12月24日，法兰泰克涨5.13%，截至发稿，报11.47元/股，成交1.14亿元，换手率2.54%，总市值45.73亿 元。法兰泰克股价已经连续3天上涨，区间累计涨幅3.9%。 资料显示，法兰泰克重工股份有限公司位于江苏省吴江汾湖经济开发区汾越路288号、388号，成立日期 2007年6月19日，上市日期2017年1月25日，公司主营业务涉及主要从事中高端桥、门式起重机、电动葫 芦、工程机械部件的研发、制造及销售。主营业务收入构成为：物料搬运设备及服务93.72%，工程机 械及部件业务6.09%，其他0.19%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓法兰泰克。华泰柏瑞中证2000指数增强A（019923）三季度 持有股数92.53万股，占基金净值比例为0.61%，位居第七大重仓股。根据测算，今日浮盈赚取约51.82 万元。连续3天上涨期间浮盈赚取37.94万元。 华泰柏瑞中证2000指数增强A（019923）成立日期2024年1月12日，最新规模3.12亿。今年以来收益 50.95%，同类排名554/4197；近一年收益48.2%，同类排名562/4157；成立以来收益76.2%。 ...

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, focusing on AI equipment and consumables, as well as nuclear fusion [1]. Core Insights - The AI wave is initiating a new cycle in intelligent manufacturing, shifting investment focus towards assets that can define the future and support the AI trend [18]. - The nuclear fusion sector is accelerating, with significant project announcements indicating a robust investment environment, projecting a global market size nearing 500 billion USD by 2030 [6][22]. - The report emphasizes the importance of monetary and fiscal policies in stimulating domestic demand, suggesting a new recovery cycle for the equipment industry [6]. Summary by Sections Industry and Company Investment Views - The mechanical industry is expected to benefit from the AI trend, with human-like robots and AI PCB equipment being key areas of growth [18][20]. - Solid-state batteries are projected to see accelerated development, with significant capital expenditure expected in the equipment sector [21]. - The report highlights the potential of controlled nuclear fusion as a sustainable energy source, with ongoing projects enhancing the industry's viability [22]. - Domestic demand for construction machinery is recovering, supported by large infrastructure projects and a global economic rebound [23]. Key Company Earnings Forecasts and Valuations - Companies such as 汇川技术 (Inovance Technology), 法兰泰克 (Falan Tech), and 信捷电气 (Xinjie Electric) are rated as "Strong Buy" with projected EPS growth and favorable PE ratios [2][7]. - The report lists several companies across various sectors, including AI equipment, robotics, and engineering machinery, as key investment opportunities [6][19]. Market Performance - The mechanical sector has shown a mixed performance, with a recent decline of 1.7% in the sector index, while individual stocks have varied significantly in their weekly performance [10][14]. - The report notes that the overall market sentiment remains cautious, with fluctuations in stock prices reflecting broader economic conditions [10][14].

证券日报网讯 12月19日，法兰泰克在互动平台回答投资者提问时表示，公司主要为国民经济各部门、 国家重大工程建设等提供定制化的物料搬运解决方案，公司客户遍布能源电力、轨道交通、水利水电、 国防军工、船舶、环保、科研院所等众多细分行业。 （编辑 王雪儿） ...

证券日报网讯12月15日，法兰泰克（603966）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东总户数为27204户。 ...

Investment Rating - The report maintains a "Recommended" rating for the machinery industry, indicating a positive outlook for investment opportunities in this sector [7]. Core Insights - The central economic meeting has set a favorable tone for the engineering machinery sector, with expectations of increased domestic demand driven by major infrastructure projects over the next 5-10 years [7]. - The nuclear fusion sector is entering an acceleration phase, with numerous project announcements expected to speed up industrialization [7]. - The report emphasizes the importance of AI and robotics in driving the next cycle of manufacturing, suggesting a shift in investment focus towards companies that can leverage these technologies [22][23]. Summary by Sections Industry Investment Rating - The machinery industry is rated as "Recommended," reflecting confidence in its recovery and growth potential [7]. Key Company Earnings Forecasts and Valuations - Several companies are highlighted with strong buy ratings, including: - 汇川技术 (Inovance Technology) with a projected EPS growth from 2.11 to 3.00 from 2025E to 2027E, and a PE ratio decreasing from 35.04 to 24.64 [2]. - 法兰泰克 (Falan Tech) with a strong buy rating and projected EPS growth from 0.60 to 0.94 [2]. - 信捷电气 (Xinjie Electric) with a strong buy rating and projected EPS growth from 1.83 to 2.78 [2]. - 欧科亿 (Okai) with a strong buy rating and projected EPS growth from 0.71 to 1.25 [2]. - 兰剑智能 (Lanjian Intelligent) with a strong buy rating and projected EPS growth from 1.50 to 2.53 [2]. Industry and Company Investment Views - The machinery industry is expected to benefit from macroeconomic policies and increased domestic demand, particularly in engineering machinery and nuclear fusion sectors [7][22]. - The report suggests focusing on companies involved in AI, robotics, and solid-state batteries, as these areas are poised for significant growth [22][24][25]. - The engineering machinery sector is anticipated to see a rebound due to ongoing infrastructure projects and a global recovery in demand [27]. Key Data Tracking - The report provides insights into the overall market performance, with the machinery sector showing a 1.3% increase in the recent week, outperforming major indices [11][12]. - The total market capitalization of the machinery industry is reported at approximately 64,548.73 billion yuan, with 634 listed companies [3].

Group 1 - The core focus of the company in the robotics sector is on heavy-load scenarios, specifically in automated production and intelligent handling processes [1] - The company is developing various types of robots for heavy-load handling, including truss-type aerial handling robots, brewing robots, and warehouse logistics robots [1]

Group 1 - The core focus of the company in the robotics sector is on heavy-load scenarios, particularly in automated production and intelligent handling of heavy loads [1] - The company is developing various types of robots, including truss-type aerial handling robots, brewing robots, and warehouse logistics robots [1]

（原标题：法兰泰克(603966.SH)：公司销售模式为直销） 格隆汇12月1日丨法兰泰克(603966.SH)在投资者互动平台表示，公司销售模式为直销。 ...

证券代码：603966 证券简称：法兰泰克 公告编号：2025-066 法兰泰克重工股份有限公司 关于 2024 年股票期权与限制性股票激励计划回购注销部分限制性股 票的实施公告 重要内容提示： 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法律责任。 重要内容提示： 回购注销原因：法兰泰克重工股份有限公司（以下简称"公司"）2024 年 股票期权与限制性股票激励计划中 4 名激励对象已离职，根据公司《2024 年股 票期权与限制性股票激励计划（草案）》（以下简称"《激励计划（草案）》"或"本 次激励计划"）及相关规定，公司回购注销其已获授但尚未解除限售的限制性股 票共计 29,750 股。 本次注销股份的有关情况 | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | | | | --- | --- | --- | --- | --- | --- | | 29,750 | 29,750 | 年 2025 | 11 | 月 25 | 日 | 一、本次限制性股票回购注销的决策与信息披露 1、2025 年 8 月 21 日，公 ...

法兰泰克(603966)今日涨停，全天换手率11.53%，成交额5.42亿元，振幅10.03%。龙虎榜数据显示，营 业部席位合计净买入9377.77万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.29%上榜，营业部席位合计净买入9377.77万元。 法兰泰克11月13日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 3953.12 | | | 买二 | 国泰海通证券股份有限公司总部 | 3851.10 | | | 买三 | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 2134.17 | | | 买四 | 国联民生证券股份有限公司上海分公司 | 1772.88 | | | 买五 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 1613.47 | | | 卖一 | 招商证券股份有限公司上海世纪大道证券营业部 | | 1205.47 | | 卖二 | 国泰海通证券股份有限公司总部 | | 797.66 | | 卖三 | 中信证券股份有 ...