每经头条（nbdtoutiao）——AI内容强制标识"首周"实测：抖音、小红书、微博自动识别"失灵"，AI应 用文本漏标，视频"会员可去水印" 每经AI快讯，宇环数控发布公告称，9月2日、9月3日，宇环数控接受光大证券等投资者调研，公司副 总经理、董事会秘书易欣等人回答了投资者提出的问题。 （记者 王晓波） ...

证券代码：002903 证券简称：宇环数控 | 投资者关系活 | 特定对象调研 分析师会议 媒体采访 | | --- | --- | | 动类别 | 业绩说明会 新闻发布会 路演活动 | | | 现场参观 其他（电话会议） | | 参与单位名称 | 光大证券、招商证券、国金证券、国泰基金、上海仠佰投资、万丰友 | | 及人员姓名 | 方、犇牛投资 | | 时间 | 月 日、9 月 日 9 2 3 | | 地点 | 上海 | | 上市公司接待 | 副总经理、董事会秘书 易欣 | | 人员姓名 | 证券投资总监、证券事务代表 孙勇 | | | 1、公司基本情况的介绍 | | | 公司产品主要包括数控磨床、数控研磨抛光机、数控拉床和智能 | | | 装备系列产品。公司在深耕消费电子和汽车零部件领域的同时，不断 | | | 深化在航空航天、精密机械加工、半导体、新材料和机器人等高端制 | | | 造领域的市场布局，进一步优化产品结构，并持续提升制造工艺水平 | | | 与产品质量的稳定性，努力推动业务运营的稳步发展。2025 年 月 1-6 | | 投资者关系活 | 份公司实现营业收入 22,392. ...

本届荣获金麒麟·金牌董秘称号的宇环数控董秘易欣，正是这一群体中的杰出代表。该荣誉不仅体现了 其个人在资本沟通、合规治理与战略协同方面的卓越能力，也反映了市场和投资者对宇环数控治理水平 与价值成长的高度认可。 MACD金叉信号形成，这些股涨势不错！ 9月1日，第十一届新浪财经金麒麟·金牌董秘榜单正式揭晓。在本次备受瞩目的评选中，宇环数控董事 会秘书易欣凭借卓越的专业能力和出色的工作表现荣耀加冕，荣获第十一届金麒麟·金牌董秘五年功勋 奖。 作为上市公司与资本市场之间的"关键纽带"，董秘在企业治理与发展中扮演着多重角色：他们既是公司 规范运作的"守门人"，也是资本战略的"参谋者"；既是信息披露的"发言人"，也是投资者关系的"架构 师"。秉持"寻找A股最佳资本品牌代言人"的初心，新浪财经金麒麟·金牌董秘评选已成功举办十一届， 累计评选出优秀金牌董秘900余人次，成为业内高度认可、影响力广泛的权威奖项之一。该评选不仅着 眼于信息披露质量、投资者沟通成效，更综合考量其在公司治理、ESG建设、资本运作等多维度的贡 献。 一位优秀的董秘，能在复杂的市场环境中精准传递公司价值，在合规底线之上创新沟通方式，更能在关 键时刻展现企 ...

证券日报网讯宇环数控（002903）8月29日发布公告，在公司回答调研者提问时表示，2025年5月，公司 将募集资金投资项目之"研发中心技术升级改造项目"变更为"高端数控磨床研发中心建设项目"，并使用 募集资金向子公司湖南宇环智能装备有限公司进行增资以实施变更后的募投项目。2025年6月增资完 成，宇环智能的注册资本为20，000万元。目前公司的募投项目基础建设正在稳步推进，公司将通过项 目的实施聚焦高端数控磨床的技术研发和自主研发，以促进公司经营规模与质量的进一步提升。 ...

证券日报网讯宇环数控（002903）8月29日发布公告，在公司回答调研者提问时表示，2024年收购南方 机床以来，公司通过在资金等多方面赋能，不断加大南方机床的技术投入和市场开发力度，进一步提升 了南方机床产能和响应市场需求的能力，实现了南方机床经营规模和质量双提升。2025年上半年，南方 机床成功研发了超大型立式榫槽拉床。该立式榫槽拉床具备拉削直径达2500mm的超大直径涡轮盘榫 槽，能广泛应用于航空航天、航海、核电等行业的轮盘槽型拉削，使得公司在拉削及磨削技术上具备了 实现航空发动机涡轮盘、汽轮机涡轮盘拉削及端面齿磨削整体加工能力。 ...

证券日报网讯宇环数控（002903）8月29日发布公告，在公司回答调研者提问时表示，2025年1-6月份， 公司主要销售产品的毛利率为34.11%，毛利率水平分别较2024年度和2025年一季度实现一定程度地回 升。未来，公司将继续加强技术研发与内控管理，以实现经营规模和盈利能力的双提升。 ...

Core Viewpoint - Company has been increasing its penetration in emerging business areas such as semiconductors, aerospace, robotics, and bearings, while optimizing its product structure [1] Semiconductor Sector - Company produces precision processing equipment for the semiconductor industry, covering crystal materials like sapphire, single crystal silicon, and silicon carbide [1] - Main products include various types of crystal flat grinding, round processing, and single/double-sided grinding and polishing processes [1] Aerospace Sector - High-end composite vertical grinding machines have gradually entered the market, with clients including Shenyang Liming Aircraft [1] Robotics Sector - Company's spiral pulling machines are used for processing robot components, such as the gear ring of planetary reducers and the internal tooth grooves of RV reducers [1] Bearing Sector - The competitiveness of the company's grinding and pulling equipment in the bearing field for import substitution is continuously improving, with clients including Luoyang Bearing [1]

Core Viewpoint - Company is focusing on expanding its business and seizing market opportunities in the consumer electronics and automotive parts sectors, projecting significant revenue growth in these areas [1] Group 1: Consumer Electronics - Revenue from the consumer electronics manufacturing sector reached 124.92 million, representing a year-on-year increase of 33.35% [1] - Major clients in this sector include well-known electronic brands such as Apple, with downstream partners like Lens Technology [1] Group 2: Automotive Parts - Revenue from the automotive parts business achieved 32.58 million, showing a remarkable year-on-year growth of 100.22% [1] - Key clients in this segment include prominent automotive manufacturers such as BYD and FAW, providing essential components and manufacturing services [1] Group 3: Other Businesses - Other business segments generated a total revenue of 64.76 million, reflecting a year-on-year increase of 60.76% [1] - This category primarily encompasses industries such as aerospace, semiconductors, bearings, and related components [1]

Core Viewpoint - The company, Yuhuan CNC (002903), is focusing on expanding its market presence in high-end manufacturing sectors while maintaining growth in consumer electronics and automotive components [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 223.93 million yuan, representing an 11.74% increase compared to the same period last year [1] - The total profit for the same period was 13.35 million yuan, showing a significant year-on-year growth of 196.90% [1] - The net profit reached 8.94 million yuan, reflecting a 39.70% increase year-on-year [1] Strategic Focus - The company is accelerating its market layout in aerospace, precision machining, semiconductors, new materials, and robotics while optimizing its product structure [1] - Continuous improvement in manufacturing processes and product quality stability is a priority for the company to ensure steady business operations [1]

Core Viewpoint - The company emphasizes its commitment to technological innovation and development in the high-end grinding and pulling machine sector, showcasing its diverse product offerings and significant R&D investment [1] Group 1: Product Development - The company has developed and produced various types of high-end grinding and pulling machines, including high-precision flat grinding machines, composite vertical grinding machines, guide rail grinders, mortise and tenon pullers, and spiral pullers [1] - The high-precision CNC composite vertical grinding machine has applications in bearing components, aerospace, and mechanical processing, while the mortise and tenon puller is applicable in aerospace, marine, and nuclear power sectors [1] Group 2: Financial Performance - In the first half of 2025, the company's R&D expenses amounted to 22.24 million yuan, representing a year-on-year increase of 29.50%, which accounts for 9.93% of its revenue [1] - The company successfully passed provincial-level new product (new technology) identification and acceptance for three new products in the first half of the year, achieving an overall technology level that meets international advanced standards [1]