Core Viewpoint - Company has been increasing its penetration in emerging business areas such as semiconductors, aerospace, robotics, and bearings, while optimizing its product structure [1] Semiconductor Sector - Company produces precision processing equipment for the semiconductor industry, covering crystal materials like sapphire, single crystal silicon, and silicon carbide [1] - Main products include various types of crystal flat grinding, round processing, and single/double-sided grinding and polishing processes [1] Aerospace Sector - High-end composite vertical grinding machines have gradually entered the market, with clients including Shenyang Liming Aircraft [1] Robotics Sector - Company's spiral pulling machines are used for processing robot components, such as the gear ring of planetary reducers and the internal tooth grooves of RV reducers [1] Bearing Sector - The competitiveness of the company's grinding and pulling equipment in the bearing field for import substitution is continuously improving, with clients including Luoyang Bearing [1]

Core Viewpoint - The company emphasizes its commitment to technological innovation and development in the high-end grinding and pulling machine sector, showcasing its diverse product offerings and significant R&D investment [1] Group 1: Product Development - The company has developed and produced various types of high-end grinding and pulling machines, including high-precision flat grinding machines, composite vertical grinding machines, guide rail grinders, mortise and tenon pullers, and spiral pullers [1] - The high-precision CNC composite vertical grinding machine has applications in bearing components, aerospace, and mechanical processing, while the mortise and tenon puller is applicable in aerospace, marine, and nuclear power sectors [1] Group 2: Financial Performance - In the first half of 2025, the company's R&D expenses amounted to 22.24 million yuan, representing a year-on-year increase of 29.50%, which accounts for 9.93% of its revenue [1] - The company successfully passed provincial-level new product (new technology) identification and acceptance for three new products in the first half of the year, achieving an overall technology level that meets international advanced standards [1]

证券代码：002903 证券简称：宇环数控 宇环数控机床股份有限公司 投资者关系活动记录表 编号：2025-008 | 投资者关系活 | 特定对象调研 分析师会议 媒体采访 | | --- | --- | | 动类别 | 业绩说明会 新闻发布会 路演活动 | | | 现场参观 其他（电话会议） | | 参与单位名称 | 华福证券、中银国际证券、招商基金、诺安基金、平安基金、天弘基 | | 及人员姓名 | 金、新华基金、国联基金、杭州雀石私募基金、深圳市远望角投资 | | 时间 | 月 日、8 月 日 8 27 28 | | 地点 | 深圳、长沙 | | 上市公司接待 | 副总经理、董事会秘书 易欣 | | 人员姓名 | 证券投资总监、证券事务代表 孙勇 | | | 1、公司半年度经营业绩简介 | | | 年上半年，公司在深耕消费电子和汽车零部件领域的同时， 2025 | | | 加快了在航空航天、精密机械加工、半导体、新材料和机器人等高端 | | | 制造领域的市场布局，进一步优化产品结构，并不断提升制造工艺水 | | | 平与产品质量的稳定性，努力推动业务运营的稳步发展。2025 年 1-6 ...