Company Overview - The company is named Guangdong Genesis Intelligent Equipment Group Co., Ltd. and is registered in Dongguan, Guangdong Province with a registered capital of RMB 1,664.862589 million [1] - The company operates in the general equipment manufacturing industry and its business scope includes manufacturing specialized equipment, technical services, and sales of various products including industrial robots and medical devices [1] Financial Reporting Basis - The financial statements are prepared based on the assumption of going concern and comply with the latest accounting standards issued by the Ministry of Finance [1][2] - The accounting period for the company runs from January 1 to December 31 each year [1] Important Accounting Policies - The company follows the enterprise accounting standards and has established criteria for determining the significance of various financial items, such as recognizing receivables exceeding 0.5% of total assets as significant [1][2] - The company uses historical cost, replacement cost, net realizable value, present value, and fair value as measurement attributes for its financial reporting [1][2] Consolidation and Control - The company determines the scope of its consolidated financial statements based on control, which is defined as having power over the investee and the ability to influence returns [5] - The company applies the equity method for long-term equity investments in entities where it has significant influence but does not control [19][21] Financial Instruments - Financial assets are classified based on the company's business model and cash flow characteristics, including those measured at amortized cost and those measured at fair value [9][11] - The company recognizes expected credit losses for financial assets based on a simplified model, ensuring that loss provisions are made for the entire duration of the financial instruments [13][15] Inventory and Contract Assets - Inventory is measured at the lower of cost and net realizable value, with a perpetual inventory system in place [16] - Contract assets are recognized when the company has transferred goods or services to customers and has the right to receive payment [17] Non-current Assets and Discontinued Operations - Non-current assets held for sale are measured at fair value less costs to sell, and impairment losses are recognized if the carrying amount exceeds this fair value [18] - The company defines discontinued operations as components that represent a separate major line of business or geographical area that has been disposed of or classified as held for sale [18]

Company Overview - Guangdong Create Century Intelligent Equipment Group Co., Ltd. is engaged in the manufacturing of specialized equipment, including CNC machine tools and industrial robots [8][19] - The company was established on April 11, 2003, and listed on May 20, 2010, with a total share capital of 1,664,862,589 shares [8][9] - The controlling shareholder is Mr. Xia Jun, who holds 13.64% of the shares directly, along with his concerted actions, totaling 15.10% [9] Fundraising and Stock Issuance - The company plans to issue A-shares to specific investors, raising up to 550 million yuan, with the issuance price set at 5.45 yuan per share [1][2] - The funds raised will be used to supplement working capital and repay bank loans [1][2] - The issuance will not change the actual control of the company or affect its listing conditions [1][2] Industry Characteristics - The CNC machine tool industry is characterized as capital and technology-intensive, with significant barriers to entry due to the need for advanced technology and substantial investment [16][17] - The industry plays a crucial role in the national economy, supporting sectors such as aerospace, automotive, and electronics [14][19] - The market for CNC machine tools is expanding, driven by the demand for high precision and automation in manufacturing processes [14][19] Market Trends - The CNC machine tool market in China is expected to grow, with a projected increase in the CNC penetration rate from 33% to 64% by 2025 [19][20] - The industry is experiencing a shift towards high-end, high-value products, as China transitions from a manufacturing powerhouse to a manufacturing stronghold [20] - The global economic environment and international trade tensions may impact the demand for machine tools, particularly from major clients in the consumer electronics sector [2][3] Financial Performance - The company's gross profit margin has shown stability, with rates of 26.51%, 21.52%, 23.08%, and 23.03% over recent periods [4] - The company reported accounts receivable of 1,578.21 million yuan, with a significant increase in bad debt provisions due to client defaults [3][4] - Inventory levels have been a concern, with values of 1,637.13 million yuan and 1,295.15 million yuan reported, indicating potential cash flow issues [4][5]

领益智造则展示了更完整的解决方案能力。这家消费电子结构件巨头已向人形机器人客户提供头部总成、灵巧手总 成等核心组件，并在整机组装环节形成成熟经验。其模具开发精度达0.005mm级，可满足机器人关节部件的高精度 加工需求。 创世纪的布局更具前瞻性。公司针对人形机器人关节部件加工需求，升级五轴联动加工中心等设备，推出定制化产 品矩阵。据披露，其机器人相关产品收入已实现快速增长，并与多家产业链客户建立合作。 二季度以来，人形机器人产业链成为资本市场的"顶流"赛道。东方财富Choice数据显示，中控技术、兆威机电、蓝 思科技等52家产业链企业累计接待超千家机构调研，单家公司最高调研频次达390次，折射出资本市场对机器人产 业化的强烈预期。 产业化进程提档，工业场景落地成共识 在调研名单中，中控技术以390家机构调研量居首。这家工业自动化龙头正加速机器人赛道布局：2024年作为第一 大股东参与浙江人形机器人创新中心建设，年内连续发布两款自研整机产品。其"领航者2号NAVIAI"即将接入 DeepSeek的多模态模型Janus Pro，标志着人形机器人向具身智能迈出关键一步。据公司透露，首款产品已落地某石 化企业实验室， ...

投资者关系活动记录表 证券代码：300083 证券简称：创世纪 编号：2025-004 投资者关系活动记录表 投资者关系活动主 要内容介绍 加工中心等高端产品的销量同比实现增长。 （2）随着 3C 行业的持续复苏，新能源汽车市场持续渗透，人工智能、低空经济、人形 机器人等新兴经济领域的快速发展，未来公司将继续巩固优势业务市场占有率，积极推进五 轴机床产品和海外市场发展，持续关注新兴产业崛起带来的新机会。 1）持续巩固核心产品的市场占有率，增强公司盈利能力。巩固在 3C 和通用领域的竞争 优势和市场占有率，强化钻攻机产品向五轴高端化升级，推进该产品在大 3C 领域的进口替 代，打造国际品牌。 2）丰富产品线，持续拓宽新能源和新兴经济领域应用赛道的布局。丰富公司卧加、立 加、车床、龙门、五轴等产品线，以适应市场多元化需求。密切关注新兴行业发展趋势，以 新能源和人形机器人、人工智能、低空经济等新兴经济领域应用为战略增长极，通过"技术 升级+场景定制"双引擎驱动业务拓展，为目标市场客户提供具有竞争力的产品和整体解决 方案。 3）深化技术创新驱动发展战略，加大产品矩阵建设及核心技术自主化力度。在研发投入 布局上，着重加 ...

Core Viewpoint - The company is experiencing strong demand growth in emerging economic sectors such as consumer electronics, new energy, and humanoid robots, leading to a saturated order book and good capacity utilization [1] Financial Performance - In 2024, the company achieved operating revenue of 4.605 billion yuan, a year-on-year increase of 30.49% - The net profit attributable to shareholders reached 237 million yuan, up 22.00% - The net profit after deducting non-recurring gains and losses was 202 million yuan, showing a significant increase of 212.32% [1] Business Overview - The company's main business involves the research, production, and sales of CNC machine tools, which are essential for modern industrial development and widely used in various sectors including consumer electronics, 5G communication, semiconductors, and new energy vehicles [1] - The CNC machine tool industry in China is recovering due to accelerated manufacturing transformation, replacement demand, and import substitution [1] Emerging Market Focus - The company is closely monitoring trends in the humanoid robot sector and has established partnerships with clients and component manufacturers in this field [2] - The current contribution of the humanoid robot business to overall sales is relatively small, but it is in the expansion phase [2] Product Development and Innovation - To meet the precision processing needs of humanoid robot components, the company has customized and upgraded existing machining centers and launched several tailored products, resulting in rapid revenue growth from these products [2] Quarterly Performance - In Q1, the company reported operating revenue of 1.048 billion yuan, a year-on-year increase of 22.37% - Net profit for the quarter was approximately 98.26 million yuan, up 66.51% [3] - The growth was attributed to the recovery in the consumer electronics sector and increased orders for high-end products [3] Cash Flow and Accounts Receivable - The company reported a net cash flow from operating activities of 256.07 million yuan, a significant increase of 233.18% year-on-year [3] - The company aims to enhance accounts receivable management in 2025 to improve cash collection efficiency [3] Strategic Development - The company is focusing on a dual growth model of "internal growth and external development" and has established a dedicated investment department for industry chain investments [4] - Investments have been made in several companies within high-end CNC machine tools, intelligent control systems, and precision stamping molds, which possess significant advantages in advanced technologies [4]

投资者关系活动记录表 证券代码：300083 证券简称：创世纪 编号：2025-003 | 投资者关系活动 | 特定对象调研 □分析师会议 | □新闻发布会 | | --- | --- | --- | | | □媒体采访 业绩说明会 | 其他（电话会议/网络会议） | | 类别 | □现场参观 □路演活动 | | | | 瑞银证券（杜佳怡）、博时基金（谢泽林）、东北证券（凌展翔）、长城基金（林皓 | | | | ）、大家资产（陈美玲）、银河证券（王霞举）、国寿资管（龚诚）、华夏基金（乌 | | | | 焕强）、财通资管（何智超、郭琦）、民生银行（杨桐）、长江养老（王正鹤）、国 | | | | 寿安保（韩涵）、中信证券（林峰）、东吴证券（周尔双、钱尧天）、中信期货（魏 | | | | 巍）、宝盈基金（李巍宇）、兴业证券（郭亚男）、银河基金（施文琪）、平安证券 | | | | （李峰）、华泰资管（陈少楠）、上海证券（姚翔）、西部证券（牛先智）、中英人 | | | | 寿保险（祁诗皓）、方正证券（周小锋、赵璐、于化鹏）、东方资管（蒋蛟龙）、复 | | | | 星保德信（李心宇）、中银基金（王寒）、通用技术创投 ...

根据市场公开信息及4月24日披露的机构调研信息，知名私募复胜资产近期对2家上市公司进行了调研， 相关名单如下： 个股亮点：公司实现了行业内领先的智能化制造计划，贯穿公司生产制造各环节，极大的提高了生产制 造效率 机构简介： 上海复胜资产管理合伙企业（有限合伙）成立于2015年，是国内首批以研究驱动为导向的阳光私募基金 管理公司。公司目前纯权益管理规模超过60亿。公司核心投研团队有16年以上大陆、香港、美国三地投 资经验，主要基金经理均有国内顶级公募投资经验。我们秉持"复利致胜"的原则，坚持业绩驱动投资， 重视投资的可持续性，致力为投资者获取长期的稳健收益。公司凭借优异的成绩，曾获中国证券报2019 年度第十一届三年期金牛私募投资经理（股票策略）、2020/2021年度第十一届金阳光•年度成长私募奖/ 十二届金阳光•三年卓越私募公司奖、2021第二届新财富最佳私募投资经理、2020英华奖中国私募基金 人气奖、2019/2020年度证券时报"金长江奖"绝对回报私募基金产品（三年期）以及2017年度（第十二 届）中国私募基金风云榜创业新锐奖，同年基金经理陆航荣获排排网股票策略最近一年全国地区收益组 十强，上海地区冠 ...