长江商报消息 ●长江商报记者 潘瑞冬 "果链"龙头企业领益智造（002600.SZ）持续加码汽车产业链布局。 10月29日晚间，领益智造公告称，公司全资子公司领益科技（深圳）有限公司（简称"领益科技"）将以 24.04亿元的现金收购浙江向隆机械有限公司（简称"浙江向隆"）合计96.15%股权。 浙江向隆是一家汽车零部件厂商，可以和领益智造的业务形成协同效应。 同日，领益智造三季报出炉。2025年第三季度，领益智造实现营业收入139.65亿元，同比增长12.91%； 归母净利润为10.12亿元，同比大幅增长39.28%。公司的营业收入已连续5个季度超过百亿规模。 继续加码汽车产业链布局 领益智造拟通过收购深化汽车产业链布局。 具体来看，领益智造全资子公司领益科技将以24.04亿元的现金收购宁波嘉隆、杭州协邦等持有的浙江 向隆合计96.15%股权。交易完成后，浙江向隆将纳入领益智造合并报表范围。 浙江向隆是一家以专业研发、制造、销售汽车等速驱动轴、传动轴为主的汽车零部件厂商，客户广泛覆 盖大众、丰田、长城汽车、比亚迪、蔚来汽车、零跑汽车、广汽、一汽等新能源及燃油车整车厂商，以 及庞巴迪、北极星等全球全地形车头部品 ...

【导读】领益智造拟 以 24.04亿元 深化 汽车产业布局， 并 筹划港股IPO 中国基金报记者 邱德坤 10月29日晚间，领益智造发布公告称， 公司 全资子公司领益科技（深圳）有限公司拟以24.04亿元现金，收购浙江向隆机械有限公司（以 下简称浙江向隆）96.15%的股权 。 据悉，领益智造计划通过上述收购，加速深化在汽车产业的布局，并为迎合汽车电动化、智能化发展趋势及探索AI终端硬件的扩大应用提供 基础。 汽车相关业务是领益智造计划打造的收入增长点之一，而 AI终端硬件 产品已经成为领益智造收入的主要来源，并且海外业务的重要性日益 凸显。 同日晚间， 领益智造 公告称，公司 拟发行H股股票并在香港联交所主板挂牌上市，以进一步推动国际化战略落地，加强海外业务布局，拓 宽海外并购和融资渠道 。 截至10月29日收盘，领益智造股价报16.19元/股，涨幅达2.15%，总市值为1183亿元。 加速深化汽车 产业 布局 公告显示，10月28日，领益智造及领益科技（深圳）有限公司与Venture Equities Management, Inc. （以下简称Venture Equities Management） 、 ...

Core Viewpoint - The company, Lingyi Zhizao, has made significant changes to its fundraising projects within a short period, reallocating funds towards the humanoid robot sector, which is currently a hot topic in the capital market [1][4][8]. Fundraising and Project Changes - In late 2024, Lingyi Zhizao completed a convertible bond issuance, raising a total of 2.137 billion yuan through the issuance of 21.374 million bonds, with the controlling shareholder subscribing to 61.11% of the total [1][2]. - The company announced a major adjustment to its fundraising projects on June 18, 2025, reducing the planned investments in several projects while increasing the budget for carbon fiber and heat dissipation precision components to 743 million yuan [4][8]. - The humanoid robot project has been allocated 50 million yuan, which is considered relatively low compared to other companies in the sector that have raised substantial amounts [8][10]. Project Necessity and Adjustments - The original fundraising plan included six major projects, such as the construction of manufacturing centers and production lines for various products [2][3]. - The necessity of the original projects was questioned after only six months, leading to significant budget cuts for several initiatives, including the Tianxin manufacturing center and smart wearable device production line [4][7]. - The company has indicated that it has existing technological capabilities in humanoid robotics, which it believes will support the new project despite the limited funding [8][10]. Industry Context and Strategic Moves - Lingyi Zhizao has a history of diversifying into new sectors, having previously entered the electric vehicle market and now venturing into humanoid robotics [11][12]. - The company has established itself as a supplier in the Apple supply chain and has connections with major automotive manufacturers through its acquisition of Jiangsu Kedasiteng [12][13]. - The financial performance of Jiangsu Kedasiteng shows promising revenue growth, which could enhance Lingyi Zhizao's market position post-acquisition [13].

时隔不到半年，"果链"龙头企业领益智造（002600）计划收购江苏科达斯特恩汽车科技股份有限公司 （以下简称"江苏科达"）66.46%股权，以此进军汽车饰件行业的事项取得了新的进展。 日前，领益智造披露收购江苏科达的相关草案，根据公告，领益智造拟向8名交易对方发行可转债及支 付现金收购江苏科达66.46%股权，交易价格3.32亿元。同时，拟向不超过35名特定对象发行股份募集配 套资金，金额合计不超过2.07亿元。上述交易尚需监管部门批准。 根据公开信息，江苏科达是一家专注于汽车饰件总成产品的研发、设计、生产和销售的企业，是奇瑞汽 车、上汽集团（600104）、比亚迪（002594）、理想汽车、江淮汽车（600418）等多家知名整车厂商的 Tier1（一级）供应商，主要配套车型包括"智界S7"、"艾瑞泽8"、"星纪元 ES"、"奇瑞 iCarV23"、"荣威 D7"、"捷途X70"、"腾势 D9"、"比亚迪夏"、"比亚迪海豹"、"理想 L7/L8/L9"等。 从江苏科达近年来的业绩来看，公司在2023年度、2024年度分别实现营收8.15亿元、8.99亿元；对应的 归母净利润分别为2531.99万元、4097. ...