重型液压成形机床
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【私募调研记录】岳瀚资产调研沈阳机床
Zheng Quan Zhi Xing· 2025-05-30 00:13
Group 1 - The core viewpoint is that Shenyang Machine Tool has received approval from the CSRC for a major asset restructuring, which aims to optimize its product matrix and enhance competitiveness and profitability [1] - The company is in the process of completing legal procedures such as business changes, asset delivery, and new stock listing, while continuing to promote fundraising [1] - Future plans include restoring classic products, creating flagship products, and providing comprehensive solutions, along with multiple special plans to strengthen high-end CNC machine tools and increase heavy hydraulic forming machine tools [1] Group 2 - The industry is experiencing significant development opportunities driven by policy support, upgraded market demand, and technological innovation, with an increase in domestic production rates and key demand areas [1] - The company has an independent marketing department and team, utilizing a combination of direct sales and distribution to deepen market penetration [1] - By 2025, the company aims to maintain steady progress, focus on its main business, advance product upgrades and structural adjustments, expand the market, enhance quality management, deepen lean management, and improve supply chain efficiency [1]