行业研究 证 券 研 究 报 告 机械行业周报（20260223-20260301） 推荐（维持） 建议关注商业航天、液冷 重点公司盈利预测、估值及投资评级 | | | | | EPS（元） | | | PE（倍） | | PB（倍） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 简称 | 代码 | 股价（元） 2025E | | 2026E | 2027E | 2025E | 2026E | 2027E | 2025E | 评级 | | 汇川技术 | 300124.SZ | 72.92 | 2.11 | 2.54 | 3.00 | 34.58 | 28.75 | 24.32 | 6.07 | 强推 | | 法兰泰克 | 603966.SH | 13.45 | 0.60 | 0.77 | 0.94 | 22.44 | 17.58 | 14.26 | 3.06 | 强推 | | 信捷电气 | 603416.SH | 56.14 | 1.83 | 2.30 | 2.78 | 30.63 | 24.44 | 20. ...

证券日报网讯 2月27日，欧科亿发布公告称，公司2025年实现营业总收入145741.52万元，同比增长 29.30%；归属于母公司所有者的净利润10382.12万元，同比增长81.18%。 （文章来源：证券日报） ...

报告期内，随着制造业转型升级加速及高端制造业快速发展，数控刀具作为精密加工的关键耗材，市场 需求持续攀升。2025年，硬质合金刀具的主要原材料碳化钨及钴粉价格均大幅上涨，硬质合金刀具产品 价格也快速提价，公司作为硬质合金刀具头部企业，具有资金优势和规模效应优势，实现量价齐升。 2025年，公司数控刀片项目完成产品结构升级，下半年产能利用率大幅提升。同时，数控刀具产业园项 目产能释放速度高于预期，进一步提升了公司盈利能力。 欧科亿(688308.SH)披露2025年度业绩快报，2025年度实现营业总收入14.57亿元，同比增长29.30%;归属 于母公司所有者的净利润1.04亿元，同比增长81.18%。 ...

报告期内，随着制造业转型升级加速及高端制造业快速发展，数控刀具作为精密加工的关键耗材，市场 需求持续攀升。2025年，硬质合金刀具的主要原材料碳化钨及钴粉价格均大幅上涨，硬质合金刀具产品 价格也快速提价，公司作为硬质合金刀具头部企业，具有资金优势和规模效应优势，实现量价齐升。 2025年，公司数控刀片项目完成产品结构升级，下半年产能利用率大幅提升。同时，数控刀具产业园项 目产能释放速度高于预期，进一步提升了公司盈利能力。 智通财经APP讯，欧科亿(688308.SH)披露2025年度业绩快报，2025年度实现营业总收入14.57亿元，同 比增长29.30%;归属于母公司所有者的净利润1.04亿元，同比增长81.18%。 ...

格隆汇2月27日丨欧科亿(688308.SH)公布2025年年度业绩快报，报告期内，公司实现营业收入14.57亿 元，同比增长29.30%；实现归属于母公司所有者的净利润1.04亿元，同比增长81.18%；实现归属于母公 司所有者的扣除非经常性损益的净利润6,716.19万元，同比增长155.47%。 报告期内，随着制造业转型升级加速及高端制造业快速发展，数控刀具作为精密加工的关键耗材，市场 需求持续攀升。2025年，硬质合金刀具的主要原材料碳化钨及钴粉价格均大幅上涨，硬质合金刀具产品 价格也快速提价，公司作为硬质合金刀具头部企业，具有资金优势和规模效应优势，实现量价齐升。 2025年，公司数控刀片项目完成产品结构升级，下半年产能利用率大幅提升。同时，数控刀具产业园项 目产能释放速度高于预期，进一步提升了公司盈利能力。 ...

| 项目 | 本报告期 | 上年同期 | 增减变动幅度（%） | | --- | --- | --- | --- | | 营业总收入 | 145,741.52 | 112,718.62 | 29.30 | | 营业利润 | 9,990.37 | 5,868.85 | 70.23 | | 利润总额 | 9,942.74 | 5,851.11 | 69.93 | | 归属于母公司所有者的净利润 | 10,382.12 | 5,730.24 | 81.18 | | 归属于母公司所有者的扣除非 经常性损益的净利润 | 6,716.19 | 2,628.98 | 155.47 | | 基本每股收益（元） | 0.66 | 0.36 | 83.33 | | 加权平均净资产收益率 | 4.01% | 2.24% | 提升 1.77 个百分点 | | | 本报告期末 | 本报告期初 | 增减变动幅度（%） | | 总资产 | 384,048.75 | 395,965.57 | -3.01 | | 归属于母公司的所有者权益 | 262,799.06 | 254,816.95 | 3.13 | | 股本 | 15,878.17 ...

南财智讯2月27日电，欧科亿发布2025年度业绩快报，报告期内公司实现营业收入14.57亿元，同比增长 29.30%；归属于上市公司股东的净利润1.04亿元，同比增长81.18%；基本每股收益0.66元，同比增长 83.33%。 ...

欧科亿发布业绩快报，2025年度实现营业总收入14.57亿元，同比增长29.30%；净利润1.04亿元，同比 增长81.18%。报告期内，随着制造业转型升级加速及高端制造业快速发展，数控刀具作为精密加工的 关键耗材，市场需求持续攀升。2025年，硬质合金刀具的主要原材料碳化钨及钴粉价格均大幅上涨，硬 质合金刀具产品价格也快速提价，公司作为硬质合金刀具头部企业，具有资金优势和规模效应优势，实 现量价齐升。2025年，公司数控刀片项目完成产品结构升级，下半年产能利用率大幅提升。同时，数控 刀具产业园项目产能释放速度高于预期，进一步提升了公司盈利能力。 ...

Group 1 - A total of 9 companies in the Sci-Tech Innovation Board received institutional research from February 9 to 15, with Huazhu Gaoke receiving the most attention from 23 institutions [1] - Huazhu Gaoke's 3D printing equipment is primarily used in the aerospace sector, including commercial aerospace, addressing challenges in lightweight and complex structure manufacturing [3] - Oukeyi noted that as domestic tool capabilities improve, the market share of domestic tools in the aerospace sector is gradually increasing, with product reserves for high-temperature alloys and titanium alloys [3] Group 2 - Zhongxin International indicated that strong demand for AI in storage is squeezing orders in the mid-to-low-end sectors, while orders related to AI, storage, and high-end applications are increasing [3] - Oulain New Materials stated that despite rising raw material prices, the company maintains strong profitability due to ongoing R&D and the extension into high-value fields such as nuclear medicine and controlled nuclear fusion [3] - The precision tool industry is experiencing rapid increases in tungsten raw material prices, which Oukeyi believes will accelerate the industry's shift from price competition to value competition [4] Group 3 - Liyuanheng highlighted solid-state battery equipment as a key focus area, with some projects already implemented, showcasing the company's capability to supply core process equipment across the entire production line [4] - Fuke Technology is leading a strategic frontier project aimed at breaking through the technology for converting biogas into green methanol, laying the foundation for a 100,000-ton green fuel industry application [4]

Group 1 - The A-share market experienced a collective decline on the last trading day of the Year of the Snake, with the Shanghai Composite Index down by 1.26%, the Shenzhen Component Index down by 1.28%, and the ChiNext Index down by 1.57% [1] - The trading volume in the Shanghai and Shenzhen markets was 19,989 billion yuan, a decrease of 1,618 billion yuan compared to the previous day, with 1,537 stocks rising and 3,824 stocks falling [2] - The military equipment, paper-making, film and television, and semiconductor equipment sectors showed the highest gains, with stocks like Andavil, Yaxing Anchor Chain, and Aero Engine Corporation hitting the daily limit [2] Group 2 - In the Hunan stock market, the energy storage sector saw Tai Jia Co., Ltd. reach a 10% daily limit, focusing on a dual business model of "sawing + power supply" [3] - ST Jinhong also hit the daily limit with a 5.06% increase, as the company faces a pre-restructuring application from creditors, which could help mitigate debt risks if the restructuring is successful [3] - Other Hunan stocks such as Oke Yi, Boyun New Materials, Huashu High-Tech, and Aibulu also rose by over 3% [4]