一、股东减持情况 冷志斌先生具体减持情况见下表： | 减持股 | 减持方式 | | 减持期间 | | | | 减持均价 | 减持股数 | 占总股本 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | | | | | | | （元/股） | | 比例 | | 冷志斌 | 集中竞价 | 2025 年 | 10 20 | 月 | 日-21 | 日 | 10.18 | 3,460,000 | 0.64% | 证券代码：002559 证券简称：亚威股份 公告编号：2025-055 江苏亚威机床股份有限公司 关于董事长股份减持计划实施完成暨减持结果的公告 公司董事长冷志斌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 9 月 11 日在巨 潮资讯网披露了《关于董事长计划减持公司股份的预披露公告》（2025-046）。公 司董事长冷志斌先生计划在减持计划公告起 15 个交易日 ...

Core Insights - The article discusses the growth of the industrial robot industry in China, highlighting significant production increases and future projections [1] Industry Overview - According to the National Bureau of Statistics, the production of industrial robots in China reached 64,000 units in August 2025, representing a year-on-year growth of 14.4% [1] - From January to August 2025, the cumulative production of industrial robots in China was 512,000 units, showing a cumulative growth of 29.9% [1] Companies Mentioned - Listed companies in the industrial robot sector include: - Robot (300024) - Estun (002747) - New Times (002527) - Tosida (300607) - Huichuan Technology (300124) - Huazhong CNC (300161) - Jasic Technology (300193) - Yawen Co. (002559) - TuoShan Heavy Industry (001226) - Haozhi Electromechanical (300503) [1] Research Report - The article references a report by Zhiyan Consulting titled "Analysis of the Development Trends and Supply-Demand Situation of China's Industrial Robot Industry from 2025 to 2031" [1]

Group 1 - The core viewpoint of the news highlights the growth in the production of metal forming machine tools in China, with a reported cumulative production increase of 6.4% from January to August 2025, totaling 116,000 units [1][2] - The production output for August 2025 alone reached 14,000 units, indicating a strong monthly performance [1] - The report referenced is from Zhiyan Consulting, which provides in-depth industry research and market demand analysis for the machine tool equipment sector in China from 2025 to 2031 [1][2] Group 2 - The listed companies in the context of this news include Yawen Co., Ltd. (002559), Hezhuan Intelligent (603011), and Shenyang Machine Tool (000410), which are key players in the machine tool industry [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research reports and tailored consulting services [2]

Core Insights - The article discusses the production statistics and market outlook for China's metal forming machine tools industry from 2025 to 2031, highlighting a significant growth trend in production volumes [1][2]. Group 1: Industry Overview - According to the National Bureau of Statistics, the production of metal forming machine tools in China reached 15,000 units in April 2025 [1]. - From January to April 2025, the cumulative production of metal forming machine tools was 55,000 units, reflecting a year-on-year growth of 12.2% [1]. Group 2: Companies Mentioned - The companies mentioned in the article include Yawen Co., Ltd. (002559), Hezhuan Intelligent (603011), and Shenyang Machine Tool (000410) [1]. Group 3: Research Report - The insights are derived from a report by Zhiyan Consulting titled "2025-2031 China Machine Tool Equipment Industry Market Status Survey and Industry Demand Assessment Report" [1]. - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [2].

Industry Overview - The Chinese industrial robot production is projected to reach 72,000 units in April 2025, representing a year-on-year growth of 51.5% [1] - Cumulative production of industrial robots in China from January to April 2025 is expected to be 221,000 units, with a cumulative growth of 34.1% [1] Companies Involved - Key listed companies in the industrial robot sector include: Robot (300024), Estun (002747), New Times (002527), Tosida (300607), Huichuan Technology (300124), Huazhong CNC (300161), Jasic Technology (300193), Yawen Co. (002559), Tosan Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] Research Report - The report titled "Analysis of the Development Trends and Supply-Demand Situation of China's Industrial Robot Industry from 2025 to 2031" has been published by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has extensive experience in industry research, providing in-depth reports, business plans, feasibility studies, and customized services [1]

Core Viewpoint - The stock of Yawen Co., Ltd. experienced a decline of 5.17% on October 13, closing at 10.45 CNY per share, with a trading volume of 46.52 million CNY and a turnover rate of 0.88%, resulting in a total market capitalization of 5.745 billion CNY [1] Company Overview - Yawen Co., Ltd. is located in Jiangdu District, Yangzhou City, Jiangsu Province, and was established on February 12, 2000, with its listing date on March 3, 2011 [1] - The company's main business includes metal forming machine tools, laser processing equipment, and intelligent manufacturing solutions, with revenue contributions of 76.62% from metal forming machine tools, 21.77% from laser processing equipment, and 1.61% from intelligent manufacturing solutions [1] Shareholder Information - Among the top ten circulating shareholders of Yawen Co., Ltd., one fund under Huaxia Fund, the Huaxia CSI Robot ETF (562500), increased its holdings by 2.2006 million shares in the second quarter, holding a total of 12.3166 million shares, which accounts for 2.46% of the circulating shares [2] - The estimated floating loss for the fund today is approximately 7.0205 million CNY [2] Fund Performance - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY, achieving a year-to-date return of 38.3%, ranking 1263 out of 4220 in its category; over the past year, it has returned 49.24%, ranking 701 out of 3855; and since inception, it has returned 7.45% [2] - The fund manager of Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 54 days, with a total fund asset scale of 42.926 billion CNY, achieving a best fund return of 125.44% and a worst fund return of -15.08% during the tenure [3]

Group 1 - The core point of the article is that Aywei Co., Ltd. is advancing a private placement to raise 710 million yuan while its directors are simultaneously reducing their holdings in the secondary market, raising questions about the timing and implications of these actions [1][2][3] - Aywei Co., Ltd. plans to issue up to 99,726,887 shares to Yangzhou Chanfang Group, with the fundraising amount reduced to 710 million yuan, resulting in Yangzhou Chanfang Group becoming the controlling shareholder with a 15.35% stake [1] - The share price of Aywei Co., Ltd. has increased significantly, from the adjusted private placement price of 7.21 yuan per share in June 2025 to 11.83 yuan as of September 24, 2025, representing a price difference of 60% [2] Group 2 - Key executives, including directors Zhu Pengcheng and Shi Jinxia, collectively sold over 3 million shares between May 21 and August 20, 2025, raising approximately 30 million yuan [2] - The planned share reduction by Chairman Leng Zhibin is set to occur within three months after the announcement, with a maximum of 3,462,330 shares to be sold, potentially generating over 30 million yuan if completed at current prices [3] - The market is questioning whether the valuation benefits from the state-owned enterprise's entry are being prematurely harvested by the directors through their share reductions [3]

Core Viewpoint - The article discusses the recent developments and financial performance of Yawen Co., Ltd. (亚威股份), highlighting its unique appeal as an industrial machinery player despite limited profit growth and the potential for new opportunities following state-owned enterprise involvement [4][21]. Group 1: Company Overview - Yawen Co., Ltd. has a history dating back to 1956 and has evolved into a key player in the metal forming machine tool and laser processing equipment sectors, with three main business segments: metal forming machine tools, laser processing equipment, and intelligent manufacturing solutions [6][8]. - The company has been recognized by major state-owned enterprises, including China CNR Corporation and the Yangzhou State-owned Assets Supervision and Administration Commission, indicating its strategic importance in the industry [5][6]. Group 2: Financial Performance - Yawen's revenue has shown little growth since 2021, with projected revenue for 2024 at 2.06 billion, nearly unchanged from 2021 levels, and a slight decline of 0.4% year-on-year in the first half of the current year [12][10]. - The company's net profit trends mirror its revenue stagnation, with a reported net profit of 70.65 million in the first half of the year, reflecting a year-on-year increase of 6.9% [14][10]. Group 3: Recent Developments - The company is undergoing a significant change in control, with a planned private placement to raise 934 million, aimed at stabilizing control and enhancing operational performance [21][22]. - The funds from the private placement will be allocated to improve liquidity and repay bank loans, as well as to expand production capacity for servo presses and automated stamping lines, which are crucial for enhancing competitiveness in high-end equipment manufacturing [23][24].

Core Viewpoint - The company, Yawen Co., focuses on high-end intelligent equipment and services, particularly in the metal forming machine tool sector, aiming for domestic substitution of imported products and achieving international advanced technical performance [1] Group 1: Product Offerings - The company's machine tool products include CNC bending machines, CNC shearing machines, CNC turret punch presses, servo presses, and related automation and intelligent solutions [1] - The company is committed to advancing the localization process of high-end metal forming machine tools, with multiple products achieving import substitution [1] Group 2: Competitive Landscape - Major international competitors include Trumpf from Germany, Amada from Japan, and Schuler from Germany [1] - The company positions itself against these global leaders by focusing on high-end intelligent equipment and services [1]

Group 1 - The core point of the article is that Yawen Co., Ltd. (002559) stated on September 26 that its associate company, Weimai Composite Materials, holds a 10.54% stake and is not included in the consolidated financial statements, currently having a minimal impact on the company's operating performance [1]