注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 领益智造9月19日大宗交易平台出现一笔成交，成交量21.00万股，成交金额273.84万元，大宗交易成交 价为13.04元，相对今日收盘价折价7.06%。该笔交易的买方营业部为国投证券股份有限公司广州珠江东 路证券营业部，卖方营业部为国泰海通证券股份有限公司深圳滨河大道证券营业部。 （文章来源：证券时报网） 两融数据显示，该股最新融资余额为24.76亿元，近5日增加5325.09万元，增幅为2.20%。（数据宝） 9月19日领益智造大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 21.00 | 273.84 | 13.04 | -7.06 | 国投证券股份有限公司广 | 国泰海通证券股份有限公司 | | | | | | 州珠江东路证券营业部 | 深圳滨河大道证券营业部 | 进一步统计，近3个月内该股累计发生2笔 ...

中国经济网北京9月19日讯领益智造（002600）(002600.SZ)今日收报14.03元，跌幅3.17%。 华西证券（002926）股份有限公司研究员单慧伟、陈天然8月30日发布研报《领益智造：业绩持续提升 人眼折服四大业务表现亮眼称，维持领益智造"买入"评级。 领益智造8月28日与29日盘中最高达到16.26元，创上市以来最高点。 ...

Summary of Key Points Core Viewpoint - On September 19, Lingyi Zhizao executed a block trade of 210,000 shares at a transaction price of 13.04 yuan, which represents a discount of 7.06% compared to the market closing price of 14.03 yuan [1]. Group 1: Transaction Details - The total transaction amount for the block trade was 2.7384 million yuan [2]. - The block trade accounted for 0.07% of the total trading volume on that day [1]. - The buyer was Guotou Securities Co., Ltd., and the seller was Guotai Junan Securities Co., Ltd. [2].

Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi showed a turnover rate of 0.92% with a transaction volume of 79.0687 million yuan [3] - Over the past month, the average daily transaction volume reached 550 million yuan, ranking first among comparable funds [3] - In the past week, the ETF's scale increased by 21.6259 million yuan, also ranking first among comparable funds [3] - The ETF's shares grew by 13.5 million shares in the past week, marking significant growth and leading among comparable funds [3] - In the last five trading days, there were net inflows on three days, totaling 234 million yuan [3] - As of September 18, the ETF's net value increased by 121.61% over the past year, ranking 142 out of 3014 index stock funds, placing it in the top 4.71% [3] - The highest monthly return since inception was 41.25%, with the longest consecutive monthly increase being four months and a maximum increase of 83.89% [3] Group 2: Company Performance and Market Trends - On September 15, Galaxy Magnetics announced a suspension of trading to acquire 100% of Kyoto Longtai Technology Co., Ltd., with a preliminary agreement signed with 14 counterparties [4] - Northern Rare Earth reported a revenue of 18.866 billion yuan for the first half of the year, a year-on-year increase of 45.24%, and a net profit of 931 million yuan, up 1951.52% [4] - The basic earnings per share were 0.2576 yuan, with a weighted average return on equity of 4.06% [4] - Demand for rare earth materials is rapidly increasing due to policies promoting "carbon neutrality," as well as the recovery in traditional manufacturing and the acceleration of humanoid robots [4]

Market Updates - The Shanghai Stock Exchange reported that Tianpu Co., Ltd. has experienced multiple abnormal fluctuations, prompting the company to issue risk warning announcements and urging investors to exercise caution [2][5] - Nvidia announced a $5 billion investment in Intel, aiming to co-develop multiple generations of customized data center and PC products [2][5] Policy and Regulation - The Shanghai Municipal Economic and Information Commission released a draft for public consultation on the "Implementation Rules for Promoting the Accelerated Development of High-Growth Enterprises," which includes support measures for high-growth companies [3][6] Industry Insights - The National Health Commission and the Ministry of Finance issued guidelines for a childcare subsidy system, ensuring timely and adequate distribution of subsidies [5] - The National Bureau of Statistics held a press conference to discuss the construction of comprehensive data element pilot zones, emphasizing support for local initiatives and collaboration [5] - The China Charging Alliance reported that from January to August, the increase in charging infrastructure reached 4.53 million units, a year-on-year increase of 88.5% [6] Financial Market Trends - The second batch of 14 Sci-Tech Innovation Bond ETFs was launched, with a total issuance scale exceeding 40 billion yuan, while the first batch of 10 ETFs saw a significant increase in scale [7] - The Federal Reserve announced a 25 basis point reduction in the federal funds rate target range to between 4.00% and 4.25%, interpreted as a "preventive" rate cut [9][10] Corporate Developments - Huawei announced its future plans for Ascend chips, with new models expected to be released between 2026 and 2028, indicating a shift towards a more integrated and open-source strategy [12] - Samsung has informed major clients of a price increase for DRAM products by 15% to 30%, driven by strong demand from North American internet giants and the expanding AI application market [13] - Neusoft Group received a notification from a major domestic automotive manufacturer, expecting a total supply amount of approximately 5.6 billion yuan for smart cockpit domain controllers [15] - Fulin Precision signed a prepayment agreement with CATL for 1.5 billion yuan to secure lithium iron phosphate supply [16] - Changan Automobile has fulfilled its commitment to a 60-day payment term and is exploring new technologies and products, including humanoid robots and flying cars [17][18] - Zhijiang Biology's monkeypox virus nucleic acid test kit has been included in the WHO emergency use list, indicating international recognition of the product [19]

Core Viewpoint - Guangdong Securities Regulatory Bureau is actively engaging with listed companies to address their operational challenges and support high-quality development through regular visits and coordinated efforts with relevant departments [1][2][3]. Group 1: Company Engagement and Support - Guangdong Securities Regulatory Bureau has visited 395 listed companies in 2024, covering 86% of the total listed companies in the region, collecting over 300 issues and suggestions from these companies [1]. - The bureau has established a specialized task force to ensure effective follow-up on company needs and has created a mechanism for regular communication with local government and industry departments [1][2]. - Targeted visits to key companies like Midea Group and Haitian Flavoring have been conducted to address specific challenges in overseas financing and capacity building [2]. Group 2: Operational Performance Improvement - In the first half of 2025, 459 A-share listed companies in Guangdong achieved a total revenue of 1.85 trillion yuan and a net profit of 115.07 billion yuan, with year-on-year growth rates of 6.97% and 9.19%, respectively, surpassing national averages [3]. - 28 struggling listed companies reported a 77.8% increase in revenue and over 200% growth in profit year-on-year, with many undergoing restructuring to enhance their development quality [2][3]. Group 3: Investor Returns and Market Confidence - The bureau has promoted mid-term dividends among 74 listed companies, totaling over 16 billion yuan, with several companies exceeding 1 billion yuan in dividends [3]. - 22 listed companies reported a dividend payout ratio exceeding 50% in their mid-year reports, reflecting a commitment to enhancing investor returns and market confidence [3]. Group 4: Mergers and Acquisitions - Guangdong Securities Regulatory Bureau has formed a Guangdong Capital Market Mergers and Acquisitions Alliance to facilitate policy support for mergers and acquisitions, expanding the target pool to over 2,000 candidates [4]. - In 2025, the region led the nation with 17 major asset restructuring deals, totaling over 40 billion yuan in transaction value [4].

Group 1 - The company Lingyi Zhi Zao announced that as of October 14, 2025, any unconverted "Lingyi Convertible Bonds" will be forcibly redeemed [2] - Following the redemption, the "Lingyi Convertible Bonds" will be delisted from the Shenzhen Stock Exchange [2] - Bondholders are advised to convert their bonds before the deadline and to resolve any pledges or freezes on their bonds to avoid forced redemption [2]

Group 1 - The AI PC concept index rose by 1.05%, ranking fifth among concept sectors, with 23 stocks increasing in value, including Kosen Technology and Guanghe Technology hitting the daily limit up [1] - Notable gainers in the AI PC sector included Feirongda, Wentai Technology, and Changying Precision, which rose by 10.19%, 9.60%, and 9.04% respectively [1] - The sector experienced a net outflow of 1.631 billion yuan in capital, with 24 stocks seeing net inflows, and 10 stocks receiving over 100 million yuan in net inflows [2] Group 2 - The top net inflow stocks in the AI PC sector were Shenzhou Digital, with a net inflow of 393 million yuan, followed by Wentai Technology and Changying Precision with net inflows of 361 million yuan and 332 million yuan respectively [2][3] - The highest net inflow ratios were recorded by Taijia Co., Anfu Technology, and Shenzhou Digital, with net inflow ratios of 16.07%, 12.98%, and 9.75% respectively [3] - The overall market performance showed a mixed trend, with various sectors experiencing both gains and losses, highlighting the volatility in the market [2][5]

Market Performance - As of September 18, the rare earth permanent magnet sector declined by 2.94%, ranking among the top declines in concept sectors [1] - Notable decliners in the sector included Wolong New Energy, Xiangming Intelligent, and China Rare Earth, while four stocks saw price increases, with Fangbang Co., Yujing Co., and Longci Technology rising by 2.22%, 1.61%, and 1.56% respectively [1] Capital Flow - The rare earth permanent magnet sector experienced a net outflow of 5.879 billion yuan, with 45 stocks seeing net outflows and 14 stocks exceeding 100 million yuan in outflows [2] - The largest net outflow was from Northern Rare Earth, amounting to 1.487 billion yuan, followed by China Rare Earth, Lingyi Intelligent Manufacturing, and Jinli Permanent Magnet with net outflows of 609 million yuan, 592 million yuan, and 409 million yuan respectively [2] Stock Performance - The top stocks with significant net outflows included Northern Rare Earth (-4.45%), China Rare Earth (-5.47%), and Lingyi Intelligent Manufacturing (-3.27%) [3] - Conversely, stocks with net inflows included Huicheng Environmental Protection, Xinlaifu, and Yujing Co., with net inflows of 107 million yuan, 1.732 million yuan, and 1.070 million yuan respectively [4]

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-142 | | --- | --- | --- | | 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"赎回实施的第九次提示性公告 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 9、赎回类别：全部赎回 10、最后一个交易日可转债简称：Z 领转债 11、根据安排，截至 2025 年 10 月 14 日收市后仍未转股的"领益转债"将 被强制赎回。本次赎回完成后，"领益转债"将在深圳证券交易所摘牌，特提醒 "领益转债"债券持有人注意在限期内转股。债券持 ...