行业研究 证 券 研 究 报 告 机械行业周报（20251208-20251214） 经济会议定调看好工程机械，核聚变领域中 推荐（维持） 标公告密集发布产业化有望提速 重点公司盈利预测、估值及投资评级 | 简称 | 代码 | 股价（元） | | EPS（元） | | | PE（倍） | | PB（倍） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | 2025E | 评级 | | 汇川技术 | 300124.SZ | 73.90 | 2.11 | 2.54 | 3.00 | 35.04 | 29.13 | 24.64 | 6.15 | 强推 | | 法兰泰克 | 603966.SH | 10.97 | 0.60 | 0.77 | 0.94 | 18.30 | 14.34 | 11.63 | 2.49 | 强推 | | 信捷电气 | 603416.SH | 55.10 | 1.83 | 2.30 | 2.7 ...

据天眼查APP显示，无锡信捷电气股份有限公司成立于2008年04月22日，注册资本15713.8633万人民 币。（数据宝） 12月12日信捷电气大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | 业部 | | 4.49 | 247.40 | 55.10 | 0.00 | 中信证券股份有限公司深圳深南中路 | 机构专 | | | | | | 中信大厦证券营业部 | 用 | （文章来源：证券时报网） 信捷电气12月12日大宗交易平台出现一笔成交，成交量4.49万股，成交金额247.40万元，大宗交易成交 价为55.10元。该笔交易的买方营业部为中信证券股份有限公司深圳深南中路中信大厦证券营业部，卖 方营业部为机构专用。 证券时报·数据宝统计显示，信捷电气今日收盘价为55.10元，下跌0.54%，日换手率为1.74%，成交额为 1.34亿元，全天主力资金净流出541.32万元，近5日该股累计上涨1.59%，近5日资金合计净 ...

证券代码：603416 证券简称：信捷电气 公告编号：2025-054 无锡信捷电气股份有限公司 关于竞得土地使用权的公告 二、地块编号 本地块编号为 XDG(BH)-2025-15 号。 三、主要规划指标： 本地块总可建设用地面积约 55,141.3 ㎡，规划用地性质为工业用地一二类 工业用地。 四、土地价款 本地块使用权成交总价为人民币 4,136 万元 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 无锡信捷电气股份有限公司（以下简称"公司"）于 2025 年 11 月 26 日通过 市场竞拍方式取得江苏省无锡市 XDG(BH)-2025-15 号宗地土地使用权，并于 2025 年 12 月 12 日签署《国有建设用地使用权出让合同》。本次竞拍相关事项 已经 2025 年 8 月 26 日召开第五届董事会第十次会议审议通过。现将竞得宗地的 具体情况公告如下： 一、宗地位置 本地块位于无锡市滨湖区胡埭镇刘闾路与翠竹路交叉口西南侧。 五、本项投资的风险分析 本项投资可能受宏观经济、行业政策、项目规划变更及经营管理等因素 ...

格隆汇12月12日丨信捷电气(603416.SH)公布，公司于2025年11月26日通过市场竞拍方式取得江苏省无 锡市XDG(BH)-2025-15号宗地土地使用权，并于2025年12月12日签署《国有建设用地使用权出让合 同》。 ...

格隆汇12月12日丨信捷电气(603416.SH)公布，公司于2025年11月26日通过市场竞拍方式取得江苏省无 锡市XDG(BH)-2025-15号宗地土地使用权，并于2025年12月12日签署《国有建设用地使用权出让合 同》。 ...

证券之星消息，12月9日自动化设备板块较上一交易日下跌1.11%，瑞松科技领跌。当日上证指数报收 于3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。自动化设备板块个股涨跌见下表： 从资金流向上来看，当日自动化设备板块主力资金净流出15.86亿元，游资资金净流入3.44亿元，散户资 金净流入12.42亿元。自动化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) | | --- | --- | --- | --- | --- | --- | | 603416 | 信捷电气 | 57.95 | 4.11% | 4.85万 | 2.84亿 | | 688306 | 均最揭能 | 11.28 | 2.36% | 31.28万 | 3.55 Z | | 002334 | 英威腾 | 8.84 | 2.31% | 37.58万 | 3.32亿 | | 002975 | 博杰股份 | 77.10 | 2.19% | 9.31万 | 7.03亿 | | 300747 | 兒親放光 | 26.29 | 2.06% | 20.54万 | 5 ...

今年以来，我国工业机器人产销维持了较快增长态势。1~10月，我国工业机器人累计产量为60.27 万台/套，同比+28.80%；累计销量为65.27万台/套，同比+42.51%，产销量均已超去年全年。 （责任编辑：张晓波 ） 江海证券表示，展望未来，随着全球经济持续复苏、新兴产业对高精度、智能化、柔性化生产装备 的需求释放，以及国内品牌在海外市场的品牌效应显现等多重因素提振下，国内相关企业将充分受益于 行业持续增长带来的红利。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 12月9日上午，A股三大指数走势分化，上证指数盘中下跌0.13%，办公用品、电子元器件、通信设 备等板块涨幅靠前，林木、贵金属跌幅居前。机床板块持续活跃，截至10:22，机床ETF（159663）上 涨0.20%，成分股鼎泰高科上涨5.35%，信捷电气上涨5.10%，豪迈科技上涨4.08%，宇晶股份上涨 3.35%，英威腾上涨2.55% ...

Investment Rating - The report maintains an investment rating of "Outperform the Market-A" for the humanoid robot industry, indicating an expected return that will exceed the CSI 300 index by 10% or more over the next six months [3]. Core Insights - The Trump administration is accelerating the development of robotics technology, with significant statements from multiple government departments, suggesting a strong governmental push for AI and robotics as part of broader initiatives to enhance the U.S. position in global AI [1]. - Tesla's Optimus robot has demonstrated significant advancements, including a smooth running video and the showcasing of its humanoid dexterous hands at the NeurIPS conference, indicating progress that may lead to the release of Optimus V3.0 in Q1 2026 [2]. Summary by Sections Government Initiatives - The U.S. Commerce Secretary has met with robotics industry executives, emphasizing support for robotics and advanced manufacturing as key to bringing production back to the U.S. [1] - The U.S. Department of Transportation plans to announce a robotics working group, potentially enhancing the industry's development [1]. Tesla's Optimus Developments - On December 3, Tesla's Optimus team released a video showing the Optimus V2.5 robot running smoothly, marking a significant improvement in its movement capabilities [2]. - The humanoid hands of Optimus, featuring 22 degrees of freedom, were showcased at the NeurIPS conference, demonstrating advanced dexterity comparable to human hands [2]. Investment Focus - As the production timeline for Optimus V3.0 approaches, the report suggests focusing on the supply chain related to Tesla, including companies like Sanhua Intelligent Controls, Top Group, and Hengli Hydraulic [3].

Core Points - The Shanghai Composite Index is at 3872.00 points, slightly down by 0.15%, with a total trading volume of 768.58 billion yuan [1] - A total of 24 A-shares have surpassed their annual moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks that have broken through the annual line include Mingzhi Electric, Xinjie Electric, and Tongyi Aerospace, with deviation rates of 3.78%, 3.12%, and 3.11% respectively [1] - Other stocks with smaller deviation rates that have just crossed the annual line include Wanxun Control, Huaxin Shares, and Huazhong CNC [1] Deviation Rate Rankings - The top three stocks with the highest deviation rates are: 1. Mingzhi Electric: 4.01% increase, latest price at 67.10 yuan [1] 2. Xinjie Electric: 5.20% increase, latest price at 54.40 yuan [1] 3. Tongyi Aerospace: 5.99% increase, latest price at 16.28 yuan [1] - Other notable stocks include: - Jingdu Technology: 3.99% increase, latest price at 13.29 yuan [1] - Weiguang Shares: 3.50% increase, latest price at 32.83 yuan [1] Trading Metrics - The trading turnover rates for the top stocks range from 1.10% to 6.29%, indicating varying levels of investor interest [1] - The annual moving average prices for these stocks range from 6.11 yuan to 82.12 yuan, reflecting a diverse set of industries represented [1]

Core Viewpoint - The company held a performance briefing on December 2, 2025, to discuss its Q3 2025 results and future plans, emphasizing its commitment to sustainable development and investor returns [1][2]. Group 1: Performance and Financials - The company reported its Q3 2025 results on October 29, 2025, highlighting its revenue and profit performance [1]. - The company aims to enhance transparency in its profit distribution, particularly regarding cash dividends, to provide stable returns to investors while ensuring sustainable growth [2]. Group 2: Customer Development and Strategy - The company focuses on developing strategic partnerships with key clients across various industries, including robotics, smart mining, and renewable energy, to enhance its market presence [3][4]. - The company has successfully established long-term partnerships with leading clients in multiple high-growth sectors, positioning itself as a quality partner for industry system solutions [3][5]. Group 3: Industry Position and Future Plans - The company is committed to integrating information technology, automation, and industrialization, leveraging its extensive experience to provide comprehensive automation solutions across traditional and emerging sectors [4][5]. - The company plans to expand its focus on the robotics industry, establishing dedicated teams for research and market development, and has already made significant technological advancements in key components for various robotic applications [6]. - The integration of artificial intelligence with automation solutions is a priority, aiming to enhance the company's competitive edge in high-end industrial sectors [6].