9月22日，乔锋智能跌0.73%，成交额2.28亿元。两融数据显示，当日乔锋智能获融资买入额2268.37万 元，融资偿还3093.95万元，融资净买入-825.57万元。截至9月22日，乔锋智能融资融券余额合计2.39亿 元。 截至6月30日，乔锋智能股东户数1.06万，较上期增加4.34%；人均流通股2279股，较上期减少4.16%。 2025年1月-6月，乔锋智能实现营业收入12.14亿元，同比增长50.36%；归母净利润1.79亿元，同比增长 56.43%。 分红方面，乔锋智能A股上市后累计派现1.09亿元。 机构持仓方面，截止2025年6月30日，乔锋智能十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股34.41万股，相比上期减少17.68万股。 责任编辑：小浪快报 融资方面，乔锋智能当日融资买入2268.37万元。当前融资余额2.39亿元，占流通市值的7.93%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，乔锋智能9月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处 ...

在交流过程中，投资者关注的多个问题得到回应： 1.合同负债增长显著：截至2025年6月末，公司合同 负债金额12,962.92万元，较2024年年末增长30.72%，同比2024年6月增长60.94%。 2.数控系统与机器人 企业收购情况：公司暂时没有收购或参股数控系统企业，若有相关计划将按规则披露。公司已参股人形 机器人公司"上海开普勒机器人有限公司"和以工业桁架机器人为核心业务的"一工机器人银川有限公 司"，暂没有控股收购机器人公司的具体计划。 3.市值管理计划：公司及管理层将持续做好经营管理， 提升产品和市场竞争力，以更好业绩回报股东；同时做好信息披露，积极与投资者沟通，合理体现公司 价值。 4.产品精度与价格：不同型号数控机床产品精度有差异，单价从十几万到几百万不等。 5.业绩持 续性：公司生产经营良好，2025年三季度及全年经营情况将按规则披露定期报告。 6.淡旺季情况：从历 史数据看，公司各季度业务分布相对均衡，部分年度二、四季度略高于一、三季度，但无明显季节性特 征。 7.行业增速判断：基于制造业复苏、国产替代加速、数控化率提升等因素，公司认为未来我国数控 机床行业发展空间广阔。公司上市后品牌力 ...

| 投资者关系活动 | 特定对象调研 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 | | | 其他（2025 年广东辖区上市公司投资者网上集体接待日活 | | | 动） | | 参与单位名称及 | 通过"全景路演"网站(http://rs.p5w.net)参与 2025 年广东辖区上 | | 人员姓名 | 市公司投资者网上集体接待日活动的投资者 | | 时间 | 年 月 日 2025 9 19 15:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台（https://rs.p5w.net）采 | | | 用网络远程的方式召开。 | | 上市公司接待人 | 副总经理、董事会秘书：陈地剑 | | 员姓名 | 证券事务代表：王璐 为加强与投资者的互动交流，公司于 年 月 日参 2025 9 19 | | | 加了由广东证监局、广东上市公司协会与深圳市全景网络有限 | | | 公司联合举办的"向新提质，价值领航—2025 年广东辖区投资 | | | 者集体接待日暨辖区上市公司中报业绩说明会" ...

Company Overview - JiaoFeng Intelligent Equipment Co., Ltd. is located in Dongguan, Guangdong Province, established on May 5, 2009, and listed on July 10, 2024. The company specializes in the research, production, and sales of CNC machine tools [1][2]. Financial Performance - For the first half of 2025, JiaoFeng Intelligent achieved operating revenue of 1.214 billion yuan, representing a year-on-year growth of 50.36%. The net profit attributable to the parent company was 179 million yuan, up 56.43% year-on-year [2]. - The company has distributed a total of 109 million yuan in dividends since its A-share listing [3]. Stock Performance - As of September 22, JiaoFeng Intelligent's stock price was 78.86 yuan per share, with a market capitalization of 9.523 billion yuan. The stock has increased by 85.03% year-to-date, but has seen a decline of 5.77% over the last five trading days [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on March 12, where it recorded a net purchase of 23.8215 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders for JiaoFeng Intelligent was 10,600, an increase of 4.34% from the previous period. The average number of circulating shares per person decreased by 4.16% to 2,279 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 344,100 shares, which is a decrease of 176,800 shares from the previous period [3]. Industry Context - JiaoFeng Intelligent operates within the mechanical equipment sector, specifically in general equipment and machine tools. The company is associated with concepts such as new energy vehicles, Industry 4.0, new industrialization, margin financing, and robotics [2].

Industry Trends - The machine tool industry is experiencing accelerated domestic substitution and internationalization, with imports slowing and exports growing rapidly. Domestic companies are achieving breakthroughs in sectors like new energy vehicles and consumer electronics, supported by policies that enhance market share and open overseas markets [2][3]. - The demand for machine tools is bolstered by policy support and a strong recovery in manufacturing, with significant growth in metal cutting machine tool production expected from 2023 to 2024 [3]. - The CNC (Computer Numerical Control) rate is increasing, presenting growth opportunities for CNC machine tool companies, as China's CNC rate is currently lower than that of developed countries [3][4]. - Market competition is intensifying, with market share concentrating among leading companies due to their advantages in capacity expansion, high-end technology development, and brand strength [3][4]. Company Performance - In the first half of 2025, the company reported strong sales performance, with the general equipment sector contributing approximately 36% to total revenue, showing a nearly 10% year-on-year growth [3][4]. - The consumer electronics sector has seen a dramatic increase, with revenue share rising from about 5% two years ago to over 20% in the first half of 2025, reflecting a growth of approximately 190% [3][4]. - The automotive parts sector, primarily driven by new energy vehicles, accounted for around 14% of revenue, with a year-on-year growth of about 60% [3][4]. - The mold industry contributed approximately 8% to revenue, with a significant year-on-year growth of around 160% [3][4]. - The engineering machinery sector, after several years of decline, has rebounded with a year-on-year growth of about 170%, contributing around 5% to total revenue [3][4]. Seasonal Characteristics - The machine tool industry does not exhibit strict seasonal characteristics, with the company's performance showing minor fluctuations across quarters. This stability is attributed to diverse downstream sectors and effective capacity planning [4][5]. Competitive Strategy - The concentration of market share among leading firms is a natural outcome of industry upgrades. The company leverages its platform advantages, product reputation, and technological expertise to build a differentiated competitive edge [5][6]. - The company has established a comprehensive product lineup in metal cutting machine tools and possesses a strong R&D team of over 250 personnel, enabling rapid responses to market demands [6][7]. - A robust sales service system with over 300 personnel ensures efficient customer service and tailored solutions, enhancing operational efficiency through integrated R&D, design, and production processes [6][7]. Liquid Cooling Market - The demand for liquid cooling plates, essential for AI servers and new energy vehicles, is rapidly increasing. The company's products, such as high-speed drilling and vertical machining centers, meet the high precision and efficiency requirements for liquid cooling plate processing [6][7]. - The company is actively enhancing its sales team to address the liquid cooling market needs and is optimizing equipment performance to align with technological advancements in liquid cooling processing [7].

9月18日乔锋智能大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 7.00 | 584.50 | 83.50 | 0.37 | 西南证券股份有限 | 中邮证券有限责任公司西安 | | | | | | 公司陕西分公司 | 开元路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 乔锋智能9月18日大宗交易平台出现一笔成交，成交量7.00万股，成交金额584.50万元，大宗交易成交价 为83.50元，相对今日收盘价溢价0.37%。该笔交易的买方营业部为西南证券股份有限公司陕西分公司， 卖方营业部为中邮证券有限责任公司西安开元路证券营业部。 证券时报·数据宝统计显示，乔锋智能今日收盘价为83.19元，下跌1.78%，日换手率为15.91%，成交额 为5.06亿元，全天主力资金净流出1379.83万元，近5日该股累计上涨5.44%，近5日资金合计净流入 808 ...

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-18 | 301603 | 乔锋智能 | 83.50 | 7.00 | 584.50 | 西南证券股份有限 | 中邮证券有限责任 | | | | | | | | 公司陕西分公司 | 公司西安开元路证 | | | | | | | | | 券营业部 | 9月18日，乔锋智能大宗交易成交7万股，成交额584.5万元，占当日总成交额的1.14%，成交价83.5元， 较市场收盘价83.19元溢价0.37%。 ...

为进一步加强与投资者的互动交流， 乔锋智能装备股份有限公司（以下简 称"公司"）将参加由广东证监局、广东上市公司协会与深圳市全景网络有限公司 联合举办的"向新提质，价值领航—2025年广东辖区投资者集体接待日暨辖区上 市公司中报业绩说明会"活动，现将相关事项公告如下： 证券代码：301603 证券简称：乔锋智能 公告编号：2025036 乔锋智能装备股份有限公司 关于参加广东辖区2025年投资者网上集体接待日活动的公告 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，不存在虚假记 载、误导性陈述或者重大遗漏。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）参与本次互动交流，活动时间为2025年9月19日15:30-17:00。 届时公司高管将在线就2025年半年度业绩、公司治理、发展战略、经营状况等投 资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与。 特此公告。 乔锋智能装备股份有限公司 董事会 2025年9月16日 ...

9月16日，乔锋智能盘中下跌2.01%，截至10:39，报82.01元/股，成交2.31亿元，换手率7.34%，总市值 99.04亿元。 资金流向方面，主力资金净流入1066.75万元，特大单买入933.13万元，占比4.04%，卖出909.53万元， 占比3.94%；大单买入5616.00万元，占比24.34%，卖出4572.85万元，占比19.82%。 乔锋智能今年以来股价涨92.42%，近5个交易日涨6.99%，近20日涨32.25%，近60日涨67.64%。 分红方面，乔锋智能A股上市后累计派现1.09亿元。 机构持仓方面，截止2025年6月30日，乔锋智能十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股34.41万股，相比上期减少17.68万股。 责任编辑：小浪快报 今年以来乔锋智能已经3次登上龙虎榜，最近一次登上龙虎榜为3月12日，当日龙虎榜净买入2382.15万 元；买入总计7054.64万元 ，占总成交额比13.31%；卖出总计4672.49万元 ，占总成交额比8.82%。 资料显示，乔锋智能装备股份有限公司位于广东省东莞市常平镇园华路103号，成立日期2009年5月5 日，上市 ...

Group 1 - The stock price of Qiao Feng Intelligent increased by 6.76%, reaching 84.0 yuan per share, marking a new high [1] - The total market capitalization of the company surpassed 10.143 billion yuan [1] - The trading volume amounted to 437 million yuan [1]