在香港今年上市交易数量最高的一个月中，苹果与特斯拉的中国电子供应商广东领益智造股份有限公司在香港完成招股上市，募资83亿港元（约合10.6亿美元），股价上市首日走高。

领益智造港股开盘后一度上涨15.9%，至每股11.80港元，发行价为每股10.18港元，随后涨幅收窄，公司市值超190亿美元。本次招股引入多家基石投资者，包括广发基金（GF Fund Management）、Qube Research & Technologies、惠理集团（Value Partners Group）。与此同时，公司深交所A股最大跌幅达7.6%，至16.53元人民币。

本次上市是香港自4月以来规模最大的上市交易。香港本月新股募资总额有望突破50亿美元。为赶在必须更新业绩报告前完成上市，6月已有超20家企业上市。得益于科技新秀的涌现，香港今年新股市场热度高涨。彭博行业研究（Bloomberg Intelligence）预计，香港今年的股票上市交易融资额将超过430亿美元，创下六年新高。

作为智能手机零部件的长期供应商，领益智造目前积极布局人工智能硬件与人形机器人赛道，争取在中国产业重心转向价值更高、技术驱动的领域之际，抓住智能眼镜、可折叠设备和计算服务器等设备需求日益旺盛的机会。

领益智造董事长曾芳勤在公司港股上市首日接受采访时表示：“我们预计，未来至少五年，消费电子向AI数据中心转型的行业趋势将持续上行。”

受益于人工智能终端硬件升级，该公司2025年净利润同比增长42%，达26亿元人民币，营收同比增长16%，至514亿元人民币。今年一季度，汽车及先进空中交通业务拉动公司营收再增10%，净利润则因外汇损失有所下滑。

招股书显示，为了抓住下一个增长周期，领益智造计划将部分融资所得用于扩大其在新兴领域的制造能力，包括AI算力服务器、人形机器人硬件及组装等。

曾芳勤表示，公司目标是两年内实现人工智能相关业务规模超越手机零部件业务。当前苹果等企业因零部件短缺上调产品价格，这为公司抢占人工智能基础设施供应链主导地位创造了机遇。

除人工智能数据中心业务外，领益智造正加码人形机器人产能布局。该公司位于北京的超级工厂今年可量产一万台人形机器人，预计2029年底将产量提升至50万台。曾芳勤确认，特斯拉是公司机器人业务客户之一，公司同时还与众多中美知名企业合作，意在抢占人形机器人大规模部署前的市场先机。

曾芳勤认为，人形机器人将在2028年后迎来大规模商用。

她表示：“我们希望提前完成全方位布局，未来成长为行业领军企业。”

Apple Supplier Lingyi Rises in HK After $1.1 Billion Debut

Lingyi iTech Guangdong Co. a Chinese electronic supplier for Apple Inc. and Tesla Inc., rose in its Hong Kong debut after raising HK$8.3 billion ($1.06 billion) in a share sale, part of the city’s busiest month for listings this year.

Lingyi shares rose as much as 15.9% to HK$11.80 in early trading from the listing price of HK$10.18 apiece, before paring gains, giving the company a market value of more than $19 billion. The offering attracted cornerstone investors including GF Fund Management Co., Qube Research & Technologies and Value Partners Group Ltd. Lingyi shares in Shenzhen fell as much a 7.6% to 16.53 yuan.

Lingyi’s listing was the biggest since April in Hong Kong, where maiden share sales are poised to raise more than $5 billion this month. More than 20 companies are coming to the market in June, before they would have to update financial statements. Offerings in the city have boomed this year, thanks to a wave of technology debutants. Bloomberg Intelligence expects the city’s listing proceeds to top $43 billion, which would be a six-year high.

A long-term supplier of smartphone components, Lingyi is betting on artificial intelligence hardware and humanoid robotics, aiming to capture growing demand for devices such as smart glasses, foldable devices and computing servers, as the country shifts its industrial focus toward higher-value, technology-driven production.

“We see the trend from electronic consumers going to AI data centers is really going up for at least the next five years,” Lingyi’s chairman Zeng Fangqin told Bloomberg Television on Friday after the company’s stock debut in Hong Kong.

The company reported 2025 net income rising 42% to 2.6 billion yuan and revenue up 16% to 51.4 billion yuan, driven by upgrades in AI-driven terminal hardware. Revenue rose a further 10% in the first quarter this year, supported by growth in automotive and advanced air mobility segment, while net profit fell due to foreign exchange losses.

To capture the next growth cycle, Lingyi plans to use part of the listing proceeds to expand its manufacturing capabilities in emerging areas, including AI computing servers, humanoid robot hardware and assembly, according to its prospectus.

The company’s vision is to have its AI-related business surpass its core smartphone component business in two years, as Lingyi sees the ongoing component shortage that forced companies like Apple to hike prices of their products an opportunity to dominate the supply chain for AI infrastructure, according to Zeng.

Aside from AI data center, Lingyi is doubling down on the production of humanoids. The company’s superfactory in Beijing can churn out 10,000 humanoid this year and will ramp up production to 500,000 by the end of the decade. Zeng confirmed that Tesla is a client for its robotic production business, among other big names in China and the US as Lingyi seeks to capture demand for humanoid robots ahead of its massive deployment.

Zeng sees large-scale use of humanoids after 2028.

“We would like to do all these supports in the beginning and then one day we can really become top players in the industry,” she said.