Group 1 - The core viewpoint of the news highlights the recent investigation by well-known private equity and investment firms into a listed company, specifically focusing on the advancements and challenges faced by the company in the high-end equipment manufacturing sector [1] - The company, Rifa Precision Machinery, has developed CNC grinding equipment for screw and nut processing, showing progress in market expansion but has not yet achieved sustained capacity release [1] - The company plans to focus on the development of high-end equipment manufacturing in the coming years, aiming to create more niche markets [1] Group 2 - The private equity firm, Beijing Heju Investment Management Co., Ltd., was established in 2009 and has managed multiple private equity products, being one of the first special members of the China Securities Investment Fund Association [2] - The investment team at Heju consists of professionals with over ten years of experience from well-known securities research and investment institutions, emphasizing a proactive management style and a steady investment approach [2] - Heju Investment has received multiple industry awards, including the "Golden Bull Award" for private equity management companies, reflecting its strong governance structure and commitment to professional investment practices [2]

Group 1: Company Overview - Zhejiang Rifa Precision Machinery Co., Ltd. is listed under stock code 002520 and is known as Rifa Precision Machinery [1] - The company has a focus on high-end equipment manufacturing and aims to develop more niche markets in the coming years [5] Group 2: Investor Relations Activity - The investor relations activity took place from June 12 to June 19, 2025, in Shanghai, Beijing, and Hangzhou [4] - Participants included representatives from various financial institutions, such as Huaxi Securities and Western Gain Fund Management [2][3] Group 3: Product Development and Market Progress - The company has made progress in the development of CNC thread grinding machines, which are used in industries like electric vehicles and humanoid robots [4] - Contracts have been signed with clients such as Best and Wuzhou Xinchun, and technical discussions are ongoing with potential clients [4] - As of now, CNC grinding equipment has been delivered to several clients, although large-scale production in downstream industries is still in early stages [4] Group 4: Future Directions and Challenges - Rifa Precision Machinery plans to focus on the technological development routes of downstream clients and prioritize product R&D in relevant fields [4] - The company is also involved in the production of bearing processing equipment for reducers, serving numerous reducer manufacturers [5] - The Airwork company's aircraft insurance claim is still under negotiation, with no consensus reached yet [5]

根据市场公开信息及6月11日披露的机构调研信息，知名私募明泽投资近期对1家上市公司进行了调研， 相关名单如下： 1）日发精机 （安徽明泽投资管理有限公司参与公司路演活动） 调研纪要：公司在机床行业深耕多年，秉承"重点赛道占头部、核心业务上规模，成为智能制造领域的 标杆企业"的远景目标，积极响应国家创新驱动发展战略的号召，加大自主研发投入，推动关键技术攻 关，持续进行研发创新和产品升级迭代，奠定了在轴承装备领域业务和产品的竞争优势，在精度和性能 方面达到国内领先水平，受到客户和业内专家的高度评价。数控螺纹磨床于 2023 年研发完成，用于加 工新能源汽车、人形机器人、工业母机等行业的丝杆与螺母，高效且精度符合客户要求，获得了客户的 认可。麦创姆公司可自主生产 DOCK 系列、ClOCK 系列及 TNK 系列机型，产品涵盖全面，可适应用 户不同精度和加工范围要求。公司将聚焦主业研发，改进产品细节，优化工艺验证，提升机床品质，提 高生产效率，加速实现产品变革。irwork 公司的 5 架飞机目前仍被扣留在俄罗斯境内，继续协商谈判争 取赔偿的同时，也在整理诉讼相关资料和进行诉前的准备工作。 安徽明泽投资管理有限公司于 ...

编号：2025-09 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 日期：6 月 3 至 6 月 5 日，地点：上海（线下+线上） 线下： 1、华泰证券股份有限公司：杨云逍、李倩倩 2、上海蓝墨投资管理有限公司：张中宇 3、海通期货股份有限公司：高为 4、上海粒子跃动私募基金管理有限公司：周立峰 5、东方基金管理股份有限公司：高强 6、国泰海通证券股份有限公司：肖群稀、黄龙、赵国振、蒋志豪、 唐超、王筱丹、曹承浩、商季稳 7、诺安基金管理有限公司：翁启森、杨靖康 8、兴证全球基金管理有限公司 ：黄煜杰 9、国联基金管理有限公司：孙志东 10、摩根摩根士丹利基金管理（中国）有限公司 ：李昂 11、百年保险资产管理有限公司 ：李小宇 | 12、上海方广投资管理有限公司：田航宇 | | --- | | 13、浙江贝乐昇投资管理有限公司：江暘 | | 14、花旗银行（中国）有限公司：费嘉旻、殷意成 | | 15、易方达基金管理有限公司：郑涛岳 | | 16、上海相龙投资管理有限公司：左可 | | 17、山金金控资本管理有限公 ...

4月25日，日发精机（002520）发布2024年年度报告。2024年，公司基于年初的经营目标，挖掘自身优 势资源，积极开拓市场，实现归母净利润较上年同比减亏25.2%。但受海外子公司经营状况的影响，公 司整体营业收入略有下滑，最终录得18.04亿元。 报告期内，面对宏观经济增长放缓、全球贸易摩擦加剧，公司锚定技术强企战略，厚植创新创造沃土， 攻克技术难关，大力开拓国内外市场。报告显示，公司主要子公司日发机床、日发航空装备、意大利 MCM等公司在技术突破和市场拓展上皆取得一定成果，为后续稳定的业绩表现提供了有力支撑。 数控精研厚积薄发启新程 此外，意大利MCM自主研发了拥有技术成熟的监控软件JFMK系统，应用于FMS或多托盘线产品上。 目前，JFMX系统已经能够实现全权和准确地管理生产线，并在无人值守模式下充分利用生产线，实现 柔性化、智能化的生产工厂，为客户提供高效的服务。与此同时，公司完善了产品系列的型谱配置规 划，完成了ClockEVO系列的研发和TankEVO系列的完善，启动了小型卧式加工中心Clock600的研发， 同时按照既定计划继续研发新一代主轴系列、摆头系列等核心部件，形成更加先进的核心部件系 ...