Core Insights - The launch of the Beijing Intelligent Manufacturing Super Factory by Lingyi Zhizao marks a significant step in the development of a one-stop intelligent robot manufacturing base [2][4] - The factory aims to provide a full chain of services from precision structural components to core modules and complete machine assembly and testing [2][4] Production Capacity - The factory is projected to achieve a production capacity of 10,000 units in 2026, increasing to 20,000 units in 2027, and reaching 500,000 units by 2030 [2][4] - This initiative is intended to establish a core intelligent manufacturing platform for the embodied intelligence industry in the Beijing-Tianjin-Hebei region [2][4] Partnerships and Collaborations - During the launch event, Lingyi Zhizao signed agreements with initial partners including the Beijing Humanoid Robot Innovation Center, Magic Atom, and Yuanluo Technology [2][4] - The company has already secured potential clients, which will accelerate the industrialization of embodied intelligent robots [2][4]

Group 1 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]

Core Insights - The launch of the Beijing embodied intelligence super factory marks a significant step in the company's strategy to become a top global player in embodied intelligence hardware manufacturing, with a planned annual capacity of 500,000 units by 2030 [1][11] - The factory is a key component of the company's "three-in-one" strategy, focusing on core components, comprehensive hardware manufacturing services, and the development of application scenarios for robots [3][14] Strategic Implementation - The company announced its "All in Embodied Intelligence" strategy in June 2025, leveraging nearly 20 years of experience in precision manufacturing to transition into the robotics sector [3][14] - The Beijing super factory is part of a global network of four embodied intelligence manufacturing bases, which includes locations in Chengdu, Dongguan, and India, aimed at enhancing production capacity and efficiency [3][14] Manufacturing Capabilities - The Beijing super factory will provide a one-stop manufacturing service, covering precision structural components, core modules, and complete machine assembly and testing [4][14] - The factory aims to achieve a production capacity of 10,000 units in 2026, expanding to 20,000 units in 2027, and reaching the target of 500,000 units by 2030 [4][14] Business Breakthroughs - The company has integrated resources from nine subsidiaries to form a robust operational team of over 2,000 personnel and a core R&D team of more than 100, ensuring scalability [6][16] - By December 2025, the company had completed over 5,000 units of humanoid robot hardware and assembly services, demonstrating its capability for large-scale service delivery [6][16] Hardware Manufacturing - The company has consolidated various manufacturing processes, including CNC, die-casting, 3D printing, and MIM, to create a comprehensive hardware manufacturing service system [7][17] - The company offers customizable solutions for both hardware and software, allowing for tailored products that meet diverse client needs [6][16] Application Scenarios - The company has gained industry recognition by winning multiple awards at the 2025 World Robot Conference and showcasing a multi-robot system at CES, which enhances collaborative capabilities in various automation tasks [18] - The company has trained various robot models for complex tasks across agriculture, culture, and commerce, further expanding its application scenarios [18] Future Outlook - The super factory is seen as a catalyst for building an open and collaborative industrial ecosystem, with the company emphasizing the importance of talent and industry chain in the Yizhuang area [19][20] - The company has established long-term partnerships with numerous leading firms, enhancing its delivery capabilities and standardizing production lines [9][20]

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 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].