从被调研总次数来看，泰和新材、燕京啤酒、博盈特焊等获机构调研3次，箭牌家居、联环药业、中农 立华等7股均获机构调研3次。 从调研行业来看，机构持续聚焦电子元件、工业机械、医疗保健等板块。 Wind数据显示，机构本周共调研了144家上市公司，其中领益智造最获关注，参与调研的机构达106 家。此外，普利特、光庭信息、广电计量、诺德股份等均获超50家机构调研。 ...

本周（12月22日—12月26日）共有117家上市公司接待机构调研。从赚钱效应看，超七成机构调研公司 实现正收益，超捷股份涨幅41.6%，广联航空涨32.44%，德明利涨24.97%。热门调研标的方面，本周仅 领益智造接受百家以上机构调研。领益智造以超过34倍的溢价，取得了一家热管理公司控制权，引发机 构关注。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002600 证券简称：领益智造 公告编号：2025-225 广东领益智造股份有限公司 关于公司签订《股权收购协议》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、交易概述 广东领益智造股份有限公司（以下简称"公司"）于2025年10月28日召开第六届董事会第二十次会议审议 通过了《关于公司签订〈股权收购协议〉的议案》，同意公司全资子公司领益科技（深圳）有限公司以 现金收购Venture Equities Management, Inc.、宁波嘉隆工业有限公司、杭州协邦企业管理有限公司、宁 波隆俊企业管理合伙企业（有限合伙）合计持有的浙江向隆机械有限公司（以下简称"浙江向隆"） 96.15%的股权，交易价格为240,384.00万元。具体内容详见公司于2025年10月30日在巨潮资讯网 （www.cninfo.com.cn）上披露的《关于公司签订〈股权收购协议〉的公告》（公告编号：2025-175）。 二、本次交易进展情况 近日，根据公司付款进度、标的公司董事会席位安排、财产权转移手续 ...

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable performers included Chaojie Co., which rose by 41.6%, Guanglian Aviation with a 32.44% increase, and Demingli with a 24.97% gain [1] - Leading the research interest was Lingyi Zhi Zao, which received over 100 institutional inquiries, while companies like Pulite, Guangdian Measurement, and Nord Co. were also popular among over 50 institutions [1] Group 2: Lingyi Zhi Zao Acquisition - Lingyi Zhi Zao announced a significant acquisition, purchasing a 35% stake in Dongguan Liminda Electronics Technology Co., gaining control over 52.78% of voting rights for 875 million yuan [2] - The acquisition is notable for its high premium, with a valuation of 2.51 billion yuan against Liminda's audited equity of 71.27 million yuan, resulting in a premium rate exceeding 34 times [2] - Liminda specializes in thermal management products, including liquid cooling connectors and manifolds, and is recognized as a certified supplier for NVIDIA [2][3] Group 3: Pulite's Breakthroughs - Pulite engaged with 76 institutions, highlighting advancements in modified materials, LCP (liquid crystal polymer), sodium-ion batteries, and humanoid robots [4] - The company's modified materials are applicable in humanoid robot components, and they are currently collaborating with leading clients in the industry [4] - Pulite's LCP fibers have entered the supply chain for low-orbit satellites, with significant potential for growth as demand for flexible solar wings increases [4] Group 4: Guangting Information's Strategic Focus - Guangting Information received inquiries from 66 institutions, positioning itself as a "Digital Architect" in the automotive software industry [6] - The company aims to implement a Super Software Workshop (SDW) model to enhance productivity and revenue stability [6] - Guangting's strategy includes international expansion by supporting domestic manufacturers in going abroad and providing services to foreign manufacturers, which may alleviate domestic margin pressures [6]

Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable stock performances include Chaojie Co., Ltd. (301005) with a 41.6% increase, Guanglian Aviation (300900) up 32.44%, and Demingli (001309) rising 24.97% [1] - Popular research targets included Lingyi Technology (002600), which received over 100 institutional inquiries, while companies like Pulite (002324) and Guangdian Measurement (002967) were also highlighted with over 50 inquiries each [1] Group 2: Lingyi Technology Acquisition - Lingyi Technology announced a significant acquisition of a thermal management company, acquiring 35% of Dongguan Liminda Electronic Technology Co., Ltd. for 875 million yuan, resulting in a control of 52.78% voting rights [2] - The acquisition raised eyebrows due to a high valuation premium, with Liminda's audited equity valued at 71.27 million yuan, while the assessed value reached 2.51 billion yuan, indicating a premium rate exceeding 34 times [2] - Liminda's products include critical thermal management hardware for servers, and it is recognized as a liquid cooling supplier for NVIDIA [2] Group 3: Lingyi Technology's Strategic Goals - Institutions are particularly interested in whether Liminda's clients include major overseas companies like NVIDIA, Meta, and Google, as well as the strategic purpose behind the acquisition [3] - The acquisition aims to enhance Lingyi Technology's product matrix in the server segment and improve the business scale and profitability of its AI hardware server division [3] - Lingyi Technology has developed advanced thermal management products for enterprise-level servers, including GPU and CPU cooling solutions [3] Group 4: Pulite's Breakthroughs - Pulite received attention from 76 institutions, highlighting breakthroughs in modified materials, LCP (liquid crystal polymer), sodium-ion batteries, and humanoid robots [4] - The company's modified materials are applicable in humanoid robot components, and it is currently collaborating with leading clients in the humanoid robot industry [4] - Pulite's LCP fibers have entered the supply chain of a major domestic low-orbit satellite client, with significant growth expected in orders due to increasing demand for flexible solar wings [4] Group 5: Guangting Information's Strategic Positioning - Guangting Information engaged with 66 institutions, positioning itself as a "Digital Architect" in the automotive software industry, aiming to create an AI worker ecosystem [5] - The company is implementing a Super Software Workshop (SDW) model for human-machine collaborative development, which is expected to significantly enhance productivity [5] - Guangting Information's international strategy focuses on steady domestic growth while exporting intelligent automotive technology and providing services to foreign manufacturers [5]

Group 1 - The core point of the news is that the power equipment industry saw a significant net inflow of funds amounting to 77.52 billion yuan, which is notably higher than other sectors [1] - On December 26, the A-share market experienced a slight increase, with the Shanghai Composite Index achieving an eight-day consecutive rise [1] - Among the 25 industries with net outflows, the electronics, communications, and machinery sectors had the highest outflows, each exceeding 4 billion yuan [1] Group 2 - From individual stocks, 49 stocks had net inflows exceeding 2 billion yuan, with five stocks seeing inflows over 10 billion yuan [2] - Yangguang Electric Power led with a net inflow of 23.72 billion yuan, attributed to a surge in the photovoltaic sector following the "2025 China Photovoltaic Industry Annual Conference" [2] - Aerospace Development followed with a net inflow of 20.72 billion yuan, with significant buying from institutional investors [2] Group 3 - At the market close, there was a net outflow of 6.56 billion yuan, but the power equipment and defense industries attracted over 1 billion yuan in net buying [3] - Individual stocks such as Xiechuang Data and Yangguang Electric Power had net inflows exceeding 1 billion yuan at the close [3] - Other stocks like China Satellite Communications and Zhejiang Sebao also saw substantial net inflows, each exceeding 800 million yuan [3] Group 4 - On the outflow side, stocks like Xinwei Communication, Yingweike, and Lixun Precision experienced the highest net outflows at the market close [4]

格隆汇12月26日丨领益智造(002600.SZ)公布，公司2022年员工持股计划（简称"本员工持股计划"）所持 有的公司股票已于近日通过集中竞价方式全部处置完毕，截至本公告披露日，本员工持股计划于2023年 12月13日至2025年12月26日期间通过集中竞价交易的方式累计处置所持有的45,975,000股公司股票，占 目前公司总股本的0.63%。截至本公告披露日，本员工持股计划所持有的公司股票已全部处置完毕，所 持资产均为货币性资产。本员工持股计划持股期间与《广东领益智造股份有限公司2022年员工持股计划 （草案修订稿）》披露的存续期一致。 ...

领益智造公告称，2026年度公司（含控股子公司）拟为公司及子公司的融资等履约义务提供总计不超 400亿元的担保。近日，全资子公司东莞领杰和东莞领益分别与建设银行签《最高额专利权质押合 同》，分别为其在2025年11月28日至2026年11月27日期间的债权提供5000万元的最高额权利质押担保， 共计1亿元。截至公告披露日，公司实际担保余额为139.56亿元，占2024年末净资产的70.46%，无逾期 对外担保等情况。 ...

证券代码：002600 证券简称：领益智造 公告编号：2025-228 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 2025 年 12 月 5 日和 2025 年 12 月 22 日召开第六届董事会第二十二次会议和 2025 年 第六次临时股东会，审议通过了《关于公司及子公司 2026 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，2026 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 4,000,000 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 2025 年 12 月 6 日在巨潮 资讯网（www.cninfo.com.cn）上披露的《关于公司及子公司 2026 年度担保事项 的公告》。 二、担保进展情况 ...

沪指12月26日上涨0.10%，申万所属行业中，今日上涨的有19个，涨幅居前的行业为有色金属、电力设 备，涨幅分别为3.69%、1.40%。跌幅居前的行业为电子、轻工制造，跌幅分别为0.71%、0.61%。电子 行业位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出232.84亿元，今日有8个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨1.40%，全天净流入资金85.60亿元，其次是有色金属行业，日 涨幅为3.69%，净流入资金为38.14亿元。 主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金116.74亿元，其次 是通信行业，净流出资金为55.15亿元，净流出资金较多的还有机械设备、医药生物、汽车等行业。 电子行业今日下跌0.71%，全天主力资金净流出116.74亿元，该行业所属的个股共475只，今日上涨的有 104只，涨停的有4只；下跌的有365只。以资金流向数据进行统计，该行业资金净流入的个股有149只， 其中，净流入资金超亿元的有15只，净流入资金居首的是德明利，今日净流入资金11.01亿元，紧随其 后的是天通股份、兆易创新，净流入资金分 ...