证券日报网讯12月11日，创世纪（300083）在互动平台回答投资者提问时表示，公司的核心产品是中高 端数控机床，部分产品可用于新能源汽车和人形机器人多种零部件的加工，公司目前已与机器人及新能 源汽车领域部分客户及其零部件加工厂商有合作关系。公司密切关注相关领域发展趋势，将针对市场趋 势及客户需求持续进行相关创新技术和产品研发，致力于为目标市场客户提供具有竞争力的产品和方 案。 ...

证券日报网讯12月11日，创世纪（300083）在互动平台回答投资者提问时表示，公司联合华中数控 （300161）推出了智能立式加工中心、智能钻铣加工中心，能够有效提升加工效率、精度、速度以及良 品率。公司高度重视科技创新对高质量发展的核心作用，将持续关注行业前沿动态。 ...

证券日报网讯 12月11日，创世纪（300083）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股东人数为95，156户，与上期相比股东总人数增加633户。 ...

Core Viewpoint - The "Genesis Plan" signed by President Trump aims to integrate the United States' supercomputing and data assets to transform scientific research through artificial intelligence (AI) technology, with significant implications for the military sector [1][5]. Group 1: Historical Context and Development - Historical precedents exist for presidential initiatives in science and technology, such as President Roosevelt's request for a post-war technology development report, which led to significant advancements in U.S. science and technology [1]. - The report by Vannevar Bush emphasized the importance of continued military technology development post-World War II, which contributed to the U.S. winning the Cold War and establishing military dominance [2]. - The concept of the "Information Superhighway" introduced by President Clinton highlighted the transformative impact of information technology on both military and societal development [3]. Group 2: The Genesis Plan and Its Implications - The "Genesis Plan" is a key action to implement the previously announced "Winning the AI Competition: U.S. AI Action Plan," which aims to accelerate AI research and innovation by relaxing restrictions on private sector involvement [4][5]. - The plan involves creating an AI testing platform and integrating U.S. supercomputing and data assets, with an initial investment of $500 billion from major companies like OpenAI, SoftBank, and Oracle [5]. - The U.S. Department of Energy is tasked with overseeing the plan, which is considered as important as the Manhattan Project, indicating a high level of commitment to AI development [5]. Group 3: Global Impact and Competition - The "Genesis Plan" is expected to intensify the global AI arms race, as other nations are already developing their own AI strategies for military applications [6][7]. - Countries like Russia, the UK, South Korea, and Japan are following suit with their own AI military initiatives, indicating a broader trend of nations investing in AI for defense purposes [7]. - The plan faces challenges and uncertainties, with the potential for it to be seen as a gamble due to the unpredictable nature of AI technology development [6][8].

格隆汇12月11日丨创世纪(300083.SZ)在投资者互动平台表示，公司的核心产品是中高端数控机床，部 分产品可用于新能源汽车和人形机器人多种零部件的加工，公司目前已与机器人及新能源汽车领域部分 客户及其零部件加工厂商有合作关系。公司密切关注相关领域发展趋势，将针对市场趋势及客户需求持 续进行相关创新技术和产品研发，致力于为目标市场客户提供具有竞争力的产品和方案。 ...

2025年11月24日，特朗普政府通过行政令正式启动"创世纪计划"，整合联邦数据资源、国家实验室超算 能力、科研机构与私营科技企业，以人工智能为核心技术构建国家级科研基础设施，在能源、材料、生 命科学等关键领域通过人工智能加速科学发现。该项目旨在保障美国技术与地缘政治优势，其外溢影响 不限于重构国内科研体系，将冲击全球技术治理。 美国的战略逻辑是通过国家动员构建以科研—基础设施霸权为特征的"技术帝国主义"，以科研结构重组 和国家创新体系整合锁定美国在前沿科学领域的结构性优势。计划的战略定位宏大，通过历史类比强化 政治动员的合法性和正当性。行政令直言其"紧迫性和野心可与二战时期的曼哈顿计划相提并论"。总统 科学顾问迈克尔·克拉斯蒂奥斯表示，"创世纪"任务是"自阿波罗计划以来联邦科学资源的最大规模集 结"。计划延续竞争导向，旨在获得"国家技术主导权"和"全球竞争优势"。计划聚焦国家安全，其关键 科研领域对国防、基础设施和战略产业至关重要，所追求的科研加速实际是利用人工智能构建新的科研 —产业—战略循环，科研进展能够迅速转化为军事、产业和地缘政治优势。 "创世纪计划"将改变全球知识生产体系，进一步加剧全球技术力量结 ...

湖南启元律师事务所 关于 广东创世纪智能装备集团股份有限公司 2025年员工持股计划的 法律意见书 二〇二五年十二月 湖南省长沙市芙蓉区建湘路 393 号世茂环球金融中心 63 层 邮编：410000 电话：0731-82953778 传真：0731-82953779 网站：www.qiyuan.com 湖南启元律师事务所关于 广东创世纪智能装备集团股份有限公司 2025 年员工持股计划的 法律意见书 致：广东创世纪智能装备集团股份有限公司 湖南启元律师事务所（以下简称"本所"）接受广东创世纪智能装备集团股 份有限公司（以下简称"创世纪"或"公司"）的委托，根据《中华人民共和国 公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称 "《证券法》"）、中国证券监督管理委员会（以下简称"中国证监会"）《关 于上市公司实施员工持股计划试点的指导意见》（以下简称"《试点指导意见》"）、 深圳证券交易所（以下简称"深交所"）《深圳证券交易所上市公司自律监管指 引第2号——创业板上市公司规范运作》（以下简称"《监管指引第2号》"）等 法律、行政法规、部门规章及其他规范性文件（以下统称为"法律法规"）、《 ...

Core Viewpoint - The "Genesis Plan" is a national-level AI research initiative launched by the Trump administration, aiming to double the productivity and influence of U.S. scientific research within ten years, positioning the U.S. as a global leader in AI [2][3]. Group 1: Plan Overview - The "Genesis Plan" is compared to the Manhattan Project, indicating its scale and urgency, and is described as the largest mobilization of federal research resources since the Apollo moon landing [2][3]. - The plan aims to create a national research platform that integrates supercomputers, AI systems, automated laboratories, and researchers to accelerate breakthroughs in key areas such as drug development and nuclear fusion [4]. Group 2: Context and Background - This initiative follows previous actions by the Trump administration to eliminate barriers to U.S. AI leadership, including the repeal of AI safety regulations and the introduction of the "U.S. AI Action Plan" [3]. - Recent collaborations with Saudi Arabia's sovereign wealth fund have resulted in significant investments in U.S. tech companies, particularly in AI and advanced technology research [3]. Group 3: Challenges and Concerns - The U.S. faces a paradox where increased research funding does not correlate with faster scientific progress, partly due to the rapid advancements in AI by China [5]. - There are concerns regarding the sustainability of the plan, as federal research funding has been cut, leading to job losses among scientists [5]. - Infrastructure issues, such as outdated energy systems, pose significant challenges to the implementation of the "Genesis Plan" [6]. - The plan raises philosophical questions about the nature of scientific research, particularly regarding the role of AI in knowledge production and the potential marginalization of human scientists [6][7].

Investment Rating - The industry investment rating is "Recommended" [3] Core Viewpoints - The machine tool industry exhibits significant structural growth characteristics, with high-end manufacturing and exports being the core driving forces. The metal cutting machine tool segment achieved a revenue growth of 10.8%, production growth of 14.8%, and export growth of 13.6%, significantly outperforming the overall industry level. This reflects the rigid demand for high-end processing equipment in high-tech fields such as aerospace, new energy vehicles, and precision molds [4][6] - The overall industry shows a structure of "stable domestically and growing externally," with growth momentum shifting from scale expansion to technological leadership and global market expansion. Short-term prosperity is constrained, but there are marginal improvement signals from policy expectations and inventory adjustments [6][7] Summary by Sections Recent Trends - From January to October 2025, the machine tool industry achieved a total operating income of 851.1 billion yuan, a year-on-year increase of 1.5%. The metal cutting machine tool segment saw a year-on-year revenue increase of 10.8%, while the metal forming machine tool segment grew by 7.5%. New orders for metal processing machine tools increased by 7.3%, and the backlog of orders grew by 4.3% [3][4] Import and Export Data - The total import and export value of machine tool products reached 27.42 billion USD, a year-on-year increase of 5.7%. The import value was 8.48 billion USD, up 1.4%, while the export value was 18.94 billion USD, increasing by 7.7%. Specifically, the import value of metal cutting machine tools was 3.95 billion USD (up 0.6%), and the export value was 5.10 billion USD (up 13.6%). For metal forming machine tools, the import value was 520 million USD (down 9.8%), while the export value surged to 2.80 billion USD (up 38.2%) [4][6] Investment Recommendations - The current industry export performance is better than domestic demand, driven by global supply chain restructuring and industrialization needs in emerging markets. The report suggests focusing on companies with core technological capabilities, outstanding internationalization, and the ability to respond quickly to small and medium-sized enterprises. Recommended stocks include Kede CNC, Haitian Precision, Huazhong CNC, and others [6][7]

Core Viewpoint - The company is undergoing a board restructuring to enhance governance and strategic direction, with a focus on integrating diverse expertise in sales, technology, and law to support its growth trajectory [1][2]. Group 1: Board Restructuring - The company announced a board restructuring, proposing candidates with diverse backgrounds to strengthen governance [1]. - The nominated candidates include key figures from sales and technology, indicating a strategic focus on enhancing operational capabilities [1]. - The upcoming shareholder meeting on December 15 will address the election of the new board members [1]. Group 2: Strategic Focus and Performance - The controlling shareholder, Xia Jun, has led the company to focus on high-end CNC machine tools, achieving significant revenue growth [2]. - As of Q3 2025, the company reported revenues of 3.826 billion and a net profit of 348 million, reflecting year-on-year growth rates of 16.80% and 72.56% respectively [2]. - The company has successfully restructured its business by divesting from precision components and concentrating on core CNC machine tool operations [2]. Group 3: Employee Incentive Plans - The company has introduced an employee stock ownership plan to align interests between employees and shareholders, fostering long-term commitment [3]. - A previous restricted stock incentive plan was initiated, with 13 million shares granted to key personnel, aimed at enhancing performance in high-end intelligent equipment [3]. - The dual incentive systems are designed to strengthen the company's governance structure and support sustainable growth [3].