Core Viewpoint - The Chinese government is actively promoting the development of the industrial mother machine sector, aiming to establish a high-quality standard system by 2026 and achieve world-leading standards by 2030 [1][2]. Industry Overview - The industrial mother machine is crucial for high-end manufacturing, influencing precision, efficiency, and safety in production [1]. - China has been the largest producer and consumer of machine tools globally for 15 consecutive years, with the market size expected to grow from 631.36 billion yuan in 2019 to 712.89 billion yuan in 2024, and to exceed 800 billion yuan by 2029 [1]. Policy Support - The Chinese government has implemented various policies to support the high-quality development of the industrial mother machine industry, including the "Industrial Mother Machine+" initiative and financial support for key manufacturing sectors [2]. - Recent activities have focused on promoting domestic substitution and upgrading the industry to meet the demands of emerging sectors such as new energy vehicles and humanoid robots [2]. Company Performance - In the first half of 2025, 21 industrial mother machine concept stocks reported profits exceeding 10 million yuan, with seven companies achieving profits over 100 million yuan [3]. - Notable performers include AVIC High-tech, which reported a revenue of 2.747 billion yuan, a year-on-year increase of 7.87%, and a net profit of 605 million yuan, up 0.24% [3]. - Companies like East China CNC and Qiaofeng Intelligent saw significant net profit growth, exceeding 30% year-on-year [3]. Market Reaction - Following positive news, the industrial mother machine sector saw a surge in stock prices, with companies like Qin Chuan Machine Tool and East China CNC hitting their daily limit up [2]. Institutional Attention - Companies such as AVIC High-tech, Haitan Precision, and Huari Precision are receiving significant institutional attention, indicating strong market interest [5]. - Haitan Precision specializes in CNC machine tool manufacturing and has developed advanced products to address the needs of the new energy vehicle industry [5].

证券代码：002283 证券简称：天润工业 公告编号：2025-044 天润工业技术股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 股扣除回购专户上已回购股份 18,166,550 股后的股本 1,121,290,628 股为基 数，每 10 股派发现金红利 0.50 元（含税），不送红股，不以资本公积金 转增股本。 的 总 金 额 = 实 际 参 与 分 配 的 股 本 × 分 配 比 例 ， 即 56,064,531.40 元 =1,121,290,628 股×0.05 元/股；每股现金红利=本次实际现金分红的总金额 ÷总股本（含回购股份） ，即 0.0492028 元/股=56,064,531.40 元÷1,139,457,178 股。本次权益分派实施后，根据股票市值不变原则，2025 年半年度权益分 派实施后的除权除息价格=股权登记日收盘价-0.0492028 元/股。 一、董事会审议通过利润分配方案情况 会第二十三次会议审议通过，本次利润分配预案在公司 2024 年度股东大 会对董事会的授权范围内，无需提交公司股东大会审议。 ...

证券日报网讯 9月2日晚间，天润工业发布公告称，2025年半年度利润分配方案为向全体股东每10股派 0.5元人民币现金（含税）。股权登记日为2025年9月9日，除权除息日为2025年9月10日。 （文章来源：证券日报） ...

格隆汇9月2日丨天润工业(002283.SZ)公布，截至2025年8月29日(2025年8月30日、2025年8月31日为非交 易日)，公司通过回购专用证券账户以集中竞价交易方式累计回购公司股份4,662,000股，占公司当前总 股本的0.4091%，最高成交价为5.87元/股，最低成交价为5.26元/股，成交总金额为2569.70万元(不含交 易费用)。 ...

证券代码：002283 证券简称：天润工业 公告编号：2025-043 天润工业技术股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 天润工业技术股份有限公司（以下简称"公司"）于 2025 年 3 月 10 日 召开第六届董事会第十七次会议，审议通过了《关于回购公司股份方案的 议案》，同意公司使用自有资金及股票回购专项贷款资金以集中竞价交易 方式回购部分公司已发行的人民币普通股（A 股）股票，用于后续实施股 权激励计划或员工持股计划。本次回购资金总额不低于人民币 2,500 万元 （含），且不超过人民币 5,000 万元（含），回购价格不超过人民币 9.82 元/股（含），本次回购期限为自公司董事会审议通过回购股份方案之日起 不超过 12 个月。具体内容详见公司分别于 2025 年 3 月 11 日、2025 年 3 月 18 日在《证券时报》、《中国证券报》、《上海证券报》、《证券日 报》和巨潮资讯网（www.cninfo.com.cn）上披露的《关于回购公司股份方 案暨取得股票回购专项贷款承诺函的公告》（公告编号： ...

2、证券除权除息参考价的相关参数和公式：公司本次实际现金分红 的 总 金 额 = 实 际 参 与 分 配 的 股 本 × 分 配 比 例 ， 即 56,064,531.40 元 =1,121,290,628 股×0.05 元/股；每股现金红利=本次实际现金分红的总金额 ÷总股本（含回购股份），即 0.0492028 元/股=56,064,531.40 元÷1,139,457,178 股。本次权益分派实施后，根据股票市值不变原则，2025 年半年度权益分 派实施后的除权除息价格=股权登记日收盘价-0.0492028 元/股。 一、董事会审议通过利润分配方案情况 证券代码：002283 证券简称：天润工业 公告编号：2025-044 天润工业技术股份有限公司 2025 年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、公司本次实施的利润分配方案为：以公司现有总股本 1,139,457,178 股扣除回购专户上已回购股份18,166,550股后的股本1,121,290,628股为基 数，每 10 股派发现金红利 0.50 元（ ...

金融界消息 截至2025年8月25日收盘，天润工业（002283）报收于7.13元，下跌1.38%，换手率8.56%， 成交量85.93万手，成交金额6.12亿元。 资金流向方面，今日主力资金净流出1161.99万元，占比成交额1.9%。其中，超大单净流入1669.48万 元、占成交额2.73%，大单净流出2831.47万元、占成交额4.62%，中单净流出流入2148.55万元、占成交 额3.51%，小单净流出986.56万元、占成交额1.61%。 天润工业最新一期业绩显示，截至2025中报，公司营业总收入19.45亿元、同比增长2.36%，归属净利润 1.97亿元，同比增长5.69%，扣非净利润1.83亿元，同比增长4.27%，流动比率2.554、速动比率1.740、 资产负债率25.37%。 天眼查商业履历信息显示，天润工业技术股份有限公司，成立于1995年，位于威海市，是一家以从事汽 车制造业为主的企业。企业注册资本113945.7178万人民币，实缴资本113945.7178万人民币。公司法定 代表人为邢运波。 通过天眼查大数据分析，天润工业技术股份有限公司共对外投资了13家企业，参与招投标项目82次 ...

Group 1: Company Performance - KAILI Medical's overseas sales revenue for the first half of 2025 is expected to remain flat compared to the same period last year, primarily due to a high base effect from the previous year [1] - SANWEI Chemical achieved total operating revenue of 1.25 billion yuan in the first half of 2025, a year-on-year increase of 21.81%, with net profit rising by 42.54% to 120.36 million yuan [1] - XIGAO Institute's proposed dividend for the first half of 2025 is 73.13 million yuan, with a payout ratio of 55.11% [2] - HONGSHENG Huayuan reported a revenue of 4.905 billion yuan for the first half of 2025, a decrease of 4.53%, while net profit increased by 96.30% [3] - MAIPU Medical's overseas sales revenue reached 38.10 million yuan, with significant growth in various product lines, particularly over 100% growth in hemostatic products [4] - DUOLI Technology's revenue grew by 13.15% year-on-year, but net profit declined by 28.13% due to increased competition and costs [5] - TIANRUN Industrial's large horsepower business revenue increased by 40%-50%, with a projected capacity increase of nearly 50% next year [6] - ZHONGKUANG Resources reported operating revenue of 3.27 billion yuan for the first half of 2025, a year-on-year increase of 34.89%, but net profit fell by 81.16% [7] - HUAYANG Group is expanding its international brand client base in automotive electronics, with significant growth in orders for magnesium alloy die-casting products [8] Group 2: Strategic Initiatives - KAILI Medical is focusing on localizing overseas personnel and enhancing new product registrations, particularly for high-end products [1] - SANWEI Chemical is optimizing existing businesses and actively exploring downstream fine chemicals and external expansion opportunities [1] - XIGAO Institute is advancing its green transformation in response to the "dual carbon" policy and enhancing its competitive edge in the new energy sector [2] - HONGSHENG Huayuan is implementing automation and intelligent manufacturing to improve production processes [3] - MAIPU Medical is pursuing global expansion and has received MDR certification for its hard dura mater medical glue products [4] - DUOLI Technology is preparing for the acquisition of a 52% stake in a company to enhance its industrial layout and internationalization [5] - TIANRUN Industrial is developing electric steering products and exploring new materials and high-end manufacturing [6] - ZHONGKUANG Resources is deepening its resource advantages in lithium battery new energy and expanding its multi-metal mineral resource pool [7] - HUAYANG Group is exploring opportunities in the robotics sector while leveraging its existing technological capabilities [8]

Group 1: Ice Wheel Environment (000811) - The company aims to promote global sustainable development, focusing on artificial environment control technology and energy utilization technology [1] - In the first half of 2025, the company achieved revenue of 3.12 billion yuan, a year-on-year decline of 7%, and a net profit attributable to shareholders of 266 million yuan, down 20% year-on-year [1] - Main products include compressors and heat exchangers, covering a temperature range of -271℃ to 200℃, with a full range of magnetic suspension compressor products [1] - The company provides cooling equipment for data centers and has been included in the Ministry of Industry and Information Technology's list of advanced applicable technology products for national green data centers [1] - In the nuclear power sector, the company has developed cooling and waste heat recovery technologies for multiple nuclear power plants and has successfully developed helium compressors for controlled nuclear fusion applications [1] - The industrial thermal management business has launched a comprehensive solution for industrial thermal control, achieving efficient recovery and utilization of waste energy [1] Group 2: Tianrun Industrial (002283) - The company reported a revenue growth of 40%-50% in the large horsepower business in the first half of the year, with a doubling of revenue from connecting rods [2] - New production lines are gradually being put into operation, with a projected capacity increase of nearly 50% next year [2] - The gross margin for large horsepower products is comparable to that of heavy-duty truck products and is expected to exceed it after scaling up production [2] - The company has a production ratio of 62.05% for crankshafts, 22.39% for connecting rods, and 7.29% for air suspension systems [2] - Major clients include BYD, Fiat, and SAIC, with a planned dividend of 224 million yuan for 2024 and a proposed distribution of 0.5 yuan per 10 shares in the first half of 2025 [2] - The company is interested in automation upgrades and has shown interest in industrial robot processing and applications [2] - Development and road testing for electric steering business are nearly complete, with successful product trials [2] - The impact of new energy heavy trucks is limited, and the company is expanding its chassis business and focusing on new materials and high-end manufacturing [2] Group 3: Jin Xin Fund - Established in 2015, the fund currently has an asset management scale of 13.87 billion yuan, ranking 133rd out of 210 [3] - The non-monetary public fund asset management scale is 10.358 billion yuan, ranking 119th out of 210 [3] - The fund manages 46 public funds, ranking 108th out of 210, with 9 fund managers, ranking 112th out of 210 [3] - The best-performing public fund product in the past year is Jin Xin Multi-Strategy Selected Mixed A, with a latest net value of 2.03 and a growth of 129.22% over the past year [3]

2025 年上半年天润工业的业绩表现如何？ 2025 年上半年，天润工业实现营业收入约 19.5 亿元，同比增长 2.36%。归 属于上市公司的净利润约为 1.00,097 亿元，同比增长 5.69%，净利率略高于 10%。每股收益为 0.17 元。尽管整体业绩持平略有增长，但由于 1 月和 2 月 设备故障导致供货中断，公司未能完全达到预期。3 月份恢复供货后，业绩有 所改善。此外，公司在年度内进行了两次分红，总计每 10 股分红 2.5 元，占 去年利润的 70%至 80%。 上半年供货中断对公司收入的影响及下半年的展望是什么？ 由于设备故障，2025 年 1 月和 2 月两条产线停产，影响了产品发货，但并未 影响市场份额。经过排查和修复，3 月份恢复正常供货，上半年欠客户的订单 基本补齐。目前大机产品需求紧张，公司产能处于满产状态，新建产线正在调 天润工业 20250822 摘要 天润工业上半年营收虽略有增长，但受 1-2 月设备故障影响未达预期， 每股收益 0.17 元。3 月恢复供货后业绩改善，并进行了两次分红，总计 每 10 股分红 2.5 元，占去年利润的 70%-80%。 公司预计下半年市场需 ...