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【私募调研记录】和聚投资调研日发精机
Zheng Quan Zhi Xing· 2025-06-23 00:10
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]
日发精机(002520) - 2025年6月12日至6月19日投资者关系活动记录表
2025-06-20 06:14
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]
日发精机:多业务协同发展 砥砺前行迈向高端制造新征程
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 ...