1 月 26 日，科创板工业母机龙头浙海德曼（688577.SH）披露2026年度向特定对象发行股票预案，计划募集资金总 额不超过15.17亿元，聚焦高端复合化机床产业化、高端精密机床与机器人硬件智造研发及补充流动资金三大方向。 据悉，此次定增既是公司响应高端数控机床国产替代浪潮的关键布局，也是公司切入机器人核心赛道、构建双增长 引擎的战略举措，引发行业广泛关注。 15.17亿元投向三大板块 作为一家深耕工业母机领域三十余年的科创板上市公司，浙海德曼专注于数控车床研发、设计、生产和销售，致力 于高精密数控车床的核心制造和技术突破，是国家级高新技术企业、工信部专精特新"小巨人"企业。 根据前瞻产业研究院统计，浙海德曼所在的数控机床市场规模已由2020年的3260亿元增长至2024年的4325亿元，复 合增长率达7.32%，呈现稳定的增长态势，预计到2029年，市场规模将突破6000亿元。 广阔的行业发展前景成为浙海德曼此次定增的基础。根据预案，本次定增募集资金总额上限为15.17亿元，扣除发行 费用后将全额投向三大领域，精准匹配公司"高端化+智能化"发展战略：一是高端复合化机床产业化项目，重点推进 高端数控车床 ...

浙海德曼近年来业绩却面临较大压力。2022年至2024年，归母净利润连续三年下滑，下滑幅度分别为 18.25%、50.71%和12.27%。尽管2025年第三季度业绩有所回暖，截至2025年9月30日，公司货币资金余 额仅为6536万元，较上年同期大幅减少，资金压力明显。 （文章来源：每日经济新闻） 值得注意的是，业绩回暖的同时，二级市场上似乎并未"买账"。自2025年三季报发布以来的三个月间， 浙海德曼股价已跌落近三成，这反映出投资者对公司未来发展的信心不足。尽管公司计划通过募投项目 实现高端数控机床的规模化生产，但高端数控机床市场竞争激烈，技术迭代迅速，公司需要确保其技术 升级能够精准匹配市场需求，避免出现产品滞销或技术落后的风险。此外，公司还需在项目实施过程中 优化资金使用效率，合理规划资金投入，确保募投项目顺利推进，同时维持日常运营。 笔者认为，在当前的市场环境下，浙海德曼需要通过更透明的信息披露和积极的市场沟通，重建投资者 信心。公司应详细披露募投项目的具体规划、技术路线、预期收益等信息，让投资者能够清晰了解公司 的发展战略和决策依据。同时，公司还需优化资金管理，强化市场沟通，及时回应市场关切，通过 ...

中国经济网北京1月27日讯 浙海德曼(688577.SH)昨晚披露的2026年度向特定对象发行股票预案显示，公司本次发行拟募集资金总额不超 过151,700.00万元（含本数），募集资金在扣除相关发行费用后的募集资金净额将全部用于以下项目：高端复合化机床产业化项目、高端精密 机床与机器人硬件智造研发项目、补充流动资金。 | | | | 单位: 万元 | | --- | --- | --- | --- | | 序号 | 项目名称 | 拟投资总额 | 拟使用募集资金金额 | | | 高端复合化机床产业化项目 | 91,739.95 | 91,739.95 | | 2 | 高端精密机床与机器人硬件智造研发项目 | 24,960.05 | 24,960.05 | | 3 | 补充流动资金 | 35,000.00 | 35.000.00 | | | 合计 | 151,700.00 | 151,700.00 | 本次向特定对象发行股票的数量按照募集资金总额除以发行价格确定，且不超过本次发行前公司总股本的30%，即不超过33,383,918股 （含本数）。最终发行数量由公司股东会授权董事会在本次发行取得中国证监会作出准予注 ...

Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]

| | | 1月26日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 德龙汇能 | 不涉及芯片及相关业务 | | | 东方日升 | 光伏产品未直接向商业航天卫星公司供货 | | 项目投资 | 川环科技 | 拟约11亿元投建川环科技(华东)智造总部基地 | | 合同中标 | 山科智能 | 中标智慧水务平台开发项目 | | 业绩换告 | 均胜电子 | 预计2025年归母净利润约13.5亿元,同比增长40.56% | | 股权转让 | 紫金矿业 | 拟收购AlliedGold Corporation 100%股权 | | 回购 | 吉祥航空 | 已实际回购1.67%公司股份 | | 增减持 | 开普检测 | 董事长姚致清拟减持不超过3%股份 | | 其他 | 浙海德曼 | 拟定增募资不超15.17亿元 | | | 特宝生物 | 拟发行可转债募资不超15.33亿元 片脂磨汇 | 【热点】 浙文互联(600986.SH)：旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到 1%，占比较小 东方日升(300118.SZ)：光伏产品未直接向 ...

Core Viewpoint - Zhejiang Haideman Intelligent Equipment Co., Ltd. plans to issue shares to no more than 35 specific investors, which is expected to dilute the immediate returns for existing shareholders due to the gradual release of anticipated project returns from the raised funds [1][6]. Financial Impact Analysis - The company assumes that the macroeconomic environment, industry policies, and operational conditions remain unchanged for the financial impact assessment of the share issuance [2]. - The total amount to be raised from the issuance is estimated at 1,517 million yuan, excluding issuance costs [2]. - Before the issuance, the total share capital is 111,279,729 shares, and after issuing up to 33,383,918 shares, the total will be 144,663,647 shares [3]. - The company reported a net profit of 30.89 million yuan for the first three quarters of 2025, with a projected annual net profit for 2025 and 2026 based on various scenarios [3][4]. Necessity and Reasonableness of the Issuance - The fundraising projects have been rigorously evaluated and are deemed necessary to enhance the company's core competitiveness and sustainable development capabilities [7]. - The funds will be allocated to projects related to high-end composite machine tools and precision machine tool R&D, as well as to supplement working capital [8]. Relationship with Existing Business - The company specializes in the R&D, design, production, and sales of CNC machine tools, focusing on high-precision technology [8]. - The projects funded by the issuance aim to expand production capacity and enhance product offerings in response to market demands [8]. Measures to Mitigate Dilution of Immediate Returns - The company plans to enhance product R&D and market expansion, improve operational efficiency, and ensure proper management of raised funds to mitigate the dilution of immediate returns [14]. - Specific measures include increasing R&D efforts, optimizing daily operations, and maintaining a stable profit distribution system [14][15][16]. Commitments from Company Executives - Company executives have committed to fulfilling the measures to compensate for the dilution of immediate returns, ensuring no unfair benefits are provided to other parties [19][21]. - The commitments include adherence to regulations and ensuring that the interests of all shareholders are protected [19][21].

智通财经APP讯，浙海德曼(688577.SH)发布公告，公司拟向特定对象发行股票，募集资金总额不超过 15.17亿元(含本数)，募集资金在扣除相关发行费用后的募集资金净额将全部用于：高端复合化机床产业 化项目、高端精密机床与机器人硬件智造研发项目、补充流动资金。 ...

Group 1 - Evert plans to acquire equity in Shengpu Co., with stock suspension starting January 27, 2026, expected to last no more than 10 trading days [5] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually for three years [5] - Sanxiang Bio has developed a CE-certified Nipah virus nucleic acid testing kit and a domestic research version, responding to the Nipah virus outbreak in India [9][10] Group 2 - Sangfor Health expects a Q4 net profit of approximately 2.5 billion yuan, a 1097% increase from the previous quarter, driven by a significant payment from Pfizer for the 707 project [2] - Puran Co. anticipates a Q4 net profit of about 1.46 billion yuan, a 696% increase from Q3, despite an annual decrease of approximately 29.89% [3][4] - Chip Source Micro expects a net profit of 52 million to 76 million yuan for 2025, a decrease of 62.53% to 74.36% year-on-year due to increased costs and reduced other income [6] Group 3 - Maide Medical forecasts a net profit of approximately 66.5 million yuan for 2025, marking a turnaround from losses in the previous year [7] - Ruixin Micro expects a net profit of 1.023 billion to 1.103 billion yuan for 2025, representing a growth of 71.97% to 85.42% year-on-year [8] - Qingda Environmental anticipates a net profit of 165 million to 190 million yuan for 2025, an increase of 77.47% to 104.36% year-on-year [10] Group 4 - Jiangxun Technology expects a net profit increase of approximately 86.44% for 2025, reaching around 156 million yuan [11] - Micron Bio anticipates a net profit of approximately 53.5 million yuan for 2025, achieving profitability after previous losses [11] - Blue Special Optics forecasts a net profit of 375 million to 400 million yuan for 2025, a growth of 70.04% to 81.38% year-on-year [13]

浙海德曼(688577)1月26日晚公告，公司拟向特定对象发行股票募集资金总额不超过15.17亿元（含本 数），募集资金在扣除相关发行费用后的募集资金净额将全部用于高端复合化机床产业化项目、高端精 密机床与机器人硬件智造研发项目、补充流动资金。 浙海德曼专业从事数控车床研发、设计、生产和销售，致力于高精密数控车床的核心制造和技术突破， 自设立以来一直致力于现代化"工业母机"机床的研发、设计、生产和销售。公司现有高端数控车床、自 动化生产线、并行复合加工中心、普及型数控车床四大品类产品，主要应用于汽车制造、工程机械、通 用设备、航空航天、军事工业等行业领域。 高端数控机床具有加工精度更高、工作效率更高、空间复杂型面加工能力更强等技术优势，可有效满足 高端装备制造领域中众多复杂、精密零部件的加工制造要求，广泛应用于汽车制造、工程机械、通用设 备、机器人、航空航天、国防军工、半导体设备等下游产业。在我国制造业加速转型升级的过程中，高 端数控机床已成为我国高端装备制造业发展的重要基石。 浙海德曼表示，为满足下游客户复杂高精度、高效率加工需求，助力高端数控机床国产替代，深刻把握 市场发展机遇，公司通过本次募投项目的实施 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇1月26日丨浙海德曼(688577.SH)公布2026年度向特定对象发行A股股票预案，本次发行拟募集资 金总额不超过15.17亿元（含本数），募集资金在扣除相关发行费用后的募集资金净额将全部用于以下 项目：高端复合化机床产业化项目、高端精密机床与机器人硬件智造研发项目及补充流动资金。 ...