广东领益智造股份有限公司关于回购股份及股东持股情况公告详细解读

公告要点综述

广东领益智造股份有限公司（证券代码：002600，证券简称：领益智造）于2026年3月26日召开第六届董事会第二十三次会议，审议通过了《关于回购公司股份方案的议案》，并于2026年3月28日在巨潮资讯网发布了相关决议公告。此次回购股份事项严格遵循《公司法》《证券法》《上市公司股份回购规则》及深圳证券交易所相关自律监管指引等法律法规，公司章程亦作相应规定。

股东结构及持股比例揭示

本次公告特别披露了截至董事会公告回购股份决议前一个交易日（2026年3月27日）登记在册的前十名股东及前十名无限售条件股东的持股数量及比例。具体如下：

• 领胜投资（江苏）有限公司持股4,139,524,021股，占总股本56.64%，无限售条件股份比例57.50%——为绝对控股股东，对公司治理和决策拥有决定性影响。
• 香港中央结算有限公司持股170,177,857股，占总股本2.33%，无限售条件股份比例2.36%——通常代表境外资金或QFII持股，体现公司受海外资本关注。
• 曾芳勤持股108,536,846股，占总股本1.49%，但无限售条件股东排名未见。
• 张强持股32,280,900股，占总股本0.44%，无限售条件股份比例0.45%。
• 中国建设银行股份有限公司－易方达国证机器人产业ETF、中国工商银行股份有限公司－华泰柏瑞沪深300ETF、嘉实中证稀土产业ETF等多家公募基金分别持有约2,900万股至2,600万股，均占比0.36%至0.41%，显示公司受到机构投资者关注。
• 广东领益智造股份有限公司－2025年员工持股计划及2024年员工持股计划分别持有26,400,000股及18,020,924股，合计占比约0.61%，反映公司员工激励机制。
• 阿布达比投资局－自有资金持股16,338,600股，占无限售条件股份0.23%，显示国际资本逐步布局。

对投资者的影响及价格敏感信息分析

• 股份回购方案：公司回购方案的审议通过及公告，通常是公司管理层对自身股价及未来前景的信心体现，可能对二级市场股价产生正面影响。股份回购也可能改善每股收益，增强股东回报。
• 控股股东持股稳定：领胜投资（江苏）有限公司持股比例极高，显示公司控制权集中，短期内不会因股权分散而失控。
• 机构与国际资金参与：公募基金、阿布达比投资局及香港中央结算公司等机构持股，显示公司受资本市场欢迎，有利于提升流动性和市场关注度。
• 员工持股计划：公司员工持股计划持续推进，反映企业治理、激励机制健康，有助于公司长期稳定发展。
• 无限售条件股份结构：无限售条件股份占比较高，意味着流通盘充足，交易活跃。

其他重要事项

公告明确了合并普通账户和融资融券信用账户后的持股数量，进一步提升信息透明度。公司董事会承诺公告内容真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏。

投资者须关注事项

此次股份回购方案及股东结构变化为价格敏感信息，若回购方案正式实施，可能对公司股价形成支撑。投资者需密切关注后续回购进度、回购价格及规模等细节公告。此外，控股股东及机构持股比例、员工持股计划进展等均为重要参考指标。

风险提示及免责声明

本文章仅为信息披露公告的解读，内容不构成投资建议。投资者应结合自身风险偏好，关注公司后续公告及回购方案实际执行情况，谨慎决策。

English Version

LY iTech’s Share Buyback and Top Shareholder Structure Announcement: In-depth Highlights for Investors

Summary of Key Points

Guangdong LY iTech Co., Ltd. (Stock code: 002600, Stock short name: LY iTech) convened its 23rd meeting of the sixth Board of Directors on March 26, 2026, and approved the “Share Buyback Proposal”. Detailed resolutions were published on March 28, 2026, on CNINFO. The buyback strictly follows the Company Law, Securities Law, Share Buyback Regulations, and relevant Shenzhen Stock Exchange self-regulatory guidelines, as well as the company’s articles.

Shareholder Structure & Holdings Breakdown

The announcement specifically disclosed the names, shareholdings, and proportions of the top ten shareholders and top ten unrestricted shareholders as of the trading day immediately preceding the buyback resolution (March 27, 2026):

• Lingsheng Investment (Jiangsu) Co., Ltd. holds 4,139,524,021 shares, representing 56.64% of total equity, 57.50% of unrestricted shares—this absolute controlling shareholder has decisive influence over company governance and direction.
• Hong Kong Securities Clearing Company holds 170,177,857 shares (2.33% total equity, 2.36% unrestricted), indicating interest from overseas/QFII investors.
• Zeng Fangqin holds 108,536,846 shares (1.49% total equity) but is not among the top unrestricted shareholders.
• Zhang Qiang holds 32,280,900 shares (0.44% total equity, 0.45% unrestricted).
• Multiple public funds, including CCB-E Fund CSI Robotics Industry ETF, ICBC-Huatai-PB CSI 300 ETF, CCB-JiaShi Rare Earth Industry ETF, etc., each hold 26M-29M shares (0.36%-0.41%), demonstrating institutional investor interest.
• LY iTech 2025 Employee Shareholding Plan and 2024 Employee Shareholding Plan together hold about 44M shares (~0.61%), indicating active employee incentive mechanisms.
• Abu Dhabi Investment Authority – Own Funds holds 16,338,600 shares (0.23% unrestricted), signaling increasing international capital participation.

Implications for Investors & Price-sensitive Information

• Share Buyback Proposal: Approval and announcement of a share buyback often reflect management confidence in the company’s prospects and may positively impact share price. The buyback may also improve EPS and shareholder returns.
• Controlling Shareholder Stability: The extremely high holding of Lingsheng Investment (Jiangsu) shows concentrated control—unlikely to see changes in company control in the short term.
• Institutional & International Holdings: The presence of public funds, Abu Dhabi Investment Authority, and HK Clearing Company highlights the company’s popularity among capital markets, improving liquidity and visibility.
• Employee Shareholding Plans: Ongoing employee share plans signal healthy governance and incentives, supporting long-term company stability.
• Unrestricted Share Structure: High proportion of unrestricted shares means sufficient liquidity and active trading.

Other Noteworthy Details

The announcement clarifies shareholdings are consolidated across ordinary and margin accounts, enhancing transparency. The Board guarantees the truth, accuracy, and completeness of the disclosure, with no false statements or material omissions.

Investor Focus Points

Both the share buyback plan and changes in shareholder structure are price-sensitive. If the buyback proceeds, it could provide share price support. Investors should closely monitor follow-up announcements on buyback progress, price, and scale, as well as controlling shareholder, institutional, and employee shareholding developments.

Risk Notice & Disclaimer

This article is an interpretation of the official disclosure and does not constitute investment advice. Investors should consider their risk tolerance, monitor subsequent company announcements, and act cautiously.

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