Core Viewpoint - The company reported significant growth in its first half of 2025, driven by multiple business segments, with a focus on AI and robotics technologies [2][3][4]. Financial Performance - In the first half of 2025, the company achieved revenue of 23.625 billion yuan, a year-on-year increase of 35.94% [2] - The net profit attributable to shareholders, excluding stock incentive amortization, was 1.073 billion yuan, up 53.29% year-on-year [2] - In Q2 2025, revenue reached 12.131 billion yuan, a 29.91% increase year-on-year, with net profit of 365 million yuan, a significant rise of 61.02% [2] - For Q2, the net profit attributable to shareholders, after excluding stock incentive amortization, was 432 million yuan, reflecting a 77.78% year-on-year growth [2] Business Segments - The AI terminal business generated revenue of 20.865 billion yuan, growing 17.26% year-on-year [2] - The automotive and low-altitude economy segment reported revenue of 1.183 billion yuan, a 38.41% increase, with a gross margin improvement of 13.27 percentage points [2] - Other business segments achieved approximately 1.577 billion yuan in revenue, marking a 212.98% year-on-year growth [2] Robotics Business - The company has established extensive collaborations in the humanoid robotics sector, partnering with various innovation centers and technology firms [3] - It has accumulated significant core technologies in this field, including servo motors and reducers, and holds patents in multiple countries [3] AI Server Development - The company is actively expanding in the AI server market, collaborating with global clients on cooling products and solutions [4] - It has developed advanced cooling products that outperform competitors in various power consumption scenarios [4] Foldable Screen Products - The company offers a diverse range of products in the foldable screen sector, supplying key components to renowned brands, including Samsung [5] Future Plans and Dividends - For the second half of 2025, the company aims to focus on core businesses and expand into new growth areas such as robotics and servers, while also targeting overseas markets [6] - The board has approved a cash dividend plan, proposing a distribution of 0.2 yuan per 10 shares, totaling 139 million yuan [6] - The total cash dividends and share buybacks in the first half of 2025 amounted to 459 million yuan, representing 49.40% of the net profit attributable to shareholders [6]

证券代码：002600 证券简称：领益智造 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 投资者关系活动记录表 广东领益智造股份有限公司 投资者关系活动记录表 1 / 5 广东领益智造股份有限公司 投资者关系活动记录表 长 23.35%，归属于上市公司股东的净利润 9.30 亿元，同比增长 35.94%，扣除股权激励摊销费用归属于上市公司股东的净利润 10.73 亿元，同比增长 53.29%。第二季度实现营收 121.31 亿元， 同比增长 29.91%；净利润 3.65 亿元，同比大幅增长 61.02%。扣 除股权激励摊销费用，第二季度归属于上市公司股东的净利润 4.32 亿元，同比大幅增长 77.78%。 分三大业务板块来看，公司上半年：AI 终端业务实现收入 208.65 亿元，同比增长 17.26%。汽车及低空经济业务实现收入 11.83 亿元，同比增长 38.41%，毛利率同比提升 13.27 个百分点。 公司其他业务实现收入约 15.77 亿元，同比增长 212.98%。 今年以来，公司各项业务发展迅猛，受益于 AI 创新带来的 散热、电池、快充等硬件升级趋势，并持续布局" ...

投资者关系活动记录表 广东领益智造股份有限公司 投资者关系活动记录表 证券代码：002600 证券简称：领益智造 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 编号：2025-004 | 投资者关系活动  | 特定对象调研  |  | 分析师会议 | 媒体采访 | | --- | --- | --- | --- | --- | | 类别  | 业绩说明会  | | 新闻发布会 | 路演活动  | |  | 现场参观 领益智造福田总部交流 | | | | | | 其他 线上 | | | | | 参与单位名称与 | 中信证券、中信建投、中邮证券、中信保诚、中泰证券、中欧基 | | | | | 人数 | 金、中金资管、中金公司、中海基金、中国人保、浙商证券、招 | | | | | | 银国际、长盛基金、长江资管、长江证券、长城基金、长安基金、 | | | | | | 长安国际信托、圆信永丰基金、银河证券、银河基金、羊角基金、 | | | | | | 玄卜投资（上海）有限公司、信达澳亚基金、先锋基金、西部证 | | | | | | 券、闻天私募证券、天治基金、天惠投资、天弘基金 ...