每经AI快讯，12月23日，科德数控在互动平台表示，科德数控是国内极少数建立"高档数控系统及五轴 高端数控机床"双研发体系的企业，在航天制造领域拥有深厚的技术积淀，产品已在航天科工、航天科 技（000901）集团项下数十家用户单位获得广泛应用，参与了运载火箭、卫星等各类航天器及其配套系 统的制造。 ...

科德数控在互动平台表示，科德数控是国内极少数建立"高档数控系统及五轴高端数控机床"双研发体系 的企业，在航天制造领域拥有深厚的技术积淀，产品已在航天科工、航天科技集团项下数十家用户单位 获得广泛应用，参与了运载火箭、卫星等各类航天器及其配套系统的制造。 ...

上市企业：亚威股份（002559）,合锻智能（603011）,沈阳机床（000410） 根据国家统计局数据显示：2025年10月中国金属成形机床产量为1.4万台；2025年1-10月中国金属成形 机床累计产量为14.6万台，累计增长8.1%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国智能机床行业市场专项调研及投资前景规划报告》 2020-2025年1-10月中国金属成形机床产量统计图 数据来源：国家统计局，智研咨询整理 ...

Group 1 - The core viewpoint of the news is that Nuwei CNC has shown fluctuations in financing activities and stock performance, with a notable increase in shareholder numbers and mixed financial results [1][2][3] Group 2 - As of December 19, Nuwei CNC's stock price increased by 1.15%, with a trading volume of 24.32 million yuan [1] - The financing buy amount on December 19 was 3.81 million yuan, while the financing repayment was 4.22 million yuan, resulting in a net financing outflow of 0.41 million yuan [1] - The total financing and securities balance for Nuwei CNC reached 159 million yuan, accounting for 2.31% of the circulating market value, indicating a high level compared to the past year [1] - On the same day, Nuwei CNC had no shares repaid in securities lending, with 800 shares sold, amounting to 12,000 yuan, and a securities lending balance of 2.70 million yuan, also at a high level [1] - Nuwei CNC's main business includes the research, production, and sales of mid-to-high-end CNC machine tools, with revenue composition from large machining centers (41.31%), vertical CNC machine tools (33.38%), horizontal CNC machine tools (22.68%), and others [1] Group 3 - As of September 30, the number of shareholders for Nuwei CNC increased by 10.47% to 13,500, while the average circulating shares per person decreased by 9.48% to 33,841 shares [2] - For the period from January to September 2025, Nuwei CNC achieved operating revenue of 2.07 billion yuan, a year-on-year increase of 12.88%, while the net profit attributable to the parent company was 206 million yuan, a year-on-year decrease of 9.36% [2] Group 4 - Nuwei CNC has distributed a total of 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders as of September 30, 2025, Guangfa Advantage Growth Stock A is the eighth largest shareholder with 3.16 million shares, while Ping An Advanced Manufacturing Theme Stock A is the tenth largest with 1.22 million shares, having decreased by 474,800 shares compared to the previous period [3]

Summary of Haideman's Conference Call Company Overview - **Company**: Haideman - **Industry**: High-end machine tools and robotics Key Points and Arguments High-end Machine Tool Development - Haideman has completed the layout of high-end machine tool product types and plans to gradually increase orders in the robotics market by 2026 through independent core technology and in-house component manufacturing [2][3] - The company has made significant advancements in various technical fields, including grinding equipment and high-speed machining of aluminum and magnesium alloys [3] Robotics Industry Progress - Haideman aims to address two main challenges in the robotics industry: low-cost mass manufacturing and the integration of AI with application scenarios [4] - The company has developed specialized machines and high-end models to replace imported high-end machine tools from Japan and Germany [4] - A strategic partnership with leading robotics companies has been established to cover R&D, parts manufacturing, and sales [4] Production Capacity and Facilities - By 2026, Haideman plans to achieve a production capacity of over 3,000 humanoid robots and 10,000 quadruped robots [7] - The company has constructed a nearly 30,000 square meter facility and is initiating small-batch assembly lines, with a production value chain share of 40%-60% [7] Precision and Hardness Achievements - Haideman's hard turning equipment has achieved precision within 1 micron, with ongoing efforts to reach 0.1-0.3 microns [9] - The hardness of their products reaches HRC 58-63, significantly enhancing the rigidity and efficiency of their lathes compared to grinding machines [9] CNC System Development - The company utilizes both domestic and foreign CNC systems, with significant secondary development of domestic systems to match foreign performance [10] - Collaboration with Weichuang Electric focuses on motors and servos, but not on control systems [10] Customer Base and Market Growth - Haideman has approximately five to six clients, including some top-tier companies, although specific names cannot be disclosed [12] - The machine tool business is experiencing continuous growth, with quarterly order increases and positive market feedback [15] Strategic Partnerships and Applications - A deep strategic partnership with 58.com aims to optimize design for efficiency, quality, and cost reduction, with ongoing assembly of small-batch quadruped robots [16] - Potential applications in public security, riot control, and inspection are being explored, indicating significant future demand [16] Future Directions and Market Engagement - Haideman plans to showcase its printing and robotic assembly lines to the capital market, focusing on high-end machine tools and intelligent manufacturing [17] - The company aims to gradually demonstrate its R&D achievements and create value for the industry [17]

AI+商业航天重要观点更新 20251221 摘要 商业航天明年（2026 年）预计加速发展，卫星发射和招标量至少增长 三倍，政策支持（《十五规划》），资本密集落地，以及大国太空竞争 加剧是主要驱动因素。 商业火箭和太空算力是商业航天的重要方向。SpaceX 计划 2026 年 IPO，估值 1.5 万亿美元，国内可重复使用火箭技术逐渐成熟，产业加 速发展趋势不变。 国内商业航天企业估值远低于海外龙头，中国正通过母基金计划撬动万 亿产业基金，加速前沿产业发展，缩小差距。 长 12 甲火箭发射推迟短期影响有限，不改产业长期增长趋势。建议珍 惜低估核心龙头公司筹码，关注信科移动和中国卫星。 创世纪公司以加工中心起家，目前专注于通用机床和专用机床，在国内 金属切削机床行业领先，正经历国际化（越南基地）和高端化（AI 领 域）转型。 创世纪在 AI 领域布局人形机器人硬件加工和液冷板加工，已服务多家国 内外头部人形机器人公司，相关设备销量增长迅速，预计 2025 年和 2026 年利润显著增长。 AI 数据中心对高效节能冷水机组和压缩机需求激增，磁悬浮离心压缩机 成为主流选择，预计 2026 年市场规模接近 300 ...

1、宇环数控机床股份有限公司2023年限制性股票激励计划第二个解除限售期解除限售条件已经成就， 本次符合解除限售条件的激励对象共计128人，可解售的限制性股票数量为1,018,500股，占公司总股本 156,698,000股0.65%。 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 2、公司2023年限制性股票激励计划授予限制性股票的上市日期为2023年12月7日（限售股起始日期）， 授予的限制性股票第二个限售承诺期为24个月,授予限制性股票第二个限售期于2025年12月6日届满。 3、本次解除限售的限制性股票的上市流通日：2025年12月25日 宇环数控机床股份有限公司（以下简称"公司"）于2025年12月8日召开第五届董事会第十次会议，审议 通过了《关于2023年限制性股票激励计划第二个解除限售期解除限售条件成就的议案》,鉴于公司2023 年限制性股票激励计划第二个解除限售期解除限售条件已经成就，根据公司2023年第二次临时股东大会 的授权，公司将按照规定为本次限制性股票激励对象办理第二次解除 ...

Core Viewpoint - The "Machine Tool Industry Development Conference" held in Kunming focuses on the revival and intelligent transformation of the machine tool industry in Yunnan, emphasizing the historical legacy, current opportunities, and future prospects of the industry [1] Group 1: Industry Overview - The conference gathered over 130 representatives from key machine tool manufacturing enterprises, supply chain participants, and relevant government officials to assess the development trends of China's machine tool industry [1] - Experts analyzed the latest global production and consumption patterns of machine tools, as well as the overall economic performance of China's machine tool industry since 2024 [1] Group 2: Development Report - The "Yunnan Machine Tool Industry Development Report" was released, detailing the historical evolution, existing foundations, unique advantages, and challenges faced by the Yunnan machine tool industry [1] - The report provides a comprehensive analysis of the current state of the industry in the province and outlines future development strategies, key tasks, and implementation pathways [1] Group 3: Future Prospects - Yunnan's machine tool industry, which has a glorious history contributing significantly to China's industrial development, is now positioned at a critical juncture for restructuring advantages and upgrading in response to global trends towards intelligent and green manufacturing [1] - The Yunnan Machine Tool Industry Association plans to continue driving innovation to create a new chapter for the intelligent future of the Yunnan machine tool industry [1]

证券日报网讯12月19日，山东威达（002026）在互动平台回答投资者提问时表示，公司的机床类产品有 部分应用于航空(大飞机)领域。 ...

津上机床中国(01651)发布公告，于2025年12月19日该公司斥资254.43万港元回购8万股，回购价格为每 股31.68-31.88港元。 ...