Group 1: Laser Cutting Business - The high-power laser cutting business has seen significant growth, with sales orders for 8KW and above laser cutting machines doubling, marking a new growth point for the company [2] - The company has completed the development of a 20KW ultra-high power laser cutting machine, with 2 units successfully delivered to customers [2] - The sales of laser pipe cutting equipment have achieved mass sales, and the sales of three-dimensional five-axis laser cutting machines have seen a breakthrough, with FMS laser cutting flexible production line orders increasing by over three times year-on-year [2] Group 2: Precision Laser Project - The company is actively expanding its precision laser processing equipment business, targeting markets in display panels, new energy, and semiconductors [3] - A strategic partnership has been established with LIS Co., a leading global manufacturer in precision laser processing equipment, focusing on the OLED laser processing field [4] - The acquisition of a 21.96% stake in LIS Co. has been completed, making the company the largest shareholder, and a joint venture in China is under construction, expected to commence production in early 2020 [4] Group 3: Metal Forming Machine Tools - The company is broadening its product line in metal forming machine tools, enhancing technical performance and quality, and promoting stable growth in sales of CNC bending machines [5] - The market share of the company's products is continuously increasing, reflecting a strong competitive position in the industry [5] Group 4: Smart Manufacturing Services - The smart manufacturing services cover industrial automation equipment, flexible production lines, and cloud services, providing comprehensive solutions for industry clients [5] - The "YAWI Smart Cloud" industrial internet platform has been recognized as a key project by the Ministry of Industry and Information Technology in 2019 [5] Group 5: Future Development Plans - The company aims to achieve steady and rapid growth in business scale, focusing on the dual-driven strategy and enhancing competitiveness in various product lines [6] - Plans include leveraging capital advantages for investments and acquisitions in high-end, intelligent equipment sectors, and developing a comprehensive smart manufacturing solution [6]

Group 1: Company Overview and Market Context - Jiangsu Yawey Machine Tool Co., Ltd. provides digital, flexible, automated, and intelligent metal sheet processing solutions to high-end clients in industries such as sheet metal processing, automotive, home appliances, and electrical engineering [2] - The overall market environment in 2019 was complex, with increased downward pressure on the industry and reduced investment willingness from downstream customers [2] - Since November 2019, there has been a noticeable recovery in downstream market demand, which continues to persist [2] Group 2: Product Development and Profitability - The gross profit margin of metal forming machine tools has improved over the past two years due to increased innovation and the successful development of high-end new products [3] - Key innovations include multi-sided bending centers and laser cutting lines, which have broken international monopolies and enhanced domestic technology performance [3] - The company is focusing on enhancing product quality and management capabilities to ensure sustained operational efficiency [3] Group 3: Future Business Plans - The company plans to expand its high-power laser cutting business by developing new products such as three-dimensional five-axis laser cutting equipment and laser tube cutting devices [3] - There is a strategic focus on market incubation for laser welding equipment, which has successfully entered the automotive pipe processing industry [4] - The acquisition of a joint venture with Korean LIS for precision laser cutting is complete, with factory construction expected to begin production in early 2020 [4] Group 4: Smart Manufacturing Initiatives - The company has significantly enhanced its smart manufacturing capabilities through the establishment of an automated warehouse system integrated with WMS, ERP, SRM, MES, and OA [5] - The new smart warehouse center has achieved material barcode management, paperless operations, precise distribution, and reduced capital occupancy [5]

编号：2020-007 证券代码：002559 证券简称：亚威股份 江苏亚威机床股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |----------------------------|------------------------------|------------------------------------|----------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系活 | □ | 新闻发布会 □路演活动 | | | 动类别 | □ 现场参观 | | | | | □ | 其他 （请文字说明其他活动内容） | | | 参与单位名称 | | 国泰基金—谢泓材；申港证券—夏纾雨 | | | 及人员姓名 | | | | | 时间 | 2020 年 6 月 24 日 | | | | 地点 | 公司会议室 | | | | 上 市 公 司 接 待 人员姓名 | | 董事会秘书童娟、证券事务代表曹伟伟 | | | 投 资 者 ...

Group 1: Laser Business Development - The laser processing equipment market saw a significant decline in 2019, with intense competition in the industry. However, sales revenue for 8KW and above ultra-high power laser cutting machines increased, becoming a new growth point for the company's laser processing equipment business [2] - The company has completed the development of a 20KW ultra-high power laser cutting machine and achieved mass sales of laser pipe cutting machines. Additionally, the FMS laser cutting flexible production line has completed small batch deliveries [2] - A new subsidiary, Jiangsu Yawey Precision Laser Technology Co., Ltd., was established to expand the laser business and enhance the company's competitive edge in the industry [2] Group 2: Strategic Partnerships and Market Expansion - The company is implementing a dual strategy of "going out and bringing in" to expand into display panels, new energy, and semiconductor markets. This includes a strategic partnership with Korean company LIS Co., Ltd., a leader in precision laser processing equipment [3] - LIS Co., Ltd. holds a leading position in the flexible OLED laser processing field in China and is a major supplier to top domestic display panel manufacturers [3] - The company has acquired 21.96% of LIS Co., Ltd., becoming its largest shareholder, and is establishing a joint venture in China to develop precision laser processing equipment [4] Group 3: Intelligent Manufacturing Systems - The company is enhancing its intelligent manufacturing solutions under a comprehensive strategy to promote smart manufacturing. The brand influence of linear and horizontal multi-joint robots has expanded, covering industries such as automotive, high-speed rail, engineering machinery, and aerospace [5] - A new intelligent systems company is actively promoting collaboration across the industry chain, forming strategic partnerships with companies like Tsinghua Unigroup and Yonyou [5] - The company is accelerating the construction of an industrial internet platform aimed at discrete manufacturing, enhancing its smart manufacturing service capabilities [5] Group 4: Future Development Plans - The company is focused on a three-year strategic development plan, implementing a "dual-wheel drive" strategy to achieve stable and rapid business growth [6] - The plan emphasizes consolidating the mature business of metal forming machine tools, accelerating the development of laser processing equipment, and expanding emerging businesses in intelligent manufacturing solutions [6] - The company aims to leverage its capital advantages through investments and acquisitions to develop high-end, intelligent equipment and enhance its position as a world-class supplier of high-end equipment and smart manufacturing solutions [6]

Group 1: Company Overview - In the first half of 2019, the company achieved a revenue of 738 million CNY, a decrease of 3.58% compared to the same period last year [3] - The net profit attributable to shareholders was 67.47 million CNY, a slight decrease of 0.04% year-on-year [3] - The company is actively responding to external market changes and enhancing product competitiveness through smart manufacturing upgrades [2] Group 2: Precision Laser Project - The company is developing precision laser processing equipment and expanding into markets such as display panels, new energy, and semiconductors [3] - A strategic partnership is being formed with LIS Co., Ltd, a leading global manufacturer of precision laser processing equipment, to enhance capabilities in the laser processing sector [4] - The partnership includes acquiring 21.96% of LIS Co., Ltd's shares, making the company the largest shareholder [4] Group 3: Future Development Plans - The company aims to achieve steady and rapid business growth by focusing on three-year strategic goals and implementing a "dual-wheel drive" strategy [6] - Plans include consolidating the metal forming machine tool business, accelerating the development of laser processing equipment, and expanding smart manufacturing solutions [7] - The company seeks to leverage its capital advantages for investments and acquisitions in high-end, intelligent equipment sectors [7]

Group 1: Company Strategy - The company positions itself as a leading domestic and world-class intelligent equipment and solution service provider, focusing on integrated solutions in the metal sheet processing field [3] - The strategy includes "technology leadership and sales-driven" to meet the needs of mid-to-high-end customers, while also promoting the development of laser processing equipment, robotics, and automation integration [3] - The company aims for a combination of internal and external development strategies, enhancing core products' intelligent transformation and leveraging capital advantages for industry layout improvement [3] Group 2: Laser Equipment Business - The laser equipment business has maintained an average annual growth rate of around 100% in orders, becoming one of the company's main businesses [4] - Future plans include increasing R&D efforts for new laser products to enhance processing efficiency, precision, and stability, while expanding applications into welding and additive manufacturing [4] Group 3: Automation Production Lines - The demand for automated production lines is increasing due to rising labor costs, with automated production line products accounting for approximately 25% of the company's revenue [4] Group 4: Robotics Business Progress - In the first half of 2017, the subsidiary for robotics manufacturing completed orders worth nearly 50 million yuan, with a focus on expanding external market capabilities [5]

编号：2020-008 证券代码：002559 证券简称：亚威股份 江苏亚威机床股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------|------------------------------|----------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活 | □ 新闻发布会 □路演活动 | | | 动类别 | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称 | 申港证券—夏纾雨 | | | 及人员姓名 | | | | 时间 | 2020 年 11 月 2 日 | | | 地点 | 公司会议室 | | | 上 市 公 司 接 待 | | 董事、副总经理朱鹏程；董事会秘书童娟；钣金激光装备 | | 人员姓名 | | 事业部销售公司副总经理陈凯；证券事务代表曹伟伟 | | 投 资 者 关 系 活 | 主要交流问题： | | | 动 ...

Group 1: Economic Overview - The economic situation in the first half of 2019 remains complex and severe, with global economic growth slowing down and increasing external uncertainties [2] - The company achieved a revenue of 738 million CNY, a decrease of 3.58% compared to the same period last year, and a net profit attributable to shareholders of 67.47 million CNY, a slight decrease of 0.04% [3] Group 2: Precision Laser Project - The company is actively developing precision laser processing equipment and expanding into markets such as display panels, new energy, and semiconductors [3] - A strategic cooperation with LIS Co., Ltd, a leading global manufacturer of precision laser processing equipment, is underway, with the company acquiring 21.96% of LIS's shares to become its largest shareholder [4][5] Group 3: Future Impact and Development Plans - The collaboration with LIS is expected to enhance the company's capabilities in high-end laser processing equipment, particularly in OLED display panels and solar energy applications [5][6] - The company aims to achieve steady and rapid business growth by focusing on its three-year strategic goals, emphasizing scale efficiency and expanding its intelligent manufacturing solutions [6][7]

Group 1: Company Overview and Strategic Partnerships - Jiangsu Yahui Machine Tool Co., Ltd. is actively developing precision laser processing equipment and expanding into markets such as display panels, new energy, and semiconductors through a dual strategy of "going out and bringing in" [2] - The company has established a wholly-owned subsidiary, Jiangsu Yahui Precision Laser Technology Co., Ltd., to collaborate with Korean KOSDAQ-listed company LIS Co., Ltd. in the precision laser field [2][3] - LIS Co., Ltd. is a leading manufacturer of precision laser processing equipment, primarily serving the flexible OLED laser processing market in China [3] Group 2: Investment and Shareholding - Yahui Precision Laser plans to acquire 21.96% of LIS Co., Ltd., making it the largest shareholder [3] - A joint venture will be established in China, with LIS contributing its laser processing technology for OLED and new energy sectors [3][4] Group 3: Impact on Future Development - The collaboration is expected to enhance Yahui's capabilities in high-end laser processing equipment, targeting advanced applications in OLED displays, solar cells, and lithium battery materials [4][5] - The joint venture aims to increase the localization rate of high-end display panel production equipment in China, promoting self-sufficiency in related processes [5] Group 4: Future Development Plans - In 2019, the company will focus on a three-year strategic development plan, emphasizing rapid growth in business scale and enhancing competitiveness in the metal forming machine tool sector [6] - The strategy includes expanding the laser processing equipment business and developing new intelligent manufacturing solutions, aiming to become a world-class supplier of high-end equipment and intelligent manufacturing solutions [6]

Group 1: Company Performance - In 2018, the company achieved operating revenue of 1.533 billion CNY, a year-on-year increase of 6.52% [2] - Operating profit reached 130 million CNY, with a growth of 8.61% compared to the previous year [2] - Net profit attributable to shareholders was 112 million CNY, reflecting a year-on-year increase of 17.76% [2] Group 2: Laser Business Development - The laser processing equipment business generated operating revenue of 457 million CNY in 2018, marking a growth of 22.48% [3] - The company has a strong foundation in machine tool manufacturing, providing a competitive edge in laser cutting equipment [3] - The company aims to enhance its laser brand market positioning through the development and promotion of new models and products [3] Group 3: Intelligent Manufacturing Solutions - The intelligent manufacturing solutions segment achieved operating revenue of 69 million CNY in 2018, with an increase of 11.61% [4] - Orders for industrial robots exceeded 80 million CNY, representing a year-on-year growth of 24% [4] - The company is expanding its market presence in high-end industries such as military, shipbuilding, and aerospace [4] Group 4: Future Development Strategy - In 2019, the company will focus on a three-year development strategy, emphasizing "dual-wheel drive" for robust business growth [6] - The strategy includes consolidating the metal forming machine tool business and accelerating the development of laser processing equipment [6] - The company aims to become a world-class supplier of high-end equipment and intelligent manufacturing solutions through both organic growth and acquisitions [6]