纽威数控装备（苏州）股份有限公司 2025 年度"提质增效重回报"行动方案半年度评估报告 为践行"以投资者为本"的发展理念，维护公司全体股东利益， 纽威数控装备（苏州）股份有限公司（以下简称"纽威数控"或"公 司"）于 2025 年 4 月 25 日在上海证券交易所披露了《关于 2024 年度 "提质增效重回报"行动方案的评估报告暨 2025 年度"提质增效重 回报"行动方案的议案》，自行动方案发布以来，公司积极开展和落 实相关工作，现将 2025 年半年度主要工作成果报告如下： 一、专注数控金属切削领域，提高公司主业竞争力 纽威数控自设立以来专注于中高档数控机床的研发、生产及销售， 现有大型加工中心、立式数控机床、卧式数控机床、典型行业应用机 床等系列 300 多种型号产品，广泛应用于汽车、新能源、航空、工程 机械、模具、阀门、自动化装备、电子设备、通用设备等行业，产品 销往国内和全球 60 多个国家和地区，部分产品被评定为中国百大工 业母机、自主创新十佳、江苏省首台套产品等。 近五年公司营业收入持续增长。2025 年上半年，公司实现营业 收入 127,845.68 万元，较上年同期增加 11,616.16 ...

Core Insights - The company reported a revenue of 1.278 billion yuan for the first half of 2025, representing a year-on-year growth of 9.99% [1] - The net profit for the same period was 130 million yuan, showing a year-on-year decline of 10.17% [1] Financial Performance - Revenue for H1 2025: 1.278 billion yuan, up 9.99% year-on-year [1] - Net profit for H1 2025: 130 million yuan, down 10.17% year-on-year [1]

Group 1 - The core viewpoint of the news is that Nuwei CNC has shown stable trading activity with a slight increase in financing, while also reporting a decrease in net profit year-on-year [1][2] - As of August 25, Nuwei CNC's financing balance is 158 million yuan, accounting for 2.20% of its market capitalization, indicating a high level of financing activity [1] - The company reported a revenue of 569 million yuan for the first quarter of 2025, reflecting a year-on-year growth of 3.80%, but the net profit attributable to shareholders decreased by 11.78% [2] Group 2 - Nuwei CNC has distributed a total of 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed in the last three years [3] - As of March 31, 2025, the number of shareholders decreased by 3.53% to 11,800, while the average circulating shares per person increased by 3.65% to 27,700 shares [2] - Notable institutional holdings include Huaxia CSI Robot ETF as the eighth largest shareholder with 2.4031 million shares, and Hong Kong Central Clearing Limited as the tenth largest shareholder with 1.1771 million shares, both being new shareholders [3]

Core Viewpoint - Nuwei CNC has shown fluctuations in financing activities and stock performance, with a notable increase in stock price and a mixed financial performance in recent periods [1][2]. Group 1: Stock Performance - On August 22, Nuwei CNC's stock rose by 2.21%, with a trading volume of 142 million yuan [1]. - The financing buy-in amount on the same day was 16.78 million yuan, while the financing repayment was 21.21 million yuan, resulting in a net financing outflow of 4.42 million yuan [1]. - As of August 22, the total financing and securities lending balance for Nuwei CNC was 154 million yuan, accounting for 2.14% of its market capitalization [1]. Group 2: Financial Performance - For the period from January to March 2025, Nuwei CNC reported operating revenue of 569 million yuan, representing a year-on-year growth of 3.80% [2]. - The net profit attributable to the parent company for the same period was 61.36 million yuan, which reflects a year-on-year decrease of 11.78% [2]. Group 3: Shareholder Information - As of March 31, 2025, the number of shareholders for Nuwei CNC was 11,800, a decrease of 3.53% from the previous period [2]. - The average number of circulating shares per shareholder increased by 3.65% to 27,700 shares [2]. - Nuwei CNC has cumulatively distributed 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [3].

Group 1 - The core viewpoint of the news highlights the growth in China's metal cutting machine tool industry, with a projected production increase of 12.7% year-on-year by June 2025 [1] - According to the National Bureau of Statistics, the cumulative production of metal cutting machine tools in China reached 403,000 units in the first half of 2025, reflecting a growth of 13.5% [1] - The report from Zhiyan Consulting provides insights into the market status and industrial demand forecast for the machine tool equipment industry in China from 2025 to 2031 [1] Group 2 - Listed companies in the machine tool sector include Chuangjishi (300083), Shenyang Machine Tool (000410), and others, indicating a diverse market landscape [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research and providing tailored consulting services [2] - Data for the analysis is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, ensuring reliability and accuracy [3]

Group 1 - The core point of the news is that Nuwei CNC has experienced fluctuations in financing activities, with a net sell-off observed on August 22 [1][2] - On August 22, Nuwei CNC had a financing buy amount of 0.17 billion, ranking 1213th in the market, while the financing repayment amount was 0.21 billion, resulting in a net sell of 4.42 million [1] - Over the last three trading days (August 20-22), Nuwei CNC received financing buy amounts of 0.15 billion, 0.15 billion, and 0.17 billion respectively [2] Group 2 - In terms of securities lending, on August 22, there were no shares sold or net sold, indicating no activity in this area [3]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Nuwei CNC, indicating a closing price of 15.75 yuan with a PE ratio of 22.73 times, while the industry average PE is significantly higher at 86.00 times [1][3] - Nuwei CNC specializes in the research, production, and sales of mid-to-high-end CNC machine tools, with key products including large machining centers and vertical and horizontal CNC machine tools [2] - The company has received multiple accolades, including recognition as a Jiangsu Province intelligent manufacturing factory and various quality awards, showcasing its commitment to quality and innovation [2] Group 2 - As of March 31, 2025, Nuwei CNC had 11,793 shareholders, a decrease of 431 from the previous count, with an average holding value of 352,800 yuan per shareholder [1] - The latest quarterly report for Q1 2025 shows Nuwei CNC achieved a revenue of 569 million yuan, a year-on-year increase of 3.80%, while net profit decreased by 11.78% to 61.36 million yuan, with a gross margin of 21.11% [2]

Group 1 - The core viewpoint of the news highlights the performance and market activity of Nuwei CNC, indicating a stock price increase of 2.01% to 15.72 CNY per share, with a total market capitalization of 7.189 billion CNY [1] - As of March 31, 2025, Nuwei CNC reported a revenue of 569 million CNY, reflecting a year-on-year growth of 3.80% [2] - The company has distributed a total of 604 million CNY in dividends since its A-share listing, with 523 million CNY distributed over the past three years [2] Group 2 - Nuwei CNC's stock has increased by 37.21% year-to-date, with a 1.62% rise over the last five trading days and an 11.41% increase over the last 20 days [1] - The company is involved in the research and production of mid-to-high-end CNC machine tools and is categorized under the machinery equipment industry, specifically in general equipment and machine tools [1] - As of March 31, 2025, the number of shareholders decreased by 3.53% to 11,800, while the average circulating shares per person increased by 3.65% to 27,700 shares [2]

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 market activity [1][2]. - On August 21, Nuwei CNC's stock price fell by 2.03%, with a trading volume of 84.83 million yuan, and a net financing purchase of 2.23 million yuan, reflecting significant trading activity [1]. - As of August 21, the total balance of margin trading for Nuwei CNC was 158 million yuan, which represents 2.25% of its circulating market value, indicating a high level of financing compared to historical data [1]. Group 2 - For the first quarter of 2025, Nuwei CNC reported a revenue of 569 million yuan, a year-on-year increase of 3.80%, while the net profit attributable to shareholders decreased by 11.78% to 61.36 million yuan [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]. - As of March 31, 2025, the number of shareholders for Nuwei CNC was 11,800, a decrease of 3.53% from the previous period, while the average circulating shares per person increased by 3.65% to 27,700 shares [2].

融券方面，当日融券卖出0.00万股，净卖出0.00万股。 本文源自：金融界 作者：智投君 8月21日，沪深两融数据显示，纽威数控获融资买入额0.15亿元，居两市第1246位，当日融资偿还额0.13 亿元，净买入222.64万元。 最近三个交易日，19日-21日，纽威数控分别获融资买入0.15亿元、0.15亿元、0.15亿元。 ...