潮新闻客户端 通讯员 杨洋 今年以来，面对全球贸易环境的不确定性，宁波市镇海区出口企业展现强劲韧性。税收数据显示，1-10月全区出口总额达302.7亿元，同比增长5.3%。这份 逆势增长的成绩单背后，正是镇海区税务部门助力出口企业将合规理念深度嵌入经营日常，为企业"走出去"筑牢税务安全屏障。 宁波杜亚机电技术有限公司的窗帘电机产品，凭借标准化的罗马帘、香格里拉帘、蜂巢帘电机，长期占据欧美市场，深受当地客户青睐。然而今年上半年， 中美贸易摩擦升级令企业经营压力骤增，采购商纷纷缩减订单或转向替代供应商，直接导致美国订单的下滑。 由于企业生产的电机规格完全按欧美标准设计，若要转内销，需要耗费大量成本和精力来调整生产线和产品。因此，企业将目光对准了欧洲市场，设法开发 新客户。 同样面临海外市场转型挑战的，还有宁波家联科技股份有限公司。此前，该企业70%以上的外销订单依赖美国市场。去年以来，为优化全产业链布局、拓展 海外市场，企业在泰国投产了分公司，计划将其作为生产基地面向全球。转型的道路上，如何确保税务合规，成为企业财务负责人刘春波首要考虑的因素之 一。 早在规划到境外设厂之初，企业就围绕股权结构、资金路径、资产布局 ...

（文章来源：证券日报） 证券日报网讯伊之密11月24日在互动平台回答投资者提问时表示，公司注塑机与压铸设备的应用领域比 较广泛，新能源领域也是应用领域之一。在轻量化方向，公司UN系列半固态镁合金成型技术，具备优 异的成形性能与材料利用率。公司会积极把握与公司发展需求契合的合作机会。 ...

资料显示，伊之密股份有限公司位于广东省佛山市顺德高新区(容桂)科苑三路22号，成立日期2004年2 月6日，上市日期2015年1月23日，公司主营业务涉及注塑机、压铸机、橡胶机、高速包装系统及模具、 机器人自动化系统的设计、研发、生产、销售和服务。主营业务收入构成为：注塑机70.41%，压铸机 20.26%，其他4.98%，橡胶注射机4.35%。 截至9月30日，伊之密股东户数3.04万，较上期增加0.44%；人均流通股14923股，较上期减少0.44%。 2025年1月-9月，伊之密实现营业收入43.06亿元，同比增长17.21%；归母净利润5.64亿元，同比增长 17.45%。 11月20日，伊之密涨0.00%，成交额1.04亿元。两融数据显示，当日伊之密获融资买入额1295.97万元， 融资偿还1685.53万元，融资净买入-389.56万元。截至11月20日，伊之密融资融券余额合计5.81亿元。 融资方面，伊之密当日融资买入1295.97万元。当前融资余额5.58亿元，占流通市值的4.99%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，伊之密11月20日融券偿还300.00股，融券卖出1 ...

Core Viewpoint - The stock of Yizhiming has experienced a decline of 2.12% on November 18, with a current price of 24.03 CNY per share, reflecting a total market capitalization of 11.26 billion CNY [1] Financial Performance - For the period from January to September 2025, Yizhiming achieved a revenue of 4.306 billion CNY, representing a year-on-year growth of 17.21% [2] - The net profit attributable to the parent company for the same period was 564 million CNY, showing a year-on-year increase of 17.45% [2] Shareholder Information - As of September 30, 2025, the number of shareholders of Yizhiming reached 30,400, an increase of 0.44% from the previous period [2] - The average number of circulating shares per shareholder decreased by 0.44% to 14,923 shares [2] Dividend Distribution - Since its A-share listing, Yizhiming has distributed a total of 1.192 billion CNY in dividends, with 578 million CNY distributed over the past three years [3] Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 25.55 million shares, an increase of 12.45 million shares from the previous period [3] - Guotou Securities Co., Ltd. is the third-largest circulating shareholder, holding 8.168 million shares, a decrease of 302,000 shares from the previous period [3] - The Southern CSI 1000 ETF is a new entrant among the top ten circulating shareholders, holding 3 million shares [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) with a target price of 39.00 CNY, based on a current price of 24.51 CNY and a target timeframe of 12 months [1][11]. Core Insights - The company has shown steady revenue growth, with a 17.21% year-on-year increase in revenue for the first three quarters, reaching 4.306 billion CNY. The net profit attributable to shareholders also increased by 17.45% to 564 million CNY during the same period [8][11]. - The company is actively expanding its overseas market presence, with injection molding machine exports growing faster than the industry average, particularly in emerging markets like Vietnam and Brazil [8][11]. - The establishment of industry standards for semi-solid magnesium alloy injection molding machines highlights the company's technological leadership and commitment to industry development [6][11]. Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 4.306 billion CNY, with a net profit of 564 million CNY, reflecting a solid growth trajectory [8]. - The gross profit margin for the first three quarters was 31.87%, a decrease of 2.23 percentage points year-on-year, while the net profit margin was 13.36%, down by 0.07 percentage points [8]. - The company is expected to continue its growth, with projected revenues of 5.940 billion CNY in 2025, 7.281 billion CNY in 2026, and 8.612 billion CNY in 2027, alongside net profits of 719 million CNY, 912 million CNY, and 1.084 billion CNY respectively [10][11]. Strategic Initiatives - The company is enhancing its production capabilities through the establishment of smart manufacturing facilities, aiming to improve efficiency and reduce operational costs [9][11]. - A new manufacturing base is being developed in Shunde, with an investment of 374 million CNY to further increase production capacity and responsiveness to orders [9][11]. - The company is also focusing on automation and intelligent production lines to meet customer demands and enhance core competitiveness [9][11].

Core Viewpoint - The company Tuosda, known as "Guangdong's first robot stock," is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy and brand influence while utilizing international capital markets for diversified financing [1][3]. Company Overview - Tuosda was established in 2007 and successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2017, marking a significant milestone in its domestic capital market strategy [3]. - As of the latest closing, Tuosda's total market capitalization is approximately 13.937 billion yuan [3]. Financial Performance - For the first three quarters of 2025, Tuosda reported revenue of 1.688 billion yuan, a year-on-year decline of 24.49%. However, the net profit attributable to shareholders reached 49.9365 million yuan, a significant increase of 446.75%, with the non-recurring net profit at 35.8067 million yuan, up 3969.23% [4]. - The industrial robot and automation application systems segment generated revenue of 545 million yuan, reflecting a year-on-year growth of 2.34%, with a stable gross margin of 36.67% [4]. Product and Technology Development - Tuosda has established itself as a leader in the industrial robot sector, developing a comprehensive range of products including SCARA and six-axis robots, and building proprietary technological barriers in key areas such as controllers and servo drives [4]. - The company has launched various automation solutions, including the "Robot+" initiative, which aims to upgrade non-standard automation equipment into semi-standard or standardized workstations [5]. Industry Trends - The global market for robots is projected to exceed $400 billion by 2029, with embodied intelligent robots expected to capture over 30% of the market share [10]. - The ongoing IPO wave in the robotics sector is characterized by both new entrants and established players seeking to capitalize on technological advancements and market demand [11].

Group 1 - The core viewpoint of the news is that Tai Rui Machinery has seen a stock price increase of 5.38%, reaching 10.97 CNY per share, with a total market capitalization of 3.218 billion CNY [1] - Tai Rui Machinery, established on August 8, 2006, and listed on October 31, 2017, specializes in the manufacturing of plastic injection molding equipment and provides solutions for downstream applications [1] - The main revenue composition of Tai Rui Machinery includes injection molding machines at 94.65%, parts and services at 4.36%, and other supplementary services at 0.99% [1] Group 2 - Among the top ten circulating shareholders of Tai Rui Machinery, one fund from GF Fund Management, the GF ChiNext Index Enhanced A (025195), has entered the list, holding 930,700 shares, which is 0.32% of the circulating shares [2] - The estimated floating profit for GF ChiNext Index Enhanced A today is approximately 521,200 CNY [2] Group 3 - The fund manager of GF ChiNext Index Enhanced A is Sun Di, who has been in the position for 7 years and 338 days, with the fund's total asset size at 3.438 billion CNY [4] - During Sun Di's tenure, the best fund return was 234.15%, while the worst return was -46.52% [4]

Core Viewpoint - TuoSiDa is undergoing a strategic transformation focusing on product enhancement and project contraction, leading to improved performance and plans for an H-share listing in Hong Kong [1][2]. Financial Performance - In the first three quarters of 2025, TuoSiDa achieved revenue of 1.688 billion yuan, a year-on-year decline of 24.49%, while net profit attributable to shareholders reached 49.34 million yuan, an increase of 446.74% [1][6]. - The third quarter saw revenue of 602 million yuan, a year-on-year increase of 17.58%, and net profit of 20.60 million yuan, up 176.93% [1][6]. - For the first half of 2025, revenue was 1.086 billion yuan, down 36.98%, with net profit decreasing by 19.75% [6]. Business Strategy - TuoSiDa is actively adjusting its business structure by reducing the scale of its project-based operations, particularly in the smart energy and environmental management systems sector, which is expected to see a revenue decline of over 50% in 2024 [4][5]. - The company aims to enhance its product lines, including industrial robots, CNC machine tools, and injection molding machines, while decreasing the proportion of project-based business [5][6]. Product Development - On September 12, TuoSiDa launched its first humanoid robot, "Xiao Tuo," targeting the injection molding sector and marking its entry into the humanoid robot market [1][8]. - The company is deepening its "AI + manufacturing" strategy to explore new market opportunities in flexible manufacturing [8]. Business Segments - In the first three quarters of 2025, the industrial robot and automation application systems segment generated revenue of 545 million yuan, a year-on-year increase of 2.34% [7]. - The injection molding machine and related equipment segment achieved revenue of 348 million yuan, maintaining stability with a gross margin increase of 8.55 percentage points [7]. - The CNC machine tool segment reported revenue of 226 million yuan, a growth of 44.29%, although the gross margin decreased by 4 percentage points due to changes in product mix [7].

Group 1 - The company, Tuosida, is in discussions with relevant intermediaries regarding the specific progress of its H-share listing, with details yet to be determined. The H-share listing will not result in changes to the company's controlling shareholder or actual controller [1] - Established in 2007, Tuosida focuses on intelligent equipment driven by artificial intelligence, including industrial robots, five-axis CNC machine tools, and injection molding machines, providing comprehensive smart factory solutions for manufacturing enterprises [1] - As of September 30, 2025, the company has set up approximately 30 offices domestically and has sales and services in over 50 countries and regions globally, enhancing its competitiveness in overseas markets [1] Group 2 - Tuosida has reached over 200,000 customers and has served more than 15,000 clients, including well-known companies such as BOE Technology, Huawei, Luxshare Precision, Foxconn, and CATL [1]

Group 1 - The company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy and brand influence [2] - The company is currently discussing specific details of the H-share listing with relevant intermediaries, and the plan will require approval from the board, shareholders, and regulatory bodies [2] - The company reported a revenue of approximately 1.688 billion yuan for the first three quarters of 2025, a year-on-year decrease of 24.49%, while net profit attributable to shareholders was approximately 49.34 million yuan, a year-on-year increase of 446.75% [2] Group 2 - The increase in profit is primarily due to a 12.38% year-on-year increase in product-related business revenue, with a gross margin of 38.74%, up 2.55 percentage points [3] - Financial expenses decreased by 24.62 million yuan during the reporting period due to the upcoming delisting of the company's convertible bonds on December 25, 2024 [3] Group 3 - As of November 12, the company's stock price closed at 30.1 yuan per share, with a decline of 2.15% [4]