中高端国产机床渗透率提升 部分厂家Q1订单显著增长 智通财经4月25日电，智通财经记者从CIMT2025 现场获悉，航空航天、新能源汽车、半导体设备、人 形机器人等催生高精度机床加工新需求，部分厂家已在展期传来捷报，通用技术方面表示，参展两日达 成意向合同金额近5亿元；日发精机相关人士表示，公司与山东朝阳轴承签署战略合作，订单额达到 4000多万。多家头部厂家反馈在细分领域Q1 订单上升。拓斯达今年一季度公司数控机床订单量超120 台，订单金额同比增长超70%；有丝杠零部件企业透露，因国产机床需求旺盛，已出现爆单现象。（智 通财经记者 黄路） ...

Group 1: Company Insights - Genesis is leveraging "market demand + technological innovation" to drive its expansion in emerging sectors, with a leading market share in the 3C business [1] - The projected sales revenue for Genesis in 2024 is 1.926 billion, representing a year-on-year growth of 197.43% [1] - Genesis plans to invest in multiple enterprises in 2024 and will continue to seek investments in the CNC machine tool industry chain in 2025 [1] - The overseas revenue for Genesis is expected to reach 207 million in 2024, showing a year-on-year increase of 42.61%, with plans to expand into Southeast Asia, Latin America, and Europe [1] - The company has a full order book and is not directly affected by the increased tariffs in the U.S. [1] - Genesis is focusing on high-margin products and optimizing its business structure, with high-end product sales expected to exceed 200 million in 2024, a growth of 39.09% [1] - The company is also expanding its product offerings in the electric vehicle sector, gradually increasing its market share [1] - A change in accounting policy has impacted the gross margin, with a provision for asset impairment of 143 million at year-end [1] - The revenue from 3C-type drilling and milling centers is projected at 1.926 billion, with sales from five-axis and high-end vertical lathes exceeding 200 million, and other general products generating over 2.4 billion [1] - The top five customers account for 1.321 billion in sales, representing 28.67% of total revenue [1] Group 2: Industry Highlights - Meirui New Materials has achieved industry-leading smart manufacturing plans that enhance production efficiency across all manufacturing stages [2] - Shanghai Fusheng Asset Management, established in 2015, is one of the first research-driven private equity fund management companies in China, managing over 6 billion in pure equity [2] - The core investment research team at Shanghai Fusheng has over 16 years of investment experience across mainland China, Hong Kong, and the U.S. [2] - The company emphasizes sustainable investment and aims to provide long-term stable returns for investors [2] - Shanghai Fusheng has received multiple awards for its performance, including the 2019 China Securities Journal's "Top Ten Private Equity Investment Managers" and various accolades for its funds [2]

华东数控（002248）公告，2024年营业收入3.34亿元，同比增长19.66%。归属于上市公司股东的净利润 850.36万元，同比增长152.35%。基本每股收益0.03元/股。公司计划不派发现金红利，不送红股，不以 公积金转增股本。 ...

创世纪 2025042320250416 摘要 创世纪是消费电子领域机床行业的绝对龙头企业。公司的产品在消费电子领域 的应用占比超过 50%，历史上平均占比接近 80%。此外，公司在通用、汽车、 自动化等领域也有显著市场份额。未来，创世纪将继续提升在消费电子领域的 市场份额，并扩展到其他领域，同时拓展海外市场，具有很大的成长空间。 创世纪过去几年的发展战略和现状如何？ 过去几年，创世纪进行了内部控制和经营发展的调整。目前，公司已经明确了 高质量发展的战略目标。创世纪从传统业务转型为专注于机床业务，并重新出 发。尽管经历了五六十亿传统产业的亏损以及三五年的时间耽误和伤害，公司 已经度过了最黑暗的发展阶段，并回到了擅长且热爱的机床板块。从 2024 年 开始，公司正式进入高质量发展阶段，重视上市公司、投资者及合作伙伴的交 • 2025 年，公司将聚焦高端机床和海外业务，通过股权激励计划巩固控股 权，加强核心主业市场占有率，拓展新能源及新兴市场赛道，并积极推进 投资与并购业务。 • 公司在 3C 领域通过聚焦苹果生态系统取得领先地位，并扩展至其他品牌 及新兴消费应用品，同时在新能源汽车、人形机器人等领域获得新机会， ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0200 | -0.0200 | 0 | -0.0200 | | 每股净资产（元） | 0.5 | 0.49 | 2.04 | 0.47 | | 每股公积金(元) | 2.68 | 2.68 | 0 | 2.68 | | 每股未分配利润(元) | -3.25 | -3.25 | 0 | -3.27 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 3.72 | 3.7 | 0.54 | 3.78 | | 净利润(亿元) | -0.32 | -0.41 | 21.95 | -0.35 | | 净资产收益率(%) | -3.07 | -3.97 | 22.67 | | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 69695.35万股，累计占流通股比： 41.47%，较上期变化： -25 ...

CIMT2025展位上，达诺巴特集团（Danobatgroup）举行了本地化进程战略媒体发布会，特邀中国机床工具工业协会 副会长郭长城和西班牙驻华大使馆一等经济商务参赞方少龙出席，行业媒体一同受邀并见证达诺巴特本地化战略报告 发布，以及机型升级服务签约仪式。 发布会上，达诺巴特集团中国区CEO乔▪桑滕斯先生发布了《达诺巴特推进本地化发展报告》，他表示，达诺巴特集团本 地化重要进程，不仅仅是商业战略，更是未来发展所必需的话题 —— 在中国的本地化。为什么在中国本地化如此重要？ 对此，他形象地比喻道：如果把机床行业比作一场足球比赛，欧洲就像是那位战术大师 —— 精准、创新，拥有无与伦比 的工程技术。而中国就像是球场上速度最快的球员 —— 高效、可扩展，并且始终勇往直前。关键不在于在两者之间做选 择，而是要将两者的优势结合起来，从而赢得比赛。在他看来，欧洲工程技术 + 中国的效率 = 无敌组合。 所以，桑滕斯总结指出：在中国的本地化不是一个可选项，它就是未来的发展方向。 达诺巴特集团首席运营官钟鹤鸣先生对集团本地化进程做了进一步介绍，他表示，今年，我们将推出专为铁路行业设计的 MV 镗床，还有备受期待的紧凑型立式磨 ...

Core Viewpoint - The company, Haozhi Electromechanical, reported significant growth in its 2024 annual results, achieving record-high revenue and net profit, while expanding its product offerings in high-end equipment manufacturing [2][3]. Financial Performance - In 2024, the company achieved operating revenue of 1.307 billion yuan, a year-on-year increase of 30.63%, marking a new high since its listing [2]. - The net profit attributable to shareholders reached 82.90 million yuan, reflecting a substantial year-on-year growth of 142.74% [2]. - The company proposed a cash dividend of 0.53 yuan per 10 shares (tax included) [2]. - For Q1 2025, the company reported operating revenue of 287 million yuan, an 11% year-on-year increase, with a net profit of 8.73 million yuan, up 155.70% year-on-year [3]. Product Development and Market Position - The company focuses on the mid-to-high-end market, with its products achieving domestic leading performance and some competing directly with international brands [3]. - The company benefits from domestic manufacturing cost advantages and strong cost control, providing a significant price-performance ratio compared to foreign competitors [3]. - Continuous product upgrades and the development of new products are ongoing, with efforts to broaden application fields and cultivate new profit growth points [3]. - A joint venture with Changshu Fengzhisheng Machinery Technology Co., Ltd. was established to create a subsidiary, Hunan Haozhi Transmission Machinery Co., Ltd., aimed at providing more comprehensive solutions for customers [3]. Strategic Expansion - As a national high-tech enterprise, the company is expanding into core functional components for CNC machine tools, robots, and new energy vehicles while consolidating its main spindle product line [2]. - The establishment of multiple independent business units and a wholly-owned subsidiary, Guangzhou Haozhi Robot Co., Ltd., is part of the strategy to meet the growing demands of downstream customers [2]. - The company is actively integrating research and development resources and technological expertise from the Swiss Infranor Group in the motion control field to enhance overall R&D capabilities and product performance [2].

4月18日，国盛智科发布2024年年报，公司实现营业收入10.37亿元，同比下降6.04%；归属净利润1.28 亿元，同比下降10.30%；扣非净利润1.17亿元，同比下降11.45%。尽管公司在技术创新和市场开拓方面 取得了一定进展，但财务数据的下滑仍显露出其面临的挑战。 营收净利双降，市场压力凸显 此外，公司的扣非净利润同比下降11.45%，显示出非经常性损益对净利润的贡献有限。这一数据进一 步表明，公司的主营业务盈利能力有所减弱，未来需在核心业务上加大投入，以提升整体盈利水平。 技术创新持续推进，高端产品取得突破 尽管财务数据表现不佳，国盛智科在技术创新和产品研发方面取得了显著进展。2024年，公司研发投入 达到5,390.32万元，占营业收入的比例为5.20%，同比增加0.19个百分点。公司新获知识产权47项，累计 拥有知识产权327项，显示出其在技术研发上的持续投入。 在高端产品领域，国盛智科成功推出了多款五轴机床和核心功能部件，实现了进口替代。特别是在模 具、半导体和民用航空等行业，公司的高端产品订单有所增长，行业标杆客户数量增加。这些进展为公 司未来的市场拓展奠定了技术基础。 然而，尽管技术创新 ...

价格仍然疲软，结构性问题仍然存在。 一季度GDP平减指数-0.8%，仍在负值区间，3月份消费者物价指 数（CPI）同比-0.1%，生产者物价指数（PPI）同比-2.5%，价格仍然疲软，反映国内需求仍需提振。一季 度产能利用率74.1%，仍在季节性偏低位运行，供需缺口仍待弥合。3月规模以上发电量同比仅1.8%，显 著低于工业增速，反映地产及高耗能行业弹性仍然不足。除此之外，地产新开工面积同比-18.1%，施工面 积持续收缩，房企资金到位同比-3.9%，投资端"磨底"状态未改。 Q： 请问重阳投资， 如何解读2025年一季度经济数据 ？ A： 4月16日，国家统计局发布2025年一季度经济数据。2025年一季度实际GDP同比增长5.4%，超 市场预期，中国经济迎来开门红。 经济超预期回升，政策和出口韧性形成支撑。 一季度经济数据超市场预期，主要受工业、基建投资和消 费拉动。3月份工业增加值上升至7.7%，新能源汽车、金属切削机床和太阳能电池等新动能产量同比均超 15%，或主要受到一季度海外客户抢出口影响，这与3月出口交货值7.7%的高增速两相印证。3月广义基建 投资增速同比上升至12.6%，财政资金逐步落地，基建 ...

Core Insights - Qin Chuan Machine Tool achieved a revenue of 3.86 billion yuan in 2024, representing a year-on-year growth of 2.62%, and a net profit attributable to shareholders of 53.78 million yuan, up 2.92% year-on-year [1] - The company is a leading enterprise in China's machine tool industry, recognized for its comprehensive product line and strong competitive advantages, playing a crucial role in the manufacturing sector [1] Financial Performance - In 2024, the machine tool industry in China saw a decline in revenue and profit by 1.4% and 7.8% respectively, with 18.0% of enterprises reporting losses, an increase of 0.3 percentage points year-on-year [2] - Despite the industry challenges, Qin Chuan Machine Tool maintained its focus on high-quality development and achieved a positive performance through product structure adjustments and cost control measures [2] Technological Advancements - The company made significant breakthroughs in key technologies, including enhancements in gear grinding machines and the development of the world's largest wind power gearbox castings, achieving leading domestic technical indicators [2] - Innovations included improvements in precision machining and the introduction of advanced features in various machine tools, catering to the demands of the new energy vehicle sector [2] Investment and R&D - Qin Chuan Machine Tool progressed on 12 fixed asset investment projects in 2024, including high-end intelligent gear equipment and automotive transmission components, contributing to the company's industrial transformation [3] - The company increased its R&D investment to 204 million yuan, accounting for 5.28% of its revenue, and made strides in patent applications and technology standards [3] Export Performance - In 2024, the company achieved a record in exports, with high-precision gear processing machines and CNC lathes seeing a 35% increase in export revenue year-on-year [4] - The company exported components to European countries such as Spain and Germany, reflecting its growing international presence [4] Future Development Strategy - The company aims to lead with its main engine business, supported by high-end manufacturing and core components, while focusing on intelligent manufacturing as a new breakthrough [4] - Qin Chuan Machine Tool plans to adopt a market-oriented approach, emphasizing differentiated competition and integrated development to become a global leader in machine tool manufacturing and precision transmission solutions [4]