证券代码：300083 证券简称：创世纪 公告编号：2025-103 广东创世纪智能装备集团股份有限公司 关于全资子公司涉及诉讼的进展公告 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。 重要内容提示： 1.案件所处的诉讼阶段：二审判决； 2025年前三季度，公司归属于上市公司股东的净利润为347,932,592.59元， 归属于上市公司股东的扣除非经常性损益的净利润为340,904,434.33元；截至 2025年9月30日，公司合并资产负债表货币资金余额为600,609,626.26元，交易性 1 金融资产余额为551,755,865.03元（主要系流动性好，期限不超过12个月的理财 产品），公司具备支付赔偿款能力。 目前公司未使用涉案专利生产、销售相关机床产品，公司各项业务经营情况 正常，本次诉讼案件二审判决结果将不影响公司其他产品的正常生产销售，预计 对公司后续生产经营产生的影响较小，不会影响公司持续经营能力。为维护公司 和股东权益，公司保留申请再审的权利。公司将根据诉讼的进展情况及时履行信 息披露义务，敬请投资者注意投资风险。 公司全资子公司深圳创世 ...

Core Insights - The "Genesis Project," led by the U.S. Department of Energy, aims to enhance foundational scientific research efficiency by integrating AI capabilities from major tech companies like Microsoft, Google, and NVIDIA with national laboratories [1][4][6] - This initiative is being compared to the Manhattan Project, reflecting a shift from corporate competition to a national-level scientific collaboration [3][7] - The project faces significant challenges, including the need for long-term investment patience from capital markets and the integration of energy infrastructure to support advanced computing needs [20][24] Group 1: Project Overview - The "Genesis Project" involves 24 tech giants collaborating with 17 national laboratories to focus on nuclear fusion, quantum computing, and new materials [1][4] - The initiative seeks to leverage AI to shorten research cycles and improve the efficiency of foundational scientific research [4][6] - The project represents a significant shift in the competitive landscape, moving from individual corporate efforts to a unified national strategy [3][7] Group 2: Challenges and Considerations - Key challenges include aligning the interests of competing tech companies and ensuring data security while fostering collaboration [18][24] - The project requires a long-term commitment from investors, as breakthroughs in fields like nuclear fusion and quantum computing may take a decade or more to materialize [20][21] - The success of the project is contingent upon the stability of political support and the ability to maintain a consistent research direction despite changing administrations [24][26] Group 3: Comparative Analysis - The "Genesis Project" is seen as a more open and market-driven approach compared to historical government-led initiatives, emphasizing systemic ambition [7][11] - In contrast, China's technological advancements are framed within a narrative of a "Chinese Manhattan Project," highlighting the global competition for defining technological innovation paths [9][12] - The U.S. initiative may exert systemic pressure on other nations, reshaping the global technological landscape [7][11]

Core Viewpoint - The report highlights the growth in China's metal cutting machine tool industry, with a projected production increase and significant year-on-year growth rates for 2025 [1] Industry Overview - According to the National Bureau of Statistics, the production of metal cutting machine tools in China is expected to reach 69,000 units in October 2025, representing a year-on-year growth of 6.2% [1] - From January to October 2025, the cumulative production of metal cutting machine tools in China is projected to be 715,000 units, reflecting a cumulative growth of 14.8% [1] Related Companies - The report mentions several listed companies in the machine tool sector, including: - Genesis (300083) - Shenyang Machine Tool (000410) - Rifa Precision Machinery (002520) - East China CNC (002248) - Qinchuan Machine Tool (000837) - Haitian Precision (601882) - Neway CNC (688697) - Yuhuan CNC (002903) - Huazhong CNC (300161) - East China Heavy Machine (002685) [1]

Group 1 - The core business of the company is high-end intelligent equipment, primarily focusing on the CNC machine tool industry, with main business revenue composition being 96.23% from CNC machine tools, 3.40% from operating leasing, and 0.37% from other products [2] - As of December 10, the number of shareholders is 95,100, a slight decrease of 0.05% from the previous period, while the average circulating shares per person increased by 0.05% to 15,698 shares [2] - For the period from January to September 2025, the company achieved operating revenue of 3.826 billion yuan, representing a year-on-year growth of 16.80%, and a net profit attributable to the parent company of 348 million yuan, up 72.56% year-on-year [2] Group 2 - On December 19, the company's stock price increased by 5.79%, with a trading volume of 938 million yuan, and the net financing purchase was 5.2094 million yuan [1] - The total balance of margin trading as of December 19 is 876 million yuan, with the financing balance accounting for 5.63% of the circulating market value, indicating a high level compared to the past year [1] - The company has cumulatively distributed dividends of 110 million yuan since its A-share listing, with no dividends distributed in the last three years [3]

Core Viewpoint - The CNC lathe industry in China is experiencing rapid growth driven by the demand for high-precision and reliable equipment in emerging sectors such as new energy vehicles and aerospace, with the market size projected to increase from 45.64 billion yuan in 2020 to 60.55 billion yuan in 2024, representing a compound annual growth rate of 7.32% [1][15]. Industry Overview - CNC lathes are a major type of CNC machine tools, significantly enhancing labor productivity, ensuring processing quality, shortening production cycles, and reducing technical requirements for workers since their introduction in the 1950s [1][15]. - The market for CNC lathes in China is expected to reach 63.17 billion yuan by 2025, driven by the increasing demand for high precision, composite, and intelligent solutions in downstream industries [1][15]. Market Size and Growth - The CNC lathe market size in China grew from 45.64 billion yuan in 2020 to 60.55 billion yuan in 2024, with a projected market size of 63.17 billion yuan by 2025 [1][15]. - The CNC system market reached a peak of 15.93 billion yuan in 2021, with a recovery expected in 2024, reaching 15.7 billion yuan [13]. Import and Export Trends - China's CNC lathe trade is characterized by a dominant export position, with exports showing a gradual increase from 2017 to 2023, although a decline was noted in 2024 due to international market fluctuations [15]. - In 2024, China imported 5,762 CNC lathes, a decrease of 28.49% from 2017, with an import value of 502 million USD, down 25.81% from 2017 [15]. Industry Policies - The Chinese government has implemented various policies to promote the development of the CNC machine tool industry, including the "Implementation Plan for Promoting Equipment Renewal in the Industrial Sector" [10][11]. - The focus of these policies includes upgrading manufacturing equipment and promoting high-quality development in key industries such as high-end CNC machine tools and robotics [10][11]. Industry Chain - The CNC lathe industry chain includes upstream raw materials, functional components, and systems, with downstream applications in sectors like automotive manufacturing, aerospace, and consumer electronics [11][12]. Competitive Landscape - The CNC lathe industry features a competitive landscape where international brands dominate the high-end market, while domestic companies like Shenyang Machine Tool and Genesis are rapidly expanding their market share in mid-to-high-end segments [16][17]. - Domestic companies are transitioning from scale expansion to quality improvement and technological breakthroughs, while international firms are optimizing their market positions through localized production and services [16]. Key Companies - Genesis Intelligent Equipment Group focuses on high-end intelligent equipment and solutions, reporting a revenue of 2.349 billion yuan in the first half of 2025, a year-on-year increase of 17.8% [17]. - Qin Chuan Machine Tool Group is adjusting its product structure to align with market trends, achieving a revenue of 1.033 billion yuan in the first half of 2025, a year-on-year increase of 1.97% [18]. Development Trends - The CNC lathe industry is evolving towards high precision and composite processing, integrating multiple machining processes to enhance efficiency and consistency [19]. - There is a significant push towards the integration of smart technologies and digitalization, enabling real-time data collection and adaptive processing [20][21]. - The industry is also moving towards green manufacturing practices, focusing on energy efficiency and sustainable production methods [22].

近日，据新浪财经报道，二十四家全球领先的人工智能公司已同意加入美国联邦政府推出的"创世使命"计划。该计划由特朗普政府发起，希望推动人工智能 技术在科学发现与能源项目中的广泛应用。 白宫科技政策办公室负责人Michael Kratsios指出："借助尖端人工智能推动科研，将极大提升美国科学家和研究人员的效率。'创世使命'将协助美国学者实现 实验设计自动化、加快模拟过程并构建预测模型，从而在能源、制造、药物研发等关键领域带来突破性进展。" 特朗普于上月通过行政命令宣布启动该计划。任务将依托能源部国家实验室的计算资源，调用联邦数据集，推动更多基于人工智能的科学研究，预计此举将 显著缩短科学发现的周期。 参与企业包括OpenAI、微软、英伟达、Amazon Web Services以及Alphabet旗下谷歌等。 这些公司或已与美国政府签署谅解备忘录，或已同能源部及国家实验室开展现有合作，亦已明确表示参与该计划的意向。 ...

1.12月19日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.03%，标普500指数期货涨0.24%，纳指期货涨 0.37%。 | = US 30 | 47,965.40 | 48,030.80 | 47,782.90 | +13.60 | +0.03% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,790.80 | 6,799.40 | 6,765.50 | +16.00 | +0.24% | | 트 US Tech 100 | 25,112.30 | 25,141.80 | 24,959.90 | +92.90 | +0.37% | 2.截至发稿，德国DAX指数跌0.00%，英国富时100指数跌0.00%，法国CAC40指数跌0.12%，欧洲斯托克50指数跌0.12%。 | 德国DAX30 | 24,196.20 | 24,266.91 | 24,158.91 | -0.80 | 0.00% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | 9,837.75 | 9, ...

（原标题：美股前瞻 | 三大股指期货齐涨 巨头集体响应美国"创世纪"AI计划 10月PCE数据今夜出炉） 盘前市场动向 1. 12月19日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.03%，标普500指数期货 涨0.24%，纳指期货涨0.37%。 2. 截至发稿，德国DAX指数跌0.00%，英国富时100指数跌0.00%，法国CAC40指数跌0.12%，欧洲斯托 克50指数跌0.12%。 3. 截至发稿，WTI原油涨0.36%，报56.20美元/桶。布伦特原油涨0.27%，报59.98美元/桶。 市场消息 特和WTI原油价格将进一步下跌，2026年均价分别为每桶56美元和52美元，"除非出现重大供应中断或 OPEC减产，2026年后可能需要更低油价才能使市场重新平衡"。 个股消息 巨头集体响应!微软(MSFT.US)、谷歌(GOOGL.US)等24家公司加入美国"创世纪"AI计划。据报道，24 家顶尖人工智能(AI)企业已签署协议，加入美国联邦政府发起的"创世纪计划"。这项由特朗普政府推动 的举措，旨在推动新兴AI技术在科学探索与能源项目领域的应用落地。白宫一份声明显示，OpenAI、 微 ...

证券日报网12月18日讯 创世纪在12月17日回答调研者提问时表示，考虑到海外的广阔市场空间及公司 产品的优势，公司成立海外事业部，积极开拓越南、印尼、土耳其、意大利、墨西哥、巴西等海外市 场，持续打开成长空间，利用全球化的资源，更高效、更优质地服务全球客户。报告期内，公司越南生 产基地正式投产，全球化布局加速。海外生产基地的设立，有利于公司充分利用当地的资源优势，降低 海外业务整体运营成本，便捷服务海外客户，增强公司产品在全球市场中的竞争力。目前公司有钻攻 机、立加、卧加、龙门、五轴等产品出口海外，可用于3C零部件、AR/VR眼镜、医疗器械、新能源汽 车、航空航天、5G产业链、模具、医疗器械、轨道交通等诸多领域。未来，公司将继续按计划推进海 外营销网络、技术服务中心及海外生产基地的建设工作，持续开拓东南亚、拉美和欧洲等海外市场，持 续提升海外收入规模。 （编辑 袁冠琳） ...

（编辑 袁冠琳） 证券日报网12月18日讯 创世纪在12月17日回答调研者提问时表示，液冷、机器人领域定制款产品市场 需求较为旺盛，由于具备较强技术实力与代工能力的企业更易获得订单青睐，客户对交付效率要求较 高。公司凭借完善的产能布局与高效的生产管理体系，全力保障客户订单快速交付，目前整体交付节奏 稳健有序。随着公司产品竞争力的持续提升与订单交付规模的扩大，公司在液冷、机器人领域的市占率 正稳步攀升，行业影响力不断增强。 ...