智通财经APP讯，浙海德曼(688577.SH)发布公告，基于公司战略规划及经营发展的长期需要，公司拟 使用资金不超过2.6亿元购买位于浙江省玉环市玉环新城(漩门二期)南部的土地，作为公司战略发展用 地。 ...

浙海德曼(688577.SH)发布公告，基于公司战略规划及经营发展的长期需要，公司拟使用资金不超过2.6 亿元购买位于浙江省玉环市玉环新城(漩门二期)南部的土地，作为公司战略发展用地。 ...

浙海德曼公告，基于公司战略规划及经营发展的长期需要，公司拟使用资金不超过人民币2.6亿元购买 位于浙江省玉环市玉环新城（漩门二期）南部的土地，该地块面积约291亩，作为公司战略发展用地。 ...

Core Viewpoint - The company plans to invest up to RMB 260 million to acquire land use rights for approximately 291 acres in Yuhuan City, Zhejiang Province, aimed at constructing a high-end machine tool industrial park [1] Group 1: Investment Details - The land acquisition will be conducted through a bidding process, with the final transaction price to be determined upon signing the agreement [1] - Funding sources for the acquisition will include self-owned funds, bank loans, or other legal and compliant methods [1] Group 2: Strategic Objectives - The purpose of this land purchase is to expand the production capacity of the company's advantageous products, enhance the upstream and downstream layout of the industrial chain, and improve market competitiveness [1] Group 3: Transaction Status - As of the announcement date, the company has not yet signed the relevant agreements, and the timing for securing the land and completing the transaction remains uncertain [1]

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.58%, driven by gains in sectors such as precious metals, communication equipment, and electronic components, while education and engineering machinery sectors experienced declines [1] - The machine tool sector showed strength, with the machine tool ETF (159663) rising by 2.41%, and notable increases in constituent stocks such as Guoji Precision Engineering (up 9.99%), Dingtai High-Tech (up 9.03%), and Zhongtung High-Tech (up 6.41%) [1] Group 2 - According to MIR's forecast, the market share of domestic brands in the screw rod market is expected to rise to nearly 50% from 2024 to 2028 [3] - The electric spindle market in China is rapidly developing, with the market size projected to reach 5.677 billion yuan in 2024, reflecting a year-on-year growth of 7.4% [3] - Financial Street Securities highlighted that CNC machine tools are foundational equipment for high-end manufacturing, with high-end CNC machine tool technology bottlenecks posing challenges for improving the quality and efficiency of Chinese manufacturing [3] - The production of metal cutting machine tools in China has shown a steady upward trend, with the "14th Five-Year Plan" suggesting extraordinary measures to drive breakthroughs in key core technologies in critical fields such as integrated circuits and high-end instruments [3]

Summary of Haideman's Conference Call Company Overview - **Company**: Haideman - **Industry**: High-end machine tools and robotics Key Points and Arguments High-end Machine Tool Development - Haideman has completed the layout of high-end machine tool product types and plans to gradually increase orders in the robotics market by 2026 through independent core technology and in-house component manufacturing [2][3] - The company has made significant advancements in various technical fields, including grinding equipment and high-speed machining of aluminum and magnesium alloys [3] Robotics Industry Progress - Haideman aims to address two main challenges in the robotics industry: low-cost mass manufacturing and the integration of AI with application scenarios [4] - The company has developed specialized machines and high-end models to replace imported high-end machine tools from Japan and Germany [4] - A strategic partnership with leading robotics companies has been established to cover R&D, parts manufacturing, and sales [4] Production Capacity and Facilities - By 2026, Haideman plans to achieve a production capacity of over 3,000 humanoid robots and 10,000 quadruped robots [7] - The company has constructed a nearly 30,000 square meter facility and is initiating small-batch assembly lines, with a production value chain share of 40%-60% [7] Precision and Hardness Achievements - Haideman's hard turning equipment has achieved precision within 1 micron, with ongoing efforts to reach 0.1-0.3 microns [9] - The hardness of their products reaches HRC 58-63, significantly enhancing the rigidity and efficiency of their lathes compared to grinding machines [9] CNC System Development - The company utilizes both domestic and foreign CNC systems, with significant secondary development of domestic systems to match foreign performance [10] - Collaboration with Weichuang Electric focuses on motors and servos, but not on control systems [10] Customer Base and Market Growth - Haideman has approximately five to six clients, including some top-tier companies, although specific names cannot be disclosed [12] - The machine tool business is experiencing continuous growth, with quarterly order increases and positive market feedback [15] Strategic Partnerships and Applications - A deep strategic partnership with 58.com aims to optimize design for efficiency, quality, and cost reduction, with ongoing assembly of small-batch quadruped robots [16] - Potential applications in public security, riot control, and inspection are being explored, indicating significant future demand [16] Future Directions and Market Engagement - Haideman plans to showcase its printing and robotic assembly lines to the capital market, focusing on high-end machine tools and intelligent manufacturing [17] - The company aims to gradually demonstrate its R&D achievements and create value for the industry [17]

Group 1 - Zhejiang Haideman Intelligent Equipment Co., Ltd. experienced a decline of 5.3% on December 19, with a stock price of 85.12 yuan per share and a total market capitalization of 9.472 billion yuan [1] - The company, established on March 17, 1993, specializes in the research, design, production, and sales of CNC lathes, with its main revenue sources being high-end CNC lathes (70.99%), popular CNC lathes (12.36%), automated production lines (12.34%), and other components (2.67%) [1] Group 2 - Eimi Fund has a significant holding in Zhejiang Haideman, with Eimi Kaitai Mixed A Fund (015703) holding 16,400 shares, representing 4.3% of the fund's net value, making it the ninth-largest holding [2] - The Eimi Kaitai Mixed A Fund was established on November 8, 2022, with a current scale of 38.1398 million yuan, achieving a year-to-date return of 18.05% and a one-year return of 16.22% [2] Group 3 - The fund manager of Eimi Kaitai Mixed A is He Wenqi, who has been in the position for 2 years and 351 days, with the fund's total asset scale at 78.3064 million yuan [3] - During He Wenqi's tenure, the best fund return was 42.34%, while the worst return was 0.33% [3]

资金流向方面，该股今日全天主力资金净流出1.43亿元。（数据宝） 12月18日浙海德曼（688577）收盘价89.88元，收盘跌停，全天换手率4.30%，振幅29.04%，成交额4.68 亿元。科创板交易公开信息显示，当日该股因日收盘价跌幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.13亿元， 其中，买入成交额为4776.45 万元，卖出成交额为6552.32万元，合计净卖出1775.86万元。具体来看，今日上榜的前五大买入营业部 中，有1家机构专用席位现身，即买二，买入金额分别为954.86万元，营业部合计买入3821.59万元。卖 出营业部中，卖出金额居首的是华创证券有限责任公司北京裕民路证券营业部，卖出金额为2411.47万 元。买卖金额相抵，机构专用席位今日净买入该股954.86万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 华泰证券股份有限公司总部 | 1282.63 | | 机构专用 | 954.86 | | 中国银河证券股份有限公司台州银座北街证券营业部 | 864.49 | | 国投证券股份有限公司重庆解放碑证券营业部 | ...

从资金流向上来看，当日通用设备板块主力资金净流出3.24亿元，游资资金净流出5.2亿元，散户资金净 流入8.43亿元。通用设备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月18日通用设备板块较上一交易日下跌0.42%，浙海德曼领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。通用设备板块个股涨跌见下表： ...

Core Insights - The stock of Xi'an Tianli Metal Composite Materials Co., Ltd. reached a record trading volume of 1.052 billion RMB, marking the highest since its listing [2] - The latest stock price increased by 10.40%, with a turnover rate of 11.60% [2] - The previous trading day's total transaction volume was 888 million RMB [2] Company Overview - Xi'an Tianli Metal Composite Materials Co., Ltd. was established on December 25, 2003, with a registered capital of 1.0895 billion RMB [2]