| | 截至目前，尚未达成一致。为维护股东权益，Airwork 公司继续协 | | --- | --- | | | 商谈判争取赔偿的同时，也在整理诉讼相关资料和进行诉前的准 | | | 备工作，将根据进展情况及时进行公告。 | | 附件清单 | 无 | 证券代码：002520 证券简称：日发精机 | | 13、光大证券资产管理公司：孟祥飞 | | --- | --- | | | 14、上银基金管理有限公司：林竹、刘洋 | | | 15、银河基金管理有限公司：刘丛菁 | | | 16、鹏华基金管理有限公司：罗政 | | | 17、中国国际金融股份有限公司：赵腾辉 | | | 18、彤源投资有限公司：潘贻立 | | | 19、上海瀛赐私募基金管理有限公司：胡小骏 | | | 20、北京源乐晟资产管理有限公司：晏梓航 | | | 21、民生证券股份有限公司：李哲、李思韦 | | | 22、国泰基金管理有限公司：秦培栋 | | | 23、宁银理财有限责任公司：高晗 | | | 日期：2025 年 5 月 30 日，地点：线上 | | | 1、光大证券股份有限公司研究所：刘凯 | | | 2、华西基金管理有限责任公司： ...

机构简介： 深圳前海岳瀚资产管理有限公司，成立于2015年5月5日，注册地为深圳前海，实缴注册资本1亿元，是 国有金融控股集团控股的私募基金管理公司。公司已获得中国证券投资基金业协会的私募基金管理人资 格，并成为中基协观察会员。岳瀚资产致力于打造中国资产管理行业的著名品牌，成为中国最优秀的私 募基金管理公司之一。岳瀚资产以价值投资理念为本，前瞻把握中国发展大趋势，围绕资本市场发展证 券投资基金等私募基金业务，稳健投资，规范运作，奉献专业智慧，助推高成长公司快速发展，帮助高 端投资人实现财富增值和财富传承。xa0 根据市场公开信息及5月29日披露的机构调研信息，知名私募岳瀚资产近期对1家上市公司进行了调研， 相关名单如下： 1）沈阳机床 （深圳前海岳瀚资产管理有限公司参与公司特定对象调研&路演活动） 调研纪要：沈阳机床重大资产重组获证监会批准，正推进工商变更、资产交割等，优化产品矩阵，提升 竞争力和盈利能力。后续需完成工商变更、资产交割、新股上市等法定程序，继续推动配套募集资金。 公司未来将恢复经典产品，打造拳头产品，提供全套解决方案，制定多项专项计划。通过重组及募投项 目，补充和加强高端数控机床产品，增加重型 ...

证券代码：000410 证券简称：沈阳机床 沈阳机床股份有限公司投资者关系活动记录表 3.公司未来的业务规划 逐步恢复经典产品，打造拳头产品。从行业策略看，提供全 套解决方案，市场空间有望进一步加大。制定了产品领跑计划、 市场深耕计划、生产超越计划等专项计划。 4.公司未来主要的产品拓展规划是怎样的 通过本次重组及配套募投项目的实施，公司高端数控机床产 品将得以有效补充和加强，同时增加高端数控重型液压成形机 床，产品矩阵将进一步优化和丰富，公司市场竞争力和盈利能力 将进一步提升。未来将加强整机产品的行业适配性，增强对航空 航天、新能源、汽车产业、工程机械等主要下游领域客户的服务 能力。 5.行业以后的发展前景怎样 编号：2025-005 | 投资者关系活动 | ☑特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会☑路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 深圳市长城证券投资有限公司、深圳前海春秋投资管理有限公 司、深圳市彭年创业投资有限责任公司、深圳市亿鑫投资有限公 | | ...

Core Insights - Nantong Economic and Technological Development Zone has successfully attracted 7 foreign investment projects, exceeding the progress expected for the first quarter, with a total of 25 key projects signed, including 13 projects with over 100 million yuan in investment [1] - The development zone aims to sign over 80 key projects with investments of 5 million yuan or more throughout the year, including at least 5 projects with investments exceeding 50 million yuan [3] Group 1: Investment Attraction Strategies - The development zone has implemented ten key measures to enhance its investment attraction strategy, focusing on "running, visiting, and monitoring" to draw in projects [1] - Investment promotion staff are actively visiting multiple cities to explore potential projects, with a focus on the "3+1" leading industries, including humanoid robots and automotive parts [2] - A biomass materials project with a total investment of 1 billion yuan was successfully signed after extensive engagement with the company, demonstrating the effectiveness of proactive outreach [2] Group 2: Business Environment and Support - The development zone is committed to creating the best business environment by addressing the urgent needs of enterprises through initiatives like "mobile service halls" and small business teams [4] - A shipbuilding enterprise in the zone has plans for additional investment of nearly 200 million USD, facilitated by the development zone's quick response to their needs [4] - The zone has attracted over 1,000 foreign-invested enterprises, including more than 90 Fortune 500 companies, indicating significant growth potential for existing businesses [5] Group 3: Future Development and Project Selection - The Nantong development zone is rapidly filling its initial 3,000 acres of industrial land, with plans for an additional 8,000 acres in a new future industry park [6] - The zone is focused on attracting projects that align with its future-oriented vision, emphasizing high productivity and quality [6] - Various initiatives, including international trade cooperation and talent roadshows, are being organized to promote investment in targeted sectors [6] Group 4: Leadership and Commitment - The leadership of the Nantong development zone emphasizes a proactive approach to investment attraction, urging staff to become pioneers in securing large-scale projects [7]

本报讯(记者韩昱)国务院国资委发布消息称，5月27日，国务院国资委党委书记、主任张玉卓到中国通 用技术(集团)控股有限责任公司调研。张玉卓与企业领导班子成员座谈交流，走进企业"小通诊所"与一 线职工交流，认真听取企业改革发展、科技创新和党的建设工作汇报和意见建议。他表示，通用技术集 团为我国工业现代化作出了重要贡献，近年来企业聚焦先进制造与技术服务、医药医疗健康、贸易与工 程服务三大主业深化改革，全力推动科技创新和实业化转型，不断加大研发投入力度，科技创新能力、 价值创造能力、主业盈利能力持续提升，加速向现代新国企转变。国务院国资委将进一步支持指导企业 聚焦主责主业培育壮大战略性新兴产业和未来产业，加快实现高质量发展，打造世界一流企业。 张玉卓强调，要坚决贯彻落实党中央、国务院决策部署，切实做强做优机床产业，抓住机床更换升级的 上升周期，加强与高校科研院所和产业链上下游企业互利合作，运用人工智能技术加速智改数转，加快 突破核心技术，优化产品结构，抢占未来发展制高点。要切实服务健康中国建设，立足自身禀赋、找准 目标定位，加强专业化运营、精益化管理，塑造中央企业办医新优势，培育医药医械发展新动能，探索 健康养老服 ...

Core Insights - Weihai Huadong CNC achieved significant financial growth, with a net profit of 7.96 million yuan in Q1 2025, up 47.45% year-on-year, and a total revenue of approximately 334.26 million yuan in 2024, reflecting a 19.66% increase [1][5] - The company's success is attributed to a combination of local industrial policies and technological breakthroughs, particularly in the high-end equipment sector [2][8] Financial Performance - In 2024, the company's revenue from CNC machine products reached approximately 274.15 million yuan, a 23.48% increase from the previous year [5] - The net profit for 2024 was approximately 8.50 million yuan, marking a 152.35% year-on-year growth [1] Policy and Support - The establishment of the 500 million yuan Lixin Zhixin Advanced Manufacturing Venture Capital Fund in 2024 is crucial for supporting the high-end equipment and intelligent manufacturing sectors, aligning with the company's core business [2] - Tax incentives such as the VAT refund policy for CNC machine tools and R&D expense deductions have significantly reduced the company's tax burden, contributing to a 23.8% decrease in management expenses and a 40.69% reduction in financial costs in 2024 [2] Technological Advancements - The company has successfully mass-produced five-axis CNC machine tools, with an average order price of 2.22 million yuan per unit, breaking the long-standing dominance of German and Japanese manufacturers in this segment [4] - The company holds 171 patents, including 32 invention patents, which have enhanced processing precision to international advanced levels, leading to a gross margin increase to 20.71% [4] Market Expansion - In 2024, the company signed new orders with a year-on-year growth of approximately 24%, with significant contributions from the aerospace and automotive sectors [4] - The overseas market revenue grew by 35.87% in 2024, with Southeast Asia showing promising results, particularly in the renewable energy sector [6] Strategic Positioning - The company is transitioning from being perceived as a traditional machine tool manufacturer to a technology-driven growth company, with R&D personnel constituting 15.02% of its workforce [7] - The national policy aims for a CNC rate exceeding 75% by 2027, providing substantial market opportunities for the company [8] Conclusion - Weihai Huadong CNC's turnaround is a result of synergistic effects from local policy support, technological advancements, and supply chain restructuring, positioning it as a key player in China's high-end manufacturing landscape [8]

0:00 当前，我国经济正迈入高质量发展的新阶段。 在全球经济格局深刻调整的背景下，各地以创新驱动和改革开放为双轮，持续培育经济发展新动能。 ■数字赋能 算力基建加速布局 培育经济发展新动能 2024年，庆阳第一个国产万卡算力集群在此点亮，庆阳集群算力规模也突破5万P，增速、增量和智算占比位居全国前列。 "算"出新业态、新生态，庆阳以多产业、多场景驱动算力建设，以大算力集聚人工智能生态，以大生态拓展"人工智能+"新产业、新场景，推 动新质生产力培育。 目前，全国300余家数字经济生态企业落户庆阳，其中包括国内半数人工智能头部企业。 ■开放引领 港口经济提质增效 展现市场强劲活力 ■创新突破 核心技术攻坚克难 筑牢产业安全根基 一季度，这里集装箱吞吐量突破571万标准箱，创历史新高。繁忙的港口背后，是中国经济稳中向好的坚实脚步。 一季度，天津GDP同比增长5.8%，高于全国平均水平，其中港口经济贡献显著。天津港不仅是货物枢纽，更是开放合作的战略支点。 一季度，天津港对接京津冀及内陆腹地重点企业需求，累计走访客户500余家，完成近100项签约，通过强化内外贸一体化，中国制造的"硬实 力"正转化为全球市场的"竞争力 ...

思进智能成形装备股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ■现场参观 □电话会议 □其他 参与单位名称及 人员姓名 （排名不分先后） 上汽集团尚颀资本：宋明 浙江省国资运营：孙杨杰 宁波明盛资产：陈哲峰 杭州附加值投资：周浩锋 宁聚资产：杨康文、张雷 泽弘投资：李海潮 偕沣资管：王荣风 瀚墨天成投资：王军 云岫资本：葛洪 专业个人投资者：刘健 华泰证券：程仕恒、赵正杰、张旭、石颖、张羽彤、贺普 浙商证券：贾蓝月、柴志刚、张裕 专业个人投资者：罗杨海、胡建明 银河证券：车朋 时间 2025 年 5 月 28 日上午 10:00 - 11:45 地点 公司五楼会议室 上市公司 接待人员姓名 董事会秘书/副总经理：周慧君女士 董事/思进犇牛常务副总经理：周敏先生 证券事务代表：陆爽霁女士 | | 一、思进智能介绍公司基本情况 | | --- | --- | | | 二、参观公司冷成形装备生产车间、试制现场及数字化展厅 | | | 三、提问交流环节 | | | 问题 1：冷镦成形装备的行业进入壁垒 ...

0:00 【同期】江西佳时特数控股份有限公司首席工程师 张军 理论模型和大数据模型相结合，预测精度大幅度提升，机床的精度提升了十倍左右。 【小标题】数字动能助推新质生产力培育 【解说】中国移动（甘肃·庆阳）数据中心已建成投用的No.1机房是庆阳"东数西算"产业园第一个建成 投产的数据中心。2024年，庆阳第一个国产万卡算力集群在此点亮，庆阳集群算力规模也快速突破5万 P，增速、增量和智算占比位居全国前列。 【同期】中国移动甘肃公司庆阳分公司"东数西算"建维中心经理 井利荣 从我们机房去年8月开始交付，万卡集群开始点亮，到12月就完成了上线正式运行。到今年年初的时 候，所有的算力全部已经消纳完毕，整个处于一个满负荷运行的状态。 【节目导视】 【标题】创新驱动 开放共赢：经济高质量发展新图景 【同期】中国移动甘肃公司庆阳分公司"东数西算"建维中心经理 井利荣 到今年（2025年）的年底的话，我们的承载能力要达到8万P以上这么一个水平，也是助力和保障咱们 庆阳今年10万P算力目标的达成。 【小标题】"新增长"透出中国经济发展韧性 我们在建设完成第一栋智算中心的时候，它的算力值就5千多P，到2024年年底的时候我们已 ...

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need to strengthen and optimize the machine tool industry, leveraging the rising cycle of machine tool replacement and upgrades, and accelerating digital transformation through artificial intelligence [1] - The Ministry of Industry and Information Technology, along with other governmental bodies, has issued a plan to accelerate the large-scale application of industrial internet in the electronic information manufacturing industry [1] - The domestic machine tool market in China is characterized by a rich variety of products, with a significant proportion of CNC lathes and machining centers. The CNC rate for metal cutting machine tools is projected to reach 43.71% in 2024, indicating substantial room for improvement compared to Japan, the US, and Germany, where the CNC rates exceed 70% [1] Group 2 - The market for industrial internet platforms and solutions in China is expected to reach 193.12 billion yuan by 2025, highlighting the growing importance of industrial Ethernet switches in automation and digital transformation [2] - The global market for industrial Ethernet switches is projected to grow to 4.525 billion USD by 2026, reflecting the increasing demand for digital solutions in industrial settings [2] Group 3 - Companies such as Huachen Equipment, Qinchuan Machine Tool, and Rifa Precision Machinery are primarily engaged in the manufacturing of processing machine tools and grinding machines [3]