1月9日，国盛智科涨5.01%，截至发稿，报32.72元/股，成交1.16亿元，换手率2.75%，总市值43.19亿 元。 资料显示，南通国盛智能科技集团股份有限公司位于江苏省南通市港闸经济开发区永通路2号，成立日 期1999年8月31日，上市日期2020年6月30日，公司主营业务涉及中高档数控机床和高端装备结构件的研 发、生产和销售。主营业务收入构成为：数控机床82.74%，装备部件11.15%，智能自动化生产线 5.41%，其他0.71%。 葛曦累计任职时间287天，现任基金资产总规模30.5亿元，任职期间最佳基金回报2.02%， 任职期间最 差基金回报-1.47%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 宝盈祥和9个月定开混合A（010747）成立日期2022年4月19日，最新规模2104.45万。今年以来收益 0.2%，同类排名8197/8827；近一年收益4.46%，同类排名7251/8084；成立以来收益10.22%。 宝盈祥和9 ...

相关上市企业：沈阳机床（000410）、创世纪（300083）、海天精工（601882）、秦川机床（000837）、乔锋智能（301603）、纽威数控（688697）、国盛 智科（688558）、科德数控（688305）、昊志机电（300503）、华中数控（300161）等。 相关企业：宝鸡机床集团有限公司、安徽嘉村智能科技有限公司等。 关键词：数控车床行业相关政策、数控车床行业产业链、数控系统行业市场规模、数控车床行业市场规模、数控车床进出口数量、数控车床进出口金额、数 控车床行业发展趋势 一、数控车床行业概述 数控机床是数字控制机床的简称，是一种装有程序控制系统的自动化机床。该控制系统能够逻辑地处理具有控制编码或其他符号指令规定的程序，并将其译 码，用代码化的数字表示，通过信息载体输入数控装置。经运算处理由数控装置发出各种控制信号，控制机床的动作，按图纸要求的形状和尺寸，自动地将 零件加工出来。数控机床按照加工功能可分为数控车床、数控铣床、加工中心；按照轴数与联动性可分为三轴机床和五轴联动机床；按照结构形式可分为立 式机床、卧式机床、龙门式机床等。 | | | 数控机床的分类及特点 | | --- | - ...

国盛智科回复称，公司数控机床产品如DHM-X五轴加工中心和MX立式五轴加工中心均可用于民用航空 领域精密部件的加工。同时该产品在产业化过程中还在不断研发和迭代。民用航空领域有一些代表性客 户，但基于保密要求，公司不便透露具体客户信息，敬请理解。 格隆汇1月4日｜有投资者在互动平台向国盛智科提问：请问公司DHM-X五轴加工和MX立式五轴加工中 心可以用于航空航天哪些精密部件加工？该产品是否已量产？航天航空有哪些客户可以介绍一下吗？ ...

格隆汇1月4日｜有投资者在互动平台向国盛智科提问：在贵公司官网看到公司披露跟铂力特有业务往 来，请问是哪方面的业务？有向其提供哪些产品和技术？ 国盛智科回复称，公司与铂力特保持长期合 作关系，并为其提供3D打印设备的精密钣焊件配套。近几年，公司针对金属增材制造领域零部件的精 密切削加工需求，也为其提供数控机床产品。 ...

证券日报网讯12月23日，国盛智科在互动平台回答投资者提问时表示，公司沿着机床产业链形成了数控 机床、智能自动化生产线、装备部件三大板块业务。公司产品应用领域较广，主要围绕机械设备、精密 模具、汽车、新能源、工业阀门、风电、工程机械、民用航空、石油化工、半导体、船舶、工业自动 化、人形机器人、液冷散热等领域的客户应用场景和个性化需求，提供智能制造一体化解决方案。 ...

Group 1 - Shouyao Holdings is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with intermediaries regarding the specifics of the listing [1] - Jiangsu Guoxin's subsidiary, Guoxin Mazhou, has completed the trial operation of a 1000MW coal-fired power unit, which is set to officially commence operations on December 12, 2025 [2] - Yuekang Pharmaceutical's mRNA tumor vaccine has received clinical trial approval from the National Medical Products Administration for treating advanced solid tumors [3] Group 2 - Dongli New Science plans to invest 666 million yuan in the restructuring of SAIC Hongyan, acquiring approximately 14.66% equity post-restructuring [4] - Longsheng Technology is set to invest approximately 350 million yuan in the establishment of an intelligent robot innovation center in Wuxi [5] - Shangwei Co. has received a government subsidy of 2.212 million yuan, which accounts for 13.53% of its audited net profit for 2024 [6] Group 3 - Anglikang has received drug registration certificates for Diclofenac Sodium Enteric-Coated Tablets and approval for a supplemental application for Sacubitril/Valsartan Sodium Tablets [7] - Guangzhou Development has received acceptance notices for the registration of 8 billion yuan in medium-term notes and 6 billion yuan in short-term financing bonds [8] - Kebo Da plans to increase capital by 21.2 million euros (approximately 174 million yuan) in its wholly-owned subsidiary in Germany [9][10] Group 4 - Changguang Huaxin has received a total of 11.6672 million yuan in government subsidies, including 8.0552 million yuan related to income [11] - Haizheng Pharmaceutical's subsidiary has received a European Pharmacopoeia suitability certificate for its raw material [12] - Qianjin Pharmaceutical's subsidiary has received a drug registration certificate for Lurasidone Hydrochloride Tablets, used for treating schizophrenia [13] Group 5 - Daimai Co. has received a warning letter from the Shanghai Securities Regulatory Bureau due to failure to timely disclose a significant event related to a fire incident [14] - ST Changyao's subsidiary has recently ceased production due to financial difficulties and competitive pressures in the photovoltaic industry [15] - Guodian Power is investing in the construction of a 2×1000MW expansion project at the Ganbi Power Plant, with a total dynamic investment of 7.218 billion yuan [16] Group 6 - Kaichuang International's subsidiary has completed the handover of a tuna purse seine vessel, expected to be operational by 2026 [16] - Tieke Rail plans to sign an energy management agreement for a distributed photovoltaic project, which is expected to save approximately 1.441 million yuan in electricity costs over 25 years [18] - Bailian Co. plans to sign a land compensation agreement with Friendship Logistics, with a total compensation of 103 million yuan [19] Group 7 - Dayu Water-saving's subsidiary has been pre-awarded two high-standard farmland construction projects, with total expected amounts of 137 million yuan and 135 million yuan respectively [20] - Tianma Technology reported a total eel output of approximately 1197.15 tons in November, with sales prices ranging from 53,000 yuan/ton to 89,000 yuan/ton [21] - Guorui Technology's subsidiary has been shortlisted for the GXLF project with a bid of 76 million yuan [22] Group 8 - Qingdao Food's deputy general manager has resigned for personal reasons [23] - Guosheng Zhike plans to use up to 900 million yuan of idle funds for cash management [24] - Guodian Nanrui plans to use up to 23 billion yuan of idle funds for entrusted wealth management [25] Group 9 - Jiahuan Energy plans to merge its wholly-owned subsidiary, Zhejiang Jiahuan Hydrogen Peroxide Co., Ltd., through an overall absorption merger [26] - Ganyue Expressway reported vehicle toll service revenue of 309 million yuan for November [27] - Jinling Hotel's chairman has resigned due to work changes [28] Group 10 - Lisheng Pharmaceutical's subsidiary has received drug registration certificates for Apremilast Tablets [29] - Baotai has received a positive opinion from the European Medicines Agency for Gotenfia® for various inflammatory conditions [30] - ST Zhisheng has been awarded a smart city governance project with a bid amount of 104 million yuan [31] Group 11 - Chenxi Aviation and its related personnel have received administrative regulatory measures from the Shaanxi Securities Regulatory Bureau due to financial reporting issues [32] - Portong Medical has appointed Xia Canglan as the new deputy general manager [33] - Maide Medical plans to repurchase shares with a total amount between 20 million and 40 million yuan [34] Group 12 - Jimin Health plans to establish a joint venture with a total investment of 600 million yuan, focusing on AI and software development [35] - Beilu Pharmaceutical has received a drug registration certificate for Pioglitazone Metformin Tablets [36] - Hainan Mining plans to entrust the overall management of the Shiluo Iron Mine to a construction company for three years, with a total contract amount of approximately 818 million yuan [38] Group 13 - Huiyu Pharmaceutical has received a drug registration certificate for Nicardipine Hydrochloride Injection [39] - Baoland has received a government subsidy of 10 million yuan related to income [40] - Qingdao Port has terminated the acquisition of 100% equity in an oil company and 50% equity in Rizhao Shihua due to regulatory concerns [41]

格隆汇12月12日丨国盛智科(688558.SH)公布，根据公司当前的资金使用状况，拟使用不超过人民币 90,000万元（含本数）闲置自有资金进行现金管理，使用期限自董事会审议通过之日起12个月内有效。 在前述额度及期限范围内，资金可循环滚动使用。 ...

Core Viewpoint - Guosheng Zhike (688558.SH) plans to utilize up to RMB 900 million of idle self-owned funds for cash management within a 12-month period following board approval [1] Group 1 - The company intends to use the funds for cash management purposes [1] - The usage period for the funds is effective from the date of board approval and lasts for 12 months [1] - The funds can be used in a rolling manner within the specified limit and timeframe [1]

证券代码：688558 证券简称：国盛智科 公告编号：2025-028 南通国盛智能科技集团股份有限公司 关于使用闲置自有资金进行现金管理的公告 南通国盛智能科技集团股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日召开第四届董事会第三次会议，审议通过了《关于使用闲置自有资金进 行现金管理的议案》，同意公司及子公司在保证不影响自有资金安全和公司正常 生产经营的前提下，使用最高不超过人民币 90,000 万元（含本数）的暂时闲置 自有资金进行现金管理，用于购买安全性高、流动性好、风险可控的存款类产品 或理财产品，包括但不限于结构性存款、定期存款、大额存单、中低风险理财产 品、收益凭证、债券、基金等，使用期限自董事会审议通过之日起 12 个月内有 效。在前述额度及期限范围内，资金可以循环滚动使用。公司董事会授权公司管 理层在上述有效期和额度范围内行使决策权、签署相关文件等，具体事项由公司 财务部负责组织实施。 特别风险提示 为控制风险，公司进行现金管理时，选择安全性高、流动性好、风险可控的 存款类产品或理财产品，总体风险可控，但金融市场受宏观经济影响较大，公司 将根据经济形势以及金融市场的变化适 ...

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]