投资者及其一致行动人保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 证券代码：603088 证券简称：宁波精达 公告编号：2025-061 宁波精达成形装备股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 17.31% 权益变动后合计比例 16.88% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ | 一致行动人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | ...

格隆汇12月18日丨宁波精达(603088.SH)公布，公司于2025年12月18日收到股东郑功出具的告知函， 2025年12月16日至2025年12月18日，股东郑功通过集中竞价方式减持公司股份217.78万股。郑功及一致 行动人合计持有公司股份比例由17.31%变为16.88%，权益变动触及1%刻度线。 ...

Core Points - The Shanghai Composite Index closed at 3867.04 points, above the annual line, with an increase of 1.10% [1] - The total trading volume of A-shares reached 1.367165 trillion yuan [1] - A total of 74 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates include Hanxin Technology (10.28%), Jiaying Pharmaceutical (8.17%), and Runpu Food (6.44%) [1] - Other stocks that just crossed the annual line include ST Qibu, Yinghuatech, and Jiangxi Changyun, which have lower deviation rates [1] Trading Data - The trading performance of selected stocks shows significant daily changes, with Hanxin Technology leading with a daily increase of 13.96% and a turnover rate of 26.99% [1] - Jiaying Pharmaceutical and Runpu Food also showed strong daily increases of 9.96% and 9.35%, respectively [1] Additional Stock Information - Other notable stocks with positive performance include Yongji Co. (7.50%), Kaiwang Technology (13.86%), and Chuanhuan Technology (7.57%) [1] - The table lists various stocks with their respective trading data, including daily change percentages, turnover rates, annual line prices, latest prices, and deviation rates [1][2]

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

作为宁波国资下属唯一的装备制造上市企业，未来将持续并购整合不同成形技术的装备，实现成为上市 装备平台的目标。 "十四五"时期，宁波精达在换热器装备、精密压力机两大核心业务上实现关键突破。换热器装备业务方 面，受节能政策及以旧换新政策刺激，宁波精达通过实现微通道、小管径、铝代铜等方面的技术积累， 自主研发并确立了换热器专用胀管机、换热器发夹型弯管机等五项国家行业标准，目前产品已拓展至海 外60多个国家和地区。微通道装备及高速精密压力机装备业务高速发展，其中新能源压力机装备成长为 公司占比最大的业务，目前该业务已成为公司的第二增长极。 在资本市场整合方面，2025年，宁波精达完成了对无锡微研的收购，新增精密模具、微孔电火花机床等 业务。宁波精达表示，该次并购是公司上市10多年来迈出的第一步。 "收购无锡微研之后，双方在技术、客户资源、销售、内部管理等方面发挥协同效应，该次并购亦支撑 宁波精达实现向定制化成形技术及装备综合服务商转型的战略规划。"宁波精达表示。 在稳健经营的基础之上，宁波精达注重投资者回报，自上市后共分红11次，累计分红6.46亿元，近几年 股息率都保持在3%以上。 "'十四五'的五年对宁波精达发展 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司美国业务市场占比多少？ 宁波精达（603088.SH）12月9日在投资者互动平台表示，尊敬的投资者您好，北美市场是公司近年来 重点发展的业务区域之一，公司和无锡微研分别在美国设有公司，具体经营数据请参阅公司定期报告。 ...

证券日报网讯12月9日，宁波精达（603088）在互动平台回答投资者提问时表示，装备企业订单周期和 生产周期较长，收入确认呈现非线性状态，公司四季度盈利环比应该会有回转。 ...

证券日报网讯12月9日，宁波精达（603088）在互动平台回答投资者提问时表示，公司以技术发展为 先，关注产业链数字化转型，长期致力于成形成套装备的研发生产制造。 ...

证券日报网讯12月9日，宁波精达（603088）在互动平台回答投资者提问时表示，公司海外出口占比不 高，汇率影响相对较小，出海战略是公司积极实施经营扩展路径之一。 ...

Investment Rating - The industry investment rating is "Recommended" [3] Core Viewpoints - The machine tool industry exhibits significant structural growth characteristics, with high-end manufacturing and exports being the core driving forces. The metal cutting machine tool segment achieved a revenue growth of 10.8%, production growth of 14.8%, and export growth of 13.6%, significantly outperforming the overall industry level. This reflects the rigid demand for high-end processing equipment in high-tech fields such as aerospace, new energy vehicles, and precision molds [4][6] - The overall industry shows a structure of "stable domestically and growing externally," with growth momentum shifting from scale expansion to technological leadership and global market expansion. Short-term prosperity is constrained, but there are marginal improvement signals from policy expectations and inventory adjustments [6][7] Summary by Sections Recent Trends - From January to October 2025, the machine tool industry achieved a total operating income of 851.1 billion yuan, a year-on-year increase of 1.5%. The metal cutting machine tool segment saw a year-on-year revenue increase of 10.8%, while the metal forming machine tool segment grew by 7.5%. New orders for metal processing machine tools increased by 7.3%, and the backlog of orders grew by 4.3% [3][4] Import and Export Data - The total import and export value of machine tool products reached 27.42 billion USD, a year-on-year increase of 5.7%. The import value was 8.48 billion USD, up 1.4%, while the export value was 18.94 billion USD, increasing by 7.7%. Specifically, the import value of metal cutting machine tools was 3.95 billion USD (up 0.6%), and the export value was 5.10 billion USD (up 13.6%). For metal forming machine tools, the import value was 520 million USD (down 9.8%), while the export value surged to 2.80 billion USD (up 38.2%) [4][6] Investment Recommendations - The current industry export performance is better than domestic demand, driven by global supply chain restructuring and industrialization needs in emerging markets. The report suggests focusing on companies with core technological capabilities, outstanding internationalization, and the ability to respond quickly to small and medium-sized enterprises. Recommended stocks include Kede CNC, Haitian Precision, Huazhong CNC, and others [6][7]