（沈阳机床定增发行认购明细） 近日，国内机床行业龙头企业沈阳机床(000410)发布公告，公司完成发行股份及支付现金购买资产并募 集配套资金暨关联交易事项，此次重大资产重组的圆满收官。这标志着近年来机床行业最大一笔重大资 产重组取得实质性成功，同时标志着沈阳机床开启了企业发展新纪元的大幕。 根据公告，2025年上半年，沈阳机床成功收购控股股东旗下标的沈阳机床中捷友谊厂有限公司（简 称"中捷厂"）100%股权、沈阳中捷航空航天机床有限公司（简称"中捷航空航天"）100%股权以及天津 市天锻压力机有限公司（简称"天津天锻"）78.45%股权。中捷厂、中捷航空航天以及天津天锻的主要产 品分别为铣镗床系列、五轴加工中心系列、数控重型液压机。目前，上述三家标的公司已纳入上市公司 合并报表范围，盈利表现良好。 本次募集配套资金发行股票数量约为2.90亿股，发行价格5.86元/股，募集资金总额17亿元。此次募集资 金主要用于"高端数控加工中心产线建设项目"和"面向重点领域中大型数控机床产线提升改造项目"等， 以及补充上市公司或标的公司流动资金、偿还债务。 值得重点关注的是，此次沈阳机床积极把握资本市场机遇，成功吸引国家级产 ...

智通财经APP获悉，津上机床中国(01651)再涨超6%，高见34.56港元再创新高，年内累计涨幅接近 200%。截至发稿，涨5.23%，报34.2港元，成交额5893.65万港元。 消息面上，9月30日，津上机床中国耗资1140.12万港元回购35万股。据统计，今年以来该股累计进行50 次回购，合计回购728.80万股，累计回购金额1.64亿港元。中金此前发布研报称，津上机床中国是中高 端数控车床领军企业，内生竞争力突出，首次覆盖给予"跑赢行业"评级。市场暂未充分重视液冷、机器 人的增量潜力，而该行坚定看好其带来的机会。 ...

转自：证券时报 华中10型新一代人工智能数控系统的发布，是从传统数控系统依赖预设程序的"刚性控制"，到自主"感 知—学习—决策—控制"闭环的"智能觉醒"，是中国机床行业对标国际顶尖水平，实现从技术"跟跑"到 创新"领跑"的战略转折点。 华中10型新一代智能数控系统不仅仅是一个产品，更是一个开放平台，向机床厂、用户厂及第三方研发 机构开放硬件接口、数据接口与运行平台，营建共创、共享、共赢的创新生态。华中数控已与武汉重型 机床、秦川集团、浙江海德曼等18家中国机床企业共同研制了配载华中10型的世界首批20台智能数控机 床。 人民财讯10月5日电，华中数控与华中科技大学联合成功研制世界首台嵌入AI芯片和AI大模型的华中10 型新一代智能数控系统。该系统将新一代人工智能技术与数控技术深度融合，创新性构建了"一个智能 底座、两条数字主线"技术架构，实现了智能工艺编程与优化、智能精度提升、智能健康保障三类智能 化子系统，使得机床更精，更快，更可靠，越用越聪明。 ...

证券时报·数据宝统计，津上机床中国在港交所公告显示，9月30日以每股31.740港元至32.820港元的价 格回购35.00万股，回购金额达1140.12万港元。该股当日收盘价32.180港元，下跌1.95%，全天成交额 4521.04万港元。 津上机床中国回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.09.30 | 35.00 | 32.820 | 31.740 | 1140.12 | | 2025.09.29 | 4.00 | 33.000 | 32.320 | 130.60 | | 2025.09.26 | 15.00 | 31.660 | 30.540 | 465.61 | | 2025.09.23 | 7.00 | 33.000 | 32.760 | 230.54 | | 2025.09.22 | 10.00 | 32.640 | 32.420 | 325.85 | | 2025.09.19 | 12.00 | 31.680 | 31.280 | 37 ...

证券日报网讯恒而达（300946）9月30日在互动平台回答投资者提问时表示，SMS公司携其主要磨床产 品参加了于2025年9月22日至9月26日举办的德国汉诺威国际机床展(EMOHannover2025)，恒而达的部分 产品也同台参展。未来公司将持续借助各类国内外顶级展会平台，推动公司与客户的技术交流与商业合 作，为业务发展注入新动能。 ...

Group 1 - The global machine tool industry is facing significant challenges from low-cost and homogeneous competition, necessitating urgent industrial transformation and upgrading [1] - The Chinese machine tool market has shifted from a scale-oriented cost optimization model to a more integrated phase, particularly as demographic dividends weaken and market demand trends towards small-batch production [1][2] - Trumpf, a leading German laser and machine tool company, reported a sales figure of €515 million in China over the past year, achieving 30% localization in production [1] Group 2 - The demand for laser and machine tool equipment is transitioning from single, large-batch production to diverse, small-batch, and personalized requirements, leading to significant changes in supply [2] - The proliferation of fiber laser cutting technology, which has a lower entry barrier compared to CO2 lasers, has enabled many companies to produce basic laser cutting machines, contributing to rapid industry growth [2][3] - The current trend of homogeneous competition has evolved into a "price war," which is expected to continue this year [3][4] Group 3 - The industry is anticipated to undergo large-scale consolidation within the next two to three years, driven by the rapid development of smart manufacturing equipment and the deep integration of new information technologies with manufacturing [4][5] - High-quality development in the industry must be based on innovation; failure to address low-cost competition could undermine the foundation of industry growth [4]

格隆汇9月29日丨津上机床中国(01651.HK)发布公告，2025年9月29日耗资130.6万港元回购4万股，回购 价格每股32.32-33港元。 ...

工业母机ETF（159667）跟踪的是中证机床指数（931866），该指数从机械设备行业中选取涉及机床整 机制造及关键零部件供应的上市公司证券作为指数样本，覆盖数控系统、轴承、主轴和刀具等多个细分 领域。成分股广泛服务于工业、电子、新能源与机器人等下游行业，旨在反映中国机床产业链上市公司 证券的整体表现。 （文章来源：每日经济新闻） 西部证券指出，商业航天运力已成为卫星互联网发展乃至商业航天发展的关键，考虑到星网的高频发 射，以及2025年四季度及2026年上半年有多款中大型商业火箭首飞的预期，商业航天拐点或将至。此 外，机械设备行业在无人环卫车、航空发动机及燃气轮机、3D打印等领域应用拓圈，市场空间广阔。 ...

【环球时报驻日本特约记者 严格 环球时报记者 马梦阳】"日本公司正面临美国政府钢铁和铝关税的广 泛影响。"《日经亚洲评论》28日报道称，美国政府将以钢铁和铝为原材料的商品作为"衍生商品"，纳 入征税对象，"（日本）企业需要承担比最初想象更重的负担，从建筑设备到叉子、刀具等餐具，已经 涉及至少720种产品"。 今年7月，日美达成协议，日本输美产品的"对等关税"、汽车及汽车零部件税率为15%。明确关税税率 让企业更容易制定策略，以消化额外成本，但钢铁和铝关税"改变了游戏规则"，因为企业继续面临更多 类别被纳入"衍生商品"清单的风险。9月19日，日本经济产业大臣武藤容治在谈到扩大钢铁和铝关税产 品时说："我们将努力确定影响，同时与相关行业进行协调。" 面对复杂的钢铝关税，向美出口割草机的日企山彦表示，由于关税的计算方式不清晰，公司目前无法详 细核算自身会受到多大影响。日本一家轴承制造企业有关人士表示："如果不能明确征收钢铁和铝关税 的零部件，转嫁成本也很难。" 此外，美国商务部本月还启动了一项调查，以判断是否需要对机床、工业机器人和医疗设备征收特定行 业的关税或限制进口。据报道，日本机床行业正屏息观望最终的关税税率 ...

Core Viewpoint - The U.S. government's expansion of tariffs on steel and aluminum products to include "derived products" is significantly increasing the financial burden on companies across various industries, with over 720 products now affected [2][4]. Group 1: Tariff Structure and Impact - The tariff structure is complex, with a 50% steel and aluminum tariff applied to the portion of products that use these materials, while the remaining portion incurs equivalent tariffs [4]. - As of August, over 420 new product categories were added to the tariff list, bringing the total to more than 720, affecting a wide range of goods from construction machinery to tableware [4][6]. - Companies are facing increased costs due to the inclusion of products that were previously only subject to equivalent tariffs, leading to inevitable price increases in the U.S. market [6][9]. Group 2: Industry Responses and Concerns - The construction machinery industry in Japan is actively lobbying the U.S. government to exclude their products from the steel and aluminum tariff list, reflecting growing anxiety among industry groups [7]. - Japan's exports of construction and mining machinery to the U.S. exceeded 800 billion yen in 2024, accounting for 4% of Japan's total exports to the U.S., with a 26% year-on-year decline noted in August [8]. - Companies in the tableware sector are also expressing concerns about potential price increases leading to reduced sales, with some considering halting U.S. sales if consumers do not accept price hikes [9]. Group 3: Broader Implications and Future Considerations - The mechanism for expanding steel and aluminum tariffs to derived products has been in place since Trump's first term, aimed at preventing tariff evasion through processing [6]. - There are indications that similar tariff structures may be applied to other sectors, such as semiconductors and wood products, which could further complicate the tariff landscape for various industries [10]. - Ongoing legal debates in the U.S. regarding the constitutionality of equivalent tariffs may lead to further adjustments in tariff policies, with experts suggesting that expanding the scope of derived products could mitigate some constitutional concerns [10].