证券日报网2月26日讯，日发精机（002520）在接受调研者提问时表示，数控螺纹磨床主要用于加工新 能源汽车、人形机器人、工业母机、工量具、工业自动化等行业的高精度丝杆和螺母，效率高且精度符 合客户要求，获得了客户的认可。因此，公司已具备了用于丝杆、螺母加工的高精数控螺纹磨削设备的 生产能力。目前，市场开拓如期推进并取得一定的进展，已与部分客户如贝斯特（300580）、五洲新春 （603667）、三联锻造（001282）等签署合同或达成战略合作，同时与一些意向客户正在进行技术交 流、洽谈合作事宜。用于丝杆、螺母的内、外螺纹磨床已向部分客户交付使用，用于螺母加工的专用磨 床已向部分客户交付使用。上述数控磨削设备因部分下游行业如人形机器人仍处于早期阶段，尚未大规 模量产，距离产业化增长仍需一定时间，因此数控磨削设备尚未实现持续产能释放，敬请广大投资者务 必注意投资风险。公司将重点跟踪下游客户和最终用户的技术发展路线，将相关领域的产品研发作为未 来发展的重点方向。 ...

| 地点 上海及线上 | | | --- | --- | | 上市公司接 | 公司董事会秘书祁兵先生 | | 待人员 | | | | 一、公司董事会秘书祁兵先生对公司发展历程及当前经营情况作 | | | 了简单介绍。 | | | 二、投资者与公司主要交流内容 | | | 1、公司备受外界关注的数控螺纹磨设备的进展情况？ | | | 答：数控螺纹磨床主要用于加工新能源汽车、人形机器人、工业 | | | 母机、工量具、工业自动化等行业的高精度丝杆和螺母，效率高 | | | 且精度符合客户要求，获得了客户的认可。因此，公司已具备了 | | | 用于丝杆、螺母加工的高精数控螺纹磨削设备的生产能力。目前， | | 投资者关系 | 市场开拓如期推进并取得一定的进展，已与部分客户如贝斯特、 | | 活动主要内 | 五洲新春、三联锻造等签署合同或达成战略合作，同时与一些意 | | 容介绍 | 向客户正在进行技术交流、洽谈合作事宜。用于丝杆、螺母的内、 | | | 外螺纹磨床已向部分客户交付使用，用于螺母加工的专用磨床已 | | | 向部分客户交付使用。上述数控磨削设备因部分下游行业如人形 | | | 机器人仍处于早期阶段，尚 ...

Core Viewpoint - The stock of Dayang Machinery (002520.SZ) experienced a significant increase, closing at 6.71 yuan with a 10.00% rise on February 12, 2026, driven by positive developments in its business operations and strategic asset management [1][2]. Group 1: Stock Performance - On February 12, 2026, Dayang Machinery's stock reached a closing price of 6.71 yuan, marking a 10.00% increase [1]. - The net inflow of main funds on that day was 252 million yuan, accounting for 31.75% of the total trading volume [1]. Group 2: Business Developments - The company's CNC thread grinding machines have been successfully applied in humanoid robots and new energy vehicles, leading to collaborations with several clients [2]. - Dayang Machinery has completed the equity transfer of Italian company MCM and sold assets worth approximately 155 million yuan to focus on its core high-end equipment business [2]. Group 3: Financial Outlook - The company anticipates a net loss attributable to shareholders of 260 million to 380 million yuan for 2025, which represents an improvement compared to the same period in 2024 [2]. - However, the expected net loss excluding non-recurring gains and losses is projected to be between 1.1 billion and 1.6 billion yuan, indicating an increase in losses [2]. Group 4: Risks and Market Conditions - The company has faced consecutive years of losses, and the projected increase in net loss excluding non-recurring items suggests ongoing pressure on its core business [3]. - The stock has shown significant volatility recently, with a rolling price-to-earnings ratio (TTM) being negative and substantially higher than the industry average, prompting trading risk warnings from the exchange [3]. - The final outcome of the overseas subsidiary Airwork's disposal remains uncertain, which could impact future performance [3].

Group 1: Company Overview - Zhejiang Rifa Precision Machinery Co., Ltd. is a leading supplier in the bearing manufacturing equipment sector, with a strong market share in China [3] - The company has developed a comprehensive solution provider for cold processing, covering various product lines including CNC grinding machines and assembly lines [3] Group 2: Product Offerings - Rifa's product range includes seven major series such as bearing grinding automatic lines, CNC thread grinders, and CNC lathes, catering to diverse industries including automotive and aerospace [3][4] - The CNC thread grinding equipment is designed for high-precision applications in sectors like new energy vehicles and industrial automation, with ongoing market expansion [4] Group 3: Development Plans - The company aims to focus on R&D, improve product details, and enhance production efficiency to create high-precision and intelligent products [4] - Future development will prioritize tracking technological advancements in downstream clients and enhancing product development in relevant fields [4] Group 4: Strategic Decisions - The sale of the stake in Italian company MCM is part of a strategic move to optimize asset structure and concentrate resources on core business areas [4][5] - This strategic decision is expected to support the company's long-term development and align with its strategic planning [5]

（编辑 王雪儿） 证券日报网1月22日讯 ，日发精机在接受调研者提问时表示，数控螺纹磨床主要用于加工新能源汽车、 人形机器人、工业母机、工量具、工业自动化等行业的高精度丝杆和螺母，效率高且精度符合客户要 求，获得了客户的认可。因此，公司已具备了用于丝杆、螺母加工的高精数控螺纹磨削设备的生产能 力。目前，市场开拓如期推进并取得一定的进展，已与部分客户如贝斯特、五洲新春、三联锻造等签署 合同或达成战略合作，同时与一些意向客户正在进行技术交流、洽谈合作事宜。用于丝杆、螺母的内、 外螺纹磨床已向部分客户交付使用，用于螺母加工的专用磨床已向部分客户交付使用。上述数控磨削设 备因部分下游行业如人形机器人仍处于早期阶段，尚未大规模量产，距离产业化增长仍需一定时间，因 此数控磨削设备尚未实现持续产能释放，敬请广大投资者务必注意投资风险。公司将重点跟踪下游客户 和最终用户的技术发展路线，将相关领域的产品研发作为未来发展的重点方向。 ...

南财智讯1月22日电，日发精机在投资者关系活动中表示，公司数控螺纹磨床主要用于新能源汽车、人 形机器人、工业母机等行业的高精度丝杆和螺母加工，具备高效率和高精度优势，已获得客户认可。目 前公司已与贝斯特、五洲新春、三联锻造等客户签署合同或达成战略合作，部分内外螺纹磨床及螺母专 用磨床已交付使用。由于部分下游应用领域尚处早期阶段，产业化放量仍需时间，相关设备尚未实现持 续产能释放。 ...

编号：2026-01 证券代码：002520 证券简称：日发精机 浙江日发精密机械股份有限公司 投资者关系活动记录表 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 □其他 参与单位 名称 1、华创证券有限责任：范益民、丁祎、陈宏洋 2、太平资产管理有限公司：朱云、赵洋 3、中金资产管理有限公司：韩诚 4、浦银安盛基金管理有限公司：邹江渝 5、上海瀛赐私募基金管理有限公司：胡小骏 6、诺德基金管理有限公司：牛致远 7、路博迈基金管理（中国）有限公司：范适 8、国投瑞银基金管理有限公司：李耀徽 9、天风证券股份有限公司上海证券自营分公司权益投资部：杜玙 10、上海康橙投资管理股份有限公司：谭飞 11、上海浦东科技创业投资有限公司：王佳璇 12、上海大筝资产管理有限公司：宋博雅 13、北京中成博泰投资管理有限公司：卢慧 14、上海贝寅私募基金管理有限公司：杨兆媛 | | 15、中财招商投资集团商业保理有限公司：周康 | | --- | --- | | | 16、上海厚港私募基金管理有限公司：刘冠 | | | 17、厦门中略投资管理有限公司：姚迪 ...

Core Insights - Chen Ailian, the former chairwoman of Wanfeng Aowei, has successfully built a multi-billion dollar empire in the automotive and aviation sectors, demonstrating exceptional foresight and adaptability in her business ventures [1][4][6] - The Chen family has established a significant presence in the A-share market through three listed companies: Wanfeng Aowei, Rifa Precision Machinery, and Paislin, each operating in different segments of the manufacturing industry [3][9] Company Overview - Wanfeng Aowei has evolved from a motorcycle wheel hub manufacturer to a leading supplier of aluminum and magnesium alloy components, with a production capacity of over 42 million lightweight alloy wheels annually [8] - The company has also made significant strides in the general aviation sector, acquiring Diamond Aircraft in Canada and establishing a comprehensive global presence in aircraft manufacturing [6][8] Financial Performance - For the first three quarters of 2025, Wanfeng Aowei reported revenues of 11.42 billion yuan, a year-on-year increase of 0.40%, and a net profit of 729 million yuan, reflecting a growth of 29.38% [6] Strategic Developments - Under the leadership of Chen Ailian's son, Chen Bin, Wanfeng Aowei has adopted a dual-engine development strategy focusing on automotive components and general aviation, positioning itself as a global leader in both sectors [6][8] - Rifa Precision Machinery, led by Chen Ailian's eldest son, Wu Jie, is focusing on high-end manufacturing, particularly in smart machine tools and aerospace equipment, despite facing challenges in its aviation segment due to external economic factors [9][10] Industry Trends - The shift towards lightweight materials in the automotive industry is being capitalized on by Wanfeng Aowei, which is enhancing its production capabilities to meet the demands of major automotive manufacturers [8] - Paislin, under the leadership of Wu Jinhua, is transitioning from traditional manufacturing to high-end intelligent manufacturing, aligning with industry trends towards automation and smart production systems [11][12][13]

Core Viewpoint - Zhejiang Rifa Precision Machinery Co., Ltd. recently conducted a roadshow to engage with institutional investors, discussing the company's operational status, core product advancements, and strategic planning [1][2]. Group 1: Investor Engagement - The roadshow attracted participation from 14 institutions, including major securities firms and asset management companies, indicating strong interest in the company's developments [2]. - The company’s Secretary of the Board, Qi Bing, provided insights into the company's performance and future direction during the discussions [2]. Group 2: Core Product Development - The focus was on the progress of the CNC thread grinding machine, which is utilized in high-precision applications across various industries, including new energy vehicles and humanoid robots [3]. - The company has established production capabilities for high-precision CNC thread grinding equipment and has made progress in market expansion, signing contracts with key clients such as Best and Sanlian Forging [3]. - However, the humanoid robot sector remains in its early stages, and large-scale production of related CNC grinding equipment is still anticipated to take time [3]. Group 3: Subsidiary Product Matrix - The company’s subsidiaries, Rifa Gride and Rifa Nippon, have a comprehensive product matrix covering grinding and cutting tools, with a strong presence in the aerospace sector [4]. - Rifa Gride focuses on CNC grinding machines and production lines, while Rifa Nippon specializes in cutting machine tools, serving various industries including traditional machinery and aerospace [4]. Group 4: Business Strategy - The company aims to become a benchmark enterprise in the intelligent manufacturing sector, focusing on high-precision and intelligent products [5]. - The strategy emphasizes leading with mainframe business, supporting high-end manufacturing, and leveraging intelligent manufacturing as a breakthrough point [5]. - Continuous improvement in machine quality and production efficiency is a priority to enhance market competitiveness and brand influence [5].

Group 1: Company Overview - Zhejiang Rifa Precision Machinery Co., Ltd. is focused on high-precision CNC grinding equipment for various industries, including new energy vehicles and industrial automation [3] - The company aims to become a benchmark enterprise in the intelligent manufacturing sector, emphasizing market-driven strategies and differentiated competition [4] Group 2: Product Development - The company has developed high-precision CNC thread grinding machines, which have received recognition from clients such as Best, Wuzhou New Spring, and Sanlian Forging [3] - Rifa's product lines include CNC grinding machines and production lines, covering seven major series, such as bearing grinding lines and CNC lathes [4] Group 3: Market Strategy - The company is actively expanding its market presence and has signed contracts or established strategic partnerships with several clients [3] - Future plans include focusing on core business research and development, improving product quality, and enhancing production efficiency [5] Group 4: Investment Risks - Investors are cautioned about potential risks, as some downstream industries, like humanoid robotics, are still in early stages and have not yet achieved large-scale production [3]