9月4日，亚威股份涨7.24%，截至发稿，报11.11元/股，成交4.28亿元，换手率8.19%，总市值61.08亿 元。 资料显示，江苏亚威机床股份有限公司位于江苏省扬州市江都区黄海南路仙城工业园区，成立日期2000 年2月12日，上市日期2011年3月3日，公司主营业务涉及金属成形机床业务、激光加工装备业务、智能 制造解决方案业务。主营业务收入构成为：金属成形机床76.62%，激光加工装备21.77%，智能制造解 决方案1.61%。 从亚威股份十大流通股东角度 数据显示，华夏基金旗下1只基金位居亚威股份十大流通股东。华夏中证机器人ETF（562500）二季度 增持220.06万股，持有股数1231.66万股，占流通股的比例为2.46%。根据测算，今日浮盈赚取约923.75 万元。 截至发稿，华龙累计任职时间3年15天，现任基金资产总规模429.26亿元，任职期间最佳基金回报 95.3%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从亚威股份十大流通股东角度 责任编辑：小浪快报 9月4日，亚威股份涨7.24%，截至发稿，报11.11元/股，成交4.28亿元，换手率8.19%，总市值61.08亿 元。 截至发稿，刘笑明累计任职时间6年345天，现任基金资产总规模163亿元，任职期间最佳基金回报 57.87%， 任职期间最差基金回报-46.54%。 资料显示，江苏亚威机床股份有限公司位于江苏省扬州市江都区黄海南路仙城工业园区，成立日期2000 年2月12日，上市日期2011年3月3日，公司主营业务涉及金属成形机床业务、激光加工装备业务、智能 制造解决方案业务。主营业务收入构成为：金属成形机床76.62%，激光加工装备21.77%，智能制造解 决方案1.61%。 祁世超累计任职时间226天，现任基金资产总规模212.25亿元，任职期间最佳基金回报38.3%， 任职期 间最差基金回报3.83%。 数据显示，天弘基金旗下1只基金位居亚威股份十大流通股东。天弘中证 ...

Core Points - The Ministry of Industry and Information Technology (MIIT) announced the first batch of high-level quality management capability enterprises, with 43 companies listed, including 7 from Jiangsu province [2][6] - Among the Jiangsu companies, Nanjing South Rui Electric Co., Ltd. is classified as "Preventive Level," while the others are classified as "Guarantee Level," indicating a higher quality performance requirement for the preventive level [2][6] Group 1: Jiangsu Enterprises - Nanjing South Rui Electric Co., Ltd. is the only company classified as "Preventive Level" [2][3] - The other Jiangsu companies listed as "Guarantee Level" include Jiangsu Yawei Machine Tool Co., Ltd., Nanjing Kanni Electromechanical Co., Ltd., Yapu Automotive Parts Co., Ltd., Yu Ke Si Le Plastic Products (Taicang) Co., Ltd., Zhongke Controllable Information Industry Co., Ltd., and Zhongtian Steel Group Co., Ltd. [2][3][4] Group 2: Quality Management Capability - The classification of quality management capability is part of the implementation of the "Excellent Quality Engineering Implementation Opinions" and aims to promote better quality management practices among manufacturing enterprises [6] - MIIT encourages local industrial and information departments to promote and support high-level quality management capability enterprises, aiming to enhance the overall quality management capabilities in the manufacturing sector [6]

Core Insights - The integration of AI, big data, and IoT with China's manufacturing sector is transforming production paradigms and driving industrial upgrades [1][3] - The Ministry of Industry and Information Technology reports over 30,000 basic intelligent factories, 1,200 advanced intelligent factories, and 230 excellent intelligent factories across China, indicating initial success in the cultivation of intelligent factories [1][3] Industry Transformation - Intelligent factories are becoming pivotal in shifting China's manufacturing from "scale dividends" to "value dividends," serving as a critical window for observing the transformation and upgrading of Chinese manufacturing [3][4] - The intelligent factory model is exemplified by companies like Zhongji HuanKe, which utilizes digital twin technology to optimize production efficiency, achieving a 30% reduction in delivery time and a 10% increase in first-pass yield [3][7] Application and Policy Support - The transformation of companies like Yawen Co. showcases a model of industrial change, with a focus on digitalization and transparency in manufacturing processes, leading to significant improvements in operational efficiency [4][6] - Government policies and local support for intelligent manufacturing provide a robust institutional framework for these transformations, as highlighted by the Ministry of Industry and Information Technology [6][10] Value Creation and Challenges - Intelligent manufacturing is not just about efficiency; it also involves a shift in business models, as seen with Yawen Co., which has evolved to offer comprehensive solutions beyond just machinery sales [9] - The industry faces challenges in transitioning from quantity to quality and from price competition to value competition, necessitating a restructuring of the talent system to include skilled digital craftsmen [9][10] Global Standards and Future Directions - China has published 469 national standards and 50 international standards for intelligent manufacturing, indicating a focus on application while recognizing the need for improvement in standard-setting and international influence [10] - The future of Chinese manufacturing lies in leveraging its application advantages to lead in international standard formulation and enhance its position in the global value chain [10]

Core Viewpoint - The article emphasizes the rapid transformation of China's manufacturing industry through the integration of new technologies such as AI, big data, and IoT, leading to the establishment of smart factories that enhance production efficiency and drive industrial upgrades [1][3]. Group 1: Smart Factory Development - As of now, over 30,000 basic smart factories, more than 1,200 advanced smart factories, and over 230 excellent smart factories have been established across China, indicating initial success in the smart factory cultivation initiative [1][7]. - The distribution of excellent smart factories spans 31 provinces, covering over 80% of major manufacturing sectors, with nearly 2,000 exemplary scenarios implemented [7]. Group 2: Technological Integration and Efficiency - In the case of Zhongji HuanKe, the integration of digital technologies has led to a 30% reduction in delivery times, a 10% increase in first-time assembly pass rates, and a 50% improvement in inspection efficiency [3]. - The digital transformation of Yawey Co. has progressed through four stages, resulting in a 40% improvement in drawing management efficiency, a 36% increase in inventory turnover efficiency, a 22% reduction in product defect rates, and the launch of an industrial internet platform that connects 1,500 enterprises [4]. Group 3: Policy Support and Industry Trends - The transformation of these enterprises is supported by a series of policies aimed at upgrading the manufacturing sector, with the Ministry of Industry and Information Technology advocating for the development of innovative, secure, and collaborative solutions [6]. - The current trend indicates a shift from "scale dividends" to "value dividends" in manufacturing, with smart factories serving as a critical observation point for this transition [3][4]. Group 4: Challenges and Future Directions - The article highlights the need for a talent system restructuring to support smart manufacturing, emphasizing the demand for both high-end R&D talent and skilled application personnel [9]. - There is a call for breakthroughs in core technologies, as digital transformation is described as a long-term, systematic process that requires continuous iteration and innovation [9]. Group 5: Global Standards and Competitive Positioning - China has released 469 national standards and 50 international standards for smart manufacturing, with over 6,500 solution providers covering all manufacturing sectors [10]. - The article suggests that China should leverage its application advantages to accelerate the establishment of international standards and enhance its voice in the global value chain [11].

格隆汇8月27日丨亚威股份(002559.SZ)公布2025年半年度报告，上半年公司实现营业收入10.24亿元，同 比下降0.45%；归属于上市公司股东的净利润7065.39万元，同比增长6.88%；归属于上市公司股东的扣 除非经常性损益的净利润6401.56万元，同比增长6.24%；基本每股收益0.1300元。 ...

智通财经APP讯，亚威股份(002559.SZ)发布2025年半年度报告，报告期内，公司实现营业收入10.24亿 元，同比下降0.45%。实现归属于上市公司股东的净利润7065.39万元，同比增长6.88%。实现归属于上 市公司股东的扣除非经常性损益的净利润6401.56万元，同比增长6.24%。基本每股收益0.13元。 ...

江苏亚威机床股份有限公司董事会审计委员会 关于 2025 年半年度计提资产减值准备合理性的说明 江苏亚威机床股份有限公司（以下简称"公司"）董事会审计委员会委员在审 慎审阅相关资料的基础上，认为： 二○二五年八月二十六日 公司就 2025 年半年度计提资产减值准备事宜提供了详细的资料，并就有关 内容做出了充分的说明。该事项符合《企业会计准则》和公司相关会计政策的规 定，体现了会计谨慎性原则，依据充分，公允反映了公司 2025 年 6 月 30 日合并 财务状况以及 2025 年半年度的合并经营成果，有助于向投资者提供更加可靠的 会计信息。 （以下无正文） （此页无正文，为江苏亚威机床股份有限公司董事会审计委员会关于 2025 年半 年度计提资产减值准备合理性的说明的签署页） 审计委员会委员： 【蔡 建】 【刘 昕】 【樊 军】 ...

江苏亚威机床股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 一、计提资产减值准备的情况 证券代码：002559 证券简称：亚威股份 公告编号:2025-044 公司需确认减值损失的金融资产系以摊余成本计量的金融资产、以公允价值 计量且其变动计入其他综合收益的债务工具投资、租赁应收款，主要包括应收票 据、应收账款、其他应收款、债权投资、其他债权投资等。本公司以预期信用损 失为基础，对上述各项目按照其适用的预期信用损失计量方法计提减值准备并确 认信用减值损失。 2、存货跌价准备的确认标准和计提方法 公司于资产负债表日对存货按成本与可变现净值孰低计量，存货成本高于可 变现净值的，计提存货跌价准备，计入当期损益。在确定存货的可变现净值时， 以取得的可靠证据为基础，并且考虑持有存货的目的、资产负债表日后事项的影 响等因素。 （一）计提的原因 根据《企业会计准则》、《深圳证券交易所股票上市规则》及公司会计政策的 相关规定，为了真实、准确地反映公司的财务状况、资产价值及经营成果，基于 审慎性原则，江苏亚威机床股份 ...

江苏亚威机床股份有限公司 法定代表人：冷志斌 主管会计工作负责人：施金霞 会计机构负责人：苏政 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：江苏亚威机床股份有限公司 单位：人民币元 | | | 占用方与上 | 上市公司 | 年期初 2025 | 年半年占 2025 | 年半年 2025 | 年半年偿 2025 | 年半年 2025 | 占用 | 占用性 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 市公司的关 | 核算的会 | 占用资金余 | 用累计发生金 | 占用资金的 | 还累计发生金 | 期末占用资 | 形成 | 质 | | | | 联关系 | 计科目 | 额 | 额(不含利息) | 利息(如有) | 额 | 金余额 | 原因 | | | 控股股东、实际控制 人及其附属企业 | 无 | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际控 | 无 | | | | | | | | ...