在消费电子与AI技术深度融合的浪潮中，果链企业正以惊人的速度推进全球化布局。继立讯精密、蓝 思科技之后，果链"三巨头"中的另一位领军者——领益智造，也正式向港交所递交招股书，拟赴香港主 板二次上市，开启"A+H"双融资平台。这一动作不仅标志着领益智造在全球化战略上迈出了关键一步， 也预示着果链企业正通过资本市场的深度融合，加速向AI终端硬件制造平台转型升级。 一、从"果链隐形冠军"到全球AI硬件智能制造平台 在算力基建领域，领益智造也捕捉到了"热"与"电"的机会。随着AI大模型对算力需求的爆发，数据中心 能耗飙升。领益智造计划扩大AI服务器电源的产能，而这类电源是数据中心基础设施的关键核心组 件，旨在推出具备高功率密度、高转换效率及快速动态负载响应的下一代系统，藉此把握全球AI算力 快速发展所催生的需求。AI工作负载的不断增加也推动了对先进热管理的需求，领益智造将扩大超薄 且结构优化的均热板等热管理产品线的规模，以满足超大规模部署场景下严苛的散热要求。 在人形机器人赛道，领益智造已不局限于零部件供应商的角色。公司已在2025年世界机器人运动会上斩 获金牌，并与优必选、智元机器人等行业头部企业达成战略合作。从底 ...

Group 1: Xiaomi's AI Education Rumors - Xiaomi responded to rumors about entering the AI education sector, clarifying that recent job postings related to AI education are primarily for products like the Redmi Pad 2 and MiTu children's watch, not for launching educational programs [2] Group 2: Alibaba Cloud's New Product Launch - Alibaba Cloud launched AgentRun, a one-stop AI infrastructure platform that integrates Serverless features with AI-native application scenarios, helping enterprises optimize costs and efficiency, with an average Total Cost of Ownership (TCO) reduction of 60% [3] Group 3: Second-Hand Market Trends - The price of the Nubia M153 AI phone has surged in the second-hand market, with listings on platforms like Xianyu ranging from 3,999 to 4,999 yuan, and some reaching as high as 36,000 yuan due to the inability to purchase through official channels [4] - The Quark AI glasses S1 are sold out on major e-commerce platforms, with second-hand prices reaching 4,000 to 5,000 yuan, indicating high demand [7] Group 4: Apple’s New Delivery Service - Apple has launched a free three-hour delivery service for select products in mainland China, with free shipping available for iPhones, iPads, Apple Watches, MacBook Pros, MacBook Airs, and AirPods for certain orders [5] Group 5: Investment and Financial Updates - Century Huatong announced that its indirect investment in Moer Thread is expected to generate a net profit of 640 million yuan in Q4 2023, accounting for approximately 53% of the company's audited net profit for 2024 [7] - Taiji Industry's subsidiary plans to transfer up to 85 million USD in receivables to a bank, ensuring the receivables are genuine and valid [8] - OPPO signed a global patent licensing agreement with Audi, allowing the use of its cellular communication patents, including 5G, to enhance Audi's connected vehicle products [9] Group 6: Corporate Developments - Qualcomm announced the acquisition of Ventana Micro Systems to enhance its RISC-V CPU capabilities, marking a significant step in its commitment to RISC-V standards [11] - Haiguang Information stated that despite the termination of a merger, it will continue to collaborate with Zhongke Shuguang in areas like intelligent computing and data center solutions [12] - Yun Tian Li Fei is upgrading its Nova 500 series to a new GPNPU architecture, aiming to improve compatibility, performance, and efficiency for AI inference applications [13] Group 7: Capital Market Activities - Lens Technology plans to acquire 100% of PMG International Co., Ltd., which may allow it to enter NVIDIA's supply chain and enhance its capabilities in AI hardware infrastructure [14][15] - Muxi Co. reported that over 20,000 shares were abandoned by investors during its recent issuance, with the underwriting firm covering the abandoned shares [16] - Celerity Technology received approval from the China Securities Regulatory Commission for its overseas listing of up to 130,204,100 shares on the Hong Kong Stock Exchange [17]

领益智造12月10日在互动平台表示，公司的充电解决方案已应用于手机、平板电脑、笔记本电脑、机器 人等各类AI终端设备，其中，在充电产品追求小型化、高功率的趋势下，公司研发的氮化镓充电产品 尤为适用于手机、平板、电脑、机器人等领域。基于机器人领域对电池充电自由度与效率提出的更高标 准，公司在机器人领域专注于高功率充电技术及无线充电解决方案。 ...

每经AI快讯，12月10日，消费电子代工指数盘中震荡下挫，工业富联跌超5%，立讯精密、歌尔股份、 领益智造、环旭电子跌幅分别为2.95%、2.79%、2.35%、2.28%。 （文章来源：每日经济新闻） ...

在技术创新与需求修复的共振下，消费电子板块正显现新的活跃信号。近日，谷歌与国内企业共同推出 全球首款Android XR平台的AI智能眼镜，或再次催化该板块。国内哪些产业链企业有望从中受益？请 看机构最新研判。 全年来看，消费电子板块在1-2月上涨，4月受美国加征关税影响有较大幅度回调，6-7月逐步进入上涨 趋势，8-9月加速上涨，10月以来高位震荡。估值方面，目前消费电子板块PE-TTM约38倍，相对电子行 业其他板块仍处于偏低状态，为后续行情演绎留出空间。 从基本面看，2025年以来消费电子复苏趋势持续巩固，技术创新成为板块景气度抬升的重要驱动力。一 方面，折叠屏手机新品密集发布，带动相关零部件需求回暖；另一方面，人工智能技术快速迭代，AI 基础设施需求维持高景气，同时，AI在终端侧的加速落地推动端侧硬件升级，端侧SoC、散热材料等零 部件赛道景气度高企。 与此同时，近期百度、阿里夸克相继发布眼镜产品后，理想汽车也正式发布其第一代AI眼镜理想 Livis。机构认为，此前的AI眼镜多为支付、导航、影音等手机生态的延伸，而此次Livis的发布为AI眼 镜的发展开辟了和手机厂商、互联网公司等不同的新路径，车机联 ...

Core Viewpoint - The AI smartphone concept has seen a short-term surge, with Fu Rong Technology hitting the daily limit up, and companies like Da Ming Optics, Sheng Hong Technology, Nanxin Technology, Lingyi Zhi Zao, and Di Ao Wei also experiencing gains [1] Company Summary - Fu Rong Technology has reached a daily limit increase, indicating strong market interest and investor confidence in AI smartphone technology [1] - Da Ming Optics, Sheng Hong Technology, Nanxin Technology, Lingyi Zhi Zao, and Di Ao Wei have followed suit with notable stock price increases, reflecting a broader trend in the sector [1]

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry [5][27]. Core Insights - The U.S. government is considering the release of a robot industry policy in 2026, which may include an executive order to support the robotics sector [5][16][17]. - Domestic manufacturers are intensively launching new products, indicating a push towards the commercialization of humanoid robots [5][27]. - The humanoid robot index increased by 1.85% from December 1 to December 5, 2025, outperforming the Shanghai Composite Index and the Shenzhen Component Index [12][14]. Summary by Sections Market Review - From December 1 to December 5, 2025, the humanoid robot index rose by 1.85%, while the Shanghai Composite Index increased by 0.37% and the Shenzhen Component Index by 1.26% [12][14]. Industry Dynamics - The Trump administration is exploring policies to enhance the robotics industry, including the establishment of a robotics working group by the U.S. Department of Transportation [16][17]. - Galaxy General has completed its transformation into a joint-stock company, raising a total of 2.3 billion yuan through three rounds of financing [17][20]. - The launch of the T800 humanoid robot by Zhongqing Robotics showcases advanced features such as 43 degrees of freedom and a peak torque of 450N·m [22][24]. Company Developments - Daimeng Robotics secured strategic investment from China Mobile, which will accelerate its advancements in tactile sensing technology [20][21]. - UBTECH and Zhuosheng Technology plan to deploy 10,000 robots over the next five years, marking a significant commercial collaboration [21]. - The introduction of the MIRO U robot by Midea represents a new generation of humanoid robots with innovative capabilities [24][25]. Investment Recommendations - The report suggests focusing on companies such as Top Group, Sanhua Intelligent Control, Zhejiang Rongtai, and others for potential investment opportunities in the humanoid robot sector [27][28].

证券代码：002600 证券简称：领益智造 公告编号：2025-214 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 年度担保事项 的公告》。 二、担保进展情况 ...

Core Insights - The consumer electronics manufacturing index experienced a strong rally on December 9, with significant gains among constituent stocks [1] Group 1: Stock Performance - Industrial Fulian saw an increase of over 6% [1] - Other notable performers included: - Ranke Electronics with a rise of 4.72% [1] - Lingyi iTech with a gain of 2.98% [1] - Furi Electronics increasing by 2.63% [1] - Wentai Technology up by 2.40% [1]

每日经济新闻 （责任编辑：张晓波 ） 湘财证券指出，11月我国挖掘机总销量同比增长13.9%，装载机总销量同比增长32.1%，内外销量 均保持增长，主要因下游进入施工旺季及海外渠道补库。工程机械月均工作时长环比回升，国内更新需 求、电动化趋势及海外新兴市场增长将推动行业持续向好。人形机器人领域，众擎发布T800机器人， 具备高自由度与智能路径规划能力；领益智造完成超5000台人形机器人组装服务，国内外合作进展显 著。特斯拉Optimus机器人稳定性提升，美国政府计划加大产业支持力度。制造业PMI回升，政策发力 及"反内卷"措施有望带动机械设备需求好转。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 工业母机ETF（159667）跟踪的是中证机床指数（931866），该指数从沪深市场中选取50只涉及机 床整机及其关键零部件制造和服务的上市公司证券作为指数样本，以反映机床产业相关上市公司证券的 整体表现。该 ...