领益智造公告，公司于2025年11月20日向香港联合交易所有限公司递交了发行H股股票并在香港联交所 主板挂牌上市的申请，并于同日在香港联交所网站刊登了申请材料。该申请材料为草拟版本，可能适时 作出更新及修订。本次发行上市如果实施，发行对象将仅限于符合相关条件的境外投资者及境内合格投 资者。 ...

11月20日，广东领益智造（002600）股份有限公司 (002600.SZ)递表港交所主板，国泰君安融资有限公司为其独家保荐人。招股书 显示，根据弗若斯特沙利文资料，以2024年收入计，领益智造在全球AI终端设备高精密功能件市场行业中排名第一，在全球AI终 端设备高精密智能制造平台行业中排名第三。 据招股书，领益智造全球领先的AI硬件智能制造平台，致力于为全球客户提供一站式智能制造服务及解决方案。秉持精益化、数 据化、自动化及绿色化的新制造核心经营理念，公司打造了覆盖从核心材料、精密功能件、模组到精品组装的全链条产品矩阵， 广泛应用于AI硬件(涵盖AI终端设备、机器人及企业级商用服务器)、汽车以及低空经济等核心前沿领域。 作为"巨人背后的隐形冠军"，领益智造构建了"大规模、高标准、高复杂度"的生产体系，依托协同研发、快速响应及遍布全球的 研发生产基地，已成为AI硬件生态的重要组成部分，并获得多个全球头部客户的供应链奖项。截至2025年9月30日，公司的客户涵 盖全球市值最大的AI终端设备行业公司、新能源汽车(NEV)行业公司、社交网络行业公司及扩展现实(XR)行业公司等行业领袖。 自2018年至2025年， ...

智通财经APP获悉，11月20日，广东领益智造股份有限公司 (002600.SZ)递表港交所主板，国泰君安融资有限公司为其独家保荐 人。招股书显示，根据弗若斯特沙利文资料，以2024年收入计，领益智造在全球AI终端设备高精密功能件市场行业中排名第一， 在全球AI终端设备高精密智能制造平台行业中排名第三。 据招股书，领益智造全球领先的AI硬件智能制造平台，致力于为全球客户提供一站式智能制造服务及解决方案。秉持精益化、数 据化、自动化及绿色化的新制造核心经营理念，公司打造了覆盖从核心材料、精密功能件、模组到精品组装的全链条产品矩阵， 广泛应用于AI硬件(涵盖AI终端设备、机器人及企业级商用服务器)、汽车以及低空经济等核心前沿领域。 作为"巨人背后的隐形冠军"，领益智造构建了"大规模、高标准、高复杂度"的生产体系，依托协同研发、快速响应及遍布全球的 研发生产基地，已成为AI硬件生态的重要组成部分，并获得多个全球头部客户的供应链奖项。截至2025年9月30日，公司的客户涵 盖全球市值最大的AI终端设备行业公司、新能源汽车(NEV)行业公司、社交网络行业公司及扩展现实(XR)行业公司等行业领袖。 自2018年至2025 ...

| 纂]的[編纂]數目 : [編纂]股H股(視乎[編纂] | | | --- | --- | | 行使與否而定) | | | [編纂]數目 | .. [編纂]股H股(可予[編纂]) | | [編纂]數目 | [編纂]股H股(可予[編纂]及 .. | | 視乎[编纂]行使與否而定) | | | 最高[編纂] : 每股H股[編纂]港元,另加1.0%經紀 | | | 佣金 · 0.0027%證監會交易徵費、 | | | 0.00015% 曾財局交易徵費及 | | | 0.00565%聯交所交易費(須於[編纂 | | | 時以港元繳足,多繳股款可予退還) | | | 面值 | 每股H股人民幣[1.00]元 | | [禮臺] | : [編纂] | | 1 - 1 - 1 - 1 - | Lines Lockey | 智通财经APP获悉，11月20日，广东领益智造股份有限公司 (002600.SZ)递表港交所主板，国泰君安融 资有限公司为其独家保荐人。据招股书，领益智造是全球领先的AI硬件智能制造平台，致力于为全球 客户提供一站式智能制造服务及解决方案。 领益智造打造了覆盖从核心材料、精密功能件、模块到精品组装的全链条产 ...

智通财经APP获悉，11月20日，广东领益智造股份有限公司 (002600.SZ)递表港交所主板，国泰君安融 资有限公司为其独家保荐人。据招股书，领益智造是全球领先的AI硬件智能制造平台，致力于为全球 客户提供一站式智能制造服务及解决方案。 | :「編纂]股H股(視乎[編纂] | [編纂]的[編纂]數目 | | --- | --- | | 行使與否而定) | | | : [編纂]股H股(可予[編纂]) | [編纂]數目 | | : [編纂]股H股(可予[編纂]及 | [編纂]數目 | | 視乎[編纂]行使與否而定) | | | : 每股H股[編纂]港元,另加1.0%經紀 | 蛋圆 猫膏] | | 佣金 · 0.0027%證監會交易徵費 · | | | 0.00015%曾財局交易徵費及 | | | 0.00565%聯交所交易費(須於[編纂] | | | 時以港元繳足,多繳股款可予退還) | | | 面值 每股H股人民幣[1.00]元 : | | | : 【编纂】 | [禮臺] | | 獨家保薦人 ·[編纂]·[編纂]· [編纂]·[編纂]及[編纂] | | 领益智造打造了覆盖从核心材料、精密功能件、模块到精品组 ...

Core Insights - The Ministry of Industry and Information Technology has issued the "Guidelines for High-Standard Digital Park Construction," emphasizing the exploration of "AI + manufacturing" applications and the large-scale deployment of industrial robots [1][3] - The industrial robot industry in China is experiencing a period of policy guidance, technological breakthroughs, and market expansion, leading to continuous growth in industry scale [1][2] - The rapid increase in industrial robot production is driven by the urgent need for improved production efficiency and precision in domestic manufacturing, particularly in the automotive, electronics, and new energy sectors [2][3] Industry Growth - The revenue of the national robot industry grew by 29.5% year-on-year in the first three quarters of 2025, with industrial robot production reaching 595,000 units, surpassing the total production for 2024 [1][2] - Industrial robots are now applied across 71 major industries and 236 sub-industries, indicating significant potential for future expansion in various sectors [2][3] Technological Advancements - AI technology is becoming a key driver for the iteration of industrial robots, enabling a shift from repetitive mechanical arms to intelligent systems with cognitive capabilities [2][3] - Domestic leading industrial robot companies have achieved parity with foreign counterparts in terms of core functions and technical indicators, with increasing domestic production of critical components [3][4] Policy Support - A supportive framework has been established, combining national guidance with local initiatives to promote the development of the robot industry [3][4] - Various provinces have set up robot innovation centers to leverage regional industrial strengths and promote technology sharing [3][4] Differentiated Strategies - Companies across the industrial robot supply chain are adopting differentiated strategies in technology development and application scenarios [4][5] - Recent disclosures from multiple listed companies highlight advancements in core component development and specific application scenarios, showcasing diverse growth strategies [4][5] Market Applications - Companies like Guangdong Liying Intelligent Manufacturing have successfully implemented robots in industrial production, covering areas such as goods handling and precision electronic assembly [5] - Firms are focusing on quality control and have established international standard quality management systems to ensure product excellence [5]

证券代码：002600 证券简称：领益智造 公告编号：2025-192 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 ...

领益智造公告称，2025年度公司（含控股子公司）拟为公司及子公司融资等提供不超350亿元担保。近 日，公司与中国银行桂林分行签订《保证合同》，为全资子公司桂林领益2000万元主债权提供连带责任 保证，保证期间为主债权清偿期届满之日起三年。截至公告披露日，公司实际担保余额129.21亿元，占 2024年末经审计归母净资产的65.23%，无逾期对外担保等情况。 ...

Core Viewpoint - Transsion Holdings reported a year-on-year and quarter-on-quarter revenue increase in Q3 2025, but faced pressure on gross and net profit margins, with net profit falling below expectations [1] Group 1: Financial Performance - Q3 2025 revenue showed growth both year-on-year and quarter-on-quarter, indicating a strong seasonal performance [1] - Gross margin and net margin were under pressure, leading to a net profit that was lower than market expectations [1] Group 2: Market Position - Transsion Holdings ranks fourth globally in smartphone shipments, maintaining over 40% market share in Africa and leading positions in Pakistan, Bangladesh, and India [1] Group 3: AI Development - The company is actively developing practical AI features, with TECNO AI and Infinix AI supporting local dialects in Africa and South Asia, addressing low-resource language limitations [1] - AI applications include image enhancement, voice assistants, and AI writing, with a series of AI-assisted applications being developed to promote comprehensive AI integration [1] Group 4: Strategic Initiatives - Boomplay has maintained a leading market position and user base in Africa, showing progress in commercialization efforts [1] - The average PE ratio for comparable companies (Lingyi iTech, Luxshare Precision, Lens Technology) for 2025 is 29X, which is 63% higher than Transsion Holdings' 2025 PE of 18X, leading to a "Buy" rating [1]

Core Viewpoint - The consumer electronics sector experienced a decline of 0.25% on November 19, with Furi Electronics leading the drop, while the Shanghai Composite Index rose by 0.18% to close at 3946.74 [1] Group 1: Market Performance - The consumer electronics sector saw a net outflow of 1.614 billion yuan from major funds, while retail investors contributed a net inflow of 1.626 billion yuan [2][3] - The Shanghai Composite Index closed at 3946.74, reflecting a slight increase of 0.18%, while the Shenzhen Component Index closed at 13080.09, showing no change [1] Group 2: Individual Stock Performance - Furi Electronics (code: 600203) reported a significant decline of 8.92%, closing at 13.28 yuan with a trading volume of 764,900 shares and a transaction value of 1.039 billion yuan [2] - ST Boda (code: 600130) led the gainers with an increase of 5.07%, closing at 4.56 yuan [1] - Other notable gainers included Ying Shi Innovation (code: 688775) with a rise of 4.26% and Bei Long Precision (code: 301567) with an increase of 3.57% [1] Group 3: Fund Flow Analysis - Major funds showed a net inflow into Lixun Precision (code: 002475) of 310 million yuan, while retail investors had a net outflow of 249 million yuan [3] - Industrial Fulian (code: 601138) experienced a net inflow of 96.014 million yuan from major funds, indicating strong institutional interest [3]