江苏亚威机床股份有限公司 附注一、公司基本情况 一、公司概况 江苏亚威机床股份有限公司（以下简称公司或本公司）前身为江苏亚威机床有限公司，是于2000 年2月12日由江苏亚威机床集团公司、江苏亚威机床集团公司工会和吉素琴等32位自然人共同发起设立 的有限责任公司。公司设立时的注册资本为1,335.90万元，其中：江苏亚威机床集团公司以经评估的实 物资产出资868.30万元，占注册资本的65.00%；江苏亚威机床集团公司工会以货币资金出资336.40万元， 占注册资本的25.18%；吉素琴等32位自然人股东以现金出资131.20万元，占注册资本的9.82%。 行股票的批复》（证监许可2011219 号）核准，公司向社会公众发行人民币普通股 22,000,000 股,面值为 每股人民币 1.00 元，并于 2011 年 3 月 3 日在深圳证券交易所挂牌交易。 根据 2019 年 5 月 15 日公司 2018 年度股东大会决议，公司以截止 2018 年 12 月 31 日股份总数扣除 回购股份后的股份数 367,970,062 股为基数，以资本公积金每 10 股转增 5 股，本次转增后公司注册资本 变更为 55 ...

| 北京国枫律师事务所 | 关于江苏亚威机床股份有限公司 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 申请向特定对象发行股票的 | 法律意见书 | | | | | | | | | | | | | | | 国枫律证字2025AN090-1号 | 北京国枫律师事务所 | | | | | | | | | | | | | | | Grandway | Law | Offices | 26 | 7 | 邮编：100005 | 北京市东城区建国门内大街 | 号新闻大厦 | 层 | | | | | | | | 电话（Tel）：010-88004488/66090088 | 传真（Fax）：010-66090016 | 目 | 录 | | | | | | | | | | | | | 释 | 义 | 本法律意见书中，除非文义另有所指，下列词语或简称具有如下含义： | | | | | | | | | | | | | | 发行人、公司 ...

6月27日上交所公告，广东钶锐锶数控技术股份有限公司(简称"钶锐锶")科创板IPO获受理。钶锐锶是国 内全直驱数控机床企业。 ...

Group 1 - Hengbang Co., Ltd. plans to establish a joint venture with Huasheng Development with a registered capital of 10 million yuan, where Hengbang will contribute 8 million yuan (80%) and Huasheng will contribute 2 million yuan (20%) [1] - Hunan Gold's subsidiary Anhua Zhazi Creek Smelting Plant will undergo temporary maintenance starting from the end of June 2025, expected to last no more than 30 days [2] - Defu Technology's subsidiary signed supply agreements for lithium battery copper foil products with two leading global companies, with contract durations of 3 years and 5 years respectively [3] Group 2 - Binjiang Group won the rights to two residential land parcels for a total price of 4.368 billion yuan [5] - Zhong'an Technology announced the resignation of its executive vice president and board secretary due to personal reasons [7] - Changqing Technology's project for special polymer materials and electronic materials has officially commenced production, adding a capacity of 120,500 tons per year [10] Group 3 - Gansu Energy received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 2 billion yuan [10] - Shuoshi Biology obtained a medical device registration certificate for an in vitro diagnostic reagent, valid until June 2030 [12] - Yawen Co., Ltd. plans to issue shares to specific investors, with the application accepted by the Shenzhen Stock Exchange [13] Group 4 - Guoyao Modern's subsidiary received approval for the listing of a raw material drug, which is a selective anticholinergic agent [16] - Inner Mongolia First Machinery's subsidiary signed a railway freight car procurement contract worth 130 million yuan [18] - Xining Special Steel plans to raise up to 1 billion yuan through a private placement to its controlling shareholder [39] Group 5 - Huadong Medicine's subsidiary received approval for a clinical trial of a new injectable drug targeting advanced solid tumors [29] - Warner Pharmaceutical's compound potassium hydrogen phosphate injection passed the consistency evaluation for generic drugs [30] - North Special Technology plans to raise up to 300 million yuan through a private placement for a production base project in Thailand [30] Group 6 - Xiangyang Technology is the first candidate for a 533 million yuan Airbus project [45] - Haishun New Materials intends to acquire 100% of Guangdong Zhengyi Packaging [46] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.73% due to personal financial needs [47]

Group 1: Company Overview and Market Position - Zhejiang Rifa Precision Machinery Co., Ltd. aims to become a benchmark enterprise in the intelligent manufacturing sector, focusing on key market segments and scaling core businesses [3] - The company has achieved a leading position in the domestic bearing manufacturing equipment market, with a significant market share and recognition as a key supplier to internationally renowned companies [3][4] Group 2: Product Development and Innovations - The company has made progress in the development of CNC thread grinding machines, which are essential for industries such as new energy vehicles and humanoid robots [4] - CNC grinding equipment for screw rods and nuts has been delivered to several clients, although large-scale production is still pending due to the early stage of some downstream industries [4] Group 3: Future Strategic Directions - The company plans to focus on high-end equipment manufacturing as its primary business, aiming to develop more niche markets in the coming years [5] - Key areas of focus for the current year include enhancing product details, optimizing process validation, and improving machine quality to boost market competitiveness and brand influence [5]

都说"春江水暖鸭先知"，在资本市场里，若要观测某一个行业的景气程度，头部公司的业绩表现通常具有极高的参考意义。恰值6月下旬，津上机床中国 （01651）于6月25日披露了2025财年（2024年4月-2025年3月）年报。 智通财经认为，津上中国作为机床行业里极具竞争力的龙头公司之一，该公司的财报在一定意义上可视为行业的"风向标"。根据公告，2025财年津上中国实 现收入42.62亿元（人民币，下同）、7.82亿元，同比口径分别增加了36.6%、63%。 回溯历史数据可知，津上中国的利润指标在刚过去的25财年里刷新了记录，创历史新高；同时，收入规模距离突破新高也只剩下一步之遥。津上中国交出强 劲的核心财务数据背后，是数控机床行业在经历完2022年下半年及2023年整年的调整后，至2024年下游需求逐步恢复，此后市场重新迈入上升周期。 25财年里，津上中国紧抓市场机遇，尤其是在以汽车零部件为代表的下游行业里取得了较好的行销业绩。出色表现背后，离不开津上中国此前几年在汽车行 业各细分领域里的积极开拓，公司所提供给客户的高性价比的解决方案不断得到市场的正面反馈。 不仅如此，这些年里津上中国内部也发生了一系列"量变引 ...

Group 1 - The export value of machine tool products in Taizhou reached 430 million yuan from January to May this year, representing a year-on-year increase of 33% [1] - Taizhou is a significant machine tool production base in China, with local companies increasing their efforts in exporting innovative precision machine tools [1] - Zhejiang Beiyi Electromechanical Co., Ltd. has received over 10 intention orders for machine tools valued at more than 10 million yuan after participating in overseas trade fairs [2] Group 2 - The general manager of Beiyi Electromechanical stated that their five-axis precision machine tools have over 20 patented technologies and have improved efficiency by 15% and processing accuracy by 8% compared to traditional mechanical spindles [2][4] - Taizhou Xiaojian Ren Precision Machine Tool Co., Ltd. has shifted focus to overseas markets, exporting over 100 small precision CNC machine tools this year, particularly favored by clients in India and Russia [2] - The local machine tool companies are actively innovating and expanding their overseas market presence, with support from Taizhou Customs in providing facilitation policies for smoother export processes [4]

中化新网讯 记者从中国信息通信研究院（简称中国信通院）获悉，近日该院发布工业互联网互操作智 能柔性试制线成果，并联合产业单位正式启动工业数据质量提升行动。 在人工智能深度赋能工业发展时代，数据作为原材料正发挥着越来越重要的作用，其标准化程度与质量 直接决定工业体系的智能化效率、协同能力和决策水平。为此，中国信通院联合产业单位依托"信息模 型伙伴计划"，在电子制造与机床等领域进行信息模型应用验证，建设工业（002265）互联网互操作智 能柔性试制线。在电子制造领域，中国信通院、华为等单位面向某电子装联产线元器件组装4个环节、 10种交互场景，研制10类设备交互信息模型，使产线噪声、振动与声振粗糙度（NVH）测试异常分析 耗时由8小时缩短至3分钟，产品一次不良率从10%下降至0.8%。在机床制造领域，中国信通院、沈自 所、华中数控（300161）等单位在某智能制造基地建设工业互联网互操作智能柔性试制线，部署数控装 备工业互联通讯协议（NC-Link）数据通信网关。基于信息模型技术，试制线上80余款软硬件系统完全 互操作，覆盖10个系列、近30种机床零部件生产，使机床加工效率提升25%，实现多品种、小批量、柔 性化 ...

Core Insights - The Chinese gantry machining center industry is experiencing robust growth, with a projected market size of 5.027 billion yuan in 2024, representing a year-on-year increase of 2.07% [1][16] - Significant advancements have been made in high-end and intelligent technologies within the domestic gantry machining center sector, with companies increasing R&D investments to overcome key technical challenges [1][16] - The localization rate of CNC systems, which serve as the "brain" of gantry machining centers, is gradually improving, laying a solid foundation for the industry's autonomous and controllable development [1][16] Industry Overview - Gantry machining centers are large CNC machine tools designed for precision machining of large workpieces and complex shapes, featuring a high-rigidity and stable processing platform [1] - The industry has evolved through four main stages: initial reliance on imports, a phase of independent R&D, industrialization, and a current focus on high-end transformation [6][7][9] Industry Development History - The industry began in the 1980s and 1990s, with a surge in demand for high-end machine tools leading to collaborations with international manufacturers to absorb CNC technology [6] - From 2000 to 2010, domestic companies began to break foreign monopolies, with significant advancements in five-axis gantry machining centers [7] - The period from 2011 to 2020 saw the establishment of a complete industrial chain, with key components achieving self-sufficiency [9] Industry Chain - The gantry machining center industry chain includes components, basic materials, and electrical elements, with downstream applications in aerospace, automotive manufacturing, and mold making [12] Market Size - The CNC system market in China is projected to reach 15.287 billion yuan in 2024, with a year-on-year growth of 5.55%, driven by increasing demand for high-precision and efficient processing equipment [14] Key Companies - Major players include Shenyang Machine Tool, Dalian Machine Tool, and private enterprises like Haitai Precision and Nuowei CNC, each competing in different market segments [18][20][22] - Haitai Precision is a leading domestic manufacturer with a market share of nearly 80% in heavy gantry machining centers, reporting a revenue of 1.755 billion yuan in 2024 [20] - Guosheng Intelligent Technology has shown significant growth, with a revenue increase of 16.48% year-on-year in Q1 2025 [22] Industry Trends - The industry is expected to embrace technological upgrades and intelligent development, integrating IoT, big data, and AI to enhance performance and efficiency [24] - The demand for high-precision machining equipment will continue to rise, particularly in emerging markets such as new energy vehicles and 3C electronics [25][26] - Domestic companies are likely to accelerate the process of replacing imports, while also facing intensified international competition [27]

| 产品组合 | | --- | | 工业机器人 | 9.6% | | --- | --- | | 注塑机、配套设备 | 17.8% | | 数控机床 | 10.7% | | 自动化应用系统 | 16.7% | | 智能能源及环境管理 | 42.8% | | 系统 | | 公司基本信息 | 产业别 | | 机械设备 | | --- | --- | --- | | A 股价(2025/6/23) | | 31.97 | | 深证成指(2025/6/23) | | 10048.39 | | 股价 12 个月高/低 | | 43.5/9.37 | | 总发行股数(百万) | | 476.97 | | A 股数(百万) | | 337.69 | | A 市值(亿元) | | 107.96 | | 主要股东 | | 吴丰礼 | | | | (30.32%) | | 每股净值(元) | | 5.87 | | 股价/账面净值 | | 5.44 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | -6.2 | -0.2 166.6 | 2025 年 06 月 24 日 赵旭东 H70556@capital.co ...