Sijin Intelligent Forming Machinery (003025)

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思进智能(003025) - 2025年7月23日投资者关系活动记录表
2025-07-23 11:50
Company Overview - The company specializes in multi-station high-speed automatic cold forming equipment, primarily used for producing fasteners and irregular parts [3] - Cold forming technology is defined as "bulk metal forming technology at room temperature" [3] Production and Delivery - Production time varies significantly based on product complexity; small to medium models typically take 3-5 months, while large, customized models can take 6-12 months [3] - The company currently has a sufficient order backlog, with production schedules tightly packed [3] Downstream Applications - Key downstream industries include automotive, machinery, nuclear power, wind power, electrical, railways, construction, electronics, military, aerospace, petrochemical, shipping, and tools [4] - New application areas such as industrial robotics and security have emerged, although they contribute a small percentage to overall revenue [4] Market Size and Share - The company is the first publicly listed cold forming equipment manufacturer in A-shares; however, there is a lack of authoritative sales statistics for the industry [6] - The company aims to expand its market share by increasing R&D investment and production capacity while improving marketing and after-sales service [6] Marketing Strategy - The company employs a direct sales model, promoting products through industry exhibitions and advertisements in professional media [7] - International sales are primarily focused on countries such as India, Thailand, Turkey, Egypt, Brazil, Argentina, Algeria, Malaysia, and Tunisia [7] Talent Development - Training skilled technicians requires several years of practical experience due to the complexity of assembly and debugging processes [8] - The company emphasizes a craftsmanship spirit to cultivate dedicated and innovative technical talent [8] Equipment Lifespan - The typical lifespan of cold forming equipment is around 10 years, assuming no technological updates are required [9] Capacity Expansion - The company operates three production bases, with a new facility for multi-station high-precision intelligent forming equipment completed in June 2022 [9][10] - A new project for manufacturing heavy-duty customized equipment is expected to be completed by 2025 [10] Technological Advancements - The company is in the substantial development phase of multi-station intelligent precision warm forming equipment, with prototypes currently being tested [11] - Warm forming technology enhances material properties and allows for the efficient production of complex parts [11][12] Patent Portfolio - The company holds 13 patents related to warm forming technology, including 6 invention patents, and has overcome key technical challenges in this area [12][13]
思进智能(003025) - 关于完成工商变更登记并换发营业执照的公告
2025-07-14 11:47
证券代码:003025 证券简称:思进智能 公告编号:2025- 030 思进智能成形装备股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 1、宁波市市场监督管理局换发的《营业执照》。 一、基本情况 特此公告。 思进智能成形装备股份有限公司(以下简称"公司")于 2025 年 4 月 24 日召开的第五届董事会第四次会议、第五届监事会第四次会议和 2025 年 5 月 19 日召开的 2024 年年度股东大会,审议通过了《关于变更公司注册资本、修订< 公司章程>并办理工商变更登记的议案》,公司注册资本由人民币 23,662.7965 万 元变更为 28,395.3558 万元,并通过新修订的《公司章程》。具体内容分别详见 公司于 2025 年 4 月 26 日、2025 年 5 月 20 日披露在《证券时报》、《上海证券报》、 《中国证券报》及巨潮资讯网(http://www.cninfo.com.cn)上的《关于变更公司 注册资本、修订<公司章程>并办理工商变更登记的公告》(公告编号:2025-011)、 ...
思进智能(003025) - 关于公司及子公司继续使用部分闲置自有资金进行现金管理的进展公告
2025-06-12 10:15
根据上述决议,公司及子公司就近期继续使用部分闲置自有资金进行现金 管理的相关事宜公告如下: 一、本次公司及子公司继续使用部分闲置自有资金进行现金管理的进展情 况 近日,公司与杭州银行宁波镇海支行签订协议,使用部分闲置自有资金人 民币 1,500 万元购买理财产品,公司子公司宁波思进犇牛机械有限公司(以下 简称"思进犇牛")与杭州银行宁波镇海支行签订协议,使用部分闲置自有资金 人民币 6,500 万元购买理财产品,具体情况列示如下: | | 申 | | | | 认购 | | | | | | 资 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 购 | 签约 | 产品名称 | 产品 | 金额 | 起息日期 | | 到期日期 | | 预期年化 | 金 | | 号 | 主 | 银行 | | 类型 | (万元) | | | | | 收益率 | 来 | | | 体 | | | | | | | | | | 源 | | | 思 | 杭州银行 | 杭州银行"添利宝" | 保本浮 | | | | | | | 自 | ...
思进智能(003025) - 2025年6月11日投资者关系活动记录表
2025-06-11 12:22
Company Overview - 思进智能 is the first listed company in the cold forming equipment manufacturing industry in A-shares [4] - The company has three production bases [13] Market and Applications - The main downstream application fields for cold forming equipment include automotive, machinery, nuclear power, wind power, electrical, railway, construction, electronics, military, aerospace, petrochemical, shipping, and tools [3] - New application fields such as industrial robots and security have emerged, but their revenue contribution is relatively small [3] - The market share of cold forming equipment is currently unquantified due to a lack of authoritative sales statistics [4] Financial Performance - As of December 31, 2024, the company has effective orders amounting to approximately RMB 293 million [6] - The overseas revenue accounts for about 16.78% of total revenue, with major markets including India, Thailand, Turkey, Egypt, Brazil, Argentina, Algeria, Malaysia, and Tunisia [6] Production and Technology - The company employs a combination of order production and stock production management models [10] - The production cycle for medium and small models typically takes 3-5 months, while high-station, large-diameter, and customized heavy equipment can take 6-12 months [10] - The company has developed a multi-station intelligent precision warm forging equipment, with one prototype completed and another in trial production [12][13] Talent Development - The company aims to cultivate skilled technicians with a focus on craftsmanship and innovation [11] Future Plans - The company plans to expand its production capacity through new projects, including a manufacturing base for multi-station precision warm forging equipment, expected to be completed by 2025 [14]
思进智能(003025) - 2025年6月6日投资者关系活动记录表
2025-06-07 01:28
Company Overview - The company specializes in multi-station high-speed automatic cold forming equipment, primarily used for manufacturing various metal parts at room temperature [2][3] - Cold forming technology is defined as "bulk metal forming technology at room temperature" [5] Equipment Features and Advantages - High-speed multi-station equipment can produce dozens to hundreds of parts per minute, enhancing production efficiency and saving space and labor [3] - The process improves mechanical properties such as tensile strength compared to cutting processes [3] - High material utilization with minimal or no cutting required [3] - Capable of processing complex and hard-to-cut metal parts [3] Production and Delivery - Production time varies significantly based on equipment specifications, with small to medium models taking 3-5 months and larger, customized models taking 6-12 months [5] - The company currently has a robust order backlog and tight production scheduling [5] Industry Characteristics - The cold forming equipment industry does not exhibit significant seasonal characteristics, as demand is influenced more by client orders and investment plans [6] Application Fields - Key application sectors include automotive, machinery, nuclear power, wind power, electrical, railways, construction, electronics, military, aerospace, petrochemicals, and shipbuilding [7] - New application areas such as industrial robotics and security are emerging, though they currently represent a small revenue share [7] Market Size and Share - The company is the first publicly listed cold forming equipment manufacturer in A-shares, but lacks authoritative sales statistics for market size and share [9] - The company aims to expand its market share by enhancing R&D and production capacity while improving marketing and after-sales services [9] Profitability and Product Development - Higher station counts in cold forming equipment generally correlate with higher profit margins [10] - The company has transitioned from producing 3-4 station models to 7-8 station products, enhancing product value [10] Marketing Strategy - The company employs a direct sales model, utilizing industry exhibitions and advertisements for customer outreach [11] - Key international markets include India, Thailand, Turkey, Egypt, Brazil, Argentina, Algeria, Malaysia, and Tunisia [11] Technological Advancements - The company is developing multi-station intelligent precision warm forging equipment, with prototypes currently in testing [12] - The warm forging technology aims to improve metal structure and enhance load capacity for complex parts [12] Talent Development - The company focuses on cultivating skilled technicians with a commitment to craftsmanship and innovation [12]
思进智能(003025) - 关于公司及子公司继续使用部分闲置自有资金进行现金管理到期赎回的公告
2025-06-05 07:45
证券代码:003025 证券简称:思进智能 公告编号:2025- 028 思进智能成形装备股份有限公司 关于公司及子公司继续使用部分闲置自有资金 进行现金管理到期赎回的公告 州银行宁波镇海支行签订协议,使用部分闲置自有资金进行现金管理,具体内 容详见公司刊登在《证券时报》 、 《 上海证券报》 和 巨 潮 资 讯 网 (http://www.cninfo.com.cn)的相关公告(公告编号:2025-003)。 截至本公告日,思进犇牛如期赎回已到期理财产品,赎回本金人民币 5,000 万元,获得理财收益人民币 297,424.66 元,本金及理财收益已全额存入自有资 金专户。 | 序 号 | 申购 主体 | 签约 银行 | 产品名称 | 产品 类型 | 认购金额 (万元) | 起止日期 | 预期年化 收益率 | 资金来源 | 实际收益 (元) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 思进 犇牛 | 杭州银行 宁波镇海 支行 | 杭州银行 "添利宝" 结构性存款 | 保本浮 动收益 | | 2025 3 月 5 ...
思进智能(003025) - 关于公司及子公司继续使用部分闲置自有资金进行现金管理到期赎回的公告
2025-06-03 08:45
证券代码:003025 证券简称:思进智能 公告编号:2025- 027 | 序 | 申购 | | | 产品 | 认购 | | | | | 预期年化 | 资 金 | 是 否 | 赎回金额 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 主体 | 签约银行 | 产品名称 | 类型 | 金额 | 起息日期 | | | 到期日期 | 收益率 | 来 | 赎 | (万元) | 投资收益(元) | | | | | | | (万元) | | | | | | | | | | | | | | | | | | | | | | 源 | 回 | | | | | 思进 | 建设银行 | 中国建设银行宁波市分行 | 保本浮 | | 2023 | 年 | 2024 | 年 | | 自 有 | | | | | 1 | 智能 | 宁波梅墟 | 单位人民币定制型结构性 | 动收益 | 5,000 | 11 月 | 3 日 | 2 月 | 1 日 | 1.50%-3.00% | 资 | 是 ...
思进智能: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-02 08:15
Core Points - The company has approved the 2024 annual profit distribution plan, which includes a cash dividend of RMB 2.20 per 10 shares and a capital reserve increase of 2 shares for every 10 shares held [1][2][3] Distribution Plan - The total number of shares before the distribution is 236,627,965, and after the distribution, it will increase to 283,953,558 shares [1][3] - The total cash dividend to be distributed amounts to RMB 52,058,152.30, which is inclusive of tax [1][2] - The cash dividend for Hong Kong market investors and certain funds will be RMB 1.98 per 10 shares after tax [2] Key Dates - The record date for the distribution is set for June 9, 2025, and the ex-dividend date is June 10, 2025 [3][4] Shareholder Information - The distribution will be applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shenzhen Branch as of the record date [3][4] Share Changes - The company will issue a total of 47,325,593 new shares as part of the capital reserve increase, resulting in a total share count of 283,953,558 [1][5] - The distribution will not include any bonus shares, and the remaining undistributed profits will be carried forward to future distributions [1][2] Additional Notes - The company will adjust the distribution amounts if there are changes in total shares due to convertible bonds, share buybacks, or other reasons before the implementation [2]
思进智能(003025) - 2024年年度权益分派实施公告
2025-06-02 07:45
2、自上述权益分派方案披露至实施期间,公司总股本未发生变化。 3、本次实施的权益分派方案与股东大会审议通过的权益分派方案一致。 证券代码:003025 证券简称:思进智能 公告编号:2025- 026 思进智能成形装备股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 思进智能成形装备股份有限公司(以下简称"公司")2024 年年度权益分 派方案已获 2025 年 5 月 19 日召开的 2024 年年度股东大会审议通过,现将权益 分派事宜公告如下: 一、股东大会审议通过权益分派方案的情况 1、公司 2024 年年度股东大会审议通过的权益分派方案为:以公司现有总 股本 236,627,965 股为基数,向全体股东每 10 股派发现金股利人民币 2.20 元 (含税),合计派发现金股利人民币 52,058,152.30 元(含税);不送红股,剩余 未分配利润结转以后年度分配;同时以资本公积向全体股东按每 10 股转增 2 股 的比例实施资本公积转增股本,合计转增股本 47,325,593 股,转增后公司总股 本增加至 ...
【私募调研记录】明盛资产调研思进智能
Zheng Quan Zhi Xing· 2025-05-29 00:09
Group 1: Company Overview - Ming Sheng Asset Management Company was established on November 11, 2014, and specializes in providing high-yield financial services as a third-party wealth management institution [2] - The company focuses on asset management, covering traditional investment areas such as stocks, bonds, and securities investment funds [2] - Ming Sheng Asset adopts an independent, fair, objective, and prudent approach to identify and select stable return financial products for investors [2] Group 2: Industry Insights - Si Jin Intelligent introduced the entry barriers in the cold forging equipment industry, which include technology, talent, and customer barriers [1] - The delivery cycle for products varies, with small to medium models taking 3-5 months and heavy equipment taking 6-12 months, indicating a strong order backlog [1] - The demand for non-standard shaped parts is increasing, and the company is expanding its application areas through personalized design [1] - The lifespan of cold forming equipment is generally around 10 years, and the industry does not exhibit significant seasonal characteristics [1] - The marketing model is direct sales, with overseas sales concentrated in countries like India and Thailand, using FOB terms for delivery [1] - The company has successfully developed multiple eight-station cold forming equipment and has completed order deliveries [1] - Multi-station intelligent precision warm-hot forging equipment is in substantial development, with core technology being mastered [1] - The warm-hot forging and large intelligent die-casting equipment manufacturing project is expected to be completed by 2025, aiming to produce multi-station precision warm-hot forging intelligent forming equipment and large intelligent die-casting equipment [1]