| 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 920100 | 三协电机 | +15.96% | 67.13 | | 301550 | 斯菱股份 | +12.26% | 118.49 | | 3000095 | 华伍股份 | +10.67% | 10.37 | | 688360 | 德马科技 | +10.15% | 22.03 | | 603386 | 骏亚科技 | +10.03% | 15.14 | | 600592 | 龙溪股份 | +10.00% | 27.38 | | 603933 | 睿能科技 | +10.00% | 28.71 | | 603286 | 日盈电子 | +10.00% | 61.93 | | 002520 | 日发精机 | +9.97% | 6.40 | | 688500 | 慧辰股份 | +9.45% | 70.20 | | 002196 | 方正电机 | +7.81% | 13.53 | | 301261 | 恒工精密 | +7.34% | 91.45 | | 300882 | 海昌新材 | +6.71% | 22.74 ...

Core Viewpoint - The A-share market experienced a collective decline on December 4, with the Shanghai Composite Index down by 0.19%, while the machine tool sector showed strength, indicating potential investment opportunities in this area [1][3]. Group 1: Market Performance - On December 4, the A-share market saw all three major indices decline, with the Shanghai Composite Index falling by 0.19% [1]. - The machine tool sector performed well, with the machine tool ETF (159663) rising by 0.43% [1]. Group 2: Machine Tool Industry Insights - The China Machine Tool Industry Association reported that from January to October 2025, the total import and export value of machine tool products reached $27.42 billion, a year-on-year increase of 5.7% [3]. - The import value was $8.48 billion, up by 1.4%, while the export value was $18.94 billion, increasing by 7.7% [3]. - For metal cutting machine tools, imports were valued at $3.95 billion (up 0.6%), and exports were $5.1 billion (up 13.6%) [3]. - Metal forming machine tool imports decreased by 9.8% to $0.52 billion, while exports surged by 38.2% to $2.8 billion [3]. - Huaylong Securities noted that the current industry exports are outperforming domestic demand due to global supply chain restructuring and industrialization needs in emerging markets [3]. - The report suggests focusing on companies with core technological breakthroughs, strong international capabilities, and those that can quickly respond to and serve small and medium enterprises [3].

Core Viewpoint - The company is selling idle industrial assets to improve liquidity and optimize asset structure amid significant financial challenges and operational adjustments [1][2][3] Group 1: Asset Sale Details - The company plans to sell a batch of idle industrial assets for 155 million yuan to its affiliate, Zhejiang Rifa Textile Machinery Technology Co., Ltd [1] - The assets include land use rights, buildings, and associated facilities located at No. 4 Guishan Road, Xinchang County, Zhejiang Province [1] - The sale aims to enhance asset utilization efficiency and realize asset monetization due to previous business adjustments that left these assets idle [1] Group 2: Financial Performance - As of September 30, 2025, the company's total assets amounted to 2.49916 billion yuan, a decrease of 24.27% from the previous year [2] - Total liabilities were 2.24034 billion yuan, and shareholders' equity was 258.82 million yuan, down 50.67% year-on-year [2] - The company reported total revenue of 873.55 million yuan for the first three quarters of 2025, a year-on-year decline of 39.94%, with a net loss attributable to shareholders of 266.71 million yuan, marking a 303.03% increase in loss [2] Group 3: Strategic Intent - The simultaneous asset disposal actions reflect the company's strategy to focus on core business and optimize asset allocation [3] - The Italian subsidiary, MCM, has been consistently losing money, with a projected net loss exceeding 122 million yuan in 2024, prompting the company to divest non-core operations [3] - The market is particularly interested in the fairness of the transaction pricing and the efficiency of capital recovery, with the company emphasizing the counterparty's ability to fulfill the transaction [3]

Core Viewpoint - The company is selling a batch of idle industrial assets for 155 million yuan to an affiliated party, aiming to enhance liquidity and optimize asset structure [2][3]. Group 1: Asset Sale Details - The assets being sold include land use rights, buildings, and associated facilities located at No. 4 Guishan Road, Xinchang County, Zhejiang Province [2]. - The sale is part of the company's strategy to improve asset utilization and financial structure due to previous business adjustments that left these assets idle [2][3]. Group 2: Financial Performance - As of September 30, 2025, the company's total assets amounted to 2.49916 billion yuan, a decrease of 24.27% from the previous year [3]. - The company's total liabilities were 2.24034 billion yuan, and shareholders' equity was 258.82 million yuan, down 50.67% year-on-year [3]. - For the first three quarters of 2025, the company reported total revenue of 873.55 million yuan, a year-on-year decline of 39.94%, and a net loss attributable to shareholders of 266.71 million yuan, a decline of 303.03% [3]. Group 3: Strategic Intent - The simultaneous asset disposal actions reflect the company's intent to focus on core business and optimize asset allocation [4]. - The Italian subsidiary MCM has been consistently losing money, with a projected net loss exceeding 122 million yuan in 2024, making the divestment of non-core assets a strategic move to reduce operational risks [4]. - The market is particularly focused on the fairness of the transaction pricing and the efficiency of capital recovery, with the company emphasizing the counterparty's ability to fulfill the transaction [4].

每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 张明双） 每经AI快讯，日发精机12月3日晚间发布公告称，基于公司战略发展规划，为进一步提高公司资产综合 使用效率，优化资产结构，增强资产流动性，保障公司健康持续发展，公司及全资子公司浙江日发尼谱 顿机床有限公司、浙江日发格芮德精密机床有限公司拟将位于浙江省新昌县龟山路4号的工业用地土地 使用权及房屋建筑物（包含附属设施及设备资产等）以合计人民币约1.55亿元的价格出售给浙江日发纺 机技术有限公司，并拟授权公司及上述子公司管理层签署本次交易的相关协议。 ...

Core Viewpoint - The company, Rifa Precision Machinery (002520.SZ), announced the sale of industrial land and buildings to enhance asset efficiency and liquidity, ensuring sustainable development [1] Group 1: Transaction Details - The company and its wholly-owned subsidiaries plan to sell the land use rights and buildings located at No. 4, Guishan Road, Xinchang County, Zhejiang Province for a total price of RMB 154,935,744.00 [1] - The transaction includes the sale of associated facilities and equipment assets [1] Group 2: Strategic Intent - The sale is part of the company's strategic development plan aimed at optimizing asset structure and improving overall asset utilization [1] - The management of the company and its subsidiaries is authorized to sign the relevant agreements for this transaction [1]

人民财讯12月3日电，日发精机（002520）12月3日公告，公司及全资子公司浙江日发尼谱顿机床有限公 司、浙江日发格芮德精密机床有限公司拟将位于浙江省新昌县龟山路4号的工业用地土地使用权及房屋 建筑物（包含附属设施及设备资产等）以合计1.55亿元的价格，出售给浙江日发纺机技术有限公司。由 于公司部分业务调整，该等厂房资产目前为闲置状态，因此，此次资产出售有利于进一步提高公司资产 综合使用效率，优化资产结构，增强资产流动性。 ...

Core Viewpoint - The company intends to transfer 100% equity of its wholly-owned subsidiary, Machining Centers Manufacturing S.p.A (Italy MCM), to Special Situations S.r.l. for a nominal price of 1 euro, which will result in the company no longer holding any equity in the Italian subsidiary [1] Group 1 - The transfer of equity will be executed by the management of the company's wholly-owned subsidiary, 日发香港公司 (Rifa Hong Kong Company), who will sign the relevant agreements and handle the transfer matters [1] - Following the completion of the equity transfer, a financial assistance amounting to 9.1168 million euros, arising from loans, will be processed according to local laws and regulations in Italy [1] - The completion of this equity transfer will lead to the company passively providing financial assistance to entities outside the scope of the consolidated financial statements [1]

证券代码：002520 证券简称：日发精机 编号：2025-074 2、本次交易事项需按照相关法律法规、规范性文件及《公司章程》的规定， 履行必要的决策和审批程序后进行交割，交易最终能否达成存在不确定性。 敬请广大投资者谨慎决策，注意投资风险。 浙江日发精密机械股份有限公司（以下简称"公司"）于 2025 年 12 月 3 日召开的第九届董事会第四次会议、第九届董事会战略委员会 2025 年第一次会 议及第九届董事会独立董事 2025 年第一次专门会议，审议通过了《关于拟出售 部分资产暨关联交易的议案》。现将有关事项公告如下： 一、交易概述 基于公司战略发展规划，为进一步提高公司资产综合使用效率，优化资产结 构，增强资产流动性，保障公司健康持续发展，公司及全资子公司浙江日发尼谱 顿机床有限公司、浙江日发格芮德精密机床有限公司拟将位于浙江省新昌县龟山 路 4 号的工业用地土地使用权及房屋建筑物（包含附属设施及设备资产等）以合 计人民币 154,935,744.00 元的价格出售给浙江日发纺机技术有限公司，并拟授 权公司及上述子公司管理层签署本次交易的相关协议。 浙江日发精密机械股份有限公司 关于拟出售部分资产暨 ...

证券代码：002520 证券简称：日发精机 编号：2025-075 浙江日发精密机械股份有限公司 关于修订《公司章程》的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 浙江日发精密机械股份有限公司（以下简称"公司"）于 2025 年 12 月 3 日 召开了第九届董事会第四次会议，审议通过《关于修订<公司章程>的议案》，具 体情况公告如下： | | 公司董事均由股东会选聘，公司董事选 | 公司董事均由股东会选聘，公司董事选聘 | | --- | --- | --- | | | 聘程序为： | 程序为： | | | （一）根据本章程的规定提出候选董事 | （一）根据本章程的规定提出候选董事名 | | | 名单； | 单； | | | （二）在股东会召开前披露董事候选人 | （二）在股东会召开前披露董事候选人的 | | | 的详细资料，保证股东在投票时对候选人有 | 详细资料，保证股东在投票时对候选人有足够 | | | 足够的了解； | 的了解； | | | （三）董事候选人在股东会召开之前作 | （三）董事候选人在股东会召开之前作出 | | | 出书面承诺，同 ...