| 603179 | 新泉股 | 10.00 | 2.69 | 45.20 | 46.20 | 2.22 | | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | 688709 | 成都华 | 2.36 | 1.65 | 32.71 | 33.42 | 2.17 | | | 微 | | | | | | | 600133 | 东湖高 | 3.83 | 3.56 | 9.30 | 9.50 | 2.16 | | | 新 | | | | | | | 002855 | 捷荣技 | 2.53 | 2.64 | 18.28 | 18.66 | 2.09 | | | 术 | | | | | | | 688219 | 会通股 | 3.31 | 4.32 | 12.22 | 12.47 | 2.08 | | | 份 | | | | | | | 688010 | 福光股 | 8.28 | 6.19 | 35.13 | 35.83 | 2.01 | | | 份 | | | | | | | 001328 | 登康口 | 3.02 | 5.64 | 43.79 ...

规模方面，科创100指数ETF近1年规模增长13.55亿元，实现显著增长，新增规模位居可比基金1/12。 数据显示，杠杆资金持续布局中。科创100指数ETF最新融资买入额达1149.61万元，最新融资余额达1.77亿元。 截至2025年8月5日 13:22，上证科创板100指数(000698)上涨0.28%，成分股博瑞医药(688166)上涨6.56%，华恒生物(688639)上涨5.88%，铂力特(688333)上涨 4.69%，泽璟制药(688266)上涨4.05%，珠海冠宇(688772)上涨3.65%。科创100指数ETF(588030)上涨0.09%，最新价报1.11元。拉长时间看，截至2025年8月4 日，科创100指数ETF近1周累计上涨1.74%。 流动性方面，科创100指数ETF盘中换手1.81%，成交1.14亿元。拉长时间看，截至8月4日，科创100指数ETF近1年日均成交4.01亿元，居可比基金第一。 消息面上，上海市人民政府办公厅印发《上海市支持企业加强基础研究 增强高质量发展新动能的若干措施》，其中指出，支持企业与政府深入实施"探索者 计划"。完善"探索者计划"组织实施机制，充分发挥 ...

Investment Rating - The report rates the military industry as "Overweight" [5][12]. Core Viewpoints - The intensification of great power competition is a long-term trend, indicating a positive long-term outlook for the military industry. Increased defense spending is essential to ensure peace and security, especially as tensions around China may escalate [2][8]. Summary by Sections Investment Highlights - Key investment themes include: 1. General Assembly: AVIC Shenyang Aircraft Corporation, Aerospace South Lake, AVIC Xi'an Aircraft Industry [11]. 2. Components: AVIC Optoelectronics, Aerospace Electric, Guobang Electronics, Ruichuang Micro-Nano [11]. 3. Subsystems: AVIC Onboard, North Navigation [11]. 4. Materials and Processing: AVIC Heavy Machinery, Feilihua, Guangwei Composite, Huayin Technology, Bolite, Western Materials, Aviation Materials [11]. Market Review - The military industry index rose by 1.22% from July 20 to July 25, underperforming the broader market by 0.45 percentage points, ranking 24th out of 29 sectors [13][16]. - The Shanghai Composite Index increased by 1.67%, and the ChiNext Index rose by 2.76% during the same period [13][16]. Major News in the Military Industry - The 155th joint patrol operation in the Mekong River concluded successfully, highlighting international cooperation in regional security [9][24]. - The China Weapon Industry Group showcased new unmanned and anti-unmanned combat systems, emphasizing advancements in military technology [23]. - The successful first flight of the Xinzhou 60 civil rescue aircraft marks a significant step in enhancing China's emergency response capabilities [23]. International Military Situation - The report notes a complex international military landscape, with various nations calling for an end to the Gaza conflict and highlighting the importance of defense construction amid ongoing tensions [10][25]. - The U.S. has increased its military presence in the Pacific, deploying additional submarines in response to perceived threats from China [10][30].

Core Viewpoint - The article emphasizes the significant advancements and future potential of China's industrial mother machine industry, driven by the rise of artificial intelligence, new energy vehicles, humanoid robots, and low-altitude economy, which present new opportunities for industrial development [1][4]. Group 1: Industry Overview - China's industrial mother machine industry has achieved substantial progress, maintaining the largest global scale for 13 consecutive years, with projected revenue exceeding 1.5 trillion yuan in 2024 [4]. - The industry has seen the emergence of over 1,000 specialized "little giant" enterprises and more than 30 manufacturing champions, with regional clusters forming in areas like Liaoning, Jiangsu, Zhejiang, Shaanxi, and Guangdong [4]. Group 2: Recent Developments - The "Industrial Mother Machine+" event held in Wuhan showcased new technologies and products from several listed companies, including Huazhong CNC and Huagong Technology, highlighting advancements in high-end industrial mother machines [1][5]. - Huazhong CNC introduced an intelligent CNC system that enhances machine learning and interaction capabilities, improving processing efficiency by approximately 10% [5]. - Huagong Technology launched a laser etching equipment capable of achieving processing efficiency 200% higher than similar foreign products, applicable across various industries [5]. Group 3: Challenges and Future Directions - Despite progress, China's industrial mother machine industry faces challenges in high-end markets and core technologies, with 70% of high-end CNC systems still reliant on imports [6][7]. - Experts suggest focusing on high-speed, high-precision, multi-axis integration, and intelligent upgrades over the next decade to address the "big but not strong" dilemma [9]. - The Ministry of Industry and Information Technology plans to accelerate the establishment of development mechanisms for the industrial mother machine sector, emphasizing the need for continuous innovation and collaboration [10][11].

Core Insights - The integration of artificial intelligence is expected to bring historic changes to the industrial mother machine sector, with a focus on intelligent CNC machine tools and high-quality production lines in the next decade [1][7] - China's industrial mother machine industry has maintained its position as the largest globally for 13 consecutive years, with projected revenue exceeding 1.5 trillion yuan in 2024 [3][6] - The "Industrial Mother Machine+" initiative aims to enhance the durability and usability of industrial mother machines, facilitating precise connections between supply and demand across various sectors [4][5] Industry Development - The industrial mother machine is a strategic and foundational industry crucial for national security and development, with over 1,000 specialized small and medium enterprises emerging in recent years [3][6] - The industry is experiencing a shift from digital manufacturing to intelligent manufacturing, with a strong emphasis on integrating new-generation intelligent CNC systems [7][8] Technological Advancements - Several companies showcased new technologies at the recent event, including a smart CNC system that improves processing efficiency by approximately 10% and a laser etching device that achieves 200% efficiency compared to similar foreign products [5][6] - The industry faces challenges in high-end markets and core technologies, with 70% of high-end CNC systems still reliant on imports, highlighting the need for domestic innovation [6][7] Future Directions - The next decade will focus on enhancing capabilities in high-speed, high-precision, multi-axis integration, and intelligent upgrades to address the "big but not strong" dilemma in the industry [7][8] - The Ministry of Industry and Information Technology plans to accelerate the establishment of a development mechanism for the industrial mother machine sector, emphasizing the importance of core technology breakthroughs and strategic collaborations [8][9] Financial Support - The China Development Bank has issued over 20 billion yuan in loans to the industrial mother machine sector since 2008, supporting key enterprises in research and capacity building [9]

Group 1 - The company has completed the registration of business changes and received a new business license [1][2] - The company held a board meeting on April 28, 2025, and an annual shareholders' meeting on June 9, 2025, to approve changes in business scope and governance structure [1] - The registered capital of the company is 271.768196 million RMB, and it was established on July 6, 2011 [1] Group 2 - The company's business scope includes additive manufacturing, equipment manufacturing and sales, 3D printing services, and various technical services [1] - The company is authorized to produce and operate third-class medical devices and provide inspection and testing services [2]

Group 1 - The core point of the announcement is the renewal of the "Joint Action Agreement" between the actual controllers of Xi'an Boli Tech Additive Technology Co., Ltd., ensuring the continuity and stability of the company's operations [1][2]. - The agreement was originally signed on July 4, 2022, and is set to expire on July 22, 2025. The renewal is based on the company's future development needs and mutual interests [1][2]. - The actual controllers, Mr. Zhe Shengyang and Mr. Xue Lei, collectively control 22.22% of the company's shares, with Mr. Zhe holding 16.57% and Mr. Xue holding 5.64% through direct and indirect ownership [1][2]. Group 2 - The main content of the renewed agreement includes provisions for both parties to reach consensus and exercise their voting rights in board or shareholder meetings. If consensus cannot be reached, both parties are required to make appropriate concessions [2]. - The renewal of the agreement does not change the actual control of the company, which remains with Mr. Zhe and Mr. Xue. This stability is expected to benefit the company's strategic development and management policies [2]. - The announcement emphasizes that the renewal will not adversely affect the daily operations of the listed company or harm the interests of minority investors [2].

公司已于近日完成工商变更登记和备案手续，并收到西安市市场监督管理局换 发的《营业执照》，现将相关内容公告如下： 名称：西安铂力特增材技术股份有限公司 统一社会信用代码：91610131578408694N 类型：股份有限公司（上市、自然人投资或控股） 证券代码：688333 证券简称：铂力特 公告编号：2025-035 西安铂力特增材技术股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 西安铂力特增材技术股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召 开了第三届董事会第十九次会议、2025 年 6 月 9 日召开了 2024 年年度股东大会， 审议通过了《关于变更公司经营范围、取消监事会、修订<公司章程>并办理工商变 更登记的议案》，具体内容详见公司 2025 年 4 月 29 日于上海证券交易所网站 （www.sse.com.cn）披露的《西安铂力特增材技术股份有限公司关于变更经营范围、 取消监事会、修订及制定公司部分治理制度和<公司章程>并办理 ...

一、本次续签《一致行动协议》的背景情况 截至本公告披露日，折生阳先生担任公司董事，直接持有公司股份 45,041,825 股，占公司总股本的比例为 16.57%；薛蕾先生担任公司董事长兼总经理，直接持 有公司股份 10,687,482 股，占公司总股本的比例为 3.93%；薛蕾先生为泉州博睿企 业管理合伙企业（有限合伙）执行事务合伙人，并实际控制该合伙企业，薛蕾先生 通过泉州博睿企业管理合伙企业（有限合伙）控制公司股份 4,660,698 股，占公司 总股本的比例为 1.71%。双方合计控制公司 22.22%股权。 证券代码：688333 证券简称：铂力特 公告编号：2025-034 西安铂力特增材技术股份有限公司 关于公司实际控制人续签一致行动协议的公告 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。 近日，西安铂力特增材技术股份有限公司（以下简称"公司"）收到公司实际控 制人折生阳先生、薛蕾先生出具的《一致行动协议》。鉴于双方于 2022 年 7 月 4 日签署的《一致行动协议》将于 2025 年 7 月 22 日期满 ...

Group 1 - The defense and military industry sector is experiencing adjustments, with the defense military ETF (512810) showing fluctuations, including a drop of over 1% before narrowing its losses [1] - The ETF has seen significant inflows, with over 1.68 billion yuan invested in the past 10 days, indicating strong bullish sentiment despite recent declines [1] - Among the 80 constituent stocks of the ETF, most have declined, with notable drops including Changcheng Military Industry down nearly 7% and Guorui Technology down over 3% [1] Group 2 - Analysts suggest that the upcoming mid-year report season may bring uncertainty regarding the performance of previously high-profile stocks, leading to potential short-term differentiation [3] - Huafu Securities maintains a bullish outlook on the sector, while Zhonghang Securities believes the defense military industry is in a state with ample upward potential and limited downside risk [3] - Zhejiang Merchants Securities highlights three main investment themes for the defense military sector by 2025: military trade, new domains and qualities, and restructuring [3] Group 3 - The defense military ETF (512810) has undergone a share split, reducing the trading threshold from approximately 120 yuan to around 60 yuan, making it more accessible for investors [4]