Core Insights - The Ministry of Industry and Information Technology has announced the inclusion of the CNC machine tool functional components industrial cluster in Lishui District, Nanjing, in the 2025 list of characteristic industrial clusters for small and medium-sized enterprises [1] Group 1: Industrial Cluster Development - Lishui District has focused on the CNC machine tool functional components sector, establishing a collaborative ecosystem to enhance service levels and accelerate intelligent manufacturing upgrades [1][2] - The industrial cluster has developed a comprehensive operational ecosystem covering research, manufacturing, sales, and after-sales service for CNC metal grinding machine tools, primarily serving the aerospace and automotive industries [2][3] - The cluster includes nine national-level specialized "little giant" enterprises and one manufacturing single champion enterprise by the end of 2024 [2] Group 2: Collaboration and Expansion - The cluster has established stable cooperative relationships with national new industrialization demonstration bases in Changsha, Xuzhou, and Shanghai [3] - Companies like Qiaofeng Intelligent Equipment have expanded their operations significantly, planning to build a digital factory to serve as their headquarters in East China [3] Group 3: Modernization and Digital Transformation - Lishui is actively promoting the modernization of the manufacturing industry, implementing a systematic approach to address challenges faced by enterprises in digital transformation [4] - The CNC machine tool sector has completed nearly 20 provincial-level demonstration projects for new models and new business formats, with several companies recognized as provincial-level intelligent manufacturing demonstration factories [4] Group 4: Green and Low-Carbon Transition - Lishui has established a carbon emission monitoring mechanism and a smart energy-carbon management platform to facilitate the green transition of the industrial cluster [7] - Companies like Nanjing Feiyan and Nanjing Gaoki have been recognized as national-level green factories and products, respectively [7] Group 5: Governance and Service Improvement - Lishui has implemented a "five certificates" mechanism to streamline project approvals, reducing the average processing time from approximately 260 days to 150 days [8][9] - The district has introduced a "five matters" work mechanism to enhance service efficiency for enterprises, allowing for earlier equipment installation and production commencement [9]

Group 1 - The Ministry of Industry and Information Technology announced the inclusion of the Lishui District CNC Machine Tool Functional Components Industry Cluster in the 2025 list of characteristic industrial clusters for small and medium-sized enterprises (SMEs) [1] - The Lishui District cluster focuses on the upstream and downstream industries of CNC machine tools, establishing a high-end machine tool industrial park that has attracted 180 enterprises, forming a complete industrial ecosystem [1][2] - The cluster includes a national manufacturing single champion enterprise, nine national-level specialized and innovative "little giant" enterprises, and 105 high-tech enterprises, indicating a strong competitive and innovative capacity [2] Group 2 - The cluster has established 21 provincial innovation platforms and has participated in the formulation of seven national standards, with 70% of its CNC machine tool functional components achieving import substitution [2] - The Lishui District has actively engaged in招商工作 (investment promotion) by visiting leading enterprises and industry associations in major cities to accelerate industrial aggregation [3] - The Yuhuatai District Rail Transit Power Equipment Industry Cluster, which was also recognized, includes key enterprises like Nanjing Huashi Electronics and Nanjing Taitong Technology, dominating the market for urban rail transit traction systems and related products [3][4] Group 3 - The Jiangning Development Zone's Intelligent Power Distribution Equipment Industry Cluster has been recognized for its leading research and development capabilities in power control protection products [3][4] - The Yuhuatai District Intelligent Special Robot Industry Cluster focuses on the development and production of inspection robots and firefighting robots, leveraging the advantages of the Software Valley [4] - The city aims to enhance the core competitiveness of SMEs and improve the resilience of industrial supply chains, targeting the creation of more national-level characteristic industrial clusters [4]

9月22日，乔锋智能跌0.73%，成交额2.28亿元。两融数据显示，当日乔锋智能获融资买入额2268.37万 元，融资偿还3093.95万元，融资净买入-825.57万元。截至9月22日，乔锋智能融资融券余额合计2.39亿 元。 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。 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 融资方面，乔锋智能当日融资买入2268.37万元。当前融资余额2.39亿元，占流通市值的7.93%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，乔锋智能9月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处 ...

Core Viewpoint - Yuhuan CNC (002903) announced on September 22 that its double-sided grinding machines can be used for the grinding processing of gears, gear rings, and bearings in robot components, while its lathe series products can be utilized for the processing of planetary gearbox components [1] Company Summary - Yuhuan CNC is a supplier of CNC machine tools, with clients from the robot industry, specifically companies engaged in the processing of robot components [1] - The company does not directly engage with end robot enterprises [1]

在交流过程中，投资者关注的多个问题得到回应： 1.合同负债增长显著：截至2025年6月末，公司合同 负债金额12,962.92万元，较2024年年末增长30.72%，同比2024年6月增长60.94%。 2.数控系统与机器人 企业收购情况：公司暂时没有收购或参股数控系统企业，若有相关计划将按规则披露。公司已参股人形 机器人公司"上海开普勒机器人有限公司"和以工业桁架机器人为核心业务的"一工机器人银川有限公 司"，暂没有控股收购机器人公司的具体计划。 3.市值管理计划：公司及管理层将持续做好经营管理， 提升产品和市场竞争力，以更好业绩回报股东；同时做好信息披露，积极与投资者沟通，合理体现公司 价值。 4.产品精度与价格：不同型号数控机床产品精度有差异，单价从十几万到几百万不等。 5.业绩持 续性：公司生产经营良好，2025年三季度及全年经营情况将按规则披露定期报告。 6.淡旺季情况：从历 史数据看，公司各季度业务分布相对均衡，部分年度二、四季度略高于一、三季度，但无明显季节性特 征。 7.行业增速判断：基于制造业复苏、国产替代加速、数控化率提升等因素，公司认为未来我国数控 机床行业发展空间广阔。公司上市后品牌力 ...

招商中证1000增强策略ETF（159680）基金经理为蔡振、文雨。 截至发稿，蔡振累计任职时间4年50天，现任基金资产总规模119.9亿元，任职期间最佳基金回报 50.05%， 任职期间最差基金回报0.78%。 文雨累计任职时间193天，现任基金资产总规模33.88亿元，任职期间最佳基金回报53.7%， 任职期间最 差基金回报5.79%。 9月22日，创世纪涨5.08%，截至发稿，报10.97元/股，成交10.52亿元，换手率6.59%，总市值182.64亿 元。 资料显示，广东创世纪智能装备集团股份有限公司位于广东省东莞市长安镇长安振安西路78号1号楼366 室，成立日期2003年4月11日，上市日期2010年5月20日，公司主营业务涉及公司核心主业为高端智能装 备业务,定位为"行业领先的高端智能装备整体解决方案服务商",立足于中高端数控机床产业,为广大用户 提供高可靠性、高性价比、具备综合竞争优势的数控机床产品和优质服务。主营业务收入构成为：数控 机床96.23%，经营租赁3.40%，其他业务/产品0.37%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓创世纪。招商中证1000增强策略ET ...

Group 1 - The company conducted a specific investor survey on September 12, 2025, with 16 institutions participating, focusing on robotics, semiconductor equipment, and CNC machine tools [1] - The company is leveraging opportunities in the booming robotics market, aiming to develop high-value scenarios and achieve a commercial closed loop [1] - Current revenue from robotics is approximately 10 to 20 million yuan, primarily from industrial and logistics robots [1] Group 2 - The company has a long-standing presence in the semiconductor equipment sector, with current revenue contribution around 14%, facing challenges in front-end equipment due to long customer certification cycles [1] - In the high-end CNC machine tool market, the company has achieved over 30% revenue share, with recent breakthroughs in micron-level precision and five-axis linkage processing [1] - The company maintains a research and development investment of about 20% of revenue, focusing on core technologies in motion control and servo systems [1]

Group 1 - Shanghai's municipal government emphasizes the importance of high-tech enterprises in accelerating breakthroughs in key core technologies and enhancing innovation capabilities [1][2] - The government aims to provide comprehensive support for innovation enterprises throughout their lifecycle, fostering confidence and continuous innovation [1][2] - The focus is on creating a robust innovation and industrial ecosystem to contribute significantly to Shanghai's development as an international technology innovation center [1] Group 2 - During the research visit, discussions were held with management and R&D teams of high-tech companies to understand their development plans and industry trends [2] - The government encourages enterprises to take on the responsibility of leading technological breakthroughs and enhancing their innovation efficiency [2] - There is a commitment to improving the business environment and providing targeted policy support to help companies address specific challenges and maintain agility in innovation [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]

Group 1 - The company, Qiao Feng Intelligent, is expanding its presence in the 3C (computer, communication, consumer electronics) sector, specifically through the application of CNC (computer numerical control) machine tools in the consumer electronics industry [2] - The focus includes the processing of core metal components for various consumer electronic terminals, such as smartphones, laptops, tablets, and smart wearables [2]