格隆汇8月6日丨宇环数控(002903.SZ)在投资者互动平台表示，公司是一家专业从事数控磨削、拉削设 备及智能装备的研发、生产、销售与服务的装备制造业企业。机器人零部件加工方面，公司的双端面磨 床可用于机器人零部件中的齿轮、齿圈、轴承等部件的磨削加工；公司拉床系列产品在行星减速机零部 件的加工领域已实现交付，公司与行星减速机行业企业形成业务合作关系。数控机床作为工业母机，应 用行业和领域较为广泛，公司数控机床产品主要应用领域包括：3C消费电子、汽车工业、新材料、交 通运输、航天军工等。 ...

证券日报网讯 宇环数控8月4日在互动平台回答投资者提问时表示，根据公司业绩预告，2025年上半年 公司营业收入与去年同期相比实现一定增长；但是受公司下游客户变化和市场竞争影响，报告期内公司 主要销售产品的毛利率与去年同期相比出现一定下降，公司归属于上市公司股东的净利润有所减少。 （编辑 王雪儿） ...

金融界消息 截至2025年8月1日收盘，宇环数控（002903）报收于20.9元，下跌1.42%，换手率6.42%， 成交量6.68万手，成交金额1.41亿元。 通过天眼查大数据分析，宇环数控机床股份有限公司共对外投资了6家企业，参与招投标项目26次，知 识产权方面有商标信息9条，专利信息196条，此外企业还拥有行政许可5个。 来源：金融界 宇环数控最新一期业绩显示，截至2025一季报，公司营业总收入1.25亿元、同比增长20.11%，归属净利 润334.90万元，同比减少72.04%，扣非净利润61.68万元，同比减少94.01%，流动比率2.731、速动比率 2.238、资产负债率28.77%。 天眼查商业履历信息显示，宇环数控机床股份有限公司，成立于2004年，位于长沙市，是一家以从事通 用设备制造业为主的企业。企业注册资本15580.5万人民币，实缴资本15580.5万人民币。公司法定代表 人为许世雄。 资金流向方面，今日主力资金净流出2377.68万元，占比成交额16.87%。其中，超大单净流出2208.38万 元、占成交额15.66%，大单净流出169.29万元、占成交额1.2%，中单净流出流出5 ...

Group 1 - The semiconductor packaging equipment industry is experiencing robust growth in China, driven by strong demand in emerging applications such as smartphones, AI, IoT, and automotive electronics. The sales revenue for semiconductor packaging equipment in China is projected to reach 28.27 billion yuan in 2024, representing a year-on-year increase of 18.93% [1][18] - The industry is expected to continue evolving towards high-density, high-performance, and high-reliability equipment due to rapid advancements in technologies like 5G, IoT, and AI [1][18] - The global semiconductor equipment market is also witnessing significant growth, with sales expected to reach 117.1 billion USD in 2024, a 10.16% increase from 2023 [15][17] Group 2 - Key players in the semiconductor packaging equipment market include both international leaders such as ASM Pacific Technology, Kulicke & Soffa, and local Chinese companies like North Huachuang, Shengmei Semiconductor, and Xinyi Chang [21][23] - North Huachuang's revenue from electronic process equipment is projected to be 27.707 billion yuan in 2024, marking a 41.28% increase [23] - Shengmei Semiconductor's revenue is expected to reach 5.44 billion yuan in 2024, reflecting a 46.43% growth [25] Group 3 - The semiconductor packaging equipment industry is supported by various policies aimed at promoting domestic production and technological breakthroughs, including the implementation of national standards and talent cultivation initiatives [8][10] - The industry is characterized by a complex supply chain, with upstream components including sensors and subsystems, midstream manufacturing, and downstream applications serving OSATs, IDMs, and foundries [11][13] Group 4 - The industry is witnessing a shift towards high precision and intelligent equipment, with advancements in packaging technologies such as Chiplet and 3D IC driving innovation [27] - New application scenarios, particularly in electric vehicles and AI chips, are creating additional market opportunities for specialized packaging equipment [28] - The construction of digital factories is transforming traditional equipment operation and maintenance, enhancing efficiency through real-time data collection and predictive maintenance [29]

[Yuhuan CNC 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Yuhuan%20CNC%20Machine%20Tool%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company expects net profit attributable to shareholders for H1 2025 to significantly decrease by 33.36% to 54.40% year-over-year, with net profit after deducting non-recurring gains and losses turning from profit to loss, estimated at a deficit of **2.00 million to 2.80 million yuan** Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 2.60 million yuan — 3.80 million yuan | Profit: 5.7021 million yuan | | Year-over-year Change | Decrease: 33.36% — 54.40% | - | | **Net Profit After Deducting Non-Recurring Gains/Losses** | Loss: 2.00 million yuan — 2.80 million yuan | Profit: 1.6944 million yuan | | Year-over-year Change | Decrease: 218.04% — 265.25% | - | | **Basic Earnings Per Share** | Profit: 0.0167 yuan/share — 0.0244 yuan/share | Profit: 0.04 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company explicitly states that this performance forecast has not been audited by an accounting firm - This performance forecast has not been audited by an accounting firm[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Despite revenue growth in H1 2025, changes in downstream customers and intensified market competition led to a decline in gross profit margins for main products, resulting in reduced net profit attributable to shareholders The company plans to enhance performance in H2 by increasing marketing, controlling costs, and fostering technological innovation - In H1 2025, the company's operating revenue achieved certain growth compared to the same period last year[4](index=4&type=chunk) - The primary reason for the decline in net profit is a decrease in gross profit margins for the company's main sales products compared to the same period last year, influenced by changes in downstream customers and market competition[4](index=4&type=chunk) - The company plans to intensify market marketing and business development efforts, strengthen cost and expense control, and enhance product competitiveness through technological innovation in H2 2025 to improve profitability[4](index=4&type=chunk)[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company reminds investors that this performance forecast data is a preliminary estimate by the finance department and has not been audited, with the final financial data subject to the 2025 semi-annual report, urging investors to make cautious decisions - This performance forecast data is a preliminary estimate by the company's finance department and has not been audited by an accounting firm; the specific financial data will be subject to the company's 2025 semi-annual report[6](index=6&type=chunk)

7、经营范围：工业自动控制系统装置、包装专用设备、冶金专用设备的制 造；机床再制造；智能化技术的研发、服务；工业自动化设备、数控技术的研发； 1 证券代码：002903 证券简称：宇环数控 公告编号：2025-029 宇环数控机床股份有限公司 关于完成对子公司增资暨工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 宇环数控机床股份有限公司（以下简称"公司"）于 2025 年 4 月 7 日召开 的第五届董事会第二次会议及 2025 年 5 月 15 日召开的 2024 年年度股东大会审 议通过了《关于变更募集资金投资项目并使用募集资金向子公司增资实施募投项 目的议案》，同意公司以原"研发中心技术升级改造项目"募集资金及其存款利 息对湖南宇环智能装备有限公司（以下简称"宇环智能"）增资的方式实施募投 项目（以具体增资时募集资金账户实际余额为准），其中 4,233.00 万元计入注册 资本，其余部分计入资本公积，增资完成后宇环智能注册资本增加至 20,000 万 元，仍为公司全资子公司，增资事项的具体内容详见公司于 2025 年 4 月 9 日披 ...

证券代码：002903 证券简称：宇环数控 公告编号：2025-030 2、统一社会信用代码：91430100MA4R6KE80U 3、成立日期：2020 年 3 月 25 日 宇环数控机床股份有限公司 关于完成对控股子公司增资暨工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 宇环数控机床股份有限公司（以下简称"公司"）于 2025 年 4 月 7 日召开 的第五届董事会第二次会议审议通过了《关于对控股子公司增资暨关联交易的议 案》，同意公司以自有资金向子公司湖南宇环精密制造有限公司（以下简称"宇 环精密"）增资人民币 3,000.00 万元，其中 1,500.00 万元计入注册资本，1,500.00 万元计入资本公积，增资事项的具体内容详见公司于 2025 年 4 月 9 日披露的《关 于对控股子公司增资暨关联交易的公告》（公告编号：2025-018）。 宇环精密已于近日完成相关工商变更及公司章程备案登记手续，并取得了长 沙经济技术开发区管理委员会换发的《营业执照》，具体变更信息如下： 一、变更后的《营业执照》基本信息 1、公司名称：湖南 ...

证券代码：002903 证券简称：宇环数控 公告编号：2025-028 宇环数控机床股份有限公司 关于公司高级管理人员减持股份的预披露公告 拟减持股份的高级管理人员保证向本公司提供的信息内容真实、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。 特别提示： 公司股东、副总经理兼董事会秘书易欣女士持有本公司股份 184,500 股（占本公 司总股本比例 0.1184%），计划自本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 7 月 5 日至 2025 年 10 月 4 日），以集中竞价方式减持本公司股份不超过 46,125 股（占本公司总股本比例 0.0296%）。 宇环数控机床股份有限公司（以下简称"公司"）于近日收到股东易欣女士出具 的《关于股份减持计划的告知函》，现将有关事项公告如下： | 一、股东的基本情况 | | --- | | 股东名称 | 任职情况 | 持股总数（股） | 占公司总股本的比例 | | --- | --- | --- | --- | | 易欣 | 副总经理、董事会秘 | 184,500 | 0 ...

Core Viewpoint - The company YuHuan CNC (002903) announced that its shareholder and Vice General Manager Yi Xin plans to reduce his holdings by up to 46,125 shares, representing 0.0296% of the total share capital, due to personal financial needs [1] Summary by Relevant Sections - **Shareholder's Plan** - Yi Xin intends to reduce his holdings within three months after a 15 trading day period from the announcement date [1] - Currently, Yi Xin holds 184,500 shares, which is 0.1184% of the total share capital [1] - **Reason for Reduction** - The primary reason for the reduction is personal financial needs [1] - **Impact on Company** - The reduction will not significantly affect the company's governance structure, equity structure, or future operations [1] - There will be no change in the control of the company as a result of this reduction [1] - **Compliance and Pricing** - Yi Xin has committed to comply with relevant laws and regulations, as well as the commitments made during the company's initial public offering [1] - The reduction price will be determined based on market conditions [1]

Core Viewpoint - Yuhuan CNC Machine Tool Co., Ltd. has made a significant step in its internationalization strategy by establishing a subsidiary in Vietnam, which will enhance its market presence in Southeast Asia [2][3]. Group 1: Company Performance - In 2024, the company achieved a revenue of 473 million yuan, representing a year-on-year growth of 12.41% [2]. - The revenue structure is diversified, with 43.02% from consumer electronics, 19.36% from automotive parts, and 19.50% from the energy and power sector, which strengthens the company's resilience against industry cyclicality [2]. Group 2: Product Development - The company has made significant breakthroughs in high-end equipment import substitution, with CNC grinding machine revenue reaching 113 million yuan, a year-on-year increase of 39.14%, and smart equipment revenue soaring by 186.50% to 106 million yuan [3]. - The automotive parts segment saw a revenue increase of 131.52%, and the company successfully entered high-end manufacturing fields such as aerospace and bearings [3]. - The company has invested 49.46 million yuan in R&D, accounting for 10.47% of its revenue, with a year-on-year growth of 19.43% [3]. Group 3: Market Expansion - The establishment of the subsidiary in Vietnam is expected to leverage the rise of the Vietnamese manufacturing sector and tariff policy advantages, facilitating penetration into the Southeast Asian electronic and automotive supply chains [3]. - The company is well-positioned to benefit from national policies promoting the localization of industrial mother machines and equipment upgrades, creating a favorable environment for high-end grinding machine import substitution [4]. Group 4: Industry Outlook - The demand for high-precision grinding equipment is expected to grow due to the emergence of industries such as humanoid robots and third-generation semiconductors [4]. - Industry experts believe that with the transformation of technological innovations and increased investment in overseas market development, the company is likely to achieve significant growth in both quality and efficiency in the global market [4].