was 41.25%, with the longest consecutive monthly increase being 4 months and the longest increase percentage being 83.89% [2] Group 2: Industry Developments and Outlook - The Inner Mongolia Baotou Rare Earth New Materials Technology Innovation Center has launched the country's first intelligent demonstration line for rare earth disc motors, with the first product expected to achieve a power density increase of over 30% and mass production by the end of the year [3] - The "Rare Earth Management Regulations" will officially take effect on October 1, 2024, marking a new era of high-quality and standardized development in the rare earth industry [3] - Continuous growth in downstream demand from sectors such as new energy vehicles, air conditioning, and consumer electronics is expected to drive future demand for rare earth permanent magnets [3] - The recovery of exports, combined with the approaching traditional demand peak season, suggests that rare earth prices may stabilize and gradually increase [3] - It is anticipated that the performance of the rare earth industry chain will improve quarter by quarter in the third and fourth quarters, with a continued recommendation for strategic allocation in the rare earth industry chain [3] Group 3: Top Weighting Stocks in Rare Earth Industry - The top ten weighted stocks in the China Rare Earth Industry Index account for a total of 59.32%, including Northern Rare Earth, Baotou Steel, China Rare Earth, Shenghe Resources, Wolong Electric Drive, China Aluminum, Linyi Intelligent Manufacturing, Gree, Xiamen Tungsten, and Goldwind Technology [2]

8月12日早盘，光模块CPO概念延续强势，截至10点24，创业板人工智能指数、5G通信指数表现活跃， 光库科技（300620）20cm一字涨停，工业富联（601138）、德赛西威（002920）涨超7%，新易盛 （300502）、领益智造（002600）等纷纷冲高。热门ETF中，光模块含量超40%的创业板人工智能ETF 华夏(159381)涨近1.7%，聚焦算力龙头的5G通信ETF(515050)涨1.77%。 消息面上，8月11日晚，光库科技披露重大资产重组预案，公司拟以发行股份、可转债及支付现金的方 式，向6名交易对方，购买苏州安捷讯光电科技股份有限公司(简称"安捷讯")100%股权，并拟募集配套 资金。 行业方面，8月8日，GPT-5正式发布，包含GPT-5、GPT-5-Mini、GPT-5-Nano三个版本。GPT-5在数学、 编程、视觉理解和健康领域表现突出。中信建投（601066）证券分析，随着近期Grok4、Genie3的陆续 发布，大模型迭代提速，且准确率提升、成本降低，预计将加速AI应用的爆发，商业化也有望提速， 帮助互联网大厂形成AI投入到商业变现的闭环，建议持续关注算力基础设施与AI应用 ...