证券日报网讯1月13日，欧科亿在互动平台回答投资者提问时表示，股东减持是出于自身资金需求，同 时，公司及实控人均坚定看好未来发展机会，未来也将根据公司发展需要适时提高持股比例。 ...

Core Viewpoint - The company, 欧科亿, is focusing on the aerospace sector due to the increasing demand for high-quality cutting tools and materials, particularly for high-temperature and titanium alloys [2] Group 1: Company Developments - The company has developed a series of products tailored for the aerospace industry, including the OP6 series high-temperature alloy cutting blades and diamond-coated drill bits [2] - The company has established a solid customer base for its OMS series products, which are well-suited for high-temperature alloy processing in aerospace applications [2] Group 2: Market Outlook - The revenue share from the aerospace sector is expected to increase rapidly by 2026, indicating a strategic shift towards this high-demand market [2]

证券日报网讯1月13日，欧科亿在互动平台回答投资者提问时表示，目前，公司产品处于持续提价阶 段，订单很好，订单价格环比快速提升。 ...

格隆汇1月13日丨欧科亿(688308.SH)在投资者互动平台表示，2026年，公司已开发的商业航天刀具已有 订单，随着刀具开发品种增加，订单会有一定增长。公司在机器人核心零件加工刀具方面已有较多布 局，2026年订单会有明显增长。 ...

格隆汇1月13日丨欧科亿(688308.SH)在投资者互动平台表示，公司已开发的商业航天刀具已有订单，公 司也将抓住商业航天的产业机遇，加快商业航天领域的刀具开发。 ...

格隆汇1月13日丨欧科亿(688308.SH)在投资者互动平台表示，2026年，公司已开发的商业航天刀具已有 订单，随着刀具开发品种增加，订单会有一定增长。公司在机器人核心零件加工刀具方面已有较多布 局，2026年订单会有明显增长。 ...

格隆汇1月13日丨欧科亿(688308.SH)在投资者互动平台表示，公司已开发的商业航天刀具已有订单，公 司也将抓住商业航天的产业机遇，加快商业航天领域的刀具开发。 ...

Core Viewpoint - The demand for cutting tools in the aerospace sector is increasing, with higher requirements for material and precision [1] Group 1: Company Developments - The company has made preparations for machining high-temperature alloys and titanium alloys, including the development of the OP6 series cutting blades and diamond-coated drill bits [1] - The company has established a customer base for market sales and solution certifications in the aerospace high-temperature alloy processing field [1] Group 2: Industry Trends - The aerospace industry is experiencing a significant increase in the demand for cutting tools, which is expected to drive the company's revenue growth in this sector [1] - By 2026, the company's revenue from the aerospace sector is projected to increase rapidly [1]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on AI equipment and consumables, as well as engineering machinery [1]. Core Insights - The mechanical industry is expected to benefit from the acceleration of AI applications, particularly in high-performance servers and GPU demand, driven by the rapid iteration of AI models and smart hardware [7]. - The excavator market is projected to exceed expectations in both domestic and international sales, with a forecasted 17% year-on-year growth in 2025, supported by government policies and infrastructure projects [7]. - The report emphasizes the potential for a new recovery cycle in the equipment industry, driven by monetary and fiscal policy support, and suggests focusing on key companies across various segments [7]. Summary by Sections Key Company Earnings Forecast, Valuation, and Investment Ratings - 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][8]. - For example, 汇川技术 is expected to have an EPS of 2.11元 in 2025, with a PE ratio of 37.13, indicating strong growth potential [2]. Industry and Company Investment Views - The report highlights the AI equipment and consumables sector as a key area for investment, with significant growth expected in the PCB market driven by AI infrastructure needs [9]. - The engineering machinery sector is also highlighted, with companies like 三一重工 (Sany Heavy Industry) and 徐工机械 (XCMG) expected to benefit from increased domestic demand and international market recovery [7][9]. Key Data Tracking - The report provides macroeconomic data indicating a total market capitalization of 70,956.73 billion yuan for the mechanical industry, with 636 listed companies [4]. - The mechanical sector has shown strong performance, with a 5.7% increase in the sector index over the past week, outperforming major indices [11][14].

Core Viewpoint - In December 2025, over 600 A-share listed companies underwent institutional research, indicating a strong interest in investment opportunities in the A-share market as the new year approaches [1][4]. Group 1: Institutional Research Activities - More than 100 companies that experienced a doubling in stock price in 2025 were part of the institutional research [2][10]. - The research activities maintained high intensity, with institutions such as public funds, private funds, brokerages, and insurance companies participating in various forms including on-site visits and online research [4]. - Notable companies like Boying Special Welding and Jereh Holdings received significant attention, with Boying Special Welding being researched over 10 times in December 2025 [4][6]. Group 2: Company Insights - Boying Special Welding plans to launch two HRSG production lines in 2026 to meet non-North American market demands, leveraging its experience and production qualifications to maintain a competitive edge [4][5]. - Jereh Holdings emphasized its global supply chain resilience and strategic partnerships with major turbine manufacturers to ensure timely delivery of products, while also expanding its production capacity in North America [6]. - Okoyi's insights on tungsten prices suggest a stable high price range, benefiting the tool industry and allowing leading companies to consolidate their market positions through technological advantages [7]. Group 3: Market Trends and Performance - In December 2025, Jereh Holdings' stock rose over 20%, reflecting strong market performance [7]. - The A-share market saw the emergence of over 500 doubling stocks in 2025, with more than 100 of these companies participating in institutional research in December [10]. - Companies like Shenghong Technology, which saw a stock increase of over 500%, actively engaged with institutional investors to discuss expansion plans and production capabilities [10].