Company Overview - Zhejiang Haideman Intelligent Equipment Co., Ltd. is located in Yuhuan City, Zhejiang Province, and was established on March 17, 1993. The company went public on September 16, 2020. Its main business involves the research, design, production, and sales of CNC lathes [1] - The revenue composition of the company includes: high-end CNC lathes 70.99%, popular CNC lathes 12.36%, automated production lines 12.34%, parts and others 2.67%, and parallel composite processing centers 1.64% [1] Stock Performance - On September 12, Haideman's stock fell by 5.03%, closing at 128.55 CNY per share, with a trading volume of 157 million CNY and a turnover rate of 1.06%. The total market capitalization is 14.305 billion CNY [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund has a significant holding in Haideman. Huaxia Panrui One-Year Open Mixed A (009837) increased its holdings by 6,827 shares in the second quarter, holding a total of 135,300 shares, which accounts for 5.63% of the fund's net value, making it the largest heavy stock [2] - The estimated floating loss for the fund today is approximately 921,100 CNY [2] Fund Performance - Huaxia Panrui One-Year Open Mixed A (009837) was established on December 22, 2020, with a current scale of 104 million CNY. Year-to-date returns are 48.07%, ranking 937 out of 8,174 in its category; the one-year return is 93.85%, ranking 584 out of 7,981; and since inception, the return is 73.36% [2]

Group 1 - The core viewpoint of the news is that Nuwei CNC has shown significant trading activity, with a notable increase in financing and shareholder numbers, indicating potential investor interest and market performance [1][2][3] Group 2 - As of September 11, Nuwei CNC's stock price increased by 1.50%, with a trading volume of 90.46 million yuan, and a net financing purchase of 2.05 million yuan [1] - The total financing and securities balance for Nuwei CNC reached 157 million yuan, accounting for 2.20% of its circulating market value, which is above the 90th percentile of the past year [1] - The company reported a revenue of 1.278 billion yuan for the first half of 2025, reflecting a year-on-year growth of 9.99%, while the net profit attributable to shareholders decreased by 10.17% to 130 million yuan [2] - Nuwei CNC has distributed a total of 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders increased by 3.73% to 12,200, with an average of 37,385 circulating shares per person, which is a 34.96% increase [2][3]

| 2025.05.19 | 5.00 | 21.450 | 21.000 | 105.71 | | --- | --- | --- | --- | --- | | 2025.05.16 | 5.00 | 22.000 | 21.350 | 108.46 | | 2025.05.15 | 20.00 | 21.500 | 20.950 | 426.13 | | 2025.05.14 | 4.20 | 21.800 | 21.700 | 91.48 | | 2025.04.25 | 10.00 | 21.400 | 21.300 | 213.89 | | 2025.04.17 | 5.00 | 18.500 | 18.420 | 92.44 | | 2025.04.16 | 63.50 | 18.600 | 17.900 | 1169.37 | | 2025.04.15 | 10.00 | 19.560 | 19.240 | 193.67 | | 2025.04.11 | 0.80 | 18.920 | 18.900 | 15.13 | | 2025.04.10 | 15.00 | 18.500 | 18.26 ...

Group 1 - The company, Tsunami Machine Tool China (01651), announced a share buyback plan [1] - The total amount allocated for the buyback is HKD 3.608 million [1] - The company plans to repurchase 120,000 shares at a price range of HKD 29.82 to HKD 30.24 per share [1]

Core Viewpoint - Tsugami Machine Tool (01651) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Relevant Categories Company Actions - The company plans to repurchase 120,000 shares at a total cost of HKD 3.608 million [1] - The buyback price ranges from HKD 29.82 to HKD 30.24 per share [1] Financial Implications - The total expenditure for the buyback represents a strategic investment in the company's own equity, potentially enhancing shareholder value [1]

Core Viewpoint - The company is actively involved in the production of advanced CNC machine tools essential for the manufacturing of large aircraft and engines, particularly focusing on the C919 and C929 models [1] Group 1: Product Development and Production - The company has developed mature technologies for five-axis vertical and horizontal machining, compound machining, and blade tip grinding, which are already in mass production for aircraft and engine manufacturing [1] - A new six-axis five-linkage blade processing center has been introduced for the machining of aircraft engine components, with small batch orders already in production this year [1] - The company is validating a new size flip milling processing center for aircraft structural components, which is currently in the application verification stage [1] Group 2: Strategic Partnerships and Future Plans - In June 2025, the company will sign a cooperation agreement with Shenyang Aerospace Industry Group Co., Ltd. and AVIC Commercial Aircraft Co., Ltd. to establish the first domestic "large aircraft structural component process verification pilot base" based on high-end domestic five-axis CNC machine tools in Shenyang [1] - The focus will be on precision machining of complex structural components for domestic large aircraft like the C919 and C929, as well as large drones, creating several specialized verification platforms [1] - The company is prepared for product and process verification and is accelerating capacity construction to meet the production schedule of large aircraft and engines, aiming for significant application of high-end five-axis CNC machine tools in the civil aviation sector [1]

Group 1 - Zhejiang Haideman Intelligent Equipment Co., Ltd. experienced a stock price increase of 5.33% on September 11, reaching 137.46 CNY per share, with a trading volume of 399 million CNY and a turnover rate of 2.76%, resulting in a total market capitalization of 15.297 billion CNY [1] - The company, established on March 17, 1993, and listed on September 16, 2020, specializes in the research, design, production, and sales of CNC lathes, with its main business revenue composition being: high-end CNC lathes 70.99%, popular CNC lathes 12.36%, automated production lines 12.34%, parts and others 2.67%, and parallel composite processing centers 1.64% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund has a significant position in Zhejiang Haideman. Huaxia Panrui One-Year Open Mixed A (009837) increased its holdings by 6,827 shares in the second quarter, holding a total of 135,300 shares, which accounts for 5.63% of the fund's net value, making it the largest heavy stock [2] - The Huaxia Panrui One-Year Open Mixed A (009837) fund was established on December 22, 2020, with a latest scale of 104 million CNY. Year-to-date returns are 44.53%, ranking 861 out of 8,175 in its category; the one-year return is 89.14%, ranking 525 out of 7,982; and since inception, the return is 69.22% [2]

Core Viewpoint - The stock of Guangdong Genesis Intelligent Equipment Group Co., Ltd. increased by 5.05% on September 11, reaching a price of 10.20 CNY per share, with a trading volume of 669 million CNY and a turnover rate of 4.49%, resulting in a total market capitalization of 16.982 billion CNY [1] Company Overview - Guangdong Genesis Intelligent Equipment Group was established on April 11, 2003, and listed on May 20, 2010. The company focuses on high-end intelligent equipment, positioning itself as a leading provider of comprehensive solutions in the high-end intelligent equipment sector [1] - The main business revenue composition includes: CNC machine tools at 96.23%, operating leasing at 3.40%, and other businesses/products at 0.37% [1] Fund Holdings - Huatai Asset Management has a fund that heavily invests in Genesis, specifically the Huatai Zijin CSI 1000 Index Enhanced Initiation A (018062), which held 13,100 shares in the second quarter, accounting for 0.68% of the fund's net value, ranking as the ninth largest holding [2] - The fund was established on June 8, 2023, with a latest scale of 11.6162 million CNY. It has achieved a year-to-date return of 30.77%, ranking 1158 out of 4222 in its category, and a one-year return of 71.06%, ranking 1047 out of 3798 [2]

Group 1 - The core viewpoint of the article highlights the innovative transformation of Jiangxi Jiasite CNC Co., Ltd. from a machine repair service to a high-end manufacturing company, showcasing its advanced automation and AI integration in production processes [1] - The company has developed an unmanned production model that operates 24 hours autonomously, achieving a 30% increase in production efficiency and a 40% reduction in labor costs [1] - Jiasite's S7 series machine tools have received the "international advanced level" certification from the Ministry of Industry and Information Technology, establishing itself as an industry benchmark [1] Group 2 - Nanchang County has established a supportive innovation system that includes timely funding and the establishment of an academic workstation to assist companies like Jiasite during financial challenges [1] - The county promotes a tiered cultivation system for technology-based SMEs, high-tech enterprises, and high-growth companies, facilitating the establishment of shared research platforms with institutions like Jiangxi Provincial Intelligent Industry Technology Innovation Research Institute [2] - The "reveal and take charge" mechanism allows companies to publicly announce their technical needs, fostering collaboration with research teams to address industry challenges, as demonstrated by the case of Jiangxi Meishi Industrial Development Co., Ltd. [3]

Group 1 - The core viewpoint of the article highlights the innovative advancements and achievements of Jiangxi Jiashite CNC Co., Ltd. in the field of automation and AI integration in manufacturing, showcasing a shift from traditional machine repair to high-end manufacturing [1] - Jiashite has developed an unmanned production model that operates 24 hours autonomously, increasing production efficiency by 30% and reducing labor costs by 40% [1] - The company has received recognition for its S7 series machine tools, which have been certified as "internationally advanced" by the Ministry of Industry and Information Technology, establishing benchmarks in flexible production lines and human-machine collaboration [1] Group 2 - Nanchang County has established a supportive innovation system that includes financial backing and the establishment of an academic workstation to assist Jiashite during its R&D funding challenges [1] - The county has implemented a "universal + preferential" policy framework that benefits 534 technology-based SMEs through measures like R&D expense deductions and tailored support for key enterprises [2][1] - Nanchang County is building a tiered cultivation system for technology-based SMEs, high-tech enterprises, and high-growth enterprises, with research platforms established in collaboration with major universities and research institutes [2] Group 3 - The "reveal the list and take the lead" mechanism has been promoted in Nanchang County, allowing enterprises to publicly announce their technical needs and attract nationwide research collaboration [3] - The county has initiated a series of projects to address specific technical challenges faced by local enterprises, such as improving traditional egg processing methods [3] - Nanchang County has successfully launched multiple rounds of the "reveal the list and take the lead" projects, driving R&D investment of 186 million yuan and facilitating the transition of scientific achievements from laboratories to production lines [3]