金融界8月6日消息，有投资者在互动平台向乔锋智能提问：国产数控机床最先进的目前可以达到五轴数 控机床，为防止工业母机内卷式竞争，公司是否有研发并且可以量产的更先进的六轴数控机床？ 公司回答表示：您好。公司将研发创新视为公司发展的核心引擎，持续加大现有机型升级、新机型、核 心部件及基础技术等研发的投入。目前公司有开展六轴天车式龙门加工中心（BTG-3028）研发，该设 备采用"3+3 控制"架构（非六轴联动）,主要应用于新能源汽车、自动化、航空航天等行业复杂曲面和多 面体零件加工，目前尚处于研发样机调试阶段。感谢您的关注！责任编辑：栎树 ...

Core Viewpoint - The company emphasizes innovation in research and development as a core driver for its growth, focusing on upgrading existing models and developing new ones, including key components and foundational technologies [1] Group 1: R&D Focus - The company is currently developing a six-axis gantry machining center (BTG-3028) [1] - The BTG-3028 utilizes a "3+3 control" architecture, which is not a six-axis linkage system [1] - This equipment is primarily aimed at processing complex curved and polyhedral parts in industries such as new energy vehicles, automation, and aerospace [1] Group 2: Development Stage - The BTG-3028 is still in the prototype debugging stage [1]

Group 1 - The core viewpoint of the article highlights the significant product structure differences between Qiaofeng Intelligent (乔锋智能) and Huachen Equipment (华辰装备), despite both companies being categorized under the "C34 General Equipment Manufacturing" industry, specifically "C3421 Metal Cutting Machine Tool Manufacturing" [1] - Qiaofeng Intelligent primarily focuses on vertical machining centers, gantry machining centers, and horizontal machining centers, along with some CNC lathes and CNC grinding machines (mainly surface and guideway grinding) [1] - Huachen Equipment's core product is the fully automatic CNC roller grinding machine, which indicates a distinct specialization compared to Qiaofeng Intelligent's offerings [1]

Group 1 - The company emphasizes the importance of the humanoid robot industry and recognizes the potential for its CNC machine tools in this sector [1] - The processing of numerous precision metal components required for humanoid robots will utilize the company's machine tool products, indicating a growth opportunity [1] - The company is expanding the application of its existing machine models in the humanoid robot industry and has established a project team to develop additional machine tools specifically for this market [1]

Group 1 - The core viewpoint of the article highlights that Qiaofeng Intelligent (301603.SZ) is primarily using a distribution model for its sales network in Turkey, Mexico, and Indonesia, focusing on developing quality agents to advance its layout [1] - The company's overseas products are manufactured relying on domestic production bases, ensuring delivery efficiency through diversified logistics methods such as maritime and rail transport [1] - Currently, the overseas business is in its early development stage, contributing a low proportion to the company's overall revenue, but it possesses significant growth potential [1] Group 2 - The company plans to continuously improve its global operational system to enhance responsiveness and service levels in overseas markets [1]

天眼查商业履历信息显示，乔锋智能装备股份有限公司，成立于2009年，位于东莞市，是一家以从事专 用设备制造业为主的企业。企业注册资本12076万人民币，实缴资本9057万人民币。公司法定代表人为 蒋修华。 通过天眼查大数据分析，乔锋智能装备股份有限公司共对外投资了10家企业，参与招投标项目65次，知 识产权方面有商标信息17条，专利信息138条，此外企业还拥有行政许可48个。 金融界消息 截至2025年8月1日收盘，乔锋智能（301603）报收于56.89元，上涨4.71%，换手率 16.32%，成交量6.16万手，成交金额3.49亿元。 资金流向方面，今日主力资金净流入3073.15万元，占比成交额8.81%。其中，超大单净流入34.42万 元、占成交额0.1%，大单净流入3038.73万元、占成交额8.71%，中单净流出流出2547.10万元、占成交 额7.3%，小单净流出526.05万元、占成交额1.51%。 乔锋智能最新一期业绩显示，截至2025一季报，公司营业总收入4.78亿元、同比增长29.92%，归属净利 润7457.10万元，同比增长44.97%，扣非净利润7354.08万元，同比增长46.6 ...

Group 1 - The general equipment sector saw a slight increase of 0.22% on August 1, with Xun'an Technology leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] - Xun'an Technology's stock price rose by 9.74% to 26.26, with a trading volume of 69,400 shares and a transaction value of 174 million yuan [1] Group 2 - The general equipment sector experienced a net outflow of 1.284 billion yuan from institutional investors, while retail investors saw a net inflow of 1.497 billion yuan [2] - The top gainers in the general equipment sector included Xun'an Technology, with a significant increase in trading volume and transaction value [1][2] - The overall market sentiment reflected a mixed performance, with some stocks experiencing notable declines, such as Fangsheng Co., which fell by 9.11% [2]

Group 1 - The company focuses on the mid-to-high-end CNC machine tool sector, with main products including vertical machining centers, gantry machining centers, and horizontal machining centers, applied in various industries such as general equipment, consumer electronics, automotive parts, molds, aerospace, and communications [1] - The CNC machine tool market in China is vast, with a market size in the hundreds of billions, low concentration, and high-end machine tools being dominated by foreign companies, indicating long-term potential for domestic substitution [1] - The company is expanding into high-growth downstream sectors, with continuous breakthroughs in key technologies for high-end machine tools, leading to rapid growth in contract liabilities and promising sustained performance growth [1] Group 2 - The CNC machine tool market has significant growth potential through import substitution and overseas expansion, with China's machine tool export surplus increasing since 2022, making it the fourth largest surplus country after Germany, Japan, and Italy [2] - Core technology breakthroughs are enabling the company to gradually penetrate the mid-to-high-end machine tool market, where competition is primarily driven by technology for high-end products, stability for mid-range products, and price for low-end products [2] - The company has seen rapid growth in contract liabilities due to its alignment with market demand, active expansion into general automation and consumer electronics markets, and the realization of self-production of key components, enhancing product competitiveness and gross margins [2] Group 3 - The company forecasts net profits attributable to shareholders of 270 million, 330 million, and 400 million yuan for 2025-2027, representing year-on-year growth of 32%, 22%, and 23% respectively, with corresponding PE ratios of 26, 21, and 17 times [2] - Based on comparable companies, a target price of 78.24 yuan is set for 2025, with an initial coverage rating of "buy" [2]

Group 1 - Zhejiang Dingli achieved a net profit of 1.051 billion yuan in the first half of 2025, a year-on-year increase of 27.49% [1] - The company reported an operating income of 4.336 billion yuan, representing a year-on-year growth of 12.35% [1] - Basic earnings per share were 2.08 yuan [1] Group 2 - Dexin Technology announced that its shareholder plans to reduce its stake by no more than 1%, equating to 2.3351 million shares [1] - The company specializes in the research, design, manufacturing, and sales of lithium battery cutting molds and precision components [1] Group 3 - Fangda Group signed new orders worth 970 million yuan in the second quarter of 2025 [1] - The total amount of signed but uncompleted contracts reached 4.916 billion yuan by the end of the second quarter [1] Group 4 - Warner Pharmaceutical's shareholder plans to reduce its stake by no more than 1.3 million shares, which is approximately 0.9899% of the total share capital [3] - The company focuses on the research, production, and sales of chemical raw materials and traditional Chinese medicine [3] Group 5 - Zijin Mining's vice president plans to reduce his holdings by no more than 250,300 shares [4] - The company is engaged in the exploration and development of mineral resources, including gold, copper, and lithium [4] Group 6 - Shenkong Co. received government subsidies totaling 14.9 million yuan [6] - The company specializes in the research, production, and sales of large-diameter silicon materials and semiconductor products [6] Group 7 - Jincai Hulin's shareholder plans to reduce its stake by no more than 2.5%, which amounts to 19.4798 million shares [1] - The company is involved in heat treatment equipment manufacturing and related services [1] Group 8 - New Media Co. plans to reduce its stake by no more than 6.8434 million shares, approximately 2.99% of the total share capital [1] - The company focuses on IPTV, internet audio-visual services, and content copyright [1] Group 9 - Aidi Pharmaceutical received a drug registration certificate for its product in Zanzibar, allowing for commercial sales [8] - The product is a new drug developed for the treatment of HIV-1 infection [8] Group 10 - Changlan Technology plans to reduce its stake by no more than 1%, equating to 1.9311 million shares [10] - The company specializes in the research, production, and sales of power cable accessories [10] Group 11 - Qiaofeng Intelligent announced that two shareholders plan to reduce their holdings by no more than 2.14% of the total share capital [12] - The company focuses on the research, production, and sales of CNC machine tools [12] Group 12 - Junxin Co. signed a tripartite preliminary agreement to build a solid waste disposal power facility valued at approximately 280 million USD in Almaty [13] - The company specializes in waste incineration power generation and related environmental services [13] Group 13 - Qinglong Pipe Industry signed a strategic cooperation framework agreement with Tian Shan High-tech [14] - The company is involved in the research, production, and sales of high-quality water supply pipes [14] Group 14 - Defang Nano's shareholder plans to reduce its stake by no more than 1%, equating to 2.7954 million shares [1] - The company specializes in the research, production, and sales of lithium-ion battery materials [1] Group 15 - ST Lutong's specific shareholder plans to reduce its stake by up to 3%, including 2 million shares through centralized bidding and 4 million shares through block trading [1] - The company focuses on cable television network equipment and smart control systems [1] Group 16 - Tongzhou Electronics reported a net profit of 203 million yuan in the first half of 2025, a significant turnaround from a loss of 36.08 million yuan in the previous year [17] - The company achieved an operating income of approximately 540 million yuan, representing a year-on-year growth of 606.52% [17] Group 17 - Rebecca reported a net profit of 9.3759 million yuan in the first half of 2025, a year-on-year increase of 15.31% [18] - The company achieved total operating revenue of approximately 598 million yuan, reflecting a year-on-year growth of 4.20% [18] Group 18 - Ruixin Technology's shareholders plan to reduce their holdings by no more than 4.9493 million shares, which is up to 3% of the total share capital [20] - The company specializes in the research, production, and sales of precision aluminum alloy components [20]

证券代码：301603 证券简称：乔锋智能 公告编号：2025027 乔锋智能装备股份有限公司 关于员工战略配售资管计划减持股份预披露的公告 公司股东国证资管－兴业银行－安信资管乔锋智能高管参与创业板战略配售集 合资产管理计划保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容与信息披露义务人提供的信息一 致。 特别提示： 持有乔锋智能装备股份有限公司（以下简称"乔锋智能"或"公司"）股份 2,583,018股（占本公司总股本比例2.14%）的股东国证资管－兴业银行－安信资管 乔锋智能高管参与创业板战略配售集合资产管理计划（曾用名：安信证券资管－兴 业银行－安信资管乔锋智能高管参与创业板战略配售集合资产管理计划，以下简称 "员工战略配售资管计划"）计划在本公告披露之日起15个交易日后的3个月内以 大宗交易方式或集中竞价交易方式减持本公司股份不超过2,583,018股（占公司总股 本比例2.14%）。 公司近日收到了股东员工战略配售资管计划管理人出具的告知函。鉴于公司部 分董事、高级管理人员参与员工战略配售资管计划，根据《深圳证券交易所创业 ...