天眼查App显示，近日，山东鲁智数控机床有限公司成立，法定代表人为刘宇超，注册资本300万人民 币，经营范围为一般项目：数控机床制造；金属成形机床制造；机床功能部件及附件制造；金属切削机 床制造；机床功能部件及附件销售；金属成形机床销售；有色金属压延加工；建筑工程用机械销售；电 子产品销售；机械零件、零部件加工；数控机床销售；五金产品零售。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，摇光五轴数控机床（江西）有限公司成立，法定代表人为陈功文，注册资本 3000万人民币，经营范围为一般项目：数控机床制造，数控机床销售，金属切削机床制造，金属切削机 床销售，机床功能部件及附件制造，机床功能部件及附件销售，电动机制造，伺服控制机构制造（除依 法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

[Table_Author] [Table_scodeMsg1] 公司研究丨点评报告丨科德数控（688305.SH） [Table_Title] 科德数控：研发轴向磁通电机，新兴领域持续拓 展 报告要点 [Table_Summary] 公司发布三季报，2025 年前三季度，公司实现营业收入 4.00 亿元，同比增长 5.01%；实现归 母净利润 0.64 亿元，同比下降 11.53%；实现扣非归母净利润 0.48 亿元，同比下降 15.02%。 单季度来看，2025 年 Q3 实现营业收入 1.06 亿元，同比下降 15.79%；实现归母净利润 1487 万元，同比下降 37.56%；实现扣非归母净利润 1220 万元，同比下降 31.58%。公司是国内少 数具备完善产业链的机床整机企业。当前公司持续推进产能建设落地，叠加一体化布局有望打 开成长空间。 分析师及联系人 丨证券研究报告丨 赵智勇 臧雄 杨文建 SAC：S0490517110001 SAC：S0490518070005 SAC：S0490525070003 SFC：BRP550 SFC：BVO790 请阅读最后评级说明和重要声明 %% %% %% ...

Group 1 - The robotics industry is rapidly evolving, with humanoid robots like "Kua Fu" participating in significant events, showcasing advancements in technology and skills [1] - China is expected to account for two-thirds of global robot patent applications in 2024, maintaining its position as the largest industrial robot market for 12 consecutive years [1] - The integration of technological and industrial innovation is crucial for driving the development of emerging industries and transforming traditional sectors, contributing to the construction of a modern industrial system in China [1] Group 2 - The modern industrial system is the material and technical foundation of Chinese-style modernization, aimed at deepening the integration of technological and industrial innovation [2] - The focus on building a modern industrial system is highlighted as a strategic task, emphasizing the importance of addressing weaknesses and promoting the integration of innovation and industry chains [2] - Ensuring technological independence and reliability is essential for the industrial system, with advancements in key areas like high-speed rail and 5G technology reinforcing China's competitive edge [2] Group 3 - The transformation of innovation into practical applications is critical, with "pilot testing" seen as a key step from laboratory success to industrial implementation [3] - Companies play a vital role in enhancing the efficiency of integrating innovation and industry chains, with examples of successful innovations in various sectors [3] - The forecast for the 14th Five-Year Plan period indicates that strategic emerging industries like new energy and new materials will create several trillion-yuan markets, emphasizing the need for continuous integration of technology and industry [3]

Core Viewpoint - Kede CNC experienced a decline of 1.71% on November 14, with a trading volume of 80.67 million yuan, indicating a potential shift in investor sentiment and market dynamics [1]. Financing Summary - On November 14, Kede CNC had a financing buy-in amount of 11.78 million yuan, while the financing repayment was 15.95 million yuan, resulting in a net financing buy of -4.18 million yuan [1]. - As of November 14, the total financing and securities lending balance for Kede CNC was 409 million yuan, which accounts for 5.17% of its circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company had no securities lending repayment or sales on November 14, with a securities lending balance of 51,800 yuan and a remaining quantity of 8,562 shares, also reflecting a high level of activity [1]. Business Performance - As of September 30, Kede CNC reported a total revenue of 400 million yuan for the first nine months of 2025, representing a year-on-year growth of 5.01% [2]. - The net profit attributable to the parent company was 63.93 million yuan, showing a year-on-year decrease of 11.53% [2]. - The company's main business revenue composition includes 53.66% from automated production lines, 40.41% from high-end CNC machine tools, 3.58% from other sales, 2.15% from key functional components, and 0.20% from high-end CNC systems [1]. Shareholder Information - As of September 30, Kede CNC had 13,200 shareholders, an increase of 31.88% from the previous period, while the average circulating shares per person decreased by 24.17% to 10,015 shares [2]. - The cumulative cash distribution since the company's A-share listing amounts to 50.47 million yuan [3]. - Among the top ten circulating shareholders, Huaxia CSI Robotics ETF (562500) ranked as the ninth largest, holding 2.2035 million shares, an increase of 410,500 shares compared to the previous period [3].

来源：新浪证券-红岸工作室 资料显示，纽威数控装备(苏州)股份有限公司位于江苏省苏州高新区通安浔阳江路69号，成立日期1997 年4月29日，上市日期2021年9月17日，公司主营业务涉及中高档数控机床的研发、生产及销售。主营业 务收入构成为：大型加工中心41.31%，立式数控机床33.38%，卧式数控机床22.68%，其他机床及附件 2.14%，其他(补充)0.49%。 截至9月30日，纽威数控股东户数1.35万，较上期增加10.47%；人均流通股33841股，较上期减少 9.48%。2025年1月-9月，纽威数控实现营业收入20.70亿元，同比增长12.88%；归母净利润2.06亿元，同 比减少9.36%。 分红方面，纽威数控A股上市后累计派现6.04亿元。近三年，累计派现5.23亿元。 机构持仓方面，截止2025年9月30日，纽威数控十大流通股东中，广发优势成长股票A（011425）位居 第八大流通股东，持股316.14万股，为新进股东。平安先进制造主题股票发起A（019457）位居第十大 流通股东，持股122.24万股，相比上期减少47.48万股。 11月14日，纽威数控跌3.17%，成交额9668. ...

Group 1 - The core viewpoint emphasizes the importance of integrating technological and industrial innovation to build a modern industrial system in China, which is crucial for economic development and competitiveness [1][2] - The robot industry is rapidly evolving, with humanoid robots like "Kua Fu" participating in significant events, showcasing advancements in technology and skills [1] - China maintains its position as the largest industrial robot market globally, with a projected 2024 patent application volume accounting for two-thirds of the global total [1] Group 2 - The construction of a modern industrial system is identified as a strategic priority in China's economic development, as outlined in the 12 strategic tasks from the 20th Central Committee [2] - Ensuring technological self-sufficiency and security is critical to overcoming "bottleneck" issues in key sectors, which enhances the competitiveness of the industrial system [2] - The integration of innovation chains, industrial chains, and supply chains is essential for effective technology transfer and application, which is vital for enhancing new productivity [3] Group 3 - Companies are recognized as the main entities driving innovation, with examples such as the General Technology Group's breakthroughs in five-axis machine tools and Huawei's advancements in the Harmony operating system [3] - The forecast for the 14th Five-Year Plan period indicates that strategic emerging industries like new energy and new materials will create several trillion-yuan markets [3] - The focus on education, technology, and talent development is crucial for seizing opportunities in the new technological revolution and industrial transformation [3]

国家统计局最新数据显示，今年1至10月份，全国规模以上工业增加值同比增长6.1%，高于上年同期0.3 个百分点，继续保持较快增长态势。国家统计局工业司首席统计师孙晓表示，10月份，全国规模以上工 业生产稳中有进，多数行业、产品实现增长，产业结构优化升级，新质生产力培育壮大，装备制造业、 高技术制造业快速发展，工业经济高质量发展扎实推进。 工业大类行业增长面超七成 10月份，工业生产总体平稳，多数行业、产品实现增长。数据显示，10月份，全国规模以上工业增加值 同比增长4.9%，剔除季节因素后环比增长0.17%。 "我们不断优化舞台机械结构与控制工艺、提升关键部件的安全裕量、配置多级安全防护装置，并设置 备用系统与人工干预机制，确保整体设备的安全性与可靠性。我们还通过选取特殊碳纤维材料、放置隔 音棉、优化设备造型结构、采用交流变频技术等方式，使舞台机械能够做到缓起缓停，在保证换景速度 和演出效果的前提下，减小惯性力、降低噪声、增加平稳性。"该公司管理中心副总经理兼产学研办主 任桂亚平对本报记者说。 这是广大工业企业在主业上不断精进的一个缩影。在四川，国机重装（601399）研制的5米级大型矿山 新型斗唇通过用户验 ...

天眼查App显示，近日，山东鲁辉数控机床有限公司成立，法定代表人为田微山，注册资本300万人民 币，经营范围为一般项目：数控机床制造；机床功能部件及附件销售；金属成形机床销售；有色金属压 延加工；金属切削机床制造；建筑工程用机械销售；电子产品销售；机械零件、零部件加工；数控机床 销售；机床功能部件及附件制造；金属成形机床制造；五金产品零售。（ 除依法须经批准的项目外， 凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，山东高维机床制造有限公司成立，法定代表人为高位，注册资本500万人民 币，经营范围为一般项目：机床功能部件及附件制造；数控机床销售；机械设备销售；金属切削机床销 售；机床功能部件及附件销售；金属加工机械制造；液压动力机械及元件制造；液压动力机械及元件销 售；轴承、齿轮和传动部件制造；轴承销售；轴承制造；数控机床制造；轴承、齿轮和传动部件销售； 工业机器人安装、维修；金属链条及其他金属制品销售；金属成形机床销售；机械电气设备销售；矿山 机械销售；机械零件、零部件加工；金属成形机床制造；专用化学产品销售（不含危险化学品）；刀剑 工艺品制造；办公用品销售；针纺织品销售；玩具销售；金属材料销售；办公设备销售；五金产品批 发；建筑材料销售；其他文化艺术经纪代理；信息技术咨询服务；销售代理；国内贸易代理。（除依法 须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...