Group 1: Company Overview and Strategy - Zhejiang Rifa Precision Machinery Co., Ltd. focuses on high-end CNC machine tools and production lines, enhancing product processing precision and flexibility, and developing intelligent solutions to maintain steady growth in digital intelligent machine tools and production lines [2][3] - The company aims to deepen its strategic layout in niche markets, improve product service quality, and continuously enhance operational quality for high-quality development [3] - Rifa will increase R&D investment to focus on core business and enhance product innovation capabilities, adhering to the "specialized, refined, distinctive, and innovative" development path [3] Group 2: Product Development and Market Position - Rifa emphasizes product R&D, particularly in emerging industries like new energy, and has developed a series of products with independent intellectual property rights and market competitiveness [3] - A new product, the CNC thread grinding machine, is currently in the trial grinding stage, targeting precision grinding of external threads for various components [3] - The company has localized its main models, achieving the ability to provide customized solutions for local users, and has successfully introduced key technologies for five-axis machine tools [4] Group 3: Financial Performance and Challenges - The revenue from Rifa's aviation equipment parts processing business declined in the first half of the year, prompting a strategic adjustment to enhance management structure and develop new products [4] - Airwork's aircraft leasing market has been constrained due to geopolitical tensions and sanctions, leading to underperformance in the first half of the year amid a weakening global economy [4]

证券代码:002520 证券简称:日发精机 浙江日发精密机械股份有限公司 投资者关系活动记录表 编号:2023-18 □特定对象调研 □分析师会议 投资者关系 □媒体采访 □业绩说明会 活动类别 □新闻发布会 ☑路演活动 □现场参观 □其他 1、东北证券;2、万家基金;3、国金证券上海投资咨询分公司; 4、东方证券自营;5、上海复星集团;6、国金证券财富金融部; 7、国金证券浙北财富总部;8、上海炬诚资产;9、上海明溪天泽 参与单位 投资;10、华泰证券;11、中信证券证券金融业务线;12、南方 名称 基金;13、中信证券企业家办公室;14、中信证券上海东方路营 业部;15、华泰证券证券金融部;16、东方财富证券;17、浙江 益恒投资;18、湘财基金;19、运舟资本。 时间 2023 年 8 月 30 日及 31 日 地点 上海 上市公司接 待人员 公司董事会秘书祁兵先生 投资者关系 一、公司董事会秘书祁兵先生对公司发展历程及当前经营情况作 活动主要内 了简单介绍。 容介绍 二、投资者与公司主要交流内容 1、国内机床的研发情况如何? 答:日发机床公司一向重视产品研发,着力前瞻布局新能源产业 链等新兴行业及战略 ...

Financial Performance - The company's operating revenue for the first half of 2023 was ¥892,399,597.71, a decrease of 10.95% compared to ¥1,002,098,477.61 in the same period last year[18]. - The net profit attributable to shareholders was a loss of ¥46,913,011.78, representing a decline of 233.49% from a profit of ¥35,143,709.59 in the previous year[18]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was a loss of ¥50,230,229.56, down 444.72% from ¥14,571,458.99 in the same period last year[18]. - The net cash flow from operating activities was ¥129,957,417.91, a decrease of 9.81% compared to ¥144,092,955.80 in the previous year[18]. - The total assets at the end of the reporting period were ¥5,633,387,379.50, down 5.45% from ¥5,957,833,352.21 at the end of the previous year[18]. - The net assets attributable to shareholders at the end of the reporting period were ¥2,154,834,455.11, a decrease of 2.47% from ¥2,209,484,239.65 at the end of the previous year[18]. - The basic earnings per share for the reporting period was -¥0.06, compared to ¥0.04 in the same period last year, reflecting a decline of 250.00%[18]. - The company reported a net profit of €41.8 million from its subsidiary MCM, contributing significantly to overall profitability[78]. - The company reported a total comprehensive income of 2.2 billion, which is a 2.2% increase compared to the same period last year[178]. - The total profit for the first half of 2023 was a loss of ¥35,330,966.68, down from a profit of ¥46,156,442.08 in the previous year[162]. Revenue and Sales - Domestic sales increased by 27.29% to ¥312,730,560.26, while foreign sales decreased by 23.37% to ¥579,669,037.45[47]. - The digital intelligent machine tools and production lines accounted for 52.54% of total revenue, with a 26.78% increase compared to the previous year[47]. - The company's operating revenue for the current period is ¥892,399,597.71, a decrease of 10.95% compared to ¥1,002,098,477.61 in the same period last year[44]. - The total revenue for the first half of 2023 was 800 million, showing a decrease of 1.1% compared to the previous period[178]. - The total revenue for the current period is 1.3 billion, an increase of 35% compared to the previous period's 940 million[184]. Investment and R&D - The company's R&D investment decreased by 34.36% to ¥25,465,553.78 from ¥38,793,755.47, primarily due to new projects being in the design phase[44]. - Dayfa Machine Tool Company emphasizes continuous R&D investment to enhance product innovation capabilities and core competitiveness[28]. - Research and development expenses increased by 8.5%, totaling 56 million, to support innovation initiatives[179]. - The company is committed to increasing R&D investment to maintain technological leadership and accelerate new product development[83]. - The company has a strong focus on R&D, particularly in the aerospace and aviation sectors, to enhance its competitive edge[192]. Strategic Initiatives - The company is engaged in the development and service of digital intelligent machine tools, aerospace intelligent equipment, and smart manufacturing management systems[26]. - The company has formed a comprehensive business system including high-end intelligent manufacturing equipment and services, as well as aviation operations and services[26]. - The company plans to enhance its product offerings by focusing on specialized products tailored for various industries, aiming to strengthen its market position[81]. - The company has initiated a strategic acquisition plan, aiming to acquire two smaller firms by Q4 2023 to enhance its technology capabilities[180]. - The company plans to expand its market presence in Asia, targeting a 10% increase in market share by the end of 2024[180]. Financial Management - The company's gross margin for the machinery and parts manufacturing sector is 20.46%, while for the aerospace service sector, it is 18.26%[48]. - The company's total liabilities decreased to CNY 3,476,826,541.86 from CNY 3,747,390,408.31, reflecting improved financial management[154]. - The company's long-term equity investments increased to RMB 7,712,287.08 from RMB 4,088,254.18, showing a growth of approximately 88.5%[153]. - The company has a commitment to not transfer or manage its shares in the market for a specified lock-up period following a transaction[98]. - The company has acknowledged potential risks associated with foreign exchange hedging, including market risk and legal risk[66]. Legal and Compliance - A lawsuit has been filed against 日发集团 to enforce performance compensation agreements, highlighting ongoing legal challenges[87]. - The ongoing lawsuit regarding performance compensation between the company and its controlling shareholder involves an amount of approximately 105.06851 million CNY[106]. - The company has not faced any administrative penalties due to environmental issues during the reporting period[96]. - The company has reported no litigation issues related to its derivative investments[68]. - The financial statements of the company comply with the requirements of the enterprise accounting standards, reflecting the company's financial position, operating results, and cash flows accurately and completely[196]. Market and Operational Challenges - Dayfa Aviation Equipment Company experienced a decline in revenue from its component processing business, prompting a strategic adjustment and a focus on product development and market expansion[31]. - Airwork Company operates 35 fixed-wing aircraft, with 19 currently in operation, but faced challenges in the aircraft leasing market due to geopolitical tensions and a downturn in air cargo demand[36]. - The company faces risks related to market demand fluctuations, operational capability changes, and geopolitical tensions affecting its global operations[85]. - The company reported that the 7th to 9th aircraft have not generated revenue due to geopolitical conflicts since March 2022, impacting overall performance[73]. - The company is considering selling certain aircraft assets within the next 12 months to mitigate business risks and reduce debt levels[88]. Shareholder Engagement - The company has held multiple shareholder meetings, with participation rates of 42.11%, 37.44%, and 35.17% in recent gatherings, reflecting shareholder engagement[91]. - The total number of ordinary shareholders at the end of the reporting period was 800,245,171, with a 100% ownership ratio[131]. - The company has not reported any significant changes in the shareholding structure or any new strategies related to mergers and acquisitions[134]. - The actual controller and major shareholders have fulfilled their commitments during the reporting period[98]. - The company has not experienced any bankruptcy reorganization matters during the reporting period[105].

证券代码：002520 证券简称：日发精机 编号：2023-17 □特定对象调研 □分析师会议 投资者关系 □媒体采访 □业绩说明会 活动类别 □新闻发布会 □路演活动 ☑现场参观 □其他 参与单位 1、中信证券：黄耀庭 名称 2、南京证券：陈海峰、马占梅 时间 2023 年 7 月 18 日 地点 公司 上市公司接 待人员 公司董事会秘书祁兵先生 一、公司董事会秘书祁兵先生对公司发展历程及当前经营情况作 了简单介绍。 二、投资者与公司主要交流内容 投资者关系 1、公司核心部件的自主研发情况？ 活动主要内 答：公司拥有自主开发高精度、高刚性、高可靠性的各类数控机 容介绍 床产品的能力，还拥有电主轴、转台、摆动头、矩阵式刀库等核 心零部件自主开发能力，以及轻量化设计和模块化设计能力，有 效保障公司产品的各项性能。 浙江日发精密机械股份有限公司 投资者关系活动记录表 2、公司在国内机床行业有何优势？ 答：公司为一家集柔性线制造、系统集成、控制系统开发于一体 的综合性智能制造装备提供商，从机床、柔性线、柔性线控制系 统、定制化解决方案等，均拥有独立的设计、开发、制造能力， 可为客户提供集成度、运行效率更高的定制化解 ...

Group 1: Company Overview - The company has been dedicated to the research and production of mid-to-high-end machine tools since its establishment, with a rich product line and two sets of system software [1] - The company was founded in 2000 and has accumulated technology and experience over the years, establishing a stable customer base across various industries including aerospace, automotive, and energy [3] Group 2: Technological Advancements - The company has developed its own core technology for high-end CNC machine tools, with significant experience in five-axis linkage CNC technology [3] - The Italian subsidiary, MCM, specializes in the production of five-axis linkage CNC machine tools and is focused on expanding its market presence [4] Group 3: Market Expansion - The company has increased its industry outreach, recently entering the wind power bearing and new energy vehicle component manufacturing sectors [3] - Future efforts will focus on enhancing market share and expanding into new markets, particularly in the flexible production line sector [4] Group 4: Automation and Smart Manufacturing - MCM has developed the JFMX system, a mature monitoring software that enables efficient management of production lines, even in unmanned scenarios [4] - The JFMX system is already installed and operational for numerous global clients, providing high-efficiency services [4]

证券代码：002520 证券简称：日发精机 浙江日发精密机械股份有限公司 投资者关系活动记录表 编号：2023-14 □特定对象调研 □分析师会议 投资者 关系 □媒体采访 □业绩说明会 活动类别 □新闻发布会 ☑路演活动 □现场参观 □其他 1、民生证券股份有限公司 2、华宸信托有限责任公司 3、太平资产管理有限公司 参与单位 4、泛创投资有限公司 名称 5、上海瑞廷资产管理有限公司 6、青岛汉弩私募基金管理有限公司 7、兴业证券股份有限公司 时间 2023 年 6 月 29 日及 30 日 地点 上海 上市公 司接 待人员 公司董事会秘书祁兵先生 投资者 关系 一、公司董事会秘书祁兵先生对公司发展历程及当前经营情况作 活动主 要内 了简单介绍。 容介绍 二、投资者与公司主要交流内容 1、公司在数字化智能机床领域的情况介绍？ 答：公司始终以高端数控机床为基础，不断提升产品的数字化、 智能化程度；按照 "标准机床专用化，专用机床柔性化 "的原则， 不断开发出了各类专用数控机床和柔性化产线；同时凭借智能制 造生产管理软件，可以为客户提供智能工厂整体解决方案。 公司 主要面向轴承、汽车及零部件、工程机械等机械及零 ...

证券代码：002520 证券简称：日发精机 编号：2023-13 □特定对象调研 □分析师会议 投资者关系 □媒体采访 □业绩说明会 活动类别 □新闻发布会 ☑路演活动 □现场参观 □其他 1、国盛证券有限责任公司：欧阳蕤 、何鲁丽 参与单位 2、诚通基金管理有限公司：董杨 名称 3、金鹰基金管理有限公司：洪梓超 4、复星资产管理有限公司：武文博 时间 2023 年 6 月 16 日 地点 杭州 上市公司接 待人员 公司董事会秘书祁兵先生 一、公司董事会秘书祁兵先生对公司发展历程及当前经营情况作 了简单介绍。 投资者关系 二、投资者与公司主要交流内容 活动主要内 1、公司自主研发情况？ 容介绍 答：公司拥有自主开发高精度、高刚性、高可靠性的各类数控机 床产品的能力，还拥有电主轴、转台、摆动头、矩阵式刀库等核 浙江日发精密机械股份有限公司 投资者关系活动记录表 心零部件自主开发能力，以及轻量化设计和模块化设计能力，有 效保障公司产品的各项性能。 2、公司采取什么措施来改善经营情况？ 答：公司积极采取措施来改善经营情况，（1）围绕公司未来着重 发展高端装备智造领域的战略，抓住市场机遇，调整产品结构， 稳固传统市场 ...

证券代码：002520 证券简称：日发精机 编号：2023-12 □特定对象调研 □分析师会议 投资者 关系 □媒体采访 □业绩说明会 活动类别 □新闻发布会 ☑路演活动 □现场参观 □其他 1、中邮证券有限责任公司； 参与单位 2、国新证券股份有限公司； 名称 3、财通基金管理有限公司； 4、众石财富（北京）投资基金管理有限公司 时间 2023 年 6 月 7 日及 8 日 地点 北京 上市公 司接 待人员 公司董事会秘书祁兵先生 一、公司董事会秘书祁兵先生对公司发展历程及当前经营情况作 了简单介绍。 投资者 关系 二、投资者与公司主要交流内容 活动主 要内 1、日发机床公司产品性能及竞争力如何？ 容介绍 答：公司自创立以来始终在高端数控机床领域不断发展，尤其在 整合 MCM 公司后，在高端数控机床产品和技术上的优势更加明 浙江日发精密机械股份有限公司 投资者关系活动记录表 显。目前，公司不仅拥有自主开发高精度、高刚性、高可靠性的 各类数控机床产品的能力，还拥有电主轴、转台、摆动头、矩阵 式刀库等核心零部件自主开发能力，以及轻量化设计和模块化设 计能力，能够有效保障公司产品的各项性能。研发生产各类数控 机床 ...

证券代码：002520 证券简称：日发精机 编号：2023-11 ☑特定对象调研 □分析师会议 投资者关系 □媒体采访 □业绩说明会 活动类别 □新闻发布会 ☑路演活动 □现场参观 □其他 1、复华证券投资信托股份有限公司； 2、华泰证券股份有限公司； 3、中邮创业基金管理股份有限公司； 参与单位 4、兴业全球基金管理有限公司； 名称 5、东方财富证券； 6、中信建投证券股份有限公司； 7、上海景熙资产管理有限公司 时间 2023 年 6 月 1 日、2 日及 5 日 地点 分别在上海、杭州及公司 上市公司接 待人员 公司董事会秘书祁兵先生 投资者关系 一、公司董事会秘书祁兵先生对公司发展历程及当前经营情况作 活动主要内 了简单介绍。 容介绍 二、投资者与公司主要交流内容 浙江日发精密机械股份有限公司 投资者关系活动记录表 1、日发机床公司定位及经营情况？ 答：日发机床公司定位于高端数控机床，用定制化设计、规模化 生产、全方位服务逐步实现进口替代并占有优势的行业地位。公 司采取以销定产为主的生产模式，以订单合同为依据，根据用户 要求进行产品开发和设计，按设计工艺要求组织安排生产。公司 以直销为主、代销为辅相结 ...

证券代码：002520 证券简称：日发精机 浙江日发精密机械股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |----------------|------------------------------------|---------------|--------------------| | | | | 编号：2023-10 | | 投资者关系活动 | □ 特定对象调研 □ | 分析师会议 | | | 类别 | □ 媒体采访 √ | 业绩说明会 | | | | □ 新闻发布会 □ | 路演活动 | | | | □ 现场参观 | | | | | □ 其他 （请文字说明其他活动内容） | | | | 参与单位名称及 | 投资者网上提问 | | | | 人员姓名 | | | | | 时间 | 2023 年 5 月 12 日 (周五 | ) 15:00~17:00 | | | 地点 | 公司通过全景网 "投资者关系互动平台 | "（ | https://ir.p5w.net | | | 采用网络远程的方式召开业绩说明会 | | | | 上市公司接待人 | 1、董事长：吴捷 ...