智通财经APP讯，津上机床中国(01651)发布公告，于2025年8月25日该公司斥资54.61万港元回购2万 股，回购价格为每股26.92-27.76港元。 ...

证券之星消息，根据市场公开信息及8月25日披露的机构调研信息，长信基金近期对4家上市公司进行了调研，相关名单如下： 1）稳健医疗 （长信基金参与公司业绩说明会&线上调研） 调研纪要：全棉时代第二季度实现13%同比增长，7-8月销售增速回升，坚持四大战略推动业务发展。医疗板块成长空间大，将围绕三大战略展 开，重点提升产品结构和生产效率，推进海外供应链建设。棉柔巾业务增长持续好于大盘，下半年将推出多款新品，加强渠道建设。GRI上半年 受中美关税战影响，但供应链已全面恢复，预计下半年趋势向好。高端敷料、手术室耗材、健康个护业务增速较高，传统敷料业务保持稳定。全 棉时代上半年毛利率提升，下半年将继续优化商品组合和渠道结构，提升利润率。线下门店将聚焦高质量开店，提升同店同比，优化会员服务。 所得税率上升主要因业务结构变化和全棉时代子公司迁址导致。 2）兆易创新 调研纪要：兆易创新在2024年二季度各业务线增长情况良好，NOR Flash高个位数增长，利基型DRAM增长超50%，MCU接近20%，模拟芯片基数 低环比成长较高，传感器芯片增长约10%。预计第三季度环比增长，全年需求上涨，利基型DRAM供应偏紧缺至全年。下半 ...

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43.88%，立式数控机床30.28%，卧式数控机床24.52%，其他机床及附件 0.79%，其他(补充)0.52%。 截至3月31日，纽威数控股东户数1.18万，较上期减少3.53%；人均流通股27700股，较上期增加3.65%。 2025年1月-3月，纽威数控实现营业收入5.69亿元，同比增长3.80%；归母净利润6135.89万元，同比减少 11.78%。 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3月31日，纽威数控十大流通股东中，华夏中证机器人ETF（562500）位居 第八大流通股东，持股240.31万股，为新进股东。香港中央结算有限公司位居第十大流通股东，持股 117.71万股，为新进股东。 来源：新浪证券-红岸工作室 8月22日，纽威数控涨2.21%，成交额1.42亿元。两融数据显示，当日纽威数控获融资 ...

Group 1 - The core viewpoint of the news highlights the growth in China's metal cutting machine tool industry, with a projected production increase of 12.7% year-on-year by June 2025 [1] - According to the National Bureau of Statistics, the cumulative production of metal cutting machine tools in China reached 403,000 units in the first half of 2025, reflecting a growth of 13.5% [1] - The report from Zhiyan Consulting provides insights into the market status and industrial demand forecast for the machine tool equipment industry in China from 2025 to 2031 [1] Group 2 - Listed companies in the machine tool sector include Chuangjishi (300083), Shenyang Machine Tool (000410), and others, indicating a diverse market landscape [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research and providing tailored consulting services [2] - Data for the analysis is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, ensuring reliability and accuracy [3]

数据来源：中国海关，智研咨询整理 上市企业：沈阳机床（000410），秦川机床（000837），日发精机（002520），华东数控（002248）， 海天精工（601882），科德数控（688305），纽威数控（688697），恒进感应（838670） 相关报告：智研咨询发布的《2025-2031年中国机床设备行业市场现状调查及产业需求研判报告》 根据中国海关数据显示：2025年6月中国机床进口数量为0.54万台，同比增长16.7%，进口金额为4.79亿 美元，同比增长4%，2025年6月中国机床出口数量为149万台，同比下降7.2%，出口金额为10.86亿美 元，同比增长18.1%。 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。 数据来源：中国海关，智研咨询整理 ...

Core Viewpoint - The recent financial report of Huachen Equipment (300809) shows a mixed performance with a revenue increase but a significant decline in net profit, highlighting potential challenges in cash flow and receivables management [1][2]. Financial Performance - The total revenue for the first half of 2025 reached 267 million yuan, a year-on-year increase of 19.16% compared to 224 million yuan in 2024 [1]. - The net profit attributable to shareholders was 34.12 million yuan, reflecting a decline of 28.41% from 47.65 million yuan in the previous year [1]. - The gross profit margin improved to 31.59%, up 4.06% year-on-year, while the net profit margin decreased significantly to 12.76%, down 40.76% [1]. - The company reported a substantial increase in accounts receivable, which accounted for 236.26% of the net profit, indicating potential liquidity issues [1][3]. Cash Flow and Investment - The net cash flow from operating activities increased by 59.59%, attributed to a reduction in procurement payments [2]. - The net cash flow from investment activities rose by 53.22%, due to an increase in maturing structured deposits [2]. - The net increase in cash and cash equivalents was up 71.36%, driven by the same factors [2]. R&D and Product Development - The company increased its R&D investment by 42.54%, focusing on new product development [2]. - New high-end precision grinding products are expected to enhance the company's competitive position in the market and contribute to domestic high-end equipment manufacturing [5][7]. Market Position and Future Outlook - Huachen Equipment is recognized as a leading enterprise in the high-end precision grinding equipment sector, with a strong focus on innovation and technology [4][5]. - The company is actively expanding its product line to include advanced grinding machines that cater to critical industries such as steel, aerospace, and semiconductor manufacturing [5][7]. - The first ultra-precision curved surface grinding machine has been completed and delivered for customer validation, indicating progress in product development [7].

据证券之星公开数据整理，近期科德数控（688305）发布2025年中报。截至本报告期末，公司营业总收 入2.95亿元，同比上升15.24%，归母净利润4905.64万元，同比上升1.27%。按单季度数据看，第二季度 营业总收入1.64亿元，同比上升5.97%，第二季度归母净利润2795.44万元，同比下降16.25%。本报告期 科德数控应收账款上升，应收账款同比增幅达63.36%。 本次财报公布的各项数据指标表现一般。其中，毛利率38.67%，同比减9.19%，净利率16.64%，同比减 11.98%，销售费用、管理费用、财务费用总计4095.57万元，三费占营收比13.9%，同比减0.18%，每股 净资产13.99元，同比减18.46%，每股经营性现金流1.24元，同比增730.72%，每股收益0.46元，同比减 9.18% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.56亿 | 2.956Z | 15.24% | | 归母净利润(元) | 4844.09万 | 4905.64万 | 1.27% | | ...

证券日报网讯8月22日晚间，沈阳机床（000410）发布公告称，近期，公司全资子公司沈阳机床中捷友 谊厂有限公司以现金方式收到两笔与收益相关的政府补助资金共计321.1万元。 ...

Group 1: Revenue and Profit Performance - The company achieved a revenue of 295 million yuan in H1 2025, representing a year-on-year increase of 15.24% [1] - The net profit attributable to shareholders was 49 million yuan, up 1.27% year-on-year, while the net profit excluding non-recurring items was 36 million yuan, down 7.43% year-on-year [1] - In Q2 2025, the company reported a revenue of 164 million yuan, a year-on-year increase of 5.97%, but the net profit attributable to shareholders decreased by 16.25% [1] Group 2: Gross Margin and Expense Management - The gross margin for H1 2025 was 38.67%, down 4.73 percentage points year-on-year, with Q2 2025 gross margin at 37.72%, down 5.62 percentage points year-on-year [2] - The decline in gross margin was attributed to changes in accounting policies and an increase in the proportion of lower-margin automated production line revenue [2] - The company maintained a good control over operating expenses, with a period expense ratio of 20.4%, a decrease of 0.7 percentage points year-on-year [2] Group 3: Workforce and Cash Flow Improvement - As of the end of H1 2025, the proportion of technical personnel in the company increased to 31%, up 6.90% year-on-year, indicating increased market demand [3] - The net cash flow from operating activities improved to 165 million yuan, a significant recovery from a negative cash flow of 20 million yuan, primarily due to increased cash receipts from sales and government R&D funding [3] Group 4: Market Expansion and Product Recognition - The company is steadily expanding its market presence, particularly in the aerospace sector, establishing partnerships with multiple new users and contributing to domestic machine tool breakthroughs [4] - The company has made significant strides in the civil sector, achieving breakthroughs in low-altitude economy and new energy vehicles, with notable order growth for its DeChuang series products [4] - The company’s products, including the new six-axis five-linkage blade processing center, have gained high recognition from both new and existing customers, reflecting the company's strong technical capabilities [4] Group 5: Profit Forecast and Investment Rating - The company has adjusted its net profit forecasts for 2025-2027 to 138 million yuan (previously 170 million yuan), 187 million yuan (previously 215 million yuan), and 243 million yuan (previously 276 million yuan) [4] - The current stock price corresponds to dynamic P/E ratios of 61, 45, and 34 times for the respective years, maintaining an "overweight" rating due to the company's leading position in the five-axis machine tool sector [4]

消息面上，津上机床中国今年6月披露的2025财年（2024年4月-2025年3月）年报显示，公司实现纯利 7.82亿元人民币，同比增长63%；收入42.62亿元，同比增长36.6%。公司执行董事兼常务副总经理李泽 群表示，新财年销售收入将挑战50亿元，有望超越2022财年创下新高。公司对AI液冷接头、汽车电动 制动系统等新市场的开拓，预料可带动收入增长。 智通财经APP获悉，津上机床中国(01651)涨超7%，截至发稿，涨7.28%，报28.58港元，成交额7925.53 万港元。 据悉，津上机床中国持续丰富生产线，对现有机型优化设计，同时积极布局人形机器人、医疗、AIDC 液冷等新兴下游领域，公司产品可用于行星滚珠丝杠、机器人灵巧手加工，主要对应设备为自动车床、 刀塔车床、滚丝机和螺纹磨床。东北证券此前指出，下游产业升级叠加设备更新政策推动，高端机床国 产化持续提速。此外，人形机器人量产带动核心零部件需求，机床设备增量空间有望达到百亿。 ...