智通财经APP讯，领益智造(002600.SZ)公告，公司截至2025年10月31日累计以集中竞价交易方式回购公 司股份3823.19万股，占公司总股本的0.53%，成交金额为3.2亿元(不含交易费用)。 ...

华安证券研报指出，领益智造前三季度实现归母净利润19.41亿元，同比增长37.66%，对应3Q25单季度 归母净利润10.12亿元，同比增长39.28%。公司业绩表现上佳，多领域受益于大客户创新。从今年 iPhone系列的升级可以看到，iPhone17Pro和iPhone17ProMax首次引入VC均热板设计，同时边框回归铝 合金，散热效果大幅提升；电池方面，更多的机型开始使用钢壳电池；快充方面，17系列充电功率提升 至40W。同时从销售情况看，根据苹果业绩说明会信息，公司表示iPhone17受到欢迎，预计下一季度中 国市场的收入将恢复增长。公司作为大客户多个零部件的主要供应商之一，有望持续受益于客户创新。 此外，公司在10月30日发布了收购公告，进一步升级公司汽车业务。维持"买入"评级。 ...

Core Viewpoint - The AI computing sector is experiencing a correction, with the 5G communication ETF (515050) declining over 1.9% as of 10:31 AM on November 3, following a nearly 10% drop since its peak on October 30, despite significant capital inflow of over 133 million yuan in the past five trading days [1] Industry Performance - The overall performance of the telecommunications sector in Q3 was relatively flat, with the optical communication industry transitioning from 800G to 1.6T, leading to short-term performance fluctuations during the technological upgrade process [1] - Leading companies such as NewEase and Tianfu Communication reported slight declines in Q3 revenue compared to the previous quarter, breaking their continuous growth trend, while Zhongji Xuchuang maintained growth in both year-on-year and quarter-on-quarter revenue [1] Market Outlook - The high demand for computing power remains unchanged, with a clear trend towards upgrading high-speed optical modules [1] - Major global cloud providers are firmly investing in the AI computing supply chain, with increasing capital expenditures as large-scale clusters continue to develop, leading to a higher ratio of GPUs to optical modules alongside the upgrade from 800G to 1.6T [1]

Company and Industry Summary Company Overview - The company has achieved over 10 billion RMB in battery and power revenue, benefiting from a major customer innovation cycle in the first half of 2025 [2][3] - The automotive low-altitude business accounts for 10% of total revenue [2] Financial Performance - For the first three quarters of 2025, the company reported revenue of 37.591 billion RMB, a year-on-year increase of 19.2% [3][11] - Net profit increased by 37.66% year-on-year, with Q3 net profit exceeding 1 billion RMB, marking a record high since the company went public [3][11] - The asset-liability ratio decreased to 55% due to the redemption of convertible bonds [12] Product Development and Innovations - The company has seen significant growth in its 17 series products, particularly in thermal management and fast-charging batteries, with the 17 Pro Max unit value reaching 38-40 USD, a 50% increase year-on-year [2][4] - Innovations in thermal management include solutions such as graphite films, copper VC, stainless steel VC, and steel-copper hybrid VC, with expected unit values of 15 USD for new Apple products [2][5] - Battery packaging has been upgraded to thin steel shells for high-end models, adding 2 USD in value per battery [5] Strategic Focus Areas - The company is actively expanding into robotics and server sectors, employing a land-grab strategy and collaborating with multiple companies [2][6] - In the server market, the company focuses on thermal and power systems, participating in AMD projects and developing high-power power supplies through its subsidiary [8][20] Global Expansion - The company’s overseas production bases and R&D centers contribute over 30% of its revenue, with the Indian market generating 8 billion RMB in 2024 [9][10] - The overseas bases are expected to significantly reduce losses in 2025-2026, enhancing global competitiveness [10] Future Growth Strategy - The company aims to achieve a revenue scale of 200 billion RMB by 2030, with consumer electronics expected to account for about half of this revenue [14][15] - The growth will be supported by the automotive, low-altitude economy, robotics, and server sectors [14][16] Supply Chain Management - The company has maintained normal operations despite challenges in the Apple supply chain, with overseas production bases contributing to rapid growth [17][18] - A dual circulation strategy is employed to enhance the importance of overseas customers while developing both domestic and international markets [18][19] Robotics Business Outlook - The robotics sector is in its early stages but has significant growth potential, with expected revenue exceeding 100 million RMB this year [21] - Collaborations with various companies are expected to accelerate production and expand the business further [21] Server Business Development - The company has transitioned from consumer-grade to server-grade products, becoming a supplier for AMD and entering the NVIDIA supply chain [20] - Future goals include continued technological innovation and capacity investment to enhance revenue and profit performance [20] Conclusion - The company is well-positioned for future growth with a diversified product portfolio, strong financial performance, and strategic focus on emerging markets and technologies.

长江商报消息 ●长江商报记者 徐佳 资料显示，康瑞新材成立至今已有24年。2021年10月，康瑞新材完成股份制改制。2025年6月末，深交 所正式受理了公司的首发申请。 IPO申请被受理仅数日，康瑞新材就被抽中现场检查。到目前，由于IPO申请文件中记录的财务资料已 过有效期，需要补充提交，康瑞新材的审核状态为"中止"。 深耕精密金属材料20余年，康瑞新材专注于高精度、高性能及特定结构精密金属材料的研发、生产和销 售，产品主要应用于消费电子、工业装备、汽车零部件等领域，且以消费电子领域为主。 被抽中现场检查已有数月，江苏康瑞新材料科技股份有限公司（以下简称"康瑞新材"）IPO按下暂停 键。 按照计划，康瑞新材拟在深市主板上市，募资规模11.05亿元。当前，康瑞新材的审核状态为"中止"。 长江商报记者注意到，本次发行前，康瑞新材的实控人朱卫、LI LI（李莉）夫妇二人合计控制公司超 七成股权。IPO前，包括现金分红及转让股权变现在内，朱卫夫妇合计套现约1.2亿元。而康瑞新材本次 拟使用2亿元募资用于补充流动资金，其合理性与必要性必将成为监管层关注的重点。 作为一家精密金属材料企业，康瑞新材的产品主要应用于消费电子 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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、募集资金基本情况 经中国证券监督管理委员会出具的《关于同意广东领益智造股份有限公司向不特定对象发行可转换公司 债券注册的批复》（证监许可〔2024〕1452号）核准，并经深圳证券交易所同意，公司向不特定对象发 行可转换公司债券（以下简称"可转债"）21,374,181张，每张面值为人民币100元，募集资金总额不超过 人民币2,137,418,100.00元（含本数），扣除承销及保荐费用人民币16,919,642.30元（不含增值税承销及 保荐费用15,961,926.70元，该部分属于发行费用），公司实际收到募集资金金额为人民币 2,120,498,457.70元。此外，在扣除各项累计发生的发行费用（不含增值税）人民币21,394,999.99元后， 公司本次实际募集资金净额为人民币2,116,023,100.01元。上述募集资金于2024年11月22日到位。容诚会 计师事务所（特殊普通合伙）对本次募集资金到位情况进行了审验，并出具了《验资报告》（容诚验字 [ ...

Core Insights - The event "2025 Dongguan Private Entrepreneurs Day" highlighted the growth and achievements of private enterprises in Dongguan, with a focus on the recognition of outstanding companies [3][5] - Dongguan Liyi Precision Manufacturing Technology Co., Ltd. was listed among the "Top 100 Private Enterprises in Dongguan 2025," showcasing the success of local quality enterprises [3][5] Company Development - Liyi Intelligent Manufacturing, founded in 2006, started from a die-cutting business in Shenzhen and expanded its production base to Huangjiang, Dongguan, marking its growth journey [5] - The company has diversified its business beyond consumer electronics into strategic emerging industries such as humanoid robots and low-altitude economy, positioning itself as a facilitator for these new industries [5] Local Business Environment - Huangjiang Town has created a favorable business environment and policy support, focusing on the real economy and modern industrial system development [8] - The town has implemented a gradient cultivation plan for enterprises, successfully recommending 14 companies for high-quality development evaluations from 2023 to 2025 [8] Innovation and R&D - Technological innovation is identified as the core engine for cultivating quality enterprises in Huangjiang, with 278 national high-tech enterprises and several innovation platforms established [10] - By 2025, the R&D expenditure of enterprises above designated size in Huangjiang is expected to reach 1.96 billion yuan [10]

在国内果链女企业家中，除了大众熟知的立讯精密王来春、蓝思科技周群飞，领益智造曾芳勤也是其中一位。 今年领益智造的股价实现翻倍增长，市值一度达1200亿元。市值飙涨背后，曾芳勤正通过一系列动作，抓住 AI硬件崛起的大趋势。 深圳"果链女富豪"，抛出了一项24亿元的大动作。 创始人曾芳勤担任董事长、总经理的果链龙头领益智造，在10月29日宣布，准备将汽车零部件厂商浙江向隆收 入囊中。除了向新能源汽车赛道不断扩张，领益智造如今还搭上了人形机器人、AI眼镜等热门概念的"快车"。 10月30日，领益智造公布的最新季报显示，前三季度营收为375.90亿元，同比增长19.25%；净利润为19.41亿 元，同比增长37.66%。今年上半年，领益智造的净利润为9.30亿元，这意味着，仅在第三季度其净利润就超过 了上半年净利润总和，同比增长39.28%。另外，公司已经连续5个季度，实现收入过百亿元。 伴随业绩的快速增长，领益智造的市值从今年1月2日的548亿元一路上涨，并在10月9日一度突破1200亿元。作 为这家千亿市值龙头的掌舵人，曾芳勤的身家也水涨船高，在10月30日胡润研究院发布的《2025胡润女企业家 榜》上，她以69 ...

证券代码：002600 证券简称：领益智造 公告编号：2025-181 关于开立募集资金临时补充流动资金专户 并签订监管协议的公告 广东领益智造股份有限公司 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、募集资金基本情况 经中国证券监督管理委员会出具的《关于同意广东领益智造股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕1452 号）核 准，并经深圳证券交易所同意，公司向不特定对象发行可转换公司债券（以下简 称"可转债"）21,374,181 张，每张面值为人民币 100 元，募集资金总额不超过人 民币 2,137,418,100.00 元（含本数），扣除承销及保荐费用人民币 16,919,642.30 元（不含增值税承销及保荐费用 15,961,926.70 元，该部分属于发行费用），公 司实际收到募集资金金额为人民币 2,120,498,457.70 元。此外，在扣除各项累计 发生的发行费用（不含增值税）人民币 21,394,999.99 元后，公司本次实际募集 资金净额为人民币 2,116,023,100.01 元。上 ...

Core Insights - The "2025 Carbon Peak and Carbon Neutrality Forum and Shenzhen National Low-Carbon City Forum" was held in Longgang, Shenzhen, focusing on the theme "AI Empowering Urban Green Development" [1][3] - The forum showcased 137 products in the fields of new municipal services, green low-carbon technologies, and AI, along with the signing of 10 quality projects with a total investment of 6 billion yuan [1][5] Group 1: Forum Highlights - The forum released significant outcomes in the green low-carbon sector, including the "2025 Shenzhen Green Low-Carbon Development White Paper," which outlines actions and achievements in carbon reduction, pollution control, greening, and growth [3][6] - The release of carbon footprint certification results and the electrochemical energy storage carbon footprint white paper indicates progress in international green trade compliance and regional collaborative carbon reduction efforts in the Guangdong-Hong Kong-Macao Greater Bay Area [3][6] Group 2: Project Investments - Longgang District signed 10 high-value green low-carbon projects during the forum, with a total investment of 6 billion yuan, covering areas such as new energy headquarters, high-end nuclear equipment manufacturing, large-scale energy storage applications, and hydrogen industry chain development [5][6] - Longgang has been recognized as the top industrial district in China for seven consecutive years, contributing nearly 75% of Shenzhen's secondary industry added value [5][6] Group 3: Technological Innovations - The forum featured a city-level new municipal energy system model, showcasing 63 products from 37 companies, transforming Longgang's "new municipal" system plans into a tangible model [4][6] - Innovations presented included special materials for space applications and technologies addressing energy supply concerns, highlighting the technological advancements in Longgang's industries [4][6] Group 4: Policy Support - The Longgang District Development and Reform Bureau released the "Implementation Rules for Supporting High-Quality Development of the Green Low-Carbon Industry," aiming to attract quality enterprises, core technologies, and high-end talent to the region [7] - The policy is designed to align with national "dual carbon" goals and foster a healthy ecosystem for research, transformation, application, and iteration in the green low-carbon sector [7]