格隆汇9月29日丨思进智能(003025.SZ)在投资者互动平台表示，丝杠的生产加工是一个较为复杂的多工 序生产过程，大致为：零件毛坯、粗加工（车、铣、钻等）、螺纹滚压工艺加工螺旋滚道、热处理、磨 削研磨、组装成丝杠组件。目前冷镦工艺在丝杠生产加工中仅能实现其中的零件毛坯成形，为后续生产 加工提供了一定外形尺寸的零件。冷镦成形工艺在此过程中具有少无切削、替代部分车/铣等切削工 艺、节省原材料、数倍于传统切削工艺的零件生产效率的特点。 ...

根据《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管 要求》（证监会公告【2022】15号）和《深圳证券交易所上市公司自律监管指引 第1 号——主板上市公司规范运作》（深证上〔2022〕13号）等法律法规和《公 司章程》的有关要求，结合公司实际情况，经公司2024年4月25日召开的第四届 董事会第十五次会议及2024年5月20日召开的2023年年度股东大会审议通过，公 司对上述《管理制度》进行了修订。 证券代码：003025 证券简称：思进智能 公告编号：2025- 042 经中国证券监督管理委员会证监许可【2020】3162 号文核准，并经深圳证 券交易所同意，本公司由主承销商国元证券股份有限公司采用网下向符合条件 的投资者询价配售和网上向持有深圳市场非限售 A 股股份和非限售存托凭证 一定市值的社会公众投资者定价发行相结合的方式，向社会公众公开发行人民 币普通股（A 股）股票 20,100,000 股，发行价为每股人民币 21.34 元，共计募集 资金 428,934,000.00 元，坐扣承销和保荐费用 29,050,000.00 元后的募集资金为 399,884,000.00 元，已由 ...

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 进行现金管理的进展公告 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"或"思进智能"）于 2024 年 10 月 28 日召开第五届董事会第三次会议和第五届监事会第三次会议， 审议通过了《关于公司及子公司使用部分闲置自有资金进行现金管理的议案》。 2024 年 11 月 15 日，公司召开 2024 年第三次临时股东大会，审议通过了《关于 公司及子公司使用部分闲置自有资金进行现金管理的议案》。为提高资金的使 用效率，在确保不影响公司及子公司正常运营的情况下，同意公司及子公司使 用不超过人民币 60,000 万元（含 60,000 万元）的部分闲置自有资金进行现金管 理，用于安全性高、流动性好的低风险投资产品，使用期限自股东大会审议通 过之日起 12 个月内有效，在决议有效期内，资金可以滚存使用，但在任一时点 的实际投资金额不超过人民币 60,000 万元（含 60,000 万元）。具体内容详见公 司于 2024 年 10 月 30 日在《证券 ...

证券日报网讯思进智能（003025）9月16日在互动平台回答投资者提问时表示，公司会在每次定期报告 中披露对应时点的股东人数，截至2025年6月30日，公司普通股股东总数为22487户。 ...

证券代码：003025 证券简称：思进智能 公告编号：2025- 040 思进智能成形装备股份有限公司 2025 年第一次临时股东大会决议公告 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。 重要提示： 1、本次股东大会未出现议案被否决的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、本次股东大会的召开时间 （1）现场会议时间：2025 年 9 月 15 日（星期一）下午 14:00 起。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2025 年 9 月 15 日上午 9:15-9:25、9:30-11:30 和下午 13:00-15:00；通过深 圳证券交易所互联网投票系统进行网络投票的具体时间为：2025 年 9 月 15 日上 午 9:15 至下午 15:00 的任意时间。 2、现场会议召开地点 浙江省宁波高新区菁华路 699 号，思进智能办公大楼五楼会议室。 3、会议召开方式：本次股东大会采取现场投票表决与网络投票表决相结合 的方式。本次股东大会通过深圳证券交易所交易系统和互联网投票系统 ...

上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于思进智能成形装备股份有限公司 2025 年第一次临时股东大会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9、11、12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于思进智能成形装备股份有限公司 2025 年第一次临时股东大会的 法律意见书 致：思进智能成形装备股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受思进智能成形装备股份 有限公司（以下简称"公司"或"上市公司"）委托，就公司召开 2025 年第一 次临时股东大会（以下简称"本次股东大会"）的有关事宜，根据《中华人民共 和国公司法》（以下简称"《公司法》"）、《上市公司股东会规则》等法律、 法规和其他规范性文件以及《思进智能成形装备股份有限公司章程》（以下简称 "《公司章程》"）的有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履行 ...

Core Viewpoint - The company held a performance briefing for the first half of 2025, discussing strategies to enhance competitiveness and address declining net profits [1] Group 1: Performance and Financials - In the first half of 2025, the company reported operating revenue of 334.55 million yuan, a year-on-year increase of 7.28% [1] - The net profit attributable to shareholders was 72.03 million yuan, a year-on-year decrease of 40.31%, primarily due to a significant drop in non-operating gains [1] - The net profit excluding non-recurring gains was 69.11 million yuan, reflecting an increase of 8.76% year-on-year [1] Group 2: Strategic Initiatives - The company plans to enhance competitiveness through four main strategies: increasing R&D investment, expanding production capacity, improving marketing and after-sales service, and strengthening investor relations [1] - A new multi-station precision warm forging intelligent forming equipment project is expected to be completed by 2025, aimed at accelerating delivery of heavy equipment [1] Group 3: Market and Business Development - The company is focusing on the development of intelligent cold forming equipment and expanding into downstream markets [1] - In the first half of 2025, overseas sales accounted for 17.64% of total sales, with a focus on markets in India and Thailand [1] - The company reported that contract liabilities increased by approximately 19.96% compared to the end of the previous year, with effective orders amounting to about 360 million yuan as of June 30, 2025 [1] Group 4: Challenges and Future Outlook - The company faces challenges in expanding production capacity to meet heavy equipment order delivery timelines, with three production bases currently operational [1] - The company is also exploring merger and acquisition opportunities within the industry to enhance product value [1]

Group 1: Company Performance and Financials - In the first half of 2025, the company achieved revenue of RMB 334.55 million, a 7.28% increase from RMB 311.86 million in the same period last year [3][5] - The net profit attributable to shareholders decreased by 40.31% to RMB 72.03 million from RMB 120.68 million year-on-year [5] - The net profit excluding non-recurring gains and losses was RMB 69.11 million, an 8.76% increase from RMB 63.55 million in the previous year [5] Group 2: Business Strategy and Development - The company plans to enhance core competitiveness through increased R&D investment, capacity expansion, improved marketing, and after-sales service [3][4] - A new manufacturing project for multi-station precision warm forging equipment and integrated large-scale die-casting equipment is under construction on a 63.818-acre site, expected to be completed in 2025 [4][12] - The company aims to maintain a focus on its main business while exploring new product development in intelligent, high-station, large-diameter, and environmentally friendly cold forming equipment [9][11] Group 3: Market Expansion and Sales - As of the first half of 2025, overseas sales accounted for 17.64% of total sales, with key markets including India, Thailand, Turkey, and Brazil [8] - The company is actively participating in international exhibitions and industry conferences to strengthen its presence in overseas markets [8] Group 4: Product Development and Innovation - The SJHF series of multi-station precision warm forging equipment has entered the trial production phase, with successful testing of the SJHBF-502L prototype [6][13] - The company has produced high-strength hexagonal bolts (M42×420) weighing approximately 5.5 kg using the new equipment [7][13] - Revenue from applications in the new energy and traditional automotive sectors was approximately RMB 289.78 million in 2024, accounting for 46.28% of total revenue [8] Group 5: Challenges and Future Outlook - The company faces challenges in expanding production capacity to meet the growing demand for customized heavy equipment [12] - As of June 30, 2025, the company had an order backlog of approximately RMB 360 million, indicating strong future revenue potential [10][12]

Core Viewpoint - The financial performance of Sijin Intelligent (003025) shows revenue growth but significant profit decline in the 2025 mid-year report, indicating potential challenges in profitability despite increased sales [1] Financial Performance - Total revenue for the first half of 2025 reached 335 million yuan, a year-on-year increase of 7.28% compared to 312 million yuan in 2024 [1] - Net profit attributable to shareholders was 72.03 million yuan, reflecting a 40.31% decrease from 121 million yuan in the previous year [1] - The gross profit margin was 37.71%, down 2.36% from 38.62% in 2024, while the net profit margin dropped significantly by 44.36% to 21.53% [1] - Operating expenses totaled 28.18 million yuan, accounting for 8.42% of revenue, a decrease of 5.4% year-on-year [1] - Earnings per share fell to 0.25 yuan, down 41.86% from 0.43 yuan in 2024 [1] Cash Flow and Assets - Cash and cash equivalents increased by 60.02% to 126.8 million yuan from 79 million yuan in 2024 [1] - Accounts receivable decreased by 17.54% to 45.16 million yuan, indicating improved collection efficiency [1] - The company reported a significant reduction in interest-bearing liabilities, down 73.62% to 41,300 yuan [1] Business Model and Operational Insights - The company's return on invested capital (ROIC) was 15.86%, indicating strong capital returns, with a historical median ROIC also at 15.86% since its listing [3] - The business model relies heavily on capital expenditures, necessitating careful evaluation of capital projects and their financial viability [3] - The production cycle for the company's main products, high-speed automatic cold forming equipment, varies significantly based on complexity, typically ranging from 3-12 months depending on the model [4] - The company currently has a robust order backlog, ensuring tight production schedules [4]

Group 1 - The A-share market showed mixed performance on August 28, with the Shanghai Composite Index down by 0.36%, while sectors like telecommunications, electronics, and banking saw gains [1] - The machine tool sector exhibited stock performance divergence, with the machine tool ETF (159663.SZ) down by 0.81%, while individual stocks like Qiaofeng Intelligent, Haimeixing, and Dingtai High-tech saw increases of 12.46%, 7.19%, and 7.13% respectively [1] - The human-shaped robot market in China is projected to grow significantly, with the market size expected to reach approximately 20 to 50 billion yuan by 2028, and potentially 10 trillion yuan by 2045 [1] Group 2 - The robotics sector is experiencing a transformative shift from virtual to reality, driven by events like the World Artificial Intelligence Conference and the World Robot Conference, indicating a potential upward trend in new application scenarios and orders [2] - The machine tool ETF (159663) closely tracks the China Machine Tool Index, which is crucial for the high-end equipment manufacturing sector, encompassing laser equipment, machine tools, robots, and industrial control equipment [2]