每经AI快讯，日发精机发布公告称，2026年1月19日至20日，日发精机接受华创证券有限责任等投资者 调研，公司董事会秘书祁兵参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ （记者 张喜威） ...

南财智讯1月22日电，日发精机在投资者关系活动中表示，公司数控螺纹磨床主要用于新能源汽车、人 形机器人、工业母机等行业的高精度丝杆和螺母加工，具备高效率和高精度优势，已获得客户认可。目 前公司已与贝斯特、五洲新春、三联锻造等客户签署合同或达成战略合作，部分内外螺纹磨床及螺母专 用磨床已交付使用。由于部分下游应用领域尚处早期阶段，产业化放量仍需时间，相关设备尚未实现持 续产能释放。 ...

编号：2026-01 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 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 ☑路演活动 □现场参观 □其他 参与单位 名称 1、华创证券有限责任：范益民、丁祎、陈宏洋 2、太平资产管理有限公司：朱云、赵洋 3、中金资产管理有限公司：韩诚 4、浦银安盛基金管理有限公司：邹江渝 5、上海瀛赐私募基金管理有限公司：胡小骏 6、诺德基金管理有限公司：牛致远 7、路博迈基金管理（中国）有限公司：范适 8、国投瑞银基金管理有限公司：李耀徽 9、天风证券股份有限公司上海证券自营分公司权益投资部：杜玙 10、上海康橙投资管理股份有限公司：谭飞 11、上海浦东科技创业投资有限公司：王佳璇 12、上海大筝资产管理有限公司：宋博雅 13、北京中成博泰投资管理有限公司：卢慧 14、上海贝寅私募基金管理有限公司：杨兆媛 | | 15、中财招商投资集团商业保理有限公司：周康 | | --- | --- | | | 16、上海厚港私募基金管理有限公司：刘冠 | | | 17、厦门中略投资管理有限公司：姚迪 ...

（编辑 王雪儿） 证券日报网讯 1月6日，日发精机在互动平台回答投资者提问时表示，公司产品应用范围广泛，主要面 向汽车、工程机械、航空航天、人形机器人、农业机械、铁路及轨道交通等行业及其供应链客户提供产 品和服务。 ...

格隆汇1月6日丨日发精机(002520.SZ)在投资者互动平台表示，截至目前，我司与蓝箭航天未开展过合 作。 ...

Group 1 - The company confirmed that it has not engaged in any cooperation with Blue Arrow Aerospace as of January 6 [2] - An investor inquired about the partnership between the company and Blue Arrow Aerospace regarding the purchase of five-axis machine tools for rocket production [2] - The company responded to the inquiry on the investor interaction platform, clarifying the status of their relationship with Blue Arrow Aerospace [2]

Group 1 - The core business of Zhejiang Rifa Precision Machinery Co., Ltd. includes digital intelligent machine tools and production lines, aerospace intelligent equipment and production lines, and smart manufacturing management system software, with a comprehensive business system formed around high-end intelligent manufacturing equipment and services, as well as aviation operations and services [2] - As of September 30, 2025, the company reported a revenue of 874 million yuan, a year-on-year decrease of 39.94%, and a net profit attributable to shareholders of -267 million yuan, a year-on-year decrease of 303.03% [2] - The company has a total of 80,700 shareholders, a decrease of 9.44% from the previous period, with an average of 8,893 circulating shares per person, an increase of 10.43% [2] Group 2 - On December 29, the stock price of Rifa Precision Machinery increased by 1.78%, with a trading volume of 199 million yuan [1] - The financing buy-in amount for Rifa Precision Machinery on the same day was 15.42 million yuan, with a net financing buy-in of 1.53 million yuan, while the total financing and securities lending balance reached 126 million yuan [1] - The company has cumulatively distributed 520 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]

Core Insights - The actuator industry in China has established a complete industrial chain, with upstream focusing on raw materials and core technology components, midstream accelerating towards intelligent development, and downstream driven by traditional industries and emerging fields like robotics and renewable energy [1][5][9]. Industry Overview - Actuators are critical components in automation control systems, converting controller signals into mechanical actions to regulate production parameters [2][3]. - The actuator market is projected to reach 33 billion yuan in 2024 and 82 billion yuan by 2030, driven by technological upgrades and domestic replacements [1][13]. Upstream Development - The upstream sector includes key components like motors, reducers, and sensors, with domestic breakthroughs in motors and reducers, but a notable gap in high-end precision components like encoders [7][9]. - Domestic companies have made significant progress in servo motors and harmonic reducers, but high-end encoder markets remain dominated by international firms [7][9]. Downstream Demand - The demand for actuators is characterized by a dual structure of traditional and emerging markets, with industrial automation as the foundation and new energy and robotics as growth drivers [9][10]. - The humanoid robot sector is expected to see explosive growth, with the market projected to increase from approximately 2.4 billion yuan in 2025 to 25.4 billion yuan by 2030, highlighting the actuator's role as a core component [11][12]. Market Segmentation - The actuator market is segmented into electric, pneumatic, hydraulic, and special actuators, with electric actuators leading growth due to their advantages in smart applications [14][15]. - The electric actuator market is expected to reach 17.8 billion yuan by 2025, while pneumatic and hydraulic actuators maintain stable growth in their respective applications [14][15]. Competitive Landscape - The actuator industry features a diverse competitive landscape with foreign brands dominating high-end markets and domestic leaders making significant inroads through innovation and localization [15][16]. - Domestic brands are expected to capture 58% of the market share by 2024, with projections to exceed 70% by 2030, driven by technological advancements and market responsiveness [15][16]. Future Trends - The industry is set to evolve with a focus on technological innovation, market optimization, and industrial upgrades, emphasizing the integration of IoT and AI into actuator products [16][17]. - The market will see a shift towards high-end applications and a collaborative development model among core and supporting enterprises, enhancing overall competitiveness [18].

Market Overview - Major A-share indices collectively rose, with the Shanghai Composite Index up 0.47% to 3959 points, marking a seven-day increase [1] - The Shenzhen Component Index and the ChiNext Index recorded five consecutive days of gains, rising 0.33% and 0.3% respectively [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.92 trillion yuan, an increase of 44.3 billion yuan from the previous trading day [1] Sector Performance Commercial Aerospace - The commercial aerospace sector saw a surge, with over twenty stocks hitting the daily limit, including Haoshi Electromechanical, Superjet, and Guanglian Aviation [2][5] - Key stocks included: - Haoshi Electromechanical: +20.01% [6] - Superjet: +20.00% [6] - Guanglian Aviation: +19.99% [6] - A meeting by China Aerospace Science and Technology Corporation emphasized the focus on developing core technologies for reusable rockets and integrating aerospace with AI and advanced manufacturing [5] Paper Industry - The paper sector experienced gains, with stocks like Hengda New Materials and Wuzhou Special Paper hitting the daily limit [7] - Recent trends include major packaging paper companies reducing production capacity and price increases announced by various paper manufacturers [8] Robotics - The robotics sector was active, with stocks such as Hualing Cable and Haoneng Co. hitting the daily limit [9] - Notable stocks included: - Hualing Cable: +10.02% [10] - Haoneng Co.: +10.02% [10] Alcohol Industry - The liquor sector saw rapid gains, with Shui Jing Fang hitting the daily limit and other stocks like Huangtai Liquor and Jin Hui Liquor also rising [11] - Shui Jing Fang: +10.01% [12] Insurance Sector - The insurance sector showed strength, with China Pacific Insurance, Ping An Insurance, and China Life Insurance all rising over 2% [13][14] - China Pacific Insurance: +2.75% [14] - Ping An Insurance: +2.56% [14] Semiconductor Industry - The semiconductor sector saw most stocks rise, with Zhenlei Technology and Fudan Microelectronics increasing over 16% [15][16] - Zhenlei Technology: +16.90% [16] - Fudan Microelectronics: +16.21% [16] Precious Metals - The precious metals sector continued to decline, with Hunan Silver leading the drop at -4% [17][18] - Hunan Silver: -4.00% [18] Hainan Sector - The Hainan sector experienced a pullback, with Hainan Ruize and Caesar Travel both dropping over 6% [19][20] - Hainan Ruize: -6.91% [20] Individual Stock Movements - Zhangjiang Hi-Tech saw a late surge, rising nearly 5% to 42.48 yuan [21][22] - Shanghai Microelectronics won a bid for a stepper lithography machine worth approximately 110 million yuan [24]

Core Viewpoint - The report highlights the growth in China's metal cutting machine tool industry, with a projected production increase and significant year-on-year growth rates for 2025 [1] Industry Overview - According to the National Bureau of Statistics, the production of metal cutting machine tools in China is expected to reach 69,000 units in October 2025, representing a year-on-year growth of 6.2% [1] - From January to October 2025, the cumulative production of metal cutting machine tools in China is projected to be 715,000 units, reflecting a cumulative growth of 14.8% [1] Related Companies - The report mentions several listed companies in the machine tool sector, including: - Genesis (300083) - Shenyang Machine Tool (000410) - Rifa Precision Machinery (002520) - East China CNC (002248) - Qinchuan Machine Tool (000837) - Haitian Precision (601882) - Neway CNC (688697) - Yuhuan CNC (002903) - Huazhong CNC (300161) - East China Heavy Machine (002685) [1]