华东数控（002248.SZ）9月17日在投资者互动平台表示，您好！公司HD-500系统软件已经不再升级。 每经AI快讯，有投资者在投资者互动平台提问：贵司HD-500五轴联动数控系统软件近年有所升级吗？ 都有哪些产品应用？ （记者 曾健辉） ...

格隆汇9月17日丨华东数控(002248.SZ)在投资者互动平台表示，公司主营业务产品包括数控龙门铣床 （龙门加工中心）、数控龙门磨床、数控外圆磨床、万能摇臂铣床、平面磨床、动静压主轴等机床和功 能部件，不生产2600吨间接热成形液压机。 ...

Core Viewpoint - The company Huadong CNC (002248.SZ) has announced that its HD-500 system software will no longer receive updates [1] Group 1 - The company has communicated to investors that the HD-500 system software is discontinued for upgrades [1]

Core Viewpoint - The company, Huadong CNC (002248.SZ), clarifies its main business products and denies the production of a specific hydraulic press model [1] Group 1: Company Products - The main products of the company include CNC gantry milling machines, CNC gantry grinding machines, CNC external cylindrical grinding machines, universal rocker milling machines, surface grinding machines, and dynamic-static pressure spindles [1] - The company does not manufacture the 2600-ton indirect hot forming hydraulic press [1]

格隆汇9月17日丨科德数控(688305.SH)在互动平台表示，公司已为用户批量化提供电机产品，用于加工 丝杠等螺纹类零件的螺纹磨床。 ...

格隆汇9月17日丨科德数控(688305.SH)在互动平台表示，科德公司的系列化高端五轴数控机床适用于金 切加工领域，广泛应用于航空航天、汽车、核电、新能源、刀具、精密模具、机械加工、低空经济、医 疗等众多领域。公司产品具备工业级3D打印功能，暂时没有开展桌面级五轴数控机业务。 ...

Core Viewpoint - The company, Kede CNC (688305.SH), emphasizes its self-controlled core technology and has established a complete technology chain consisting of "CNC system + key functional components + high-end five-axis machine tools" [1] Group 1: Technology and Product Offering - The company offers a diverse range of five-axis CNC machine tools, including five-axis vertical machining centers, horizontal machining centers, horizontal turning-milling composite machines, five-axis gantry machining centers, and six-axis five-linkage blade processing centers [1] - The precision of the products reaches the micron level, with core indicators benchmarked against international leading standards, and some performance metrics are ahead of competitors [1] Group 2: Market Applications - The downstream applications of the company's products cover various industries, including aerospace, automotive, nuclear power, new energy, precision molds, mechanical processing, low-altitude economy, and medical sectors, achieving batch import substitution [1] - The precision five-axis vertical machining center DMC55 UP is specifically designed for processing metal and non-metal parts used in lithography machines [1]

Group 1 - The stock of Tsugami Machine Tool (01651) rose over 5% in late trading, reaching 31.68 HKD with a trading volume of 62.65 million HKD [1] - Tsugami Machine Tool has been actively repurchasing shares, spending 2.946 million HKD to buy back 100,000 shares on September 12 and 3.31694 million HKD for 110,000 shares on September 15 [1] - Year-to-date, the company has conducted 41 share repurchases totaling 6.237 million shares and over 130 million HKD in total repurchase amount [1] Group 2 - The company is strategically investing in emerging sectors such as humanoid robots, medical applications, and AIDC liquid cooling [1] - Tsugami's products are utilized in planetary ball screw processing and robotic dexterous hand manufacturing, primarily involving automatic lathes, turret lathes, thread rolling machines, and thread grinding machines [1] - In March, Tsugami Precision signed its 12th capital increase project in Pinghu, with total investments exceeding 100 million USD, aimed at meeting the demand for precision CNC machine tools in the electric vehicle, humanoid robot, and AI-related markets [1]

Core Viewpoint - Tsugami Machine Tool (01651) has seen a significant increase in stock price, rising over 5% in late trading, attributed to recent share buybacks and strategic investments in emerging sectors [1] Group 1: Stock Performance - Tsugami Machine Tool's stock price rose by 4.76%, reaching HKD 31.68, with a trading volume of HKD 62.65 million [1] - The company has conducted 41 share buybacks this year, totaling 6.237 million shares and exceeding HKD 130 million in total buyback amount [1] Group 2: Strategic Investments - The company is actively investing in emerging sectors such as humanoid robots, medical technology, and AIDC liquid cooling [1] - Tsugami's products are utilized in the manufacturing of planetary ball screw and robotic dexterous hands, primarily involving automatic lathes, turret lathes, thread rolling machines, and thread grinding machines [1] - In March, Tsugami Precision signed its 12th capital increase project in Pinghu, with total investments exceeding USD 100 million, aimed at meeting the demand for precision CNC machine tools in the electric vehicle, humanoid robot, and AI-related markets [1]

Core Insights - In the first eight months of this year, China's trade with ASEAN reached a record high of 4.93 trillion yuan, marking a year-on-year increase of 9.7% and accounting for 16.7% of China's total trade value during the same period [1][2] - China and ASEAN have been each other's largest trading partners for five consecutive years, with trade volume increasing from over 870 billion yuan in 2004 to nearly 7 trillion yuan in 2024, representing a sevenfold growth [1] - ASEAN has maintained its position as China's largest trading partner for agricultural products for eight consecutive years, with agricultural trade between China and ASEAN reaching 290.6 billion yuan in the first eight months, also up by 9.7% [1] Trade Dynamics - The manufacturing cooperation between China and ASEAN is increasingly close, with over 90% of the trade in manufacturing products. Exports of machine tools and auto parts from China to ASEAN grew by 56.1% and 22% respectively, while imports of computer components and printed circuits from ASEAN increased by 47.4% and 22.2% [2] - The China-ASEAN Free Trade Area is advancing towards version 3.0, which will further expand cooperation areas and promote deep integration of regional supply chains and economic development [2]