来源：新浪证券-红岸工作室 11月24日，纽威数控涨1.21%，成交额4397.46万元，换手率0.64%，总市值68.65亿元。 异动分析 人形机器人+工业母机+新型工业化+高端装备+长三角一体化 1、根据2025年4月25日公告：公司针对人形机器人行业的丝杠和减速器等关键零部件加工工艺特点， 开发了人形机器人行业数控卧式车床系列。产品技术特点为30度倾斜床身结构，机械主轴、内置主轴、 副主轴、伺服刀架、动力刀架、液压尾架、伺服尾架等模块化设计，满足人形机器人行业零件高精密加 工要求。产品功能与应用为适用于人形机器人谐波减速器、空心杯电机、传感器、制动器、行星滚柱丝 杠等核心回转类零件加工。 2、公司主营业务是中高档数控机床的研发、生产及销售。主要产品是定柱式龙门加工中心系列、动柱 式龙门加工中心系列、五轴联动龙门加工中心系列、五轴立式加工中心系列、高速型立式加工中心系 列、电主轴立式加工中心系列、重切型立式加工中心系列、动柱型立式加工中心系列、门型立式加工中 心系列、数控立式车床系列、高速型卧式加工中心系列、重切型卧式加工中心系列、高效型卧式加工中 心系列、斜床身数控卧式车床系列、平床身数控卧式车床系列、 ...

截至9月30日，纽威数控股东户数1.35万，较上期增加10.47%；人均流通股33841股，较上期减少 9.48%。2025年1月-9月，纽威数控实现营业收入20.70亿元，同比增长12.88%；归母净利润2.06亿元，同 比减少9.36%。 分红方面，纽威数控A股上市后累计派现6.04亿元。近三年，累计派现5.23亿元。 融资方面，纽威数控当日融资买入727.86万元。当前融资余额1.76亿元，占流通市值的2.42%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，纽威数控11月18日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，纽威数控装备(苏州)股份有限公司位于江苏省苏州高新区通安浔阳江路69号，成立日期1997 年4月29日，上市日期2021年9月17日，公司主营业务涉及中高档数控机床的研发、生产及销售。主营业 务收入构成为：大型加工中心41.31%，立式数控机床33.38%，卧式数控机床22.68%，其他机床及附件 2.14%，其他(补充)0.49%。 来源：新浪证券- ...

来源：新浪证券-红岸工作室 资料显示，纽威数控装备(苏州)股份有限公司位于江苏省苏州高新区通安浔阳江路69号，成立日期1997 年4月29日，上市日期2021年9月17日，公司主营业务涉及中高档数控机床的研发、生产及销售。主营业 务收入构成为：大型加工中心41.31%，立式数控机床33.38%，卧式数控机床22.68%，其他机床及附件 2.14%，其他(补充)0.49%。 截至9月30日，纽威数控股东户数1.35万，较上期增加10.47%；人均流通股33841股，较上期减少 9.48%。2025年1月-9月，纽威数控实现营业收入20.70亿元，同比增长12.88%；归母净利润2.06亿元，同 比减少9.36%。 分红方面，纽威数控A股上市后累计派现6.04亿元。近三年，累计派现5.23亿元。 机构持仓方面，截止2025年9月30日，纽威数控十大流通股东中，广发优势成长股票A（011425）位居 第八大流通股东，持股316.14万股，为新进股东。平安先进制造主题股票发起A（019457）位居第十大 流通股东，持股122.24万股，相比上期减少47.48万股。 11月14日，纽威数控跌3.17%，成交额9668. ...

格隆汇11月14日丨纽威数控(688697.SH)在互动平台表示，公司以中国智能制造发展趋势为导向，以自 主研发、技术创新为驱动力，借助中国制造业加速转型机遇，在产品类别上向复合化、多轴化、加工自 动线方向发展，在产品性能上向高速度、高精度、高效率方向发展，并积极进行上游配件技术研发，降 低核心部件对于进口采购的依赖及对于产品竞争力的影响，持续关注行业技术发展趋势，提升研发能 力，通过标准化、模块化设计思路进行产品升级换代，努力发展成为全套加工技术解决方案提供商，逐 步实现进口替代的目标，产品全面达到国际优秀梯队水平。 公司现有SMG32\SMG63\SMG100等多个型 号的球面磨床产品，主要应用于阀门行业球体零件的加工；VNL160G\VNL250G等多个型号的车铣磨复 合加工中心，主要应用于风电、轴承、阀门、工程机械等行业；公司将持续拓宽磨床产品带宽，开发数 控立式磨床、数控螺纹磨床等系列产品，预计明年上半年部分产品可以进入市场。 公司根据机器人领 域零件特点，定制开发了满足工业机器人的大臂、小臂、底座、旋转末端等零件加工的数控机床，以及 用于人形机器人谐波减速器（刚轮、端盖）、空心杯电机壳体、制动器、 ...

格隆汇11月14日丨纽威数控(688697.SH)在互动平台表示，公司以中国智能制造发展趋势为导向，以自 主研发、技术创新为驱动力，借助中国制造业加速转型机遇，在产品类别上向复合化、多轴化、加工自 动线方向发展，在产品性能上向高速度、高精度、高效率方向发展，并积极进行上游配件技术研发，降 低核心部件对于进口采购的依赖及对于产品竞争力的影响，持续关注行业技术发展趋势，提升研发能 力，通过标准化、模块化设计思路进行产品升级换代，努力发展成为全套加工技术解决方案提供商，逐 步实现进口替代的目标，产品全面达到国际优秀梯队水平。 公司现有SMG32\SMG63\SMG100等多个型 号的球面磨床产品，主要应用于阀门行业球体零件的加工；VNL160G\VNL250G等多个型号的车铣磨复 合加工中心，主要应用于风电、轴承、阀门、工程机械等行业；公司将持续拓宽磨床产品带宽，开发数 控立式磨床、数控螺纹磨床等系列产品，预计明年上半年部分产品可以进入市场。 公司根据机器人领 域零件特点，定制开发了满足工业机器人的大臂、小臂、底座、旋转末端等零件加工的数控机床，以及 用于人形机器人谐波减速器（刚轮、端盖）、空心杯电机壳体、制动器、 ...

融资方面，纽威数控当日融资买入1540.92万元。当前融资余额1.84亿元，占流通市值的2.45%，融资余 额超过近一年90%分位水平，处于高位。 分红方面，纽威数控A股上市后累计派现6.04亿元。近三年，累计派现5.23亿元。 机构持仓方面，截止2025年9月30日，纽威数控十大流通股东中，广发优势成长股票A（011425）位居 第八大流通股东，持股316.14万股，为新进股东。平安先进制造主题股票发起A（019457）位居第十大 流通股东，持股122.24万股，相比上期减少47.48万股。 责任编辑：小浪快报 融券方面，纽威数控11月12日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，纽威数控装备(苏州)股份有限公司位于江苏省苏州高新区通安浔阳江路69号，成立日期1997 年4月29日，上市日期2021年9月17日，公司主营业务涉及中高档数控机床的研发、生产及销售。主营业 务收入构成为：大型加工中心41.31%，立式数控机床33.38%，卧式数控机床22.68%，其他机床及附件 2.1 ...

Market Overview - The average daily trading volume in the A-share market decreased to 2.0 trillion CNY, with the turnover rate declining, indicating reduced market activity[5] - The proportion of stocks rising increased to 54.77%, with the median weekly return for A-share stocks rising to 0.6%[5] Fund Flows - New issuance of equity funds decreased to 21.84 billion CNY, while foreign capital inflow accelerated, with a net inflow of 8.0 million USD as of November 5[6] - The net buying amount of financing decreased to 11.63 billion CNY, accounting for 10.8% of total trading volume[6] Sector Performance - Foreign capital primarily flowed into the electronics sector, with a net inflow of 63.2 million USD, while financing capital mainly flowed into the power equipment sector, with a net inflow of 68.3 billion CNY[7] - The healthcare equipment sector is expected to benefit from policy-driven market recovery, with significant growth in bidding volumes for new medical equipment[17][20] Economic Indicators - The average price of Brent crude oil was 68.17 USD per barrel in Q3 2025, reflecting a year-on-year decrease of 13.40%[44] - The construction sector showed signs of recovery, with new home transaction areas in major cities decreasing by 40.6% week-on-week, indicating ongoing challenges in the real estate market[33] Investment Recommendations - The company recommends an overweight position in A/H shares and industrial commodities, suggesting an equity allocation of 45% and a commodity allocation of 10%[9][10]

Core Points - The company Nuwei CNC (688697) experienced a net financing purchase of 2.11 million yuan on November 10, with a total financing balance of 182 million yuan, indicating a positive market sentiment towards the stock [1][3]. Financing Activity Summary - On November 10, the net financing purchase was 211.17 thousand yuan, with a financing balance of 1.82 billion yuan, representing 2.32% of the circulating market value [2]. - Over the past three trading days, the cumulative net financing purchase reached 702.8 thousand yuan, with 13 out of the last 20 trading days showing net financing purchases [1]. - The financing balance increased by 1.17% compared to the previous day, reflecting a strengthening of bullish sentiment in the market [3][4]. Financing Balance Changes - The financing balance on November 10 was 1.82 billion yuan, up by 211.17 thousand yuan from the previous day [4]. - The financing balance has shown fluctuations over the past few days, with notable increases on November 4 (up 409.62 thousand yuan) and November 7 (up 291.43 thousand yuan) [4].

Group 1 - The core viewpoint of the news is that Nuwei CNC has experienced fluctuations in its stock performance and financing activities, indicating a high level of investor interest and potential volatility in the market [1][2]. - On November 7, Nuwei CNC's stock fell by 3.00%, with a trading volume of 138 million yuan. The financing buy-in amount for the day was 24.49 million yuan, while the financing repayment was 21.57 million yuan, resulting in a net financing buy of 2.91 million yuan [1]. - As of November 7, the total balance of margin trading for Nuwei CNC was 180 million yuan, accounting for 2.34% of its market capitalization, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. Group 2 - As of September 30, Nuwei CNC reported a total of 13,500 shareholders, an increase of 10.47% from the previous period, while the average circulating shares per person decreased by 9.48% to 33,841 shares [2]. - For the period from January to September 2025, Nuwei CNC achieved operating revenue of 2.07 billion yuan, representing a year-on-year growth of 12.88%. However, the net profit attributable to shareholders decreased by 9.36% to 206 million yuan [2]. - Nuwei CNC has distributed a total of 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [3]. Group 3 - As of September 30, 2025, among the top ten circulating shareholders of Nuwei CNC, Guangfa Advantage Growth Stock A ranked as the eighth largest shareholder with 3.16 million shares, marking a new entry. Meanwhile, Ping An Advanced Manufacturing Theme Stock A, ranked tenth, reduced its holdings by 474,800 shares to 1.22 million shares [3].

Core Insights - On November 6, Nuwei CNC saw a stock price increase of 4.58% with a trading volume of 243 million yuan [1] - As of September 30, Nuwei CNC reported a revenue of 2.07 billion yuan for the first nine months of 2025, marking a year-on-year growth of 12.88% [2] - The company has distributed a total of 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [3] Group 1: Stock Performance and Financing - On November 6, Nuwei CNC had a financing buy-in amount of 33.30 million yuan, with a net financing buy of 2.00 million yuan [1] - The total financing and securities balance for Nuwei CNC reached 177 million yuan, accounting for 2.23% of its market capitalization, indicating a high level compared to the past year [1] - The company had no short-selling activity on November 6, with a short-selling balance of 0.00 shares, also reflecting a high level compared to the past year [1] Group 2: Shareholder and Profitability Information - As of September 30, Nuwei CNC had 13,500 shareholders, an increase of 10.47% from the previous period, while the average circulating shares per person decreased by 9.48% [2] - The net profit attributable to the parent company for the first nine months of 2025 was 206 million yuan, a decrease of 9.36% year-on-year [2] - The top ten circulating shareholders include new entrants such as GF Advantage Growth Stock A, holding 3.16 million shares, while Ping An Advanced Manufacturing Theme Stock A reduced its holdings by 474,800 shares [3]