Group 1 - The core viewpoint of the article is that Qiaofeng Intelligent (301603.SZ) has highlighted the application of its CNC machine tools in the processing of structural components for new energy vehicle battery trays and energy storage battery boxes, as well as in the automation equipment for battery production lines [1] Group 2 - The company's CNC machine tools are positioned to support the growing demand in the new energy vehicle sector, particularly in battery-related manufacturing processes [1] - The interaction on the platform indicates a strategic focus on sectors that are critical for the future of energy storage and electric vehicles [1]

9月15日，乔锋智能盘中上涨2.03%，截至09:54，报80.28元/股，成交7270.14万元，换手率2.43%，总市 值96.95亿元。 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。 乔锋智能今年以来股价涨88.36%，近5个交易日涨0.87%，近20日涨26.41%，近60日涨69.30%。 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%。 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。 资金流向方面，主力资金净流入283.28万元，特大单买入116.35万元，占比1 ...

Core Insights - The robotics industry is gaining significant attention due to advancements in artificial intelligence, particularly in humanoid robots which present more possibilities [1] - The industry is characterized as a growing incremental sector, with complex hardware requiring extensive metal components that need machining [1] - The company has successfully applied its lathes and vertical machining centers within the industry and has formed a project team composed of domestic and international experts to enhance collaboration with clients [1] - The focus is on developing core equipment that meets the current and future demands of the robotics industry to improve processing efficiency and precision for downstream hardware [1] - Although the industry is still in its early stages with limited contribution to performance, the company is committed to maintaining strategic focus and continuously investing resources in development [1]

Group 1: Company Overview - JiaoFeng Intelligent Equipment Co., Ltd. specializes in CNC machine tools, primarily used in high-precision metal parts across various industries, including consumer electronics and aerospace [2][3]. - The company was listed in July 2024, with over 80% of its products sold directly [3]. Group 2: 2025 Half-Year Performance - In the first half of 2025, the company achieved a revenue of 1.21 billion yuan, a year-on-year increase of 50.36% [3]. - The net profit attributable to shareholders was 179 million yuan, up 56.43% year-on-year, with a gross margin of 30%, slightly up by 0.4 percentage points [3]. - Q2 2025 showed a significant growth trend, with revenue reaching 736 million yuan, a year-on-year increase of 67.47% and a quarter-on-quarter increase of 53.97% [3]. Group 3: Growth Drivers - The demand from downstream industries has improved, with revenue from consumer electronics and automotive sectors doubling, and nearly 60% growth in the new energy vehicle sector [3][4]. - The CNC machine tool production in China reached 40.3 thousand units in the first half of 2025, reflecting a year-on-year increase of 13.5% [4]. Group 4: Market Position and Competitive Advantages - The company has focused on quality and technology, achieving a full product line in metal cutting machine tools, enhancing brand recognition post-IPO [5][6]. - JiaoFeng has a high self-manufacturing rate for core components, which reduces procurement costs and supply chain risks [5][6]. - The sales strategy combines direct sales in concentrated manufacturing regions and a distribution model in dispersed markets, optimizing market coverage [10]. Group 5: Industry Trends and Future Outlook - The demand for CNC machine tools in the new energy vehicle sector remains strong, with a 60% year-on-year revenue increase in H1 2025 [11]. - The company is investing in the robotics sector, collaborating with Shanghai Kepler Robotics to enhance its capabilities in humanoid robot manufacturing [11].

证券代码：301603 证券简称：乔锋智能 公告编号：2025035 乔锋智能装备股份有限公司 2025年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 特别提示： 2、本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开情况 （一）会议召开的时间 1、现场会议：2025年9月11日15:00。 2、网络投票：2025年9月11日，其中通过深圳证券交易所交易系统进行网络 投票的时间为2025年9月11日9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券 交易所互联网投票系统投票时间为2025年9月11日9:15-15:00。 （二）现场会议召开的地点：广东省东莞市常平镇园华路103号六楼会议室。 （三）会议召集人：公司董事会。 （四）会议召开方式：本次股东会采取现场表决与网络投票相结合的方式召 开。 （五）会议主持人：董事长蒋修华先生。 （六）本次股东会的召集、召开符合《中华人民共和国公司法》《上市公司 股东会规则》等有关法律、行政法规、部门规章、规范性文件和《乔锋智能装备 股份有限公司章程》的规 ...

北京市君泽君（深圳）律师事务所 法律意见书 北京市君泽君（深圳）律师事务所 广东省深圳市福田区金田路 4028 号荣超经贸中心 28 层、29 层 邮编：518035 关于乔锋智能装备股份有限公司 2025 年第二次临时股东会的 电话：0755-33988188 传真：0755-33988199 北京市君泽君（深圳）律师事务所 法律意见书 （2025）君深意字第 382 号 致：乔锋智能装备股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）以及中国证券监 督管理委员会（以下简称"中国证监会"）发布的《上市公司股东会规则》（以下 简称"《股东会规则》"）的有关规定，北京市君泽君（深圳）律师事务所（以下 简称"本所"）受乔锋智能装备股份有限公司（以下简称"公司"）委托，指派律 师出席公司 2025 年第二次临时股东会（以下简称"本次股东会"），并就本次股 东会的召集和召开程序、召集人资格、出席和列席会议人员资格、表决程序及表决 结果等事宜发表如下法律意见： 一、本次股东会的召集、召开程序 为召开本次股东会，公司董事会于 2025 年 8 月 26 日在中国证监会信息披露指 定网站（http:// ...

9月9日，乔锋智能跌3.69%，成交额2.71亿元。两融数据显示，当日乔锋智能获融资买入额3205.72万 元，融资偿还3918.89万元，融资净买入-713.17万元。截至9月9日，乔锋智能融资融券余额合计2.20亿 元。 融资方面，乔锋智能当日融资买入3205.72万元。当前融资余额2.20亿元，占流通市值的7.62%，融资余 额超过近一年90%分位水平，处于高位。 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 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，上市日期2024年7月10日，公司主营业务涉及数控机床研发、生产及销售。主营业务收入构成为： 立式加工中心83.81%，其他(补充)9.19%，卧式加工中心2.95%，龙门加工中心2.57%，其他数控机床 1.48%。 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 ...

Core Viewpoint - The company, Qiaofeng Intelligent (301603.SZ), is actively involved in the precision processing of liquid cooling plates, which are essential components in AI servers and electric vehicle battery cooling systems, indicating a growing demand for related CNC machine tools [1] Industry Summary - The demand for equipment related to liquid cooling plate processing is primarily driven by the pace of downstream liquid cooling technology adoption and the expansion of application scenarios [1] - In the AI server sector, the increasing computing density is rapidly boosting the demand for liquid cooling solutions, with liquid cooling plates being a critical component, leading to a direct increase in the procurement of related processing equipment [1] - The electric vehicle sector is also experiencing an upgrade in battery thermal management requirements, which is gradually increasing the penetration of liquid cooling technology, thus providing growth opportunities for liquid cooling plate processing equipment [1] - The liquid cooling industry is currently in a rapid development phase, and the scale of equipment demand will dynamically change based on the production capacity planning of downstream clients, such as server manufacturers and automotive parts suppliers, as well as the commercialization progress of liquid cooling solutions [1] - The company will continue to monitor technological trends and market demands in the liquid cooling field, optimizing the performance of equipment suitable for liquid cooling plate processing to seize business opportunities arising from industry development [1]

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]. Stock Performance - As of September 8, JiaoFeng's stock price increased by 2.02%, reaching 80.70 CNY per share, with a trading volume of 226 million CNY and a turnover rate of 7.52%. The total market capitalization is 9.745 billion CNY [1]. - Year-to-date, JiaoFeng's stock price has risen by 89.35%, with a 4.01% increase over the last five trading days, 32.73% over the last 20 days, and 65.95% over the last 60 days [1]. Financial Performance - For the first half of 2025, JiaoFeng reported revenue of 1.214 billion CNY, a year-on-year increase of 50.36%, and a net profit attributable to shareholders of 179 million CNY, up 56.43% year-on-year [2]. Shareholder Information - As of June 30, 2025, JiaoFeng had 10,600 shareholders, an increase of 4.34% from the previous period, with an average of 2,279 circulating shares per shareholder, a decrease of 4.16% [2]. - The company has distributed a total of 109 million CNY in dividends since its A-share listing [3]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 344,100 shares, which is a decrease of 176,800 shares compared to the previous period [3]. Industry Classification - JiaoFeng belongs to the machinery equipment sector, specifically in general equipment and machine tools. It is associated with concepts such as new energy vehicles, Industry 4.0, margin trading, new industrialization, and robotics [2].

Core Viewpoint - The company, Qiao Feng Intelligent, emphasizes its commitment to independent research and development in the five-axis and gantry-style six-axis machining centers, ensuring complete ownership of core technologies and intellectual property rights [2] Group 1: Product Development - The five-axis and gantry-style six-axis machining centers are entirely self-developed products, with key research and development processes managed by the company's technical team [2] - The company has secured multiple invention patents, utility model patents, and software copyrights related to these products, ensuring independence in product research, production, and sales [2] Group 2: Industry Collaboration - The CNC machine tool industry exhibits characteristics of supply chain collaboration, leading the company to partner with quality suppliers for core components like CNC systems and high-end lead screws [2] - All collaborations are based on compliant procurement and technology authorization systems, which do not affect the company's overall technical solutions and core intellectual property rights for the five-axis and six-axis products [2] Group 3: Future Investment - The company plans to increase its investment in the research and development of high-end CNC machine tools, aiming to strengthen technological barriers and intellectual property reserves in the high-end product sector [2]