Core Insights - The 2025 China Green Sustainable Development Expo showcased the integration of sustainability into daily life, emphasizing that green practices are not limited to specific industries but are part of broader societal actions [1][8] Group 1: Energy and Manufacturing - Sheneng Group presented a range of green innovations including green fuels and cables, highlighting the importance of sustainable energy production [2] - Lingyi Intelligent Manufacturing demonstrated the power of smart manufacturing through automation and digitalization, showcasing the synergy between energy production and intelligent manufacturing [2] - The Shanghai Futures Exchange and Guangzhou Futures Exchange emphasized their roles in supporting renewable energy infrastructure through futures contracts for essential materials like polysilicon and lithium carbonate [2] Group 2: Financial Support for Sustainability - Pacific Insurance highlighted its commitment to green finance, insuring over 4.6 million new energy vehicles and investing over 260 billion in green projects [3] - The China Financial Futures Exchange and other commodity exchanges are developing futures products that support green initiatives, such as electricity and carbon emission futures [3] Group 3: International Cooperation - The UNHCR showcased its "green aid" initiatives, promoting renewable energy in refugee camps and sustainable materials for living facilities [4] - The Barbados Embassy highlighted the impact of climate change on small island nations, emphasizing the need for global cooperation in environmental protection [4] - E Fund displayed its achievements in ESG investment, supporting companies in renewable energy and carbon neutrality [4] Group 4: Sustainable Practices in Daily Life - Sony introduced "Synecoculture," an ecological farming method that promotes biodiversity and reduces reliance on chemical fertilizers [5] - Alibaba reported a significant reduction in packaging materials, achieving a decrease of 169,000 tons through sustainable practices [5] - Bosideng is transitioning to sustainable fashion by using eco-friendly materials and establishing an ESG governance framework [6] Group 5: Urban Sustainability Initiatives - Huangpu District is implementing sustainable urban development through green buildings and renewable energy projects, engaging the community in carbon reduction efforts [7] - NIO showcased its electric vehicle network and battery recycling initiatives, contributing to China's carbon neutrality goals [7] Group 6: Health and Biotechnology - Huaxi Biological emphasized its commitment to green manufacturing in the biotechnology sector, utilizing clean energy and water recycling in its production processes [8]

（记者 张明双） 每经AI快讯，领益智造10月15日晚间发布公告称，公司第六届2025年第三次董事会会议于2025年10月 15日以通讯表决的方式召开。会议审议了《关于对参股公司增资暨关联交易的议案》等文件。 每经头条（nbdtoutiao）——出租白银的爆赚机会：年化利率飙升到35%，全球白银正空运往英国套 利，背后是一场史诗级逼空 ...

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-163 | | --- | --- | --- | | 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 关于补选第六届董事会专门委员会委员的公告 广东领益智造股份有限公司（以下简称"公司"）于 2025 年 10 月 15 日召开 第六届董事会第十九次会议，审议通过了《关于补选董事会专门委员会委员的议 案》。公司原董事李波先生因个人原因，申请辞去公司第六届董事会董事职务， 且一并辞任第六届董事会战略与发展委员会委员职务。为保证董事会专门委员会 各项工作的顺利开展，董事会同意补选尉征慧女士为第六届董事会战略与发展委 员会委员，任期自本次董事会审议通过之日起至第六届董事会任期届满之日止。 | 董事会专门委员会 | 召集人 | 委员 | | --- | --- | --- | | 审计委员会 | 刘健成 | 蔡元庆、阮超 | | 薪酬与考核委员会 | 阮超 | 刘健成、贾双谊 | | 战略与发展委员会 | 曾芳勤 | 贾双谊、尉征慧 | | 提名委员会 | 蔡元庆 | 阮超、黄金荣 | 特此公告。 广东领益 ...

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-162 | | --- | --- | --- | | 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 关于对参股公司增资暨关联交易的公告 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、对参股公司增资暨关联交易概述 1、基本情况 为满足广东领益智造股份有限公司（以下简称"公司"）参股子公司 DBG Technology (Vietnam) Co., Ltd.（光弘（越南）科技有限公司，以下简称"越南光 弘"）AI 终端硬件相关业务的发展需要，公司拟与参股公司 DBG ELECTRONICS (INVESTMENT) LIMITED（光弘科技（投资）有限公司，以下简称"光弘科技 投资"）的其他股东共同通过光弘科技投资向其全资子公司越南光弘增资 4,500 万美元，其中公司间接增资 1,102.50 万美元，其他股东间接增资 3,397.50 万美元。 本次增资完成后，公司仍间接持有越南光弘 24.50%的股份。本次增资详情如下 图所示： 1 / 6 ...

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。 | 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-164 | | --- | --- | --- | | 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 关于为子公司提供担保的进展公告 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（w ...

关于广东领益智造股份有限公司 对参股公司增资暨关联交易事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"、"保荐人"）作为广东 领益智造股份有限公司（以下简称"领益智造"、"公司"）向不特定对象发行可 转换公司债券的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》等有关规定，对领益智造对参股公司增资暨关联交易事项进行 了核查，具体情况如下： 一、对参股公司增资暨关联交易概述 1、基本情况 为满足广东领益智造股份有限公司（以下简称"公司"）参股子公司 DBG Technology (Vietnam) Co., Ltd.（光弘（越南）科技有限公司，以下简称"越南光 弘"）AI 终端硬件相关业务的发展需要，公司拟与参股公司 DBG ELECTRONICS (INVESTMENT) LIMITED（光弘科技（投资）有限公司，以下简称"光弘科技 投资"）的其他股东共同通过光弘科技投资向其全资子公司越南光弘增资 4,500 万美元，其中公司间接增资 1,102.50 万美元，其他股东间接增资 3,397.50 ...

广东领益智造股份有限公司（以下简称"公司"）第六届董事会独立董事 2025 年第三次专门会议于2025年10月15日以通讯表决的方式召开。会议通知于2025 年 10 月 10 日以电子邮件方式发出。会议召开符合《公司法》及《公司章程》的 规定。会议由公司独立董事阮超先生召集并主持。公司独立董事共 3 人，实际参 与表决人数 3 人。 二、会议审议情况 广东领益智造股份有限公司 第六届董事会独立董事 2025 年第三次专门会议决议 一、会议召开情况 广东领益智造股份有限公司 独立董事：刘健成、蔡元庆、阮超 1 / 1 经核查，我们认为：该关联交易符合公司经营发展的实际需要，有利于公司 未来发展，此次关联交易事项是在关联各方平等协商的基础上，遵循公平、公正、 公开的原则进行，交易定价公允合理，不存在损害公司及股东利益，尤其是中小 股东利益的情形，不会影响公司的独立性，亦不会对公司持续经营能力产生不利 影响。综上所述，我们一致同意将此事项提交公司董事会审议。 表决结果：3 票同意，0 票反对，0 票弃权，审议通过。 审议通过《关于对参股公司增资暨关联交易的议案》 ...

Core Viewpoint - The 2025 China Green Sustainable Development Expo showcases the integration of sustainability into daily life, emphasizing that green practices are not just a trend but a reality that influences various sectors [2][12]. Group 1: Energy and Manufacturing - Sheneng Group, established in 1987, presented innovations in green fuels, cables, and finance, highlighting the importance of sustainable energy production [4]. - Lingyi Intelligent Manufacturing showcased AI-driven automation in manufacturing, demonstrating the synergy between energy production and intelligent manufacturing in the green industry chain [4]. - The "Green Financial Support Corridor" featured futures exchanges like the Shanghai Futures Exchange, which supports renewable infrastructure through metal futures, and the Guangzhou Futures Exchange, focusing on new energy materials [5]. Group 2: International Cooperation - The "International Cooperation Zone" highlighted global efforts in sustainability, with the UNHCR promoting green aid initiatives in refugee camps [7]. - The Barbados Embassy emphasized the impact of climate change on small island nations, advocating for global environmental protection [7]. - E Fund displayed its achievements in ESG investment, supporting renewable energy and carbon neutrality initiatives [7]. Group 3: Sustainable Practices in Daily Life - Sony introduced "Synecoculture," an ecological farming method that promotes biodiversity and eliminates the need for chemical fertilizers [10]. - Alibaba reported a reduction of 169,000 tons of packaging materials through sustainable practices in its logistics operations [10]. - Bosideng, a leading down jacket brand, has implemented a comprehensive green strategy and achieved an MSCI ESG rating of "A" [11]. Group 4: Local Initiatives and Innovations - Huangpu District's initiatives focus on sustainable urban development, promoting green buildings and renewable energy public transport [13]. - NIO showcased its electric vehicle network, contributing to China's carbon neutrality goals through battery recycling and smart driving technology [13]. - Huaxi Biological emphasized green manufacturing in its biotechnology processes, aligning health and sustainability [14]. Group 5: Overall Integration of Sustainability - The expo illustrated how various sectors, including energy, finance, manufacturing, and international cooperation, are interconnected in promoting sustainability [14].

Core Insights - The mechanical equipment industry is witnessing a significant valuation increase, with the C round funding in 2025 projected to reach $39 billion, backed by major tech investors like Nvidia, Intel, Qualcomm, Microsoft, and Amazon [1][2] - The Figure03 humanoid robot has been launched, designed for mass production and focusing on home applications, enhancing safety and comfort in human-robot interactions [2][3] - The industry is evolving towards a new valuation system, with expectations of over 100,000 units shipped in four years, potentially leading to a valuation close to $40 billion [1][2] Investment Landscape - The Figure03 robot is the first humanoid robot designed for large-scale manufacturing, featuring a lightweight structure and soft fabric covering for improved safety [2][4] - The robot's capabilities include advanced tactile sensing and wireless charging, allowing it to perform complex household tasks [3][4] - The company aims to produce 12,000 units annually at its BotQ smart factory, with a total production capacity of 100,000 units planned over four years [4][5] Supply Chain Dynamics - Figure employs a "self-research + external support" supply chain model, integrating key components like actuators and sensors while collaborating with global suppliers [5] - The reliance on Chinese hardware suppliers is expected to deepen, benefiting those with engineering mass production capabilities and cost control advantages [5] Recommended Investment Targets - Recommended stocks include companies involved in dexterous hands and tactile sensors, such as Zhenyu Technology and Longsheng Technology [6] - Beneficiary stocks include those producing modules and structural components, such as Lingyi Technology, Changying Precision, and Lens Technology [6]

Core Viewpoint - The rare earth sector remains active despite recent fluctuations, driven by increased export control measures and positive changes in the sector's fundamentals, leading to significant capital inflows into rare earth ETFs. Group 1: Market Activity - The rare earth ETF (516780) has seen active trading, with a transaction volume exceeding 560 million yuan on a recent day and over 1 billion yuan in the past two trading days, indicating high liquidity and trading efficiency [1] - The rare earth ETF has recorded net inflows for three consecutive trading days, totaling over 937 million yuan [1] Group 2: Price Adjustments and Earnings Forecasts - Major rare earth companies announced a price increase for rare earth concentrate to 26,205 yuan per ton, a 37% rise from the previous quarter, marking the fifth consecutive price adjustment since Q4 2024 [1] - A rare earth company projected a year-on-year net profit increase of 696.82% to 782.96% for the first three quarters of 2025, boosting confidence in the sustainable development of the industry [1] Group 3: Investment Opportunities - The rare earth ETF closely tracks the CSI Rare Earth Industry Index, which covers various segments of the rare earth supply chain and has achieved a 101.91% increase over the past year, outperforming other indices [2] - The top five constituents of the index include leading companies such as Northern Rare Earth, Wolong Electric Drive, and China Rare Earth, indicating strong competitive positions within the industry [2] - Recent export control policies signify a shift towards more refined management, potentially leading to a new round of price increases in the rare earth market [2] Group 4: Investor Engagement - The rare earth ETF is a popular investment product, with over 32,000 holders as of mid-2025, making it one of the few rare earth-themed ETFs with such a high number of investors [3]