（编辑 楚丽君） 证券日报网讯 2月13日，豪迈科技在互动平台回答投资者提问时表示，公司已推向市场的机床产品包括 直驱转台、立式五轴加工中心、精密加工中心、卧式五轴加工中心、卧式车铣复合加工中心、超硬刀具 五轴激光加工中心等系列化产品，同时可为客户提供个性化定制服务。 ...

证券日报网讯2月13日，科德数控在互动平台回答投资者提问时表示，公司坚持"价值竞争"而非单纯"价 格竞争"。公司实行高端机型和经济机型产品双轨驱动，在保证品质的前提下，通过优化设计降低成 本。同时，加强售后服务和技术支持，提升客户粘性。 ...

Group 1 - The provincial secretary emphasized the importance of integrating and serving the regional development strategy of "dual-polar drive, multi-point support, and three-region coordination" to promote high-quality development in Shaanxi [1] - The Baoji Ideal Co-Creation Cultural Technology Industrial Park is a platform for cultural, commercial, and tourism integration, highlighting the need for revitalizing industrial heritage while enhancing cultural protection and urban quality [1] - The development of rural industries should leverage local resources, enhance brand recognition, and extend production chains to promote comprehensive rural revitalization [2] Group 2 - The provincial secretary highlighted the need for local townships to focus on integrating primary, secondary, and tertiary industries, revitalizing idle resources, and developing characteristic economies to better achieve economic growth and improve living conditions [3] - Emphasis was placed on the importance of creating a favorable environment for the high-quality development of the private economy through policy support and resource integration [4] - The secretary acknowledged the achievements in Baoji's economic and social development and called for a stronger implementation of central government decisions to enhance services for the public and enterprises [4]

（文章来源：证券日报） 证券日报网2月12日讯 ，科德数控在接受调研者提问时表示，公司在半导体领域取得突破，成功拓展了 多家新用户，采购了公司KMC系列不同规格设备，用于半导体行业光学仪器模具及高精度铝合金零部 件的精密制造。 ...

Group 1 - The core strategy of the company emphasizes a "value competition" approach, focusing on both high-end and economical machine models to address price competition in the general machine tool market [2] - The collaboration with AVIC's subsidiary, Aviation Industry Corporation of China, is progressing, with the establishment of an Innovation Center aimed at advancing civil aircraft manufacturing technology and high-end CNC equipment [2] - The stock price has shown a fluctuating upward trend, closing at 59.81 yuan on February 12, with a cumulative increase of 1.80% over the past five days [3] Group 2 - Recent institutional ratings indicate that out of four institutions, three have given a "buy" rating and one an "accumulate" rating, with a target average price of 77.48 yuan, suggesting a premium over the current stock price [4] - Institutions are particularly focused on the company's order expansion capabilities in emerging sectors such as aerospace, semiconductors, and medical fields, as well as the development progress of new products like the axial flux motor, with a prototype expected in early 2026 [4] - The company's profit was under pressure in the third quarter of 2025, primarily due to increased share-based payment expenses, necessitating ongoing monitoring of future performance improvements [4]

Core Viewpoint - Tsugami Machine Tool (01651) has seen a significant stock price increase, reaching a historical high of 46 HKD, driven by strong financial performance and market demand for AI server liquid cooling equipment [1] Financial Performance - Tsugami's parent company, Tsugami Japan, reported a revenue of 81.58 billion JPY for the nine months ending December 31, 2025, representing a year-on-year increase of 28.3% [1] - The segment profit for the same period was 22.534 billion JPY, reflecting a year-on-year increase of 51.2% [1] Industry Insights - According to Guotai Junan Securities, the AI server liquid cooling industry is entering a phase of bulk equipment procurement, which is beneficial for companies like Tsugami that focus on automatic lathe products [1] - Tsugami has secured equipment orders with dozens of clients, accounting for approximately 5% of the domestic order value for the period from January to September 2025 [1] - The company has successfully applied multiple equipment types in the production of key components for humanoid robots, including planetary roller screws, harmonic reducers, and planetary reducers [1]

Core Viewpoint - Tsugami Machine Tool China (01651) has seen a significant stock price increase, reaching a historical high of 46 HKD, driven by strong financial performance and market demand for AI server liquid cooling equipment [1] Financial Performance - The controlling shareholder, Tsugami Japan, reported a revenue of 81.58 billion JPY for the nine months ending December 31, 2025, representing a year-on-year increase of 28.3% [1] - The segment profit for the same period was 22.534 billion JPY, reflecting a year-on-year increase of 51.2% [1] Industry Insights - Cathay Securities has indicated that the AI server liquid cooling industry is entering a phase of bulk equipment procurement, which is beneficial for companies like Tsugami that focus on automatic lathe products [1] - Tsugami has established a competitive advantage in processing rapid liquid cooling connectors, which is expected to enhance its market position [1] Customer Engagement - In the first nine months of 2025, Tsugami signed equipment orders with dozens of clients, accounting for approximately 5% of the domestic order value [1] - The company has successfully applied multiple equipment types in the production of key components for humanoid robots, including planetary roller screws, harmonic reducers, and planetary reducers [1]

Group 1 - The core viewpoint of the news is that Huadong CNC has seen a significant increase in its stock price, rising by 7.54% to reach 13.70 yuan per share, with a total market capitalization of 4.213 billion yuan [1] - Huadong CNC, established on March 4, 2002, and listed on June 12, 2008, is primarily engaged in the research, production, and sales of CNC machine tools and their key components, with machine tool products accounting for 99.52% of its main business revenue [1] - The trading volume for Huadong CNC reached 56.7136 million yuan, with a turnover rate of 1.38% [1] Group 2 - Among the top circulating shareholders of Huadong CNC, a fund under China Europe Fund has increased its holdings by 44,900 shares, bringing its total to 935,100 shares, which represents 0.3% of the circulating shares [2] - The China Europe CSI Robot Index Fund A, established on January 17, 2024, has a current scale of 415 million yuan and has achieved a year-to-date return of 4.61% [2] - The fund manager, Song Weiwei, has a tenure of 2 years and 28 days, with the fund's best return during this period being 147.23% and the worst being -0.71% [2]

实控人夫妇控制91.74%股权 进入问询阶段近7个月后，冈田智能（江苏）股份有限公司（以下简称"冈田智能"）主板IPO迎来最新进 展。深交所官网显示，公司IPO近日披露第二轮审核问询函回复，并更新披露招股书。近年来，冈田智 能营收、净利逐年增长，不过亮眼的业绩背后，公司应收账款规模也呈增长趋势。另外，在控制权方 面，冈田智能实控人夫妇合计控制公司91.74%股权。针对相关问题，冈田智能方面于2月11日接受了北 京商报记者的采访。 应收账款"惹眼" 深交所官网显示，冈田智能主板IPO于去年6月30日获得受理，并于当年7月13日进入问询阶段。近日， 冈田智能披露了第二轮审核问询函回复。 招股书显示，冈田智能主营业务为数控机床核心功能部件的研发、生产与销售，主要产品包括刀库、主 轴、转台，产品主要应用于金属切削类数控机床。 冲刺上市的背后，冈田智能报告期内营收、净利逐年增长。财务数据显示，2022—2024年及去年上半 年，冈田智能营收分别约为7.67亿元、7.73亿元、9.32亿元、5.64亿元；归属净利润分别约为1.19亿元、 1.32亿元、1.69亿元、1.1亿元。 不过，在业绩稳步增长的同时，冈田智能的应收 ...

正是这份坚持，结出了硕果：由公司自主研发的"全自动角钢智能生产线""道岔垫板底板加工自动化生 产线"，已成为国内首创；为高铁轨道加工研发的"高速钢轨数控钻床"，实现了国内零的突破；目前， 天旭数控已荣获高新技术企业、山东省"专精特新"中小企业等称号，拥有国家发明专利16项，计算机软 著和实用新型及计算机软著专利80余项。 硬核科技铸就了走向世界的底气。随着中国特高压输电技术成为世界标杆，天旭数控凭借更高的智能 化、自动化水平和良好的性价比，成功替代欧美品牌，产品远销全球。"我们有一份责任与担当，要为 中国贡献一个知名的世界机床品牌。"赵明明表示，企业的愿景是让"中国智造"成为品质、性价比与高 端智能的象征。 回顾创业初期，赵明明记忆犹新："初来乍到，当时土地手续不完善，投产受阻，是我们最大的心头大 患。"关键时刻，齐河县政府部门主动伸出了援手。"让我们感到非常温馨的是，各部门基本上做到 了'有问必答、有求必应、有难必帮'。"在政府的积极协调下，困扰企业的土地手续问题得以快速解 决，为天旭数控的顺利投产扫清了最大障碍。 这种精准服务并未随着企业落地而终止。齐河经济开发区推行的"首席服务官"制度，针对外贸企业特点 ...