广东领益智造股份有限公司 关于股东减持股份实施完成的公告 证券代码：002600 证券简称：领益智造 公告编号：2026-012 公司股东曾芳勤女士保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广东领益智造股份有限公司（以下简称"公司"）于 2026 年 1 月 17 日披露 了《关于股东减持股份预披露公告》（公告编号：2026-005），公司股东曾芳勤女 士计划自上述公告披露之日起 15 个交易日后的 3 个月内（即自 2026 年 2 月 7 日至 2026 年 5 月 6 日）以大宗交易的方式减持公司股份不超过 36,000,000 股（占 公司当前剔除回购专用账户股份后总股本的比例为 0.49%）。 公司于近日收到曾芳勤女士出具的《关于减持股份实施完成的告知函》，上 述减持股份计划已实施完毕，现将相关情况公告如下： 一、股东减持情况 1、股东曾芳勤女士及其一致行动人领胜投资（江苏）有限公司减持股份情 况 | 股东名称 | 减持方式 | 减持期间 | | 减持均价 （元/股） | 减持股数 （股） ...

证券代码：002600 证券简称：领益智造 公告编号：2026-011 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。 本次担保被担保公司担保额度使用情况如下： 单位：万元人民币 | 公司类别 | 股东会审议通过 的担保额度 | 被担保方 | 被担保方本次使 用的担保额度 | | --- | --- | --- | --- | | 资产负债率≥70%的 | 2,000,000.00 | TRIUMPH LEAD (SINGAPORE) | 35,000 | | 控股子公司 | | PTE. LTD. | | | 合计 | 2,000,000.00 | - | 35,000 | 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 ...

2月9日，领益智造大宗交易成交3600万股，成交额5.09亿元，占当日总成交额的25.29%，成交价14.13元，较市场收盘价 14.98元折价5.67%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-02-09 | 002600 | 领益智造 | 14.13 | 3,050.00 | 43,0% 到正券股份有限 | 国信证券股份有限 | | | | | | | 公司东莞石龙分公 | 公司深圳泰九分公 | | | | | | | 글 | 리 | | 2026-02-09 | 002600 | 领益智造 | 14.13 | 500.00 | 7,065. 喷莞证券股份有限 | 国信证券股份有限 | | | | | | | 公司东莞石龙分公 | 公司深圳泰九分公 | | | | | | | lia | 日 | | 2026-02-09 | 002600 | 领益智造 | 14.13 | 50.00 | 706. ...

与此同时，这座超级工厂还将与领益智造独家运营的北京人形机器人中试平台柔性线形成"前研后产"闭 环，高效破解行业"研发易、量产难"的核心痛点，加速创新成果向规模化量产转化。 春潮涌动亦庄，智启未来新程。2026年2月9日，领益智造北京具身智能超级工厂启动仪式在亦庄小米产 业园隆重举行。这座规划年产能50万台套的超级工厂，不仅是领益智造"三位一体"具身智能战略的核心 载体之一，更是公司2025年机器人业务高速发展的"成果放大器"。 活动现场，领益智造与北京人形机器人创新中心、魔法原子、源络科技举行了北京超级工厂首批合作伙 伴签约仪式，北京超级工厂已获得多家具身智能客户的整机组装测试意向订单。从核心技术突破、产能 布局到生态构建，领益智造正以硬核实力加速向"全球TOP3具身智能硬件制造商"目标迈进。 战略落地：四大具身智能制造基地打造全球交付网络 回溯2025年6月，领益智造在机器人战略发布会上首次官宣"All in具身智能"，将公司近20年消费电子精 密制造经验积累全面迁移至机器人赛道，明确"三位一体"具身智能战略：第一，专注核心零部件及整机 ODM；第二，打造全方位硬件智造服务体系；第三，聚焦机器人应用场景的落 ...

每经AI快讯，据领益智造（002600）公众号消息，2月9日，领益智造具身智能超级工厂启动仪式在北 京亦庄小米智能港举行。该工厂位于北京亦庄.小米智能港，项目计划于2026年实现具身智能机器人年 产1万台，并在2030年实现年产能50万台。 ...

他指出，领益始终坚信硬核制造能力是前沿技术实现产业化落地的根基。北京具身智能超级工厂，正是公 司"制造筑基、创新赋能"理念的集中体现。当前，领益智造正同步推进北京、成都、东莞及印度四大具身 智能制造基地的建设，加速构建覆盖全球核心市场的智能制造网络。作为领益"人眼折服"战略的重要载 体，北京超级工厂将依托公司在精密制造、全制程工艺及全球供应链方面的综合优势，提供从精密结构 件、核心模组到组装测试的一站式具身智能制造服务，并与北京人形机器人中试平台形成"前研后产"闭 环，加速创新成果向规模化量产转化。 据悉，该工厂位于北京亦庄·小米智能港，计划于2026年实现具身智能机器人年产1万台，并在2030年实现 年产能50万台，打造具备全球标杆意义、行业领先水平的智能化、自动化超级工厂。 2月9日，领益智造具身智能超级工厂启动仪式在北京亦庄小米智能港圆满举行。会议同期，领益智造围绕 北京具身智能超级工厂整机组装测试业务，与北京人形、北京源络科技有限公司、魔法原子举行首批合作 客户签约仪式。 领益智造高级副总裁蒋萍琴在表示，领益智造北京具身智能超级工厂，作为京津冀地区首个具身智能超级 工厂，是公司围绕具身智能赛道进行前瞻 ...

Investment Rating - The industry is rated positively, with expectations of significant growth in capital expenditures from major companies like Amazon and Google, indicating a bullish outlook for the sector [1][26]. Core Insights - Amazon raised its 2026 capital expenditure forecast to $200 billion, a more than 50% increase from $131 billion in 2025, driven by strong demand signals in AI hardware and cloud services [1]. - Google's parent company, Alphabet, expects its 2026 capital expenditure to be between $175 billion and $185 billion, nearly double its 2025 spending, reflecting robust growth in its cloud business [1]. - The demand for AI infrastructure is expected to lead to a significant increase in ASIC (Application-Specific Integrated Circuit) numbers from major tech companies, with a projected explosive growth in 2026-2027 [1][4]. - The semiconductor and PCB (Printed Circuit Board) sectors are anticipated to benefit from the strong demand for AI, with many companies in these areas experiencing high order volumes and expansion plans [4][26]. Summary by Sections Section 1: AI and Cloud Infrastructure - Amazon's AWS cloud division saw a 24% year-over-year growth, with a backlog of $244 billion, indicating strong enterprise investment in AI and cloud services [1]. - Google's cloud revenue reached $17.7 billion in Q4, a 48% increase year-over-year, driven by strong demand for enterprise-level AI products [1]. Section 2: Semiconductor and PCB Industry - The PCB industry is maintaining high demand due to the growth in automotive and industrial applications, with expectations of price increases for copper-clad laminates [6]. - AI-driven demand is expected to boost PCB prices and volumes, with companies actively expanding production to meet this demand [4][26]. Section 3: Consumer Electronics - The consumer electronics sector is seeing a continuous expansion of AI applications, particularly in the Apple supply chain, with innovations in foldable devices and AI glasses [5]. - The demand for AI-enabled devices is expected to drive significant growth in the market, with various manufacturers exploring new product categories [5]. Section 4: Semiconductor Equipment and Materials - The semiconductor equipment sector is experiencing a robust upward trend, with significant capital expenditures expected to support the growth of advanced manufacturing processes [23][25]. - The materials sector is also poised for improvement, with a focus on domestic production capabilities in response to international supply chain challenges [25][34]. Section 5: Company-Specific Insights - Companies like North Huachuang and Zhongwei are positioned to benefit from the increasing demand for semiconductor equipment and materials, with strong growth prospects in their respective markets [28][30]. - Three Ring Group is focusing on high-capacity MLCC (Multi-Layer Ceramic Capacitor) products, which are expected to see increased demand due to AI applications [33].

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

Core Insights - The demand for AI computing power is driving rapid growth in the liquid cooling sector, with companies actively pursuing mergers and acquisitions to capture market opportunities [1][2] - Traditional air cooling solutions are becoming inadequate for high-density computing environments, leading to a shift towards liquid cooling technologies due to their energy efficiency and superior heat dissipation capabilities [1] Group 1: Mergers and Acquisitions - Jinfu Technology announced plans to acquire 51% stakes in two companies specializing in liquid cooling components for a total consideration of up to 714 million yuan, aiming to enter the high-growth liquid cooling market [1] - Lingyi Technology completed the acquisition of Dongguan Liminda Electronics, enhancing its capabilities in AI server liquid cooling and establishing a foundation for international market expansion [2] - Cheng Tian Wei Ye plans to raise up to 800 million yuan for projects related to liquid cooling system industrialization and R&D, with significant investments allocated for advanced production equipment [2][3] Group 2: Commercialization and Technological Advancements - UCloud has launched an immersion liquid cooling cabinet at the Ulanqab Intelligent Computing Center, achieving a 15°C reduction in GPU temperature, thus ensuring stable hardware operation [2] - Xin'an Co. has commercialized its immersion liquid cooling project using self-developed silicon-based cooling liquid, achieving an energy usage efficiency (PUE) of below 1.1, which is over 35% more energy-efficient than traditional air cooling [3] - Kangsheng Co. is set to complete its intelligent computing center by September 2025, marking the large-scale commercial application of its immersion liquid cooling technology [3] Group 3: Industry Trends and Strategic Focus - The immersion liquid cooling solution is seen as a breakthrough for high-density computing clusters, offering reduced maintenance costs and improved equipment longevity [4] - Companies are increasingly positioning liquid cooling as a strategic growth area, with significant investments in R&D and market development [4][5] - Ningbo Jingda is focusing on liquid cooling as a new growth engine, with plans to enhance R&D efforts and collaborate with clients on technological challenges [5]

2月6日早盘，市场下探后持续回暖，深成指、沪指接连翻红，机器人板块异动走强。截至10:48， 国证机器人产业指数上涨2%，成分股中，天智航-U涨超11%，震裕科技涨超6%，拓普集团、绿的谐波 等涨超5%，机器人ETF易方达（159530）盘中净申购达5000万份。 中央广播电视总台近日宣布，2026年春节联欢晚会将继续致力于文化和科技融合创新实践，打造一 桌科技感十足的"文化年夜饭"，具身机器人将再次登台，"舞"出新高度。今年春晚的创意融合节目从传 统文化中汲取灵感，将舞蹈、戏曲、歌咏等表演形式融入情景化演绎，借助人工智能生成影像与实景舞 台扩展技术，打造视效奇观。 长城证券表示，2026年是机器人量产爬坡的关键节点，同时叠加国内机器人头部企业逐步实现从0 到1的突破，有望形成海内外相关产业的加速共振，持续看好机器人产业链投资机会，关注价值量较高 的丝杠、电子皮肤等环节以及具备较高成长性的机器人大脑等方向。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参 ...