智能装备制造
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重大资产重组!A股大牛股,突发公告!
券商中国· 2025-11-29 06:14
Core Viewpoint - The article discusses the significant asset restructuring of Dongfang Precision, which plans to sell its corrugated cardboard production line business, including the Italian Fosber Group, for a total price of €774 million (approximately RMB 6.34 billion) [2][3]. Group 1: Major Asset Restructuring - Dongfang Precision announced the sale of 100% equity in Fosber Group, Fosber Asia, and Tiruña Asia to Foresight US and Foresight Italy, with the transaction expected to constitute a major asset restructuring [3]. - The financial data indicates that the revenue of the target companies accounts for 67.20% of the audited consolidated revenue of the listed company for the same period [3][5]. - The total assets of the target companies are valued at approximately RMB 2.99 billion, while the listed company has total assets of about RMB 7.53 billion, indicating that the target companies represent 39.66% of the total assets [5]. Group 2: Strategic Shift - The company aims to focus on its core business in water propulsion equipment and strategic emerging industries, marking a strategic transformation and resource reallocation [5]. - The transaction is part of a broader strategy to enhance the company's technological capabilities and upgrade its business model [5]. Group 3: Stock Performance and Market Position - Dongfang Precision's stock has seen a significant increase, with a year-to-date rise of over 90%, reaching a market capitalization of approximately RMB 22.4 billion as of November 28 [2][7]. - The company reported a revenue of RMB 3.39 billion for the first three quarters of the year, reflecting a year-on-year growth of 2.52%, while net profit attributable to shareholders increased by 54.64% to RMB 510 million [7]. Group 4: Robotics Business Development - Dongfang Precision has established a joint venture with Leju Robotics to focus on the production and application of humanoid robots, with an 80% stake in the new company [8]. - The company has been actively investing in the robotics sector since 2014, enhancing its investment portfolio in the field of industrial robotics and AI technologies [9].
002611 拟7.74亿欧元出售资产
Shang Hai Zheng Quan Bao· 2025-11-29 01:20
Core Viewpoint - The company, Dongfang Precision, plans to sell its corrugated cardboard production line business, including the Italian Fosber Group, for a total of €774 million in cash, marking a significant asset restructuring move [2][4][6]. Transaction Details - The transaction involves the sale of 100% equity in Fosber S.p.A. and its subsidiaries, Fosber Asia, and Tirua Asia to Foresight US BidCo, Inc. and Foresight Italy BidCo S.p.A. [3][6]. - The core asset, Fosber Group, has a base price of €637 million, which represents a more than sevenfold increase from the approximately €74 million acquisition cost [4][9]. Financial Impact - The assets being sold account for 39.66% of the company's total assets, 30.23% of net assets, and 30.23% of operating revenue for 2024, indicating a substantial impact on the company's financial structure [6][7]. - The total assets of the target company are €298.59 million, while the listed company has total assets of €752.86 million, highlighting the scale of the transaction [7]. Strategic Rationale - The company aims to optimize resource allocation and focus on domestic development in technology and new productivity sectors, responding to national strategic directives [10][12]. - The sale is viewed as a strategic choice rather than a simple divestment, intended to maximize shareholder value and support the company's transition towards new productivity sectors [12]. Future Focus - Post-transaction, the company will continue to operate in printing packaging, water propulsion equipment, industrial internet solutions, and digital printing equipment, ensuring stable revenue and profit streams [13]. - The company plans to enhance its core platform, Baisheng Power, in the outboard motor industry, which has a global market size exceeding ¥100 billion, with a focus on high-power, high-efficiency, and low-emission products [12][13].
002611,拟7.74亿欧元出售资产
Xin Lang Cai Jing· 2025-11-29 01:17
Core Viewpoint - The company, Dongfang Precision (002611), plans to sell 100% equity of its corrugated cardboard production line business, including the Italian Fosber Group, for a cash transaction amounting to €774 million, marking a significant increase in asset value since its acquisition [1][3][6]. Group 1: Transaction Details - The transaction involves the sale of Fosber S.p.A. and its subsidiaries, Fosber Asia, and Tiruña Asia, with a core asset price of €637 million, which is over seven times the initial acquisition cost of approximately €74 million [2][6]. - The assets being sold represent 39.66% of the company's total assets, 30.23% of net assets, and 30.23% of operating income for 2024, indicating a major asset restructuring [3][4]. Group 2: Strategic Rationale - The decision to sell is part of a strategic shift to optimize resource allocation and focus on domestic development in technology and new productivity sectors, responding to national strategic directives [7][8]. - The company aims to enhance its competitive advantage in strategic emerging industries, particularly in the marine power equipment sector, which has a global market size exceeding ¥100 billion [8]. Group 3: Future Outlook - Post-transaction, the company will retain significant operations in printing packaging, marine power equipment, industrial internet solutions, and digital printing equipment, ensuring stable revenue and profit growth [9]. - The company plans to increase R&D investment in high-power outboard motors and electric outboard motors, aiming to upgrade its product offerings towards higher efficiency and lower emissions [8].
这一年来,江苏顶住外部冲击、有力应对挑战,经济总体保持平稳向好——勇挑大梁,决胜“十四五”收官之年
Xin Hua Ri Bao· 2025-11-28 23:34
秋去冬来,满目斑斓,江苏大地迎来了"最美的季节"。开发区内,厂房机器轰鸣,新项目加速落 地;科创园里,科研团队潜心攻关,创新成果持续涌现;商圈街区,门店客流涌动,消费活力不断释 放……走马全省各地,这样奋楫争先的"最美场景"同样处处可见,折射出一年来全省经济发展的稳中有 进、向新向好。 这一年来,全省上下勇挑大梁、攻坚克难,顶住外部冲击、有力应对挑战,主要宏观指标处于合理 区间,总体保持平稳向好,再次交出一份令人欣喜的年度经济答卷,以实绩实效力促"十四五"圆满收 官。 速度与效益的统一,实现质的有效提升和量的合理增长 风起潮涌,方见经济韧性;变局交织,尤显发展智慧。 当单边主义与保护主义逆流涌动,冲击全球发展格局,"十四五"收官之年,江苏如何在波动中稳 舵、在承压中前行,成为一道重要考题。 今年全国两会期间,习近平总书记在参加江苏代表团审议时强调,"希望江苏落实好挑大梁的责 任,努力取得新的更大成绩"。 何以"挑大梁"?经济大省不仅要有"量"的贡献,更要有"质"的担当。 江苏以实绩作答:前三季度全省地区生产总值突破10.28万亿元,同比增长5.4%,总量稳居全国第 二;1—10月,全省规模以上工业增加值同比增 ...
亳州铠烁科技有限公司成立 注册资本10万人民币
Sou Hu Cai Jing· 2025-11-28 23:16
天眼查App显示,近日,亳州铠烁科技有限公司成立,法定代表人为黄飞,注册资本10万人民币,经营 范围为一般项目:智能基础制造装备制造;机械电气设备制造;模具制造;五金产品制造;电子专用设 备制造;机械零件、零部件销售;模具销售;电子专用材料销售;电子元器件零售;气压动力机械及元 件销售;电子产品销售;机械设备销售;机械电气设备销售;液压动力机械及元件销售;金属制品销 售;塑料制品销售;仪器仪表销售;包装材料及制品销售;建筑材料销售;五金产品零售;汽车零配件 零售;日用百货销售;特种劳动防护用品销售;普通机械设备安装服务;专业设计服务;国内货物运输 代理(除许可业务外,可自主依法经营法律法规非禁止或限制的项目)。 ...
“华中10型”入选2025世界十大智能制造科技进展
Shang Hai Zheng Quan Bao· 2025-11-28 13:29
"华中10型"是面向智能制造环境研发的新一代平台化产品,是全球首台集成AI芯片与AI大模型的数控系 统,可让工业母机的加工精度在原有微米级的基础上再提升30%,加工效率也将提升5%-10%。 据了解,华中数控已联合秦川集团等18家企业,共同研制出全球首批20台搭载"华中10型"的智能数控机 床,涵盖五轴加工中心、三维五轴激光机等关键装备,实现了从技术"单点突破"到"系统集成"的跨越。 来源:上海证券报·中国证券网 上证报中国证券网讯(记者 丁鹏)11月27日,在江苏南京举办的"2025世界智能制造大会"上,华中数 控自主研发的华中10型智能数控系统(简称"华中10型")成功入选"2025世界十大智能制造科技进展", 成为国内工业母机智能数控系统首个获此殊荣的企业。 据悉,"世界十大智能制造科技进展"评选聚焦全球范围内对制造业智能化具有深远影响的突破性成果。 ...
五洋自控股价涨5.3%,中欧基金旗下1只基金重仓,持有8.58万股浮盈赚取1.8万元
Xin Lang Cai Jing· 2025-11-27 03:51
11月27日,五洋自控涨5.3%,截至发稿,报4.17元/股,成交1.25亿元,换手率2.75%,总市值46.55亿 元。 资料显示,江苏五洋自控技术股份有限公司位于江苏省徐州市铜山新区工业园珠江路北、银山路东,成 立日期2001年6月22日,上市日期2015年2月17日,公司主营业务涉及散料搬运核心装置及设备的研究、 开发和应用;智能装备制造技术的研发与应用。主营业务收入构成为:立体车库及其安装服务48.43%, 自动化生产线设备22.02%,散物料搬运核心装置17.65%,停车场运营8.93%,智能物流及仓储系统 1.26%,其他0.82%,两站及机制砂设备0.48%,融资租赁业务收入0.41%。 中欧国证2000指数增强A(018663)基金经理为钱亚婷、宋婷。 截至发稿,钱亚婷累计任职时间4年26天,现任基金资产总规模50.22亿元,任职期间最佳基金回报 58.73%, 任职期间最差基金回报-14.61%。 宋婷累计任职时间280天,现任基金资产总规模27.31亿元,任职期间最佳基金回报26.69%, 任职期间 最差基金回报-0.32%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任 ...
安徽持续优化服务 降低企业融资成本 金融活水滋养科创沃土
Ren Min Ri Bao· 2025-11-26 22:10
在公司"无人机基地及配套设施建设"项目备案初期,农行安徽分行就积极介入,成功为项目授信2亿 元,坚定了企业的发展信心。"得益于金融资金的有力支持,项目能够顺利推进,并陆续投入使用。"芜 湖联合飞机总经理闫怀强说。 公司所在的芜湖航空产业园是当地政府打造的低空经济产业聚集区,目前已汇聚低空经济产业链上下游 企业近200家。近年来,为更好满足园区内上下游小微企业资金需求,农行安徽分行针对企业特点,主 动提供个性化金融服务,创新推出"微捷贷""抵押e贷""科技e贷"等重点产品,持续优化金融服务,降低 企业融资成本,助力低空经济发展壮大。 截至2025年9月末,农行安徽分行通过线上、线下信贷产品相结合的方式,累计为园区小微企业发放各 类贷款8500万元,支持企业超30家。 "下一步,我们将提供多元化综合金融服务,持续优化信贷政策与审批流程,落实减费让利政策,为企 业提供更便捷、贴心的专属金融服务。"农行湾沚区支行行长马丽说。 走进位于安徽省池州市的安徽星河动力装备科技有限公司总装车间,中大型可重复使用液体运载火 箭"智神星一号"正在紧张组装中,其正式投入商业运营后,可为商业卫星发射提供低成本、大载荷运 力。 "理念创 ...
年内近百股上市 摩尔线程有望最赚钱
Bei Jing Shang Bao· 2025-11-25 16:40
Core Insights - The A-share market welcomed a new listing with Hai'an Group on November 25, bringing the total number of new stocks this year to 97, nearing the 100 mark [1][4] - Among the 97 new stocks, 85 saw their prices double on the first trading day, representing nearly 90% of the total [1][7] - The most profitable new stock so far is Ying Shi Innovation, with a first-day profit of approximately 64,900 yuan for investors [1][9] Company Performance - Hai'an Group specializes in the research, production, and sales of giant all-steel engineering machinery radial tires and mining tire management [3] - The company issued shares at 48 yuan each and opened at a price that was 81.38% higher, closing at 83.52 yuan, giving it a total market capitalization of 15.53 billion yuan [3] - Revenue projections for Hai'an Group from 2022 to 2024 are approximately 1.508 billion yuan, 2.251 billion yuan, and 2.3 billion yuan, respectively, with corresponding net profits of about 354 million yuan, 654 million yuan, and 679 million yuan [3] Market Trends - The average first-day price increase for the 12 new stocks on the Sci-Tech Innovation Board is 207.74%, indicating strong market interest [10] - The upcoming stock, Moer Thread, has generated significant attention due to its high issue price of 114.28 yuan per share, with potential first-day profits estimated at around 118,700 yuan if it outperforms the average [10] - The IPO market is expected to maintain a steady and orderly pace, with factors such as macroeconomic conditions, market liquidity, and the quality of listed companies influencing the issuance rhythm [11]
天奇股份:拟转让优奇智能7%股权
Mei Ri Jing Ji Xin Wen· 2025-11-25 13:50
每经头条(nbdtoutiao)——国开行辟谣的"人民资产"是什么?记者实探:号称投资600元80天赚8万 元!一位投资人的女儿:劝不住她,警察都拦不住 (记者 曾健辉) 2025年1至6月份,天奇股份的营业收入构成为:智能装备占比67.55%,重工装备占比14.54%,锂电池 循环事业部占比11.02%,循环产业占比4.87%,其他业务占比2.02%。 截至发稿,天奇股份市值为66亿元。 每经AI快讯,天奇股份(SZ 002009,收盘价:16.39元)11月25日晚间发布公告称,为了支持公司参股 公司无锡优奇智能科技有限公司发展规划及整体资本运作计划,公司拟以人民币约1.3亿元的对价将其 持有的优奇智能7%股权转让给优奇智能控股股东深圳市优必选科技股份有限公司。本次交易完成后, 优必选科技直接持有优奇智能约41.49%股权,公司及全资子公司江苏天奇博瑞智能装备发展有限公司 合计持有优奇智能约22.49%股权。本次交易不会造成公司合并报表范围变化,优奇智能不纳入公司合 并报表范围。 ...