| 证券代码：002600 | 证券简称：领益智造 公告编号：2025-098 | | --- | --- | | 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. ...

从盈利规模来看，立讯精密以预计67.45亿元的净利润（以上限计）拔得头筹，TCL科技预计净利润超 20亿元，沪士电子预计17.50亿元，鹏鼎控股预计12亿至12.6亿元，领益智造预计9亿至11.4亿元，均位 列前茅。 【环球网财经综合报道】2025年上半年，中国电子行业交出了一份令人振奋的成绩单。得益于政策红利 的持续释放、产业链的坚韧、技术创新的突破以及多元化市场布局，深市电子行业66家已披露业绩预告 的公司预计上半年净利润合计达146.86亿至169.30亿元，其中超五成公司业绩预喜，展现出强劲的发展 势头。 据统计，这66家公司中，有36家上半年业绩预喜（含预增、扭亏、略增），占比高达54.55%。更引人 注目的是，有13家公司预计净利润同比增长超过100%，其中惠州硕贝德以1028.49%的预计增幅位居榜 首，广东光华科技、浙江中晶科技紧随其后，分别预计增长440.26%和184.47%。这背后，是企业在各 自核心业务领域的长期深耕和精准发力。 TCL科技相关负责人表示，半导体显示业务成为公司业绩增长的核心驱动力，预计上半年净利润超46亿 元，同比增长超70%。公司通过收购广州LGD液晶显示工厂及深圳 ...

Core Insights - The electronic industry in China is expected to maintain a steady growth trend in the second half of 2025, supported by continuous policy incentives and advancements in technology and market expansion [2][6] - A total of 66 companies in the Shenzhen Stock Exchange's electronic sector forecast a combined net profit of between 14.686 billion and 16.930 billion yuan for the first half of 2025, with 54.55% of these companies expecting positive performance [1][4] Company Performance - Among the 66 companies, 13 are projected to see net profit growth exceeding 100%, with Shenzhen Shuo Bei De Wireless Technology Co., Ltd. leading at an estimated increase of 1028.49% [3] - TCL Technology Group Co., Ltd. anticipates a net profit of over 4.6 billion yuan from its semiconductor display business, reflecting a year-on-year growth of over 70% [3][4] - Luxshare Precision Industry Co., Ltd. is expected to achieve a net profit of approximately 6.745 billion yuan, while other companies like TCL Technology and Hu Shi Electronics are projected to earn 2 billion and 1.75 billion yuan respectively [4] Market Dynamics - The demand for electronic products is diversifying, with growth in industrial electronics, automotive electronics, and new energy applications, alongside the ongoing upgrade in consumer electronics [2][6] - The semiconductor and AI sectors are receiving targeted support from government policies, which are expected to translate into actual growth momentum for the industry [2][6] Technological Advancements - Companies like TCL Huaxing are investing in new display technologies, while Luxshare is enhancing its competitiveness in AI edge products, contributing to overall industry innovation [6][7] - The establishment of supplier alliances by companies like Lingyi Technology is optimizing supply chains and enhancing the stability and resilience of the electronic industry [6] Investment Sentiment - The performance of these companies is attracting more capital to the electronic sector, providing financial support for ongoing innovation and expansion [6] - The Shenwan Electronics Index has risen by 34.27% this year, indicating positive market sentiment towards the electronic industry's growth prospects [6]

Industry Overview - The consumer electronics industry is experiencing a recovery driven by the integration of new technologies such as artificial intelligence (AI) [1][2] - As of now, 66 companies in the electronic sector have forecasted a combined net profit of between 14.686 billion to 16.930 billion yuan for the first half of 2025 [1] - The "old-for-new" policy and government-issued consumption vouchers are expected to enhance consumer willingness to purchase electronic products in 2025 [2] Company Performance - Companies like Pengding Holdings (002938) are leveraging technological advancements, with a projected net profit of 1.2 billion to 1.26 billion yuan for the first half of 2025, representing a year-on-year growth of 52.79% to 60.62% [1] - Liying Intelligent Manufacturing (002600) anticipates a net profit of 900 million to 1.14 billion yuan for the same period, with a growth rate of 31.57% to 66.66% [1] - TCL Technology (000100) expects a net profit of 1.8 billion to 2 billion yuan, reflecting a significant year-on-year increase of 81% to 101% [1][2] Technological Integration - AI technology is driving the upgrade and iteration of the entire electronic industry chain, leading to more diversified and intelligent characteristics in the electronic technology sector [2] - The demand for high-value-added AI terminal hardware products is increasing, prompting companies to enhance their R&D investments and market share [4][5] Future Outlook - TCL Technology's semiconductor display business is projected to achieve a net profit exceeding 4.6 billion yuan in the first half of 2025, with a year-on-year growth of over 70% [2] - Pengding Holdings plans to accelerate its global production layout and enhance its competitive edge through innovation and digitalization [4] - Liying Intelligent Manufacturing is focusing on AI terminal hardware manufacturing, with expectations of significant growth in products like AI glasses and foldable screens [4][5]

Core Viewpoint - The rare earth industry is experiencing a significant upward trend, with the China Rare Earth Industry Index showing strong performance and notable increases in key stocks and ETFs [1][4]. Group 1: Market Performance - As of July 23, 2025, the China Rare Earth Industry Index rose by 1.11%, with key stocks such as Steel Tianyuan increasing by 7.54% and Baotou Steel rising by 6.39% [1]. - The rare earth ETF, Jiashi (516150), has seen a 0.81% increase, marking its fifth consecutive rise, and has accumulated an 8.24% increase over the past week [1][4]. - The Jiashi rare earth ETF's trading volume reached 2.83 billion yuan, with a turnover rate of 8.79% [4]. Group 2: Fund Performance - The Jiashi rare earth ETF has achieved a new high in scale, reaching 3.207 billion yuan, ranking first among comparable funds [4]. - Over the past week, the Jiashi rare earth ETF has seen a significant increase in shares, growing by 11.3 million shares, also ranking first among comparable funds [4]. - The fund has recorded a net inflow of 55.1375 million yuan, with four out of the last five trading days showing positive net inflows totaling 206 million yuan [4]. Group 3: Price Trends - The domestic rare earth price index has fluctuated between 155 and 180 points from early 2024 to mid-2025, but has recently surpassed 192 points, reaching a new high since early 2024 [5]. - The price increase is attributed to refined control measures and a renewed focus on overseas exports, indicating a clear upward trend in rare earth prices [5]. - Analysts expect that the upcoming peak consumption season will lead to increased raw material procurement and inventory replenishment, further solidifying price support [5]. Group 4: Key Stocks - As of June 30, 2025, the top ten weighted stocks in the China Rare Earth Industry Index accounted for 55.58% of the index, with Northern Rare Earth and China Rare Earth being the top two [5][7]. - The performance of key stocks includes Northern Rare Earth with a 3.17% increase and Baotou Steel with a 6.39% increase, while China Aluminum and Green Beauty saw slight declines [7].

Core Viewpoint - The "Bay Area T Stage: Longgang New Show" summer launch event showcased innovative technologies and products, emphasizing the integration of AI and advanced materials into everyday life, supported by government initiatives to promote new technologies and services [1][2]. Group 1: Event Highlights - The event featured a theme of "AI in Summer," with demonstrations of AI translation glasses capable of real-time translation in 30 languages, wearable screens that transform advertising into art, and high-quality open AI headphones [1]. - A significant highlight was the unveiling of three global firsts, including the self-developed large model inference chip "Deep Sky X6000 Mesh Accelerator Card" by Cloud Sky Technology, which supports the rapid application of large models [2]. - The event also introduced the world's largest optical multi-dimensional force sensor "Photon Finger Max," enhancing robotic capabilities from delicate tasks to heavy lifting [2]. Group 2: Government Support and Future Plans - The launch event was rooted in Longgang District's new policy to promote the application of new technologies, products, and services, aimed at accelerating the transition of hard technology from labs to everyday life [2]. - The government support significantly reduced promotional costs for companies, allowing for a zero-cost global launch of new products, which was previously costly [2]. - Future "Bay Area T Stage" events will be held quarterly, continuing to empower innovation in the district [3].

Group 1 - The company plans to issue convertible bonds and pay cash to acquire 66.46% of Jiangsu Keda's equity, with a total transaction price of 332.3 million yuan [8][9][10] - The convertible bonds will have a face value of 100 yuan each, with a coupon rate of 0.01% per year and a term of 6 years [12][13] - The initial conversion price for the bonds is set at 6.50 yuan per share, which is not less than 80% of the average stock price over the previous 60 trading days [16][17] Group 2 - The company aims to raise up to 207.4 million yuan through the issuance of shares to no more than 35 specific investors to support the acquisition [17] - The funds raised will be used for various purposes, including supplementing working capital and repaying bank loans [17] - The acquisition is expected to enhance the company's capabilities in the automotive parts sector, particularly in the production of interior and exterior automotive components [18] Group 3 - The transaction will not change the company's controlling shareholder or actual controller, maintaining stability in ownership [18] - Post-transaction, the company's total assets and revenue are projected to increase, while the equity attributable to shareholders is not expected to change significantly [18] - The acquisition is anticipated to provide synergies in product categories, technical expertise, and customer resources, aligning with the trends of automotive electrification and intelligence [18]

证券代码：002600 证券简称：领益智造 上市地点：深圳证券交易所 债券代码：127107 债券简称：领益转债 上市地点：深圳证券交易所 广东领益智造股份有限公司 发行可转换公司债券及支付现金购买资产 并募集配套资金报告书（草案） | 项目 | 交易对方/发行对象 | | --- | --- | | 发行可转换公司债券及支 | 常州优融、上海迈环、万里扬管理、芜湖华安、常州青枫、常 | | 付现金购买资产 | 州星远、常州超领、江苏信保等 8 名江苏科达股东 | | 募集配套资金 | 不超过 名符合中国证监会规定的特定投资者 35 | 独立财务顾问 2-1-1 二〇二五年七月 中国（上海）自由贸易试验区商城路 618 号 上市公司声明 本公司及全体董事、高级管理人员保证本报告书内容的真实、准确、完整， 对报告书的虚假记载、误导性陈述或重大遗漏负相应的法律责任。 本公司控股股东、实际控制人、全体董事、高级管理人员承诺：如本次交易 所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立案 侦查或者被中国证监会立案调查的，在形成调查结论以前，不转让在上市公司拥 有权益的股份，并于收到立案稽查通知的 ...

| 证券代码：002600 | 证券简称：领益智造 | 上市地点：深圳证券交易所 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | 上市地点：深圳证券交易所 | 广东领益智造股份有限公司 发行可转换公司债券及支付现金购买资产 并募集配套资金报告书（草案）摘要 | 项目 | 交易对方/发行对象 | | --- | --- | | 发行可转换公司债券及支 | 常州优融、上海迈环、万里扬管理、芜湖华安、常州青枫、常 | | 付现金购买资产 | 州星远、常州超领、江苏信保 | | 募集配套资金 | 不超过 35 名符合中国证监会规定的特定投资者 | 独立财务顾问 中国（上海）自由贸易试验区商城路 618 号 二〇二五年七月 上市公司声明 本重组报告书摘要的目的仅为向公众提供有关本次重组的简要情况，并不包 括重组报告书全文的各部分内容。本重组报告书全文同时刊载于深圳证券交易所 网站。 本公司及全体董事、高级管理人员保重组报告书及其摘要内容的真实、准确、 完整，对报告书及其摘要的虚假记载、误导性陈述或重大遗漏负相应的法律责任。 本公司控股股东、实际控制人、全体董事、高级管 ...

国泰海通证券股份有限公司 关于 广东领益智造股份有限公司 发行可转换公司债券及支付现金购买资产 并募集配套资金报告书 之 独立财务顾问报告 独立财务顾问 中国（上海）自由贸易试验区商城路 618 号 二〇二五年七月 独立财务顾问声明与承诺 国泰海通证券股份有限公司接受广东领益智造股份有限公司的委托，担任本 次发行可转换公司债券及支付现金购买资产并募集配套资金之独立财务顾问，就 本次交易出具独立财务顾问报告。本独立财务顾问报告依据《中华人民共和国公 司法》《中华人民共和国证券法》《上市公司重大资产重组管理办法》《上市公 司并购重组财务顾问业务管理办法》《公开发行证券的公司信息披露内容与格式 准则第 26 号——上市公司重大资产重组》《上市公司监管指引第 9 号——上市 公司筹划和实施重大资产重组的监管要求》和《深圳证券交易所股票上市规则》 等相关法律法规的规定，按照行业公认的业务标准、道德规范，本着诚实信用和 勤勉尽责的原则，通过尽职调查和对重组方案等文件的审慎核查后出具，旨在对 本次交易作出独立、客观和公正的评价，以供广东领益智造股份有限公司全体股 东及有关方面参考。 一、本独立财务顾问作出如下声明 1、本独 ...