证券代码：002559 证券简称：亚威股份 公告编号：2025-040 江苏亚威机床股份有限公司 关于部分董事股份减持计划实施完成暨减持结果的公告 公司董事施金霞女士、潘恩海先生、朱鹏程先生、樊军先生保证向公司提供 的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。本公司及董 事会全体成员保证公告内容与信息披露义务人提供的信息一致。 江苏亚威机床股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日在巨 潮资讯网披露了《关于部分董事计划减持公司股份的预披露公告》（2025-024）。 公司董事施金霞女士、潘恩海先生、朱鹏程先生、樊军先生（以下合称"相关董 事"）计划在减持计划公告起 15 个交易日后的 3 个月内（2025 年 5 月 21 日-2025 年 8 月 20 日），以集中竞价交易或大宗交易方式减持本人持有的部分公司股份。 本次拟减持股份共计不超过 4,716,250 股，即不超过公司总股本 549,765,024 的 0.86%。其中，施金霞女士拟减持不超过 1,990,057 股，潘恩海先生拟减持不超过 1,262,885 股，朱鹏程先生拟减持不超过 1,242,775 ...

Group 1 - The Science and Technology Innovation 50 Index rose over 3%, reaching a new high for the year, driven by a collective surge in chip stocks [1] - Companies such as Jimin Health, Hanzhong Precision Machinery, and Kesen Technology have seen consecutive trading gains, with Jimin Health achieving a five-day streak [1] - The AI server market is dominated by Inspur Information, which holds over 50% market share in China and has reported a 64.39% year-on-year increase in net profit for the first quarter [1] Group 2 - The domestic leading companies are making significant advancements, with Nvidia reportedly developing an AI chip specifically for the Chinese market [3] - Companies like Fullchai Power and Yuanlin Co. have also seen consecutive trading gains, indicating strong market performance [3] - The company Guangxin Technology is a leader in optical modules and has partnered with Cisco to launch a 1.6T silicon optical module [3] Group 3 - The domestic automotive sector is witnessing significant developments, with China FAW planning to acquire approximately 10% of Leap Motor [6] - Companies like Mould Technology and Shentong Express are also making strides, with Mould Technology providing components for new energy vehicles [6] - The automotive thermal management sector is led by companies like Hanzhong Precision Machinery, which specializes in compressors and refrigeration products [8] Group 4 - The pharmaceutical industry is seeing a surge in domestic innovative drugs going global, with Tianmu Pharmaceutical being the first listed company in traditional Chinese medicine [7] - Companies like Huahai Pharmaceutical are advancing in the development of innovative drugs, with over 20 projects currently in research [7] - The automotive passive safety system sector is represented by companies like Songyuan Safety, which reported a 30.85% year-on-year increase in net profit [7]

Group 1 - The stock price of Yawen Co., Ltd. (002559) closed at 10.02 yuan, down 0.5% as of August 8, 2025, with a turnover rate of 3.22% and a trading volume of 161,300 hands, amounting to 162 million yuan [1] - The latest financial report for Yawen Co. shows total operating revenue of 467 million yuan for Q1 2025, a year-on-year decrease of 16.29%, and a net profit attributable to shareholders of 35.9 million yuan, down 13.77% year-on-year [1] - The company has a current ratio of 1.241, a quick ratio of 0.677, and a debt-to-asset ratio of 61.99% [1] Group 2 - Yawen Co. has made investments in 18 enterprises and participated in 272 bidding projects [2] - The company holds 51 trademark registrations and 650 patent applications, along with 41 administrative licenses [2]

Core Viewpoint - The recent stock issuance plan by Yawen Co. is under regulatory scrutiny due to its financial investments totaling 3.789 billion yuan, raising concerns about capital operations involving state-owned assets in Yangzhou [1] Financial Investment Analysis - As of March 2025, Yawen Co. has other non-current financial assets amounting to 3.789 billion yuan, which constitutes 21.76% of its net assets, approaching the 30% regulatory threshold [1] - The majority of these funds are allocated to four industrial funds, with the largest being the Jiangsu Diquan Yawen Fengying Intelligent Manufacturing Fund, valued at 3.364 billion yuan, representing 88.79% of the total investment [1] - Despite claims of investments in the intelligent manufacturing sector, regulatory rules require thorough verification of underlying assets in industrial funds, and the investments include areas like new materials and auto parts, which do not align with Yawen Co.'s core business [1] Shareholding and Control Changes - The recent capital increase involves Yangzhou Industrial Investment Development Group subscribing to 128 million shares at a price of 7.21 yuan per share, totaling 925 million yuan [1] - Following this transaction, Yangzhou Industrial Investment Development Group will hold a 29.99% stake, becoming the controlling shareholder, with the Yangzhou State-owned Assets Supervision and Administration Commission gaining actual control [1] Financial Position and Fund Utilization - Yawen Co. reports cash and cash equivalents of 910 million yuan and trading financial assets of 161 million yuan, yet plans to allocate 67.17% (621 million yuan) of the total raised funds for liquidity support and debt repayment [1]

8月4日突破半年线个股乖离率排名 （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688311 | 盟升电 | 7.40 | 4.63 | 37.68 | 39.89 | 5.86 | | | 子 | | | | | | | 300735 | 光弘科 技 | 6.10 | 4.73 | 27.36 | 28.54 | 4.32 | | 301210 | 金杨股 份 | 5.60 | 15.69 | 42.39 | 43.96 | 3.70 | | 603507 | 振江股 份 | 5.00 | 12.19 | 24.79 | 25.60 | 3.28 | | 603360 | 百傲化 学 | 5.59 | 2.66 | 20.51 | 21.16 | 3.16 | | 603559 | ST通脉 | 3.27 | 0.28 | 8.57 | 8.83 | 3.07 | ...

Core Viewpoint - Jiangsu Yawen Machine Tool Co., Ltd. is in the process of issuing stocks to specific investors, which requires approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission [1][2]. Group 1 - The company received an inquiry letter from the Shenzhen Stock Exchange regarding its application for a specific stock issuance on July 15, 2025 [1]. - The company has conducted thorough research and addressed the inquiries by supplementing materials and responding to questions as required by the inquiry letter [1]. - The company has revised the relevant content in its application documents for the stock issuance and listing on the main board [1]. Group 2 - The stock issuance is subject to approval from the Shenzhen Stock Exchange and requires registration consent from the China Securities Regulatory Commission before implementation [2]. - There is uncertainty regarding whether the company will pass the Shenzhen Stock Exchange's review and receive the registration consent from the China Securities Regulatory Commission, along with the timing of such decisions [2]. - The company will fulfill its information disclosure obligations based on the progress of this matter [2].

股票简称：亚威股份 股票代码：002559.SZ 江苏亚威机床股份有限公司 （Jiangsu Yawei Machine Tool Co. , Ltd.） （江苏省扬州市江都区黄海南路仙城工业园） 并在主板上市 募集说明书 （修订稿） 保荐机构（主承销商） 公告日期：二〇二五年八月 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请 文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反 的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资风险。 重大事项提示 本公司特别提请投资者注意，在作出投资决策之前，务必仔细阅读本募集说 明书正文内容，并特别关注以下重要事项。 一、本次向特定对象发行 A 股股票情况 第六届董事会第十七次会议、2025 年 2 月 10 日召开的 2025 年第一次临时股东 大会审议通过。2025 年 ...

Core Viewpoint - Jiangsu Yawey Machine Tool Co., Ltd. is in the process of issuing shares to specific investors, with a total fundraising amount not exceeding 924.5749 million yuan, which will result in the Yancheng Industrial Development Group becoming the controlling shareholder of the company [2][3]. Fundraising and Project Details - The company plans to raise 303.66 million yuan for the second phase of the servo press and automated stamping line project, and 620.9149 million yuan will be used to supplement working capital and repay bank loans [3][4]. - The first phase of the project began construction in 2023 and is currently in trial production, with a designed capacity of 2,000 servo presses and 100 automated stamping lines per year [3][4]. Regulatory Approvals and Risks - The company has received preliminary approval from the State-owned Assets Supervision and Administration Commission for the share issuance, but still needs to obtain various regulatory approvals, including land use rights and construction permits [6][9]. - The company has indicated that there are no significant legal obstacles to obtaining the necessary land use rights for the project, and alternative land options will be coordinated if needed [8][9]. Financial Position of the Investor - Yancheng Industrial Development Group will fund 40% of the subscription with its own funds and 60% through acquisition loans, with a total fundraising amount of 924.5749 million yuan [9][12]. - The financial data of Yancheng Industrial Development Group shows total assets of approximately 528.89 million yuan and net assets of approximately 402.27 million yuan as of June 30, 2025 [11][12]. Market Trends and Opportunities - The servo press market is expected to grow significantly, driven by the increasing demand for high-precision manufacturing in sectors such as new energy vehicles and rail transportation [18][20]. - The penetration rate of servo presses in China is currently below 20%, indicating substantial room for growth as domestic manufacturers seek to replace imported brands [18][19]. Product Development and Production Capacity - The second phase of the project will produce key components for the servo presses, which are essential for the first phase's production of complete machines [16][17]. - The company has established production capabilities and technical reserves necessary for the new project, ensuring alignment with its main business focus [17].

Core Viewpoint - Jiangsu Yawei Machine Tool Co., Ltd. is responding to the Shenzhen Stock Exchange's inquiry regarding its application for a specific stock issuance, detailing the sources of subscription funds and the financial status of the subscribing entity, Yangzhou Chanfang Group [1][2][3]. Group 1: Subscription Fund Sources - The total amount raised from this issuance is 924.5749 million yuan, with Yangzhou Chanfang Group contributing 40% from its own funds and 60% from acquisition loans [1][2]. - Yangzhou Chanfang Group has received a commitment for a merger loan of 560 million yuan from China Construction Bank and a similar commitment from Industrial Bank, contingent on meeting certain conditions [2][3]. Group 2: Financial Status of Yangzhou Chanfang Group - As of June 30, 2025, Yangzhou Chanfang Group's total assets were approximately 5.2889 billion yuan, with net assets of about 3.5965 billion yuan [2]. - The group reported a net loss of 232.686 million yuan for the year 2024 and a loss of 78.7071 million yuan for the first half of 2025 [2]. Group 3: Cost and Profitability Analysis - The unit production cost of self-produced structural components has been decreasing, aligning with the downward trend in raw material prices [7][11]. - The projected unit cost for pressure machine structural components is expected to decline from 0.93 million yuan per ton in T+3 years to 0.83 million yuan per ton in T+6 years [8]. - The estimated gross margin for the pressure machine structural components is projected to increase from 16.00% in T+3 years to 24.45% in T+6 years [11]. Group 4: Project Investment and Financial Impact - The total investment for the fundraising project is 303.66 million yuan, with 233.42 million yuan allocated for project construction and 70.24 million yuan for working capital [16]. - The project is expected to save approximately 349.6181 million yuan in external structural component purchases annually, leading to a projected net profit of 41.3789 million yuan after tax [14][16]. Group 5: Historical Fund Usage - The company has not changed the use of funds raised in previous financing rounds and has adhered to the required approval processes [18][21]. - The company’s IPO and subsequent financing have not involved any unauthorized changes to the use of raised funds or project delays [19][21]. Group 6: Market Competition and Customer Base - The metal forming machine tool industry is highly competitive, with major international players like Germany's Trumpf and Japan's Amada leading the market [26]. - The company primarily sells its products through direct sales domestically and through distributors internationally, maintaining long-term partnerships with capable distributors [22][26].

Company Overview - Jiangsu Yawei Machine Tool Co., Ltd. is primarily engaged in three main businesses: metal forming machine tools, laser processing equipment, and intelligent manufacturing solutions, with metal forming machine tools being the largest revenue source [2][3] - The company has established a comprehensive sales service network, providing integrated hardware and software products to high-end clients such as Gree, CRRC, XCMG, Baowu Steel, and BYD, positioning itself as a leading supplier of digital, flexible, automated, and intelligent metal sheet processing solutions [3] Financial Performance - As of March 31, 2025, the total assets amounted to 457,958.08 million yuan, with total liabilities of 283,872.40 million yuan, resulting in shareholders' equity of 174,085.67 million yuan [4] - The operating revenue for the first quarter of 2025 was 46,706.58 million yuan, with a net profit of 3,067.38 million yuan. In comparison, the operating revenue for the entire year of 2024 was 205,739.36 million yuan, with a net profit of 4,802.74 million yuan [4][5] - The company has shown a trend of increasing sales revenue from 183,014.69 million yuan in 2022 to 205,739.36 million yuan in 2024, although net profit has fluctuated due to asset impairment and investment income [6][7] Market Position and Competitive Landscape - The company is recognized as a national manufacturing single champion for its bending machine products and has been awarded the title of "National Technology Innovation Demonstration Enterprise" [2] - The metal forming machine tool industry is experiencing increased competition from both domestic and international players, with notable foreign manufacturers establishing local production in China [5][6] - The company faces risks related to industry cyclicality, as demand for its products is closely tied to the macroeconomic environment and the investment trends in the manufacturing sector [5][6] Future Prospects and Capital Raising - The company plans to raise a total of 92,457.49 million yuan through a private placement of shares, which will be used for the construction of a second phase project for servo press machines and automated stamping lines, as well as to supplement working capital and repay bank loans [14][19] - The issuance of shares is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission, with the issuance price set at 7.28 yuan per share [14][19] Risk Factors - The company is exposed to various risks, including macroeconomic fluctuations, industry cyclicality, and competitive pressures, which could impact its operational performance and financial results [5][6][8] - Specific risks include potential declines in product prices due to increased competition, fluctuations in raw material costs, and challenges in managing accounts receivable and inventory [8][9][10]