Shenyang Machine Tool Co Ltd

The machine tool concept continued to be active in early trading on August 12, with Huadong CNC hitting three consecutive daily limit ups, while Rifa Precision Machinery and Shenyang Machine Tool hit their daily limit ups, and many other stocks rose in tandem. Recently, Pinghu in Zhejiang held the first "Machine Tool Plus" supply-demand matchmaking event for hundreds of industries and thousands of enterprises, releasing the Zhejiang Province Machine Tool Supply List. Five cooperation projects were signed on site, with total procurement value exceeding 100 million yuan. On the supply side, a research report from Zhongtai Securities pointed out that Fanuc and Mitsubishi CNC systems will face shortages starting April 2026, opening a window for domestic independent and controllable alternatives. On the demand side, capital spending is robust in AI computing, semiconductors, and new energy vehicle components, driving a recovery in machine tool demand. In June 2026, domestic metal-cutting machine tool output grew 18.1 percent year-on-year, with cumulative growth of 6.9 percent from January to June. Huachuang Securities believes that the localization of high-end precision ball screws will accelerate, benefiting domestic manufacturers.

Shenyang Machine Tool disclosed its semi-annual performance forecast for 2026, with net profit for the second quarter alone expected to reach 8.84 million to 18.84 million yuan, swinging from a loss to a profit compared to the previous quarter. The company is accelerating its three-dimensional layout of five major market regions plus multiple key industries, with order volumes stabilizing and rebounding in the second quarter, coupled with internal cost reduction and efficiency improvement measures, supporting a sequential improvement in operations. In March this year, the company launched nine new products across four categories in one go, among which the VMU40AM additive-subtractive integrated vertical five-axis machining center filled a domestic gap, and the GMC2550wsμ moving-table moving-beam gantry five-face machining center broke a foreign monopoly. On July 2, the company delivered its one-thousandth combined production line to Suzhou Lyukon Transmission Technology, marking a strategic transformation from a single equipment supplier to a smart manufacturing solution provider.