| 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 ...

Core Viewpoints - Oracle has raised its cloud infrastructure revenue forecast, reflecting strong demand driven by AI, with FY1Q26 cloud infrastructure revenue reaching $3.3 billion, a 55% year-on-year increase [2][3] - The company's remaining performance obligations (RPO) reached $455 billion, up $317 billion from the end of last year, marking a 359% year-on-year growth [2][3] - The growth in orders is primarily attributed to data center-related orders from clients such as OpenAI, xAI, Meta, and NVIDIA [2][3] Key Events and Commentary Event 1 - AI Computing Power - Oracle has adjusted its OCI growth expectations, forecasting a 77% increase in IaaS revenue to $18 billion for FY2026, with subsequent years projected to reach $32 billion, $73 billion, $114 billion, and $144 billion [2][3] - The demand for AI computing power is identified as a high-certainty growth investment theme, with a focus on AI liquid cooling, power generation, and cooling segments [2][3] Event 2 - Humanoid Robots - Tesla is finalizing the design of its Optimus V3 humanoid robot, which will feature dexterous hands similar to humans [3][5] - The humanoid robot sector is still in its early stages, with a focus on technological advancements and market liquidity, presenting long-term investment opportunities [3][5] Industry Dynamics & Company News - Industry dynamics include the establishment of a new technology company in Fujian focused on robotics and the introduction of a "robot town" at the Bund conference [5][6] - Government initiatives are pushing for the development of national standards for humanoid robots and the implementation of AI in various sectors [5][6] Investment Insights - For humanoid robots, focus on companies with strong supply chains and market positions, while also identifying incremental opportunities in the sector [7] - In AI infrastructure, key segments include AI liquid cooling, power generation, and cooling systems, with specific companies highlighted for investment [7][8]

以下文章来源于36氪财经 ，作者范亮 张帆 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 文 ｜ 范亮 编辑 ｜ 张帆 来源｜ 36氪财经（ID：krfinance） 封面来源 ｜ 视觉中国 甲骨文FY26Q1（2025年6-8月）财报发布后，其市值暴涨。驱动因素在于，其披露的剩余履约义务（RPO）已高达4550亿美元，同比增长359%。根据市场 消息，这主要来自与OpenAI签订的一份传闻中长达五年、价值3000亿美元的云计算合同。 这笔巨额的算力采购合同，又一次引燃了全球资本市场对算力产业链的信心，A股算力板块随后大幅上涨，并引发涨停潮，多家公司股价创新高。 那么，国内哪家企业最像甲骨文？ 为何是甲骨文拿下了天价订单？ 甲骨文的云业务Oracle Cloud Infrastructure（OCI）于2016年推出，相较于市场先行者入场较晚。为了实现差异化竞争， OCI从设计之初就将自身定位为"第 二代云基础设施"，明确瞄准了高性能计算（HPC）和大规模人工智能（AI）工作负载等高要求领域，其核心优势主要包括以下三点： 一是具备高性价比。 OCI在架构上进行了多项创新，其核心技术之 ...

Group 1 - The Federal Reserve has lowered the federal funds rate target range by 25 basis points to 4.00%-4.25%, marking its first rate cut since December 2024 [4] - The Fed predicts an additional 50 basis points cut by the end of the year and 25 basis points cuts in each of the following two years [4] - Inflation risks are on the rise while employment risks are declining, with Powell stating that most inflation expectations will align with the 2% target after next year [4] Group 2 - U.S. stock indices closed mixed, with the Dow Jones up 0.57%, while the Nasdaq and S&P 500 fell by 0.33% and 0.1% respectively [5] - Chinese concept stocks mostly rose, with the Nasdaq China Golden Dragon Index increasing by 2.85%, and Baidu rising over 11% [5] Group 3 - International gold futures fell by 0.82% to $3694.60 per ounce, while silver futures dropped by 2.15% to $41.99 per ounce [6] - U.S. oil prices decreased slightly, with WTI crude oil down 0.85% to $63.97 per barrel [7] Group 4 - The National Development and Reform Commission is increasing support for projects in elderly care, childcare, and cultural tourism to meet the demand for high-quality living [9] - The Ministry of Commerce plans to conduct pilot projects in about 50 cities to expand new consumption formats and models [10] Group 5 - NIO announced the completion of a $1.16 billion financing round, which will be used for core technology development and infrastructure expansion [27] - Ningde Times plans to achieve mass supply of sodium-ion batteries next year, highlighting advantages in low-temperature performance and safety [17] Group 6 - Huawei has reduced prices for three flagship smartphone series, with discounts up to 2000 yuan, aiming to attract more consumers [19] - Vanke has undergone a significant organizational restructuring to explore new business pathways [25]

Summary of Key Points Core Viewpoint - The company, Guangdong Lingyi Intelligent Manufacturing Co., Ltd., has announced the early redemption of its convertible bonds, "Lingyi Convertible Bonds," due to the fulfillment of specific redemption conditions. Redemption Overview - The redemption price for "Lingyi Convertible Bonds" is set at 100.181 CNY per bond, which includes the accrued interest for the current period at an annual interest rate of 0.20% [2][9] - The redemption conditions were met as the company's stock price closed at or above 130% of the conversion price for at least 15 out of 30 consecutive trading days [5][6] - The company’s board approved the early redemption on September 8, 2025, and the bonds will be fully redeemed [5][3] Important Dates - Redemption conditions were satisfied on September 8, 2025 [4] - The last trading day for "Lingyi Convertible Bonds" is October 10, 2025 [4] - The redemption registration date is October 14, 2025 [4] - The bonds will stop converting on October 15, 2025, which is also the redemption date [4][14] - Funds will be credited to the issuer's account by October 20, 2025, and to bondholders' accounts by October 22, 2025 [4][14] Redemption Process - The company will issue a redemption notice on each trading day leading up to the redemption date [12] - All registered holders of "Lingyi Convertible Bonds" as of the registration date will be eligible for redemption [11] - The company will publish the redemption results and delisting announcement within seven trading days after the redemption date [14] Additional Information - The company has confirmed that there were no other transactions involving "Lingyi Convertible Bonds" by major shareholders or executives in the six months prior to the fulfillment of redemption conditions [15] - Holders wishing to convert their bonds must do so through the securities company that holds their bonds [15]

Group 1: Market Overview - The AI glasses market is experiencing significant growth, driven by technological advancements and expanding application scenarios, particularly due to the integration of AI models and augmented reality (AR) technology [2] - IDC predicts that global smart glasses shipments will reach 14.518 million units by 2025, representing a year-on-year growth of 42.5%, with China's market expected to contribute significantly with a shipment of 2.907 million units, growing by 121.1% [2] Group 2: Company Developments - Companies like WaveOptics, Yongxin Optical, and Kosen Technology saw their stock prices surge, with some reaching the daily limit, indicating strong market interest in AI glasses [1] - Haopeng Technology focuses on semi-solid batteries tailored for AI wearable devices, boasting a volume energy density of 950Wh/L, which meets the demands for lightweight and long-lasting AI/AR/VR devices [3] - Zhongke Chuangda launched TurboX AI glasses globally, built on Qualcomm's Wear 5100+MCU platform, showcasing innovation in the sector [4] - Lingyi Zhizao specializes in core components and technology development for AR, VR, MR, and AI glasses, indicating a focus on the smart wearable device market [5] Group 3: Investment Trends - Leveraged funds are increasingly investing in high-growth stocks within the AI glasses sector, with 41 stocks predicted to have a net profit growth rate exceeding 20% by 2027 [6] - Specific stocks like Xiechuang Data are forecasted to have a net profit growth rate exceeding 30% from 2026 to 2027, with over 900 million yuan in net purchases since September [6] - Other companies such as Beijing Junzheng, Chip Origin, and Xinwangda have also seen net purchases exceeding 500 million yuan since September, reflecting strong investor confidence [7]

Core Insights - Tesla's CEO Elon Musk emphasized the strategic importance of the "hand" in the Gen3 core development during the 2025 ALL-IN summit, highlighting the advancements in the Optimus robot's dexterous hand technology [1] - The dexterous hand technology is crucial for humanoid robots, involving high technical barriers across hardware, algorithms, and application scenarios, directly impacting the efficiency of the robot's "brain" [2] - The industry is experiencing rapid technological iterations and expanding applications beyond industrial settings into healthcare and education, with a shift towards market-driven development [3] Industry Support and Policy - The Chinese government is providing strong support for the development of dexterous hand technology, with initiatives aimed at overcoming key technological challenges in humanoid robots [2] - Local governments are actively creating favorable policies to promote the humanoid robot industry, as seen in Guangdong's action plan to advance intelligent robots [2] Market Growth and Projections - The global market for dexterous hands in robotics is projected to reach $1.921 billion by 2025 and exceed $3 billion by 2030, driven by decreasing cost barriers and increasing demand [4] - The cost reduction in dexterous hand production is facilitated by domestic manufacturers achieving self-reliance in key components, which supports large-scale production [4] Industry Chain Participation - Companies in the robotics dexterous hand supply chain are actively engaging in key segments, including component manufacturing and assembly, to drive collaborative development [6] - Various companies are reporting progress in developing and supplying components for humanoid robots, indicating a robust engagement in the market [6] Innovation and Collaboration - Industry experts suggest that companies should focus on core innovations in micro-motorization, sensor integration, and algorithm optimization to enhance performance and reduce costs [7] - Strengthening collaboration within the supply chain and fostering local partnerships are essential for overcoming production challenges in the humanoid robot industry [7]

证券日报网讯 9月17日晚间，领益智造发布公告称，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。债券持有人持有的"领益转债"如存在被质押或被冻结的，建议在停 止转股日前解除质押或冻结，以免出现因无法转股而被赎回的情形。 （文章来源：证券日报） ...

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: Engagement and Support Initiatives - Since the beginning of 2024, Guangdong Securities Regulatory Bureau has visited 395 listed companies, covering 86% of the total in the region, collecting over 300 issues and suggestions from these companies [2]. - The bureau has established a dedicated task force to ensure effective execution of the visitations, creating a multi-party collaboration mechanism with local government departments and stock exchanges [2]. - Specific focus has been placed on key companies such as Midea Group and Haitian Flavoring & Food, addressing their needs in overseas financing, foreign exchange management, and capacity building [2][3]. Group 2: Performance Improvement - The operational performance of listed companies in Guangdong has shown steady improvement, with 459 A-share companies reporting a total revenue of 1.85 trillion yuan and a net profit of 115.07 billion yuan in the first half of 2025, reflecting year-on-year growth of 6.97% and 9.19% respectively [4]. - The region has seen the addition of three companies with a market capitalization exceeding 100 billion yuan in the first half of 2025, with the total market value of listed companies reaching 6.54 trillion yuan by the end of August 2025 [4]. Group 3: Investor Returns and Market Confidence - The Guangdong Securities Regulatory Bureau has promoted mid-term dividends among 74 listed companies, amounting to over 16 billion yuan, enhancing investor returns and market confidence [5]. - The bureau has facilitated the establishment of the Guangdong Capital Market M&A Alliance to support companies in leveraging policy opportunities for mergers and acquisitions, with 17 major asset restructuring transactions completed in 2025, totaling over 40 billion yuan [6].

3、"领益转债"停止交易日：2025 年 10 月 10 日 | 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-141 | | --- | --- | --- | | 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"赎回实施的第八次提示性公告 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 4、"领益转债"赎回登记日：2025 年 10 月 14 日 5、"领益转债"停止转股日：2025 年 10 月 15 日 6、"领益转债"赎回日：2025 年 10 月 15 日 7、发行人（公司）资金到账日：2025 年 10 月 20 日 8、投资者赎回款到账日：2025 年 10 月 22 日 9、赎回类别：全部赎回 10、 ...