为苏州汽车零部件及汽车电子产业发展再添新动能，昨天（12月29日），领益智造汽车战略事业群 整合暨启航仪式在相城区举行。市委副书记、市长吴庆文，领益智造董事长曾芳勤出席。 副市长毛伟、相城区主要负责同志等参加。 活动现场，领益智造与科达斯特恩、浙江向隆机械进行了股权交割签约。通过此次并购，领益将完 善从动力电池结构件到新能源汽车饰件、动力传动系统轴件的产品布局，加快实现汽车零部件业务资源 整合。 近年来，相城把汽车电子（芯片）产业作为因地制宜发展新质生产力的核心赛道，初步构建起全产 业链布局，今年预计汽车电子产业规模将突破400亿元。 领益智造是人工智能终端硬件核心供应商，在全球范围内为客户提供精密功能件、结构件、模组等 一站式智能制造服务及解决方案。目前，领益已在相城区落户7家公司，涉及3C消费电子、智能穿戴、 智能家居、新能源汽车核心部件等重点领域。今年8月，领益智造与相城区政府签署协议，将携手打造 百亿级汽车零部件与人工智能硬件集群，目前相关项目加快推进、进展顺利。 ...

长江商报消息 ●长江商报记者 沈右荣 收购资产，"果链"龙头企业领益智造（002600.SZ）再出手。 12月22日晚，领益智造官宣，拟出资8.75亿元收购东莞市立敏达电子科技有限公司（以下简称"立敏达"或"目标公 司"）35%股权。 本次收购存在高溢价。截至2025年9月末，立敏达净资产仅为7127.02万元，而其估值高达25.10亿元，溢价率逾34 倍。 领益智造表示，本次交易有助于公司快速获得境内外特定客户服务器液冷散热业务的技术储备与客户认证资质， 可与公司现有服务器业务形成战略协同效应。 2025年初以来，AI算力服务器液冷概念火爆。通过本次交易，领益智造也将顺利切入这一赛道。 除了深耕AI终端，领益智造还布局有汽车及低空经济产业，且已经形成了一定规模。近期，公司还收购了江苏科 达，加码汽车产业布局。 领益智造具备较强盈利能力。2025年前三季度，公司盈利超19亿元。2019年以来，公司年度归母净利润均超过10 亿元。 领益智造正在冲击港股市场，加码全球化。2025年上半年，公司境外收入占比约74%。 目标公司立敏达成立于2009年6月16日，注册资本1336.96万元。截至2025年9月30日，立 ...

长江商报消息 ●长江商报记者 汪静 "果链"龙头企业领益智造（002600.SZ）抛出大手笔理财计划。 12月5日，领益智造发布公告，公司及控股子公司计划动用不超过40亿元闲置自有资金进行委托理财。 长江商报记者注意到，在2018年亏损后，领益智造此后持续盈利。2019年—2025年前三季度，七年不到的时间 内，领益智造归母净利润累计高达126.82亿元。 作为"果链"龙头，领益智造海外市场开拓成效明显，2025年上半年，公司境外市场销售收入为175.32亿元，同比 增长28.03%，占当期营业收入的比重为74.21%。 与此同时，公司重启赴港上市计划。2025年9月29日，公司发布筹划发行H股股票并在港交所上市的提示性公告。 11月20日，公司向港交所递交H股发行上市申请。12月2日，公司发布公告称，本次发行上市的备案申请材料已被 中国证监会接收。 拟投40亿闲置资金理财 12月5日，领益智造发布公告，公司及控股子公司计划动用不超过40亿元闲置自有资金进行委托理财，额度范围内 资金可以循环滚动使用。且公司将按照相关规定严格控制风险，对投资产品进行严格评估、筛选，选择安全性 高、流动性好、中低风险、稳健的金融 ...

Core Viewpoint - Lingyi Zhizao has submitted an application for an H-share IPO on the Hong Kong Stock Exchange to enhance its investment in AI hardware and intelligent manufacturing sectors [1][6]. Company Overview - Lingyi Zhizao is an AI hardware intelligent manufacturing platform company founded in 2006, listed on the Shenzhen Stock Exchange in 2018, and aims to provide one-stop intelligent manufacturing services globally [2][4]. - The company specializes in precision components, structural parts, and modules, with applications in AI terminal devices, robotics, enterprise servers, automotive, and low-altitude economy sectors [2]. Financial Performance - The company's revenue for 2022, 2023, 2024, and the first three quarters of 2025 were CNY 345.03 billion, CNY 341.54 billion, CNY 442.60 billion, and CNY 375.90 billion respectively, with net profits of CNY 15.60 billion, CNY 20.14 billion, CNY 17.61 billion, and CNY 19.66 billion [4][5]. - The gross profit margin has shown fluctuations, with 19.8% in 2022, 18.7% in 2023, and 14.4% in 2024, indicating a need for improved cost management [5]. Market Position - According to Frost & Sullivan, Lingyi Zhizao ranks first in the global AI terminal device high-precision components market and third in the AI terminal device intelligent manufacturing platform market [4][6]. - The global market for high-precision intelligent manufacturing platforms is projected to grow from USD 262.8 billion in 2020 to USD 301.9 billion in 2024, with a compound annual growth rate (CAGR) of 3.5% [6]. Strategic Initiatives - The company plans to enhance its R&D capabilities, production capacity, and core manufacturing processes through the IPO proceeds, focusing on AI computing servers, humanoid robot hardware, and AI optical communication infrastructure [7]. - Lingyi Zhizao aims to acquire advanced automation equipment to expand production lines, improving performance, functionality, and energy efficiency to meet the growing demand for key components [7].

Core Viewpoint - Lingyi Zhizao has submitted an application for an H-share IPO on the Hong Kong Stock Exchange, aiming to enhance its investment in AI hardware and intelligent manufacturing sectors [1][2]. Group 1: Company Overview - Lingyi Zhizao is an AI hardware intelligent manufacturing platform company, established in 2006 and listed on the Shenzhen Stock Exchange in 2018, providing one-stop intelligent manufacturing services and solutions globally [1][2]. - The company focuses on emerging applications such as humanoid robots, AI glasses, extended reality devices, foldable screens, and servers [2]. Group 2: Financial Performance - According to the prospectus, Lingyi Zhizao's revenue for 2022, 2023, 2024, and the first three quarters of 2025 were CNY 34.50 billion, CNY 34.15 billion, CNY 44.26 billion, and CNY 37.59 billion respectively [3][4]. - The net profit figures for the same periods were CNY 1.56 billion, CNY 2.01 billion, CNY 1.76 billion, and CNY 1.97 billion respectively [3][4]. Group 3: Market Position - Based on Frost & Sullivan data, Lingyi Zhizao ranks first in the global AI terminal device high-precision components market and third in the global AI terminal device high-precision intelligent manufacturing platform market as of 2024 [3]. - The company has established itself as a key player in the AI hardware ecosystem, serving major clients in the AI terminal device, new energy vehicle, and social networking sectors [3].

Core Viewpoint - The company, Lingyi Technology, has submitted an application for an H-share IPO on the Hong Kong Stock Exchange to enhance its investment in AI hardware and intelligent manufacturing sectors [2][9]. Group 1: Company Overview - Lingyi Technology is an AI hardware intelligent manufacturing platform established in 2006 and listed on the Shenzhen Stock Exchange in 2018, providing one-stop intelligent manufacturing services and solutions globally [2][4]. - The company focuses on humanoid robots, AI computing servers, and terminal devices, having achieved mass production in robot assembly and developed core technologies such as servo motors and motion controllers [4][9]. Group 2: Market Position and Financial Performance - According to Frost & Sullivan, Lingyi Technology ranks first in the global AI terminal device high-precision components market and third in the AI terminal device high-precision intelligent manufacturing platform market [5]. - The company's revenue for 2022, 2023, 2024, and the first three quarters of 2025 was 34.50 billion, 34.15 billion, 44.26 billion, and 37.59 billion RMB, respectively, with net profits of 1.56 billion, 2.01 billion, 1.76 billion, and 1.97 billion RMB [5][6]. Group 3: Market Trends and Growth Opportunities - The global high-precision intelligent manufacturing platform market is projected to grow from $262.8 billion in 2020 to $301.9 billion in 2024, with a compound annual growth rate (CAGR) of 3.5% [8]. - The company aims to enhance its R&D capabilities and production capacity through the IPO, focusing on AI computing servers, humanoid robot hardware, and AI optical communication infrastructure to capture emerging market opportunities [9].

Group 1: Company Overview - Anjie Technology's core business is in consumer electronics, focusing on precision functional and structural components for smart devices like smartphones and laptops, maintaining stable strategic partnerships with major global brands [2] - The company is actively developing in emerging technology fields, including AI glasses, humanoid robots, and foldable screens, aligning product development with customer needs [2] Group 2: Global Expansion - Anjie Technology has accelerated its global layout with operational factories in Thailand and the USA, achieving mass production and delivery of various products, while the Vietnam factory is preparing for production [3] - The company aims to enhance its international R&D, production, and supply chain capabilities to strengthen its global competitive advantage [3] Group 3: New Energy Vehicle Business - In the new energy vehicle sector, Anjie Technology provides components for battery modules, cooling systems, charging ports, and high-voltage connectors, while also entering the high-power wireless charging system market [4] - The company plans to follow industry technology trends, focusing on innovation and product upgrades, while expanding its customer base and market presence in the new energy vehicle sector [4]

Group 1: Company Overview - Suzhou Anjie Technology Co., Ltd. is engaged in the production of precision components for consumer electronics, with a focus on smartphones, laptops, and all-in-one devices [2][3]. - The company maintains stable strategic partnerships with numerous core consumer electronics brands both domestically and internationally, ensuring steady growth in its consumer electronics business [3]. Group 2: Product Development and Innovation - Anjie Technology is actively exploring emerging technologies, including smart glasses, and is developing related products and technologies in response to customer needs [3]. - The company is expanding its capabilities in humanoid robotics and plans to accelerate business development and technical cooperation based on market demand [3]. Group 3: Market Opportunities - The company is focusing on the development of technologies related to foldable screens, recognizing it as a new growth point in the smart terminal market [3]. - Anjie Technology is enhancing its international product development and supply chain capabilities, with factories in Thailand and the USA already in operation, and a factory in Vietnam nearing production readiness [5]. Group 4: New Energy Vehicle Sector - Currently, the company provides precision components for electric vehicle battery modules, cooling systems, charging ports, and high-voltage connection components, while also entering the wireless charging system market for electric vehicles [6]. - Future plans include strengthening technological innovation and product upgrades in the new energy vehicle sector, aiming to expand market share and develop new domestic and international customers [6]. Group 5: Compliance and Disclosure - The company adhered to information disclosure regulations during the investor relations activity, ensuring no significant undisclosed information was leaked [7].

Core Viewpoint - The company, Boshuo Technology, confirmed that its main products in the new energy and automotive sectors are precision functional components primarily related to lithium batteries, and it has not yet ventured into sodium-ion batteries [2] Group 1: Company Products - The company produces products such as aerogel thermal insulation cotton, thermal insulation pads, top insulation cotton, and side panels specifically for lithium batteries [2] - The company has not yet developed products for sodium-ion batteries, indicating a focused approach on lithium technology [2]

Group 1 - The company, Boshuo Technology (300951.SZ), focuses on precision functional components in the new energy and automotive sectors, particularly in power and energy storage batteries [1] - The main type of battery involved is lithium batteries, and the company has not yet ventured into sodium-ion batteries [1]