证券代码：002600 证券简称：领益智造 公告编号：2025-195 广东领益智造股份有限公司 关于调整购买资产方案事项相关主体买卖股票情况的自查 报告 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： 根据中国证券登记结算有限责任公司深圳分公司出具的《信息披露义务人持 股及股份变更查询证明》《股东股份变更明细清单》、内幕信息知情人签署的声 明和承诺等文件，在本次交易相关主体签署的自查报告及承诺真实、准确、完整 的情况下，相关主体在自查期间买卖公司股票的行为不构成内幕交易，不会对本 次重组构成实质性法律障碍；核查范围内其他相关主体在自查期间内不存在买卖 公司股票的情形，不存在利用内幕信息买卖股票的情形。 广东领益智造股份有限公司（以下简称"公司"）拟通过发行可转换公司债 券及支付现金的方式向常州优融汽车科技有限公司、上海迈环企业管理合伙企业 （有限合伙）、浙江万里扬企业管理有限公司、芜湖华安战新股权投资基金合伙 企业（有限合伙）、常州青枫云港投资中心（有限合伙）、常州星远创业投资合 伙企业（有限合伙）、常州市超领创业投资合伙企业（有限合伙）、江苏信 ...

证券代码：002600 证券简称：领益智造 公告编号：2025-194 关于为子公司提供担保的进展公告 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、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 Viewpoint - Linyi Intelligent Manufacturing (领益智造) is seeking to expand its financing platform by applying for an IPO on the Hong Kong Stock Exchange, aiming to alleviate liquidity concerns and support its global ambitions while facing challenges in asset-liability management and funding needs for acquisitions [2][10]. Group 1: Financial Performance - For the first three quarters of 2025, Linyi Intelligent Manufacturing reported revenue of 37.59 billion yuan, a year-on-year increase of 19.25%, and a net profit of 1.94 billion yuan, up 37.66% compared to the previous year [2][7]. - The company generated a significant operating cash flow of 2.30 billion yuan, reflecting a more than 60% increase year-on-year, indicating a solid business foundation to support new ventures [7]. Group 2: Strategic Focus and Expansion - The company aims to transition from traditional manufacturing to high-value sectors such as AI, humanoid robots, and new energy vehicles, with a focus on four core areas: humanoid robots, XR, foldable screens, and servers [3][4]. - Linyi Intelligent Manufacturing has established strategic partnerships with leading firms in the robotics sector and aims to leverage its precision manufacturing capabilities to become a key player in the AI hardware market [4][5]. Group 3: Acquisition Strategy - The company has been actively pursuing acquisitions to enhance its automotive business, including a recent cash acquisition of Zhejiang Xianglong for 2.40 billion yuan, which strengthens its position in the automotive transmission system [6][10]. - Linyi Intelligent Manufacturing's acquisition strategy is characterized by a dual approach of internal growth and external expansion, aiming to build a comprehensive product matrix in the automotive supply chain [6][10]. Group 4: Financial Challenges - Despite strong revenue growth, the company faces increasing short-term debt, which surged to 7.33 billion yuan, more than doubling from the beginning of the year, raising concerns about short-term repayment pressures [8][9]. - The company's cash and cash equivalents stood at 3.67 billion yuan, indicating a potential liquidity gap when considering the substantial cash outflows required for acquisitions and operations [8][9]. Group 5: IPO Rationale - The IPO on the Hong Kong Stock Exchange is seen as a crucial step for Linyi Intelligent Manufacturing to enhance its capital structure, reduce debt levels, and improve liquidity [9][10]. - The company aims to utilize the funds raised from the IPO to support its global expansion and mitigate currency risks associated with its international operations [9][10].

国泰海通证券股份有限公司 关于广东领益智造股份有限公司本次交易 相关主体买卖股票情况的自查报告之核查意见 一、相关内幕信息知情人核查范围及自查期间 （一）相关内幕信息知情人核查范围 本次交易的内幕信息知情人核查范围包括： 1、上市公司及其董事、高级管理人员，及其他内幕信息知情人； 2、本次交易的交易对方及其控股股东、实际控制人、执行事务合伙人、董 事、监事、高级管理人员、主要负责人及其他内幕信息知情人； 1 3、标的公司及其他内幕信息知情人； 广东领益智造股份有限公司（以下简称"公司"、"上市公司"、"领益智 造"）拟通过发行可转换公司债券及支付现金的方式，购买常州优融汽车科技有 限公司、上海迈环企业管理合伙企业（有限合伙）、浙江万里扬企业管理有限公 司、芜湖华安战新股权投资基金合伙企业（有限合伙）、常州青枫云港投资中心 （有限合伙）、常州星远创业投资合伙企业（有限合伙）、常州市超领创业投资 合伙企业（有限合伙）和江苏信保投保联动创业投资合伙企业（有限合伙）（以 下合称"交易对方"）合计持有的江苏科达斯特恩汽车科技股份有限公司（以下 简称"标的公司"）66.46%股权（以下简称"标的资产"）并募集配套资金（以 ...

北京市建国门北大街 8 号华润大厦 20 层 邮编：100005 电话：(86-10) 8519-1300 传真：(86-10) 8519-1350 junhebj@junhe.com 北京市君合律师事务所 关于广东领益智造股份有限公司 调整购买资产方案事项 相关主体买卖股票情况的自查报告 之核查意见 二零二五年十一月 | 北京总部 | 电话: (86-10) 8519-1300 | 上海分所 | 电话: (86-21) 5298-5488 | 广州分所 | 电话: (86-20) 2805-9088 | 深圳分所 | 电话: (86-755) 2939-5288 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 传真: (86-10) 8519-1350 | | 传真: (86-21) 5298-5492 | | 传真: (86-20) 2805-9099 | | 传真: (86-755) 2939-5289 | | 杭州分所 | 电话: (86-571) 2689-8188 | 成都分所 | 电话: (86-28) 6739-8000 | 西安 ...

Core Viewpoint - Guangdong Lingyi Intelligent Manufacturing Co., Ltd. (Lingyi) has submitted an application for an IPO on the Hong Kong Stock Exchange, marking a significant step for the company, which has a market value nearing 100 billion yuan [1][3]. Company Overview - Lingyi's market value has increased over four times since its reverse merger with Jiangfen Magnetic Materials in 2017, which was valued at 20.7 billion yuan [3][8]. - The company has achieved a revenue growth of 19.25% year-on-year, reaching 37.59 billion yuan in the first three quarters of this year, with a net profit increase of 37.66% [11]. Business Expansion and Strategy - Lingyi plans to use the funds raised from the IPO to support future expansion and cross-border acquisitions, aiming to enhance its global influence and business image [3][13]. - The company has a strong track record in mergers and acquisitions, having successfully integrated several businesses to build a global precision manufacturing empire [9][8]. Market Position - According to Frost & Sullivan, Lingyi ranks first in the global AI terminal high-precision functional components market and third in the AI terminal high-precision intelligent manufacturing platform market based on projected 2024 revenues [3][17]. - The company has established a significant international presence, with nearly 70% of its revenue coming from overseas markets, which has been increasing steadily [16][17]. Future Outlook - Lingyi is transitioning from a consumer electronics supplier to a platform enterprise focused on AI terminals and robotics, with plans to invest at least 200 million yuan annually in embodied intelligent hardware [17][18]. - The company aims to become one of the top three global manufacturers in the embodied intelligent hardware sector, with a strong emphasis on AI hardware and robotics [17][18].

Core Viewpoint - Lingyi Technology is set to go public in Hong Kong, following its previous listing in A-shares through a backdoor listing, with plans to use the raised funds for future expansion and cross-border acquisitions [1][3][10]. Company Overview - Lingyi Technology, led by CEO Zeng Fangqin, has a market value nearing 100 billion RMB and has seen its revenue double and market value increase over four times in the past seven years [3][4]. - The company has made significant strides in the field of embodied intelligence, ranking first in the global market for high-precision components for AI terminal devices and third in the AI terminal manufacturing platform sector [3][14]. Financial Performance - In the first three quarters of this year, Lingyi Technology achieved total revenue of 37.59 billion RMB, a year-on-year increase of 19.25%, and a net profit of 1.94 billion RMB, up 37.66% from the previous year [7][8]. - The company’s revenue from AI hardware is projected to reach 40.78 billion RMB in 2024, with a year-on-year growth of 32.8% [14]. Strategic Goals - The IPO aims to provide additional fundraising platforms to support the company's 2030 goals, enhance its business image, and attract talent [3][10]. - Lingyi Technology plans to leverage its mature acquisition capabilities as a core competitive advantage, targeting high-growth technology sectors for strategic investments and acquisitions [10][14]. Market Position and Expansion - The company has established a global presence with 58 production and service locations, with nearly 70% of its revenue coming from overseas markets [13]. - Lingyi Technology is transitioning from a consumer electronics supplier to a platform enterprise focused on AI terminals and robotics, with significant investments planned in these areas [13][15]. Recent Developments - The company has recently launched its first humanoid robot production line, with a daily capacity exceeding 5,000 units, and secured a supply agreement for 5,000 units with a well-known North American robotics company [14][15]. - Lingyi Technology's strategic focus includes enhancing its capabilities in high-density AI computing servers and humanoid robotics, aiming to become a top player in the global market [15].

近日，广东领益智造股份有限公司（下称"领益智造"，SZ:002600）递交招股书，报考在港交所主板上市。据贝多商业&贝多财经了解，领益智造是一家A股 上市公司，于2018年登陆A股资本市场，股票代码为"002600"。 特别说明的是，领益智造并非直接上市，而是"借壳"江粉磁材（全称为"广东江粉磁材股份有限公司"）。其中，江粉磁材于2011年7月15日在深圳证券交易 所主板上市，2018年被反向收购，并于2018年3月更名为"领益智造"。 早前，领益智造曾发布公告，称通过发行可转债及支付现金的方式，向常州优融汽车科技有限公司等8名交易对方购买其合计持有的江苏科达精密机械设备 有限公司（下称"江苏科达"）66.46%股权，并拟向不超过35名特定对象发行股份募集配套资金。 2025年8月，该并购计划上会审核通过。但在11月7日，领益智造则发布公告，称该公司与交易对方签署协议，向深圳证券交易所撤回原交易申请文件，并调 整原购买资产方案为现金方式收购江苏科达控制权。 对于拟对原购买资产方案进行调整的主要原因，领益智造在公告中表示，"基于当前市场环境及公司资本运作规划，为切实维护公司和广大投资者利益，经 审慎研究，公司决 ...

Core Viewpoint - Lingyi iTech has submitted an application for an IPO on the Hong Kong Stock Exchange, marking a significant milestone for the company and its founder, Zeng Fangqin, who is referred to as the "Queen of Shenzhen" [1][2] Company Overview - Lingyi iTech, with a market value nearing 100 billion yuan, previously entered the A-share market through a reverse merger in 2017, acquiring Jiangfan Magnetic Materials for 20.7 billion yuan [1][5] - The company has seen its revenue double and market value increase over fourfold in the past seven years, with a stock price increase of over 60% this year [1][7] Market Position - According to Frost & Sullivan, Lingyi iTech ranks first in the global market for high-precision components for AI terminal devices and third in the high-precision intelligent manufacturing platform for AI terminal devices based on 2024 revenue [1][11] IPO Purpose - The funds raised from the IPO will primarily support future expansion and cross-border acquisitions, enhancing the company's business image and global influence [2][13] - Lingyi iTech aims to leverage its mature acquisition capabilities as a core competitive advantage to drive long-term growth, focusing on high-growth technology verticals such as servers, humanoid robots, and AI optical communication infrastructure [7][13] Business Expansion - The company has expanded its business through both organic growth and acquisitions, including significant purchases in the electric vehicle and robotics sectors [6][7] - Lingyi iTech has established a global presence with 58 production and service locations and 8 assembly bases, with nearly 70% of its revenue coming from overseas [9][10] Future Plans - The company is transitioning from a consumer electronics supplier to a platform enterprise focused on AI terminals and robotics, with plans to invest at least 200 million yuan annually in embodied intelligent hardware [11][12] - Lingyi iTech aims to enhance its R&D and production capabilities in emerging markets and product categories, particularly in high-density AI computing servers and humanoid robot hardware [13]

Core Viewpoint - The lithium battery industry is currently experiencing a coexistence of capacity expansion, technological upgrades, and market differentiation, with alternating project expansions and terminations influenced by a new upward cycle, leading to significant demands in the capital market [3] Company Overview - Lingyi Zhi Zao has submitted a listing application to the Hong Kong Stock Exchange, aiming to raise capital for AI computing servers, robotics, and domestic and overseas production bases [4] - The company reported a revenue of approximately 37.6 billion yuan for the first three quarters of the year, representing a year-on-year growth of about 19%, and a net profit of approximately 1.94 billion yuan, up about 37.6% [4] - Lingyi Zhi Zao's main products in the battery segment are battery structural components, with a significant acquisition of Zhejiang Jintai Electronics in early 2021, which specializes in power battery casings and related components [4][5] Business Growth - Following the close relationship with Jintai, Lingyi Zhi Zao's automotive business revenue surged by 166.32% in 2022, and the company has partnered with a German automotive battery company to supply related components [5] - The founder, Zeng Fangqin, has a rich background in precision manufacturing and has successfully navigated the company through various stages of growth, including significant acquisitions to enhance its manufacturing capabilities [6][7] Recent Developments - Lingyi Zhi Zao recently announced the termination of a major asset restructuring plan, which was initially approved but not registered due to market conditions and internal strategic adjustments [7][8] - The company is shifting focus from acquisitions to research and development in emerging fields such as AI and robotics, aligning with long-term strategic interests [8]