近日，工信部发布《关于开展城域"毫秒用算"专项行动的通知》。其中提出，加快算力中心间高性能网 络部署，有序推进城域400Gbps及以上、全光交叉等高速光传输系统设备应用，到2027年实现城域中型 及以上算力中心出口400Gbps部署率不低于50%，城域重要站点全光交叉部署率不低于50%。 这些目标和任务的设定，为城域"毫秒用算"的推进提供了清晰的方向和量化标准。一方面，光层单向互 连时延小于1毫秒的要求，将极大提升算力中心之间的数据传输效率，满足对低时延有极高要求的业务 场景，如实时金融交易、远程医疗手术等；另一方面，城域中型及以上算力中心出口400Gbps部署率不 低于50%，将有效提升算力中心的出口带宽，为海量数据的快速传输提供保障，促进大数据、人工智能 等新兴技术的发展和应用。 此外，该专项行动还将带动相关产业链的发展，包括光传输设备制造商、网络解决方案提供商等，为行 业带来新的发展机遇。 渗透各行各业 目前，F5G技术已运用到多个行业领域当中。 制造业在数字化转型过程中，对网络的带宽、时延和可靠性要求极高。F5G技术能够为工厂提供超大带 宽、确定性低时延的网络连接，如中国一汽科技创新基地，其新能源电池 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000988 | 华工科技 | 2.89 | 6.13 | 30392.71 | | 600172 | 黄河旋风 | 10.00 | 17.40 | 22968.92 | | 601608 | 中信重工 | 10.00 | 2.78 | 22949.81 | | 300179 | 四方达 | 19.98 | 23.79 | 20141.96 | | 002278 | 神开股份 | 10.04 | 10.98 | 16064.90 | | 001379 | 腾达科技 | 10.01 | 23.87 | 14209.77 | | 301468 | 博盈特焊 | 19.99 | 21.09 | 10751.66 | | 301200 | 大族数控 | 5.13 | 1.80 | 10325.20 | | 301377 | 鼎泰高科 | 8.72 | 14.86 | 7840.76 | | 002837 | 英维克 | 0.42 | 5.62 | 6978. ...

截至10月20日收盘，F5G概念上涨3.42%，位居概念板块涨幅第3，板块内，34股上涨，中信重工、剑桥 科技、瑞斯康达等涨停，初灵信息、仕佳光子、中际旭创等涨幅居前，分别上涨12.42%、8.16%、 7.87%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300308 | 中际旭 创 | 7.87 | 5.44 | 208717.97 | 8.53 | | 603083 | 剑桥科 技 | 10.00 | 7.79 | 45978.85 | 20.62 | | 000988 | 华工科 技 | 2.89 | 6.13 | 30392.71 | 6.12 | | 601608 | 中信重 工 | 10.00 | 2.78 | 22949.81 | 29.52 | | 300548 | 长芯博 创 | 2.30 | 6.59 | 11152.71 | 6.35 | | 688205 | 德科立 | 2.65 | 6 ...

从资金流向上来看，当日专用设备板块主力资金净流出1.02亿元，游资资金净流出4.46亿元，散户资金净 流入5.48亿元。专用设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001332 | 锡装股份 | 59.32 | -5.45% | 4.43万 | 2.70亿 | | 920158 | 长江能科 | 17.56 | -5.03% | 12.45万 | 26617 | | 920284 | 灵鸽科技 | 38.97 | -4.01% | 7.47万 | 2.986Z | | 600501 | 航天晨光 | 21.43 | -3.56% | 16.29万 | 3.51亿 | | 603698 | 航天工程 | 20.20 | -3.40% | 10.87万 | 2.20亿 | | 001225 | 和泰机电 | 53.90 | -2.73% | 2.91万 | 1.57亿 | | 920475 | 三友科技 | 17.80 | -2.52% | 1.09万 | 19 ...

截至13:28，机器人ETF(562500) 涨1.43%，午后整体呈高位震荡格局。盘面上，ETF成分股中上涨 62只、下跌11只，结构性分化明显，其中中信重工涨停，亿嘉和、凯尔达、海得控制、南网科技等涨幅 均超4%，显示板块仍具活跃度；跌幅前列的东杰智能、景业智能、信邦智能分别回调超2%。成交额约 9.04亿元，成交量超9亿份，市场交投活跃。技术面上，ETF延续短期上行通道并在0.99元附近获得支 撑，短线趋势偏强。 消息方面，永茂泰与国内某头部人形机器人企业签订《战略合作框架协议》，就具身智能机器人执 行器及关节零部件领域进行深入合作探索，共同推出极具性价比的具身智能机器人执行器及关节零部件 并旨在共同制定全球具身智能机器人执行器及关节零部件行业标准。 开源证券表示，2024年开始人形机器人逐步实现"0"到"1"的产业化落地，全球范围内的多家企业开 始加码人形机器人，人形机器人产业化进程将进一步加速。整体来看，人形机器人与智能电动汽车在许 多方面有着较高的重合度，特别是在人形机器人的智能感知和运动控制的行动逻辑也和智能驾驶近似。 同时汽车零部件供应商在这些领域的技术储备，以及量产和品控能力，是那些初创的机 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 301292 | 海科新 | 19.98 | 20.69 | 27.28 | 31.22 | 14.44 | | | 源 | | | | | | | 300626 | 华瑞股 | 20.00 | 15.69 | 11.17 | 12.66 | 13.38 | | | 份 | | | | | | | 300270 | 中威电 子 | 20.00 | 15.20 | 11.28 | 12.42 | 10.11 | | 688772 | 珠海冠 宇 | 13.88 | 6.46 | 23.35 | 25.52 | 9.28 | | 301232 | 飞沃科 技 | 18.35 | 30.92 | 41.36 | 45.15 | 9.15 | | 001267 | 汇绿生 态 | 10.02 ...

Core Viewpoint - The 2025 China (Zhengzhou) Heavy Machinery Equipment Exhibition aims to promote high-quality development in the manufacturing industry through high-end, intelligent, and green innovations, showcasing the latest advancements in heavy machinery and fostering a collaborative industrial ecosystem [1][2]. Group 1: Exhibition Overview - The exhibition covers an area of 32,000 square meters and features over 300 leading companies, including CITIC Heavy Industries, China First Heavy Industries, and others, showcasing the latest developments across the entire industrial chain, including metallurgy, mining machinery, and new materials [2]. - The event serves as a platform for industry collaboration, with forums and exchange meetings scheduled to enhance communication between equipment manufacturers and user industries [5]. Group 2: Industry Insights - The Chairman of the China Heavy Machinery Association emphasized the importance of mastering autonomous heavy equipment for high-quality industrial development, advocating for the creation of a world-class heavy machinery ecosystem [2]. - CITIC Heavy Industries showcased its core achievements in intelligent transformation, including autonomous mining robots capable of replacing approximately 80% of manual labor, with full replacement of skilled workers expected within 2 to 3 years [2]. Group 3: Technological Innovations - The exhibition highlighted advanced equipment integrating smart sensors, remote operation, and energy-saving technologies, moving away from traditional heavy machinery [5]. - The Deputy General Manager of Henan Mining Crane Co., Ltd. introduced an AI-integrated automatic gantry crane system capable of millimeter-level precision, with sales exceeding 128,000 units globally [5]. - Henan Suitong Machinery Co., Ltd. reported an annual revenue of 500 million yuan, with over 50% market share in the subway shield steel structure sector, exporting to over 120 countries [5].

Core Viewpoint - CITIC Heavy Industries has shown significant trading activity with a notable increase in financing and margin trading, indicating strong investor interest and potential growth in the company's stock performance [1][2]. Financing Activity - On October 15, CITIC Heavy Industries recorded a financing buy amount of 95.59 million yuan, with a net financing purchase of 37.12 million yuan after repayments [1]. - The total financing balance reached 617 million yuan, accounting for 2.34% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of investor engagement [1]. - The margin trading data shows a short selling of 7,200 shares and a repayment of 12,500 shares, with a margin balance of 10.80 million yuan, also above the 90th percentile of the past year [1]. Company Overview - CITIC Heavy Industries, established on January 26, 2008, and listed on July 6, 2012, specializes in heavy equipment, engineering solutions, robotics, and energy-saving environmental equipment [1]. - The company's revenue composition includes mining and heavy equipment (56.17%), new energy equipment (20.39%), special materials (18.23%), and robotics and intelligent equipment (5.21%) [1]. Financial Performance - For the first half of 2025, CITIC Heavy Industries reported a revenue of 3.981 billion yuan, reflecting a year-on-year growth of 2.35%, and a net profit attributable to shareholders of 203 million yuan, up 6.39% year-on-year [2]. - The company has distributed a total of 1.099 billion yuan in dividends since its A-share listing, with 304 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 16.02% to 134,900, while the average circulating shares per person increased by 19.07% to 33,732 shares [2]. - Notable institutional holdings include the Huaxia CSI Robotics ETF and the Southern CSI 500 ETF, which have increased their holdings significantly [3].

Core Insights - The 2025 China (Zhengzhou) Heavy Machinery Equipment Exhibition opened on October 15, showcasing over 300 renowned domestic and international heavy machinery companies, with an expected attendance of 140,000 professional visitors [1] Group 1: Exhibition Overview - The exhibition is the only professional event in China's heavy machinery sector, focusing on heavy machinery, intelligent equipment, and green energy [1] - The theme of the exhibition is "Innovation Driven, Chain Moving Future," aiming to lead through innovation and build an industrial ecosystem for high-quality development [2] Group 2: Company Highlights - CITIC Heavy Industries presented its green intelligent mining full-process solution, integrating core equipment such as hoists, crushers, and rotary kilns into a complete high-end intelligent equipment product matrix [2] - The company showcased a range of innovative robot products, including explosion-proof inspection robots and humanoid robots, addressing high-risk operational challenges with technology [3] - In the new materials sector, CITIC Heavy Industries demonstrated its capabilities in high-end new materials, including high-strength steel and special metals, applicable in strategic emerging industries like power and aerospace [3] - The company actively responded to national "dual carbon" goals by presenting vertical axis wind turbine products, which efficiently utilize wind energy in low-speed areas, contributing to green transformation in transportation [4]

Core Insights - The 2025 China (Zhengzhou) Heavy Machinery Equipment Exhibition opened on October 15, showcasing the latest achievements in heavy machinery, intelligent equipment, and green energy, with over 300 renowned domestic and international companies participating [1] Group 1: Company Highlights - CITIC Heavy Industries (601608) presented its comprehensive green smart mining solutions, featuring core equipment such as hoists, crushers, and high-pressure roller mills, forming a complete high-end intelligent equipment product matrix [1] - CITIC Heavy Industries' mineral grinding mills and hoists hold the top domestic market share and rank among the top three globally, recognized as national-level manufacturing champions [1] - The company’s self-developed mining equipment controller integrates high functionality and safety, providing a "smart brain" for mining equipment [1] Group 2: Robotics Innovations - CITIC Heavy Industries showcased a range of special robots, including explosion-proof inspection robots and firefighting reconnaissance robots, emphasizing its leadership in the domestic special robotics industry [2] - The company released unmanned solutions for underground mining and high-rise building firefighting, addressing high-risk operational challenges through technology and scene integration [2] - CITIC Heavy Industries is focusing on a "4+6+N" robotics industry layout, developing four core bases: the "CITIC Micro" operating system, "CITIC Smart" controller, "CITIC Energy" battery, and an intelligent algorithm system [2] Group 3: New Materials Development - CITIC Heavy Industries has made breakthroughs in new materials, particularly in titanium dioxide with particle sizes below 20nm and ultra-high purity processes, leading to the launch of a new self-cleaning photovoltaic glass product [3] - The self-cleaning photovoltaic glass meets high technical standards, with a pencil hardness of 5H and a water contact angle below 5°, making it suitable for various applications beyond photovoltaic power stations [3] - The chairman of CITIC Heavy Industries emphasized the exhibition's goal of fostering innovation and high-quality development within the heavy machinery industry, aiming for global mid-to-high-end market positioning [3]