10月17日，欧科亿盘中上涨2.29%，截至10:39，报24.15元/股，成交2595.77万元，换手率0.69%，总市 值38.35亿元。 分红方面，欧科亿A股上市后累计派现2.61亿元。近三年，累计派现1.58亿元。 资金流向方面，主力资金净流入64.62万元，大单买入248.75万元，占比9.58%，卖出184.13万元，占比 7.09%。 欧科亿今年以来股价涨34.91%，近5个交易日跌4.36%，近20日涨18.56%，近60日涨24.16%。 资料显示，株洲欧科亿数控精密刀具股份有限公司位于湖南省株洲市炎陵县中小企业创业园创业路,湖 南省株洲市天元区马家河街道金龙社区马家河路588号，成立日期1996年1月23日，上市日期2020年12月 10日，公司主营业务涉及从事数控刀具产品和硬质合金制品的研发、生产和销售。主营业务收入构成 为：数控刀具产品50.72%，硬质合金制品46.91%，其他(补充)1.49%，其他产品0.88%。 欧科亿所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：太阳能、增持回购、机器 人概念、人形机器人、融资融券等。 截至6月30日，欧科亿股东户数6756. ...

10月16日，欧科亿跌5.06%，截至发稿，报23.45元/股，成交6914.59万元，换手率1.82%，总市值37.23 亿元。 资料显示，株洲欧科亿数控精密刀具股份有限公司位于湖南省株洲市炎陵县中小企业创业园创业路,湖 南省株洲市天元区马家河街道金龙社区马家河路588号，成立日期1996年1月23日，上市日期2020年12月 10日，公司主营业务涉及从事数控刀具产品和硬质合金制品的研发、生产和销售。主营业务收入构成 为：数控刀具产品50.72%，硬质合金制品46.91%，其他(补充)1.49%，其他产品0.88%。 从基金十大重仓股角度 数据显示，光大保德信基金旗下1只基金重仓欧科亿。光大保德信恒鑫混合A（013980）二季度持有股 数9000股，占基金净值比例为1.37%，位居第四大重仓股。根据测算，今日浮亏损失约1.12万元。 光大保德信恒鑫混合A（013980）成立日期2021年11月30日，最新规模690.11万。今年以来收益 16.18%，同类排名5023/8161；近一年收益18.38%，同类排名4766/8021；成立以来收益16.58%。 光大保德信恒鑫混合A（013980）基金经理为华叶 ...

（来源：金融小博士） 超硬材料赛道全景扫描：10家核心企业盈利解析，挖掘高潜力投资标的 超硬材料作为"工业牙齿"与"半导体新贵"，在光伏硅片薄片化、半导体国产替代、高端制造升级的浪潮中，正从"小众材料"迈向"战略刚需"。本文 基于27家样本企业盈利能力数据，聚焦产业链10家核心标的（按综合盈利能力排序），深度解析其业务亮点、财务表现及投资价值，助您把握赛道 α机会。 一、赛道底层逻辑：需求爆发+国产替代，超硬材料进入黄金周期 超硬材料（硬度≥莫氏10级）以人造金刚石、立方氮化硼（CBN）为核心，具备高硬度、耐高温、低膨胀等特性，是支撑光伏、半导体、高端制造 的关键基础材料。当前，三大需求引擎驱动行业高增长： 光伏：硅片大尺寸（182/210mm）、薄片化（厚度＜150μm）推动金刚石线锯需求激增，单GW耗线量从传统砂浆切割的80万公里提升至金刚线切割 的500万公里； 1.中钨高新（000657.SZ）：硬质合金刀具龙头，盈利稳健性第一 财务表现：ROE 12.53%（近三年波动8%-13%）、毛利率22.07%、净利率7.01%； 半导体：金刚石衬底被视为后硅基时代的核心材料，若8英寸缺陷金刚石单晶量产突破 ...

Company Overview - Oukeyi Precision Tool Co., Ltd. is located in Hunan Province, established on January 23, 1996, and listed on December 10, 2020. The company specializes in the research, production, and sales of CNC tool products and hard alloy products [1] - The main revenue composition includes CNC tool products (50.72%), hard alloy products (46.91%), other supplementary products (1.49%), and other products (0.88%) [1] Stock Performance - On September 22, Oukeyi's stock rose by 5.13%, reaching a price of 23.76 CNY per share, with a trading volume of 122 million CNY and a turnover rate of 3.34%. The total market capitalization is 3.773 billion CNY [1] Fund Holdings - According to data, the Everbright Pramerica Fund holds a significant position in Oukeyi, with the Everbright Pramerica Hengxin Mixed A Fund (013980) owning 9,000 shares, accounting for 1.37% of the fund's net value, making it the fourth-largest holding [2] - The Everbright Pramerica Hengxin Mixed A Fund was established on November 30, 2021, with a latest scale of 6.9011 million CNY. Year-to-date returns are 15.14%, ranking 5068 out of 8244 in its category, while the one-year return is 34.46%, ranking 4672 out of 8066 [2]

Company Overview - Oukeyi Precision Tool Co., Ltd. is located in Hunan Province, China, and was established on January 23, 1996. The company went public on December 10, 2020. Its main business involves the research, production, and sales of CNC tools and hard alloy products [1] - The revenue composition of the company is as follows: CNC tools account for 50.72%, hard alloy products for 46.91%, other supplementary products for 1.49%, and other products for 0.88% [1] Stock Performance - On September 19, Oukeyi's stock price fell by 5.06%, closing at 22.12 CNY per share, with a trading volume of 57.91 million CNY and a turnover rate of 1.61%. The total market capitalization is 3.512 billion CNY [1] Fund Holdings - According to data, the Everbright Pramerica Fund holds a significant position in Oukeyi, with the Everbright Pramerica Hengxin Mixed A Fund (013980) owning 9,000 shares, representing 1.37% of the fund's net value, making it the fourth-largest holding. The estimated floating loss today is approximately 10,600 CNY [2] - The Everbright Pramerica Hengxin Mixed A Fund was established on November 30, 2021, with a current scale of 6.9011 million CNY. Year-to-date returns are 15.21%, ranking 5012 out of 8172 in its category, while the one-year return is 35.35%, ranking 4619 out of 7980 [2]

Market Performance - The general equipment sector increased by 1.21% on September 17, with Jingzhida leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers - Jingzhida (688627) closed at 142.80, up 15.16% with a trading volume of 73,200 shares and a transaction value of 1.002 billion [1] - Huarui Precision (688059) closed at 82.51, up 11.73% with a trading volume of 58,800 shares [1] - Oke Yi (688308) closed at 23.06, up 11.35% with a trading volume of 138,300 shares [1] - Lanjian Intelligent (688557) closed at 39.98, up 10.41% with a trading volume of 77,300 shares [1] - Dongquan Co., Ltd. (600114) closed at 33.50, up 10.02% with a trading volume of 318,100 shares [1] Top Losers - Dayuan Spring Industry (603757) closed at 49.79, down 4.32% with a trading volume of 197,200 shares [2] - ST Huqing (600421) closed at 7.95, down 4.10% with a trading volume of 49,400 shares [2] - Chicheng Co., Ltd. (834407) closed at 22.28, down 4.09% with a trading volume of 71,300 shares [2] Capital Flow - The general equipment sector experienced a net outflow of 2.093 billion from institutional investors, while retail investors saw a net inflow of 2.505 billion [2][3] - The top individual stock, Baoxin Technology (002514), had a net inflow of 1.89 billion from institutional investors, but a net outflow of 649.27 million from retail investors [3] Individual Stock Performance - Baoxin Technology (002514) had a net institutional inflow of 1.89 billion, representing 21.40% of its total trading volume [3] - Wuzhou Xinchun (603667) saw a net institutional inflow of 161 million, but a net outflow of 99.496 million from retail investors [3] - Dongmu Co., Ltd. (600114) had a net institutional inflow of 1.39 billion, with a significant net outflow from retail investors [3]

Company Overview - Oukeyi Precision Tool Co., Ltd. is located in Hunan Province, established on January 23, 1996, and listed on December 10, 2020. The company specializes in the research, production, and sales of CNC tools and hard alloy products [1] - The main revenue composition includes CNC tools at 50.72%, hard alloy products at 46.91%, other products at 1.49%, and miscellaneous products at 0.88% [1] Stock Performance - On September 17, Oukeyi's stock rose by 5.46%, reaching a price of 21.84 CNY per share, with a trading volume of 76.52 million CNY and a turnover rate of 2.29%. The total market capitalization is 3.468 billion CNY [1] Fund Holdings - Wanji Fund has a significant holding in Oukeyi, with its fund "Wanji High-end Equipment Quantitative Stock Mixed Initiation A" (020560) holding 18,700 shares, accounting for 2.01% of the fund's net value, making it the sixth-largest holding [2] - The fund has a total scale of 8.7935 million CNY and has achieved a year-to-date return of 28.92%, ranking 2928 out of 8172 in its category. Over the past year, the return is 66.12%, ranking 1882 out of 7980 [2] Fund Manager Information - The fund manager of Wanji High-end Equipment Quantitative Stock Mixed Initiation A is Yin Hang, who has been in the position for 5 years and 60 days. The total asset size of the fund is 468 million CNY, with the best return during his tenure being 59.74% and the worst being -8.76% [3]

Investment Rating - The report maintains an "Outperform" rating for the military industry [1] Core Views - The military industry is experiencing a revenue rebound, with significant increases in inventory and contract liabilities. In the first half of 2025, 141 listed companies in the military sector achieved a total revenue of 254.549 billion yuan, a year-on-year increase of 9.3%. However, the net profit attributable to shareholders decreased by 1.1% to 15.526 billion yuan [7][11][13] - The overall inventory of these companies reached 310.839 billion yuan, up 19.8%, while contract liabilities totaled 152.030 billion yuan, increasing by 14.9% [11][13] - The report suggests focusing on specific sub-sectors for investment opportunities, including the aircraft and aero-engine supply chain, missile and unmanned combat equipment, and military trade-related enterprises [17] Summary by Sections Industry Overview - The military industry is showing signs of recovery, with a notable increase in revenue and contract liabilities. The overall gross margin for the industry is 18.7%, which is a slight increase from the previous year [13][16] - The report indicates a shift in industry dynamics, with upstream electronic components benefiting first, followed by downstream core components and equipment [16] Market Performance - In the first two weeks of September 2025, the military sector indices experienced significant adjustments, with the defense and military industry index dropping by 7.90%, underperforming compared to the broader market [18][24] - The report highlights that the military sector's performance was negatively impacted after the "September 3" military parade, leading to a sell-off in military stocks [18][20] Company Dynamics - Notable companies in the sector include: - **博实股份**: Signed a major contract worth approximately 235.1132 million yuan [43] - **埃斯顿**: Became the first domestic robot brand to lead the Chinese industrial robot market with a market share of 10.5% [44] - **融发核电**: Reported a sufficient backlog of orders and is progressing according to production plans [46] - **中航西飞**: Expanding strategic cooperation with Airbus to meet production needs for the A320 series [47] - **晶盛机电**: Achieved domestic production of semiconductor equipment and is advancing global customer validation for silicon carbide substrates [48] Investment Recommendations - The report recommends focusing on ETFs related to the military sector, such as 富国中证军工龙头 ETF and 国泰中证军工 ETF, as potential investment vehicles [2]

Core Viewpoint - The company will participate in the 2025 Hunan Listed Companies Investor Online Reception Day and Semi-Annual Performance Briefing to enhance interaction with investors [1] Group 1 - The event will be held online on September 19, 2025, from 14:00 to 17:00 [1] - Investors can participate through the "Panjing Roadshow" website, WeChat public account, or by downloading the Panjing Roadshow APP [1] - Company executives will discuss the company's performance from 2024 to 2025, governance, development strategy, operational status, equity incentives, and sustainable development during the event [1]

证券代码：688308 证券简称：欧科亿 公告编号：2025-039 株洲欧科亿数控精密刀具股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体 接待日暨半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 为进一步加强与投资者的互动交流，株洲欧科亿数控精密刀具股份有限公司 （以下简称"公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景 网络有限公司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公 司投资者网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下: 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (https://rs.p5w.net)，或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2025 年 9 月 19 日(星期五)14:00-17:00。届时 公司高管将在线就公司 2024 年至 2025 年半年度业绩、公司治理、发展战略、经 营状况、股权激励和可持续发展等投资者关心的问题,与投资者进行 ...