12月19日，浙海德曼跌5.3%，截至发稿，报85.12元/股，成交1.98亿元，换手率2.03%，总市值94.72亿 元。 资料显示，浙江海德曼智能装备股份有限公司位于浙江省玉环市沙门滨港工业城长顺路45号，成立日期 1993年3月17日，上市日期2020年9月16日，公司主营业务涉及数控车床研发、设计、生产和销售。主营 业务收入构成为：高端型数控车床70.99%，普及型数控车床12.36%，自动化生产线12.34%，配件及其 他2.67%，并行复合加工中心1.64%。 从基金十大重仓股角度 数据显示，易米基金旗下1只基金重仓浙海德曼。易米开泰混合A（015703）三季度持有股数1.64万股， 占基金净值比例为4.3%，位居第九大重仓股。根据测算，今日浮亏损失约7.81万元。 易米开泰混合A（015703）成立日期2022年11月8日，最新规模3813.98万。今年以来收益18.05%，同类 排名4326/8098；近一年收益16.22%，同类排名4454/8067；成立以来亏损8.64%。 易米开泰混合A（015703）基金经理为贺文奇。 截至发稿，贺文奇累计任职时间2年351天，现任基金资产总规模783 ...

资金流向方面，该股今日全天主力资金净流出1.43亿元。（数据宝） 12月18日浙海德曼（688577）收盘价89.88元，收盘跌停，全天换手率4.30%，振幅29.04%，成交额4.68 亿元。科创板交易公开信息显示，当日该股因日收盘价跌幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.13亿元， 其中，买入成交额为4776.45 万元，卖出成交额为6552.32万元，合计净卖出1775.86万元。具体来看，今日上榜的前五大买入营业部 中，有1家机构专用席位现身，即买二，买入金额分别为954.86万元，营业部合计买入3821.59万元。卖 出营业部中，卖出金额居首的是华创证券有限责任公司北京裕民路证券营业部，卖出金额为2411.47万 元。买卖金额相抵，机构专用席位今日净买入该股954.86万元。 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 华泰证券股份有限公司总部 | 1282.63 | | 机构专用 | 954.86 | | 中国银河证券股份有限公司台州银座北街证券营业部 | 864.49 | | 国投证券股份有限公司重庆解放碑证券营业部 | ...

从资金流向上来看，当日通用设备板块主力资金净流出3.24亿元，游资资金净流出5.2亿元，散户资金净 流入8.43亿元。通用设备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月18日通用设备板块较上一交易日下跌0.42%，浙海德曼领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。通用设备板块个股涨跌见下表： ...

据天眼查APP显示，西安天力金属复合材料股份有限公司成立于2003年12月25日，注册资本10895万人 民币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:39，天力复合成交额10.52亿元，创上市以来新高。最新股价上涨10.40%，换手率 11.60%。上一交易日该股全天成交额为8.87亿元。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The humanoid robot sector continues to rebound, entering an upward channel, with the core company index rising by 5.54%, outperforming the broader market [12][11] - Multiple factors contributed to the unexpected strength of the rebound, including prior adjustments in the sector, advancements in Tesla's Optimus robot, and anticipated supportive policies from the U.S. government [4][12] - The year 2026 is projected to be a milestone for humanoid robot mass production, with significant catalysts expected [4][40] Summary by Sections Humanoid Robot Sector Performance - The humanoid robot sector index and leading stocks have shown a continued rebound, with the core company index increasing by 5.54% during the week of December 1 to December 5, 2025 [12][11] - The top five performers included Hengli Hydraulic (+11.53%), Siling Co. (+10.07%), and Wuzhou Xinchun (+9.24%) [12][14] Optimus Robot Development - Tesla's Optimus robot is progressing towards mass production, with recent demonstrations showcasing its running capabilities, achieving speeds of 2.5-3 m/s [5][16] - The U.S. government is expected to introduce supportive policies for the robot industry, which may accelerate development and enhance market confidence [31][33] - The domestic industrialization process is also speeding up, with leading companies preparing for capital market entry [34][38] Investment Opportunities - Key investment opportunities are identified in the supply chain, including components such as head assemblies, bearings, and structural parts [27][30] - Specific companies recommended for investment include Lens Technology, Minth Group, and Wuzhou Xinchun, among others [6][30] - The report emphasizes the importance of technological upgrades and supply chain integration to support mass production [27][30]

Investment Rating - The industry investment rating is "Recommended" [3] Core Viewpoints - The machine tool industry exhibits significant structural growth characteristics, with high-end manufacturing and exports being the core driving forces. The metal cutting machine tool segment achieved a revenue growth of 10.8%, production growth of 14.8%, and export growth of 13.6%, significantly outperforming the overall industry level. This reflects the rigid demand for high-end processing equipment in high-tech fields such as aerospace, new energy vehicles, and precision molds [4][6] - The overall industry shows a structure of "stable domestically and growing externally," with growth momentum shifting from scale expansion to technological leadership and global market expansion. Short-term prosperity is constrained, but there are marginal improvement signals from policy expectations and inventory adjustments [6][7] Summary by Sections Recent Trends - From January to October 2025, the machine tool industry achieved a total operating income of 851.1 billion yuan, a year-on-year increase of 1.5%. The metal cutting machine tool segment saw a year-on-year revenue increase of 10.8%, while the metal forming machine tool segment grew by 7.5%. New orders for metal processing machine tools increased by 7.3%, and the backlog of orders grew by 4.3% [3][4] Import and Export Data - The total import and export value of machine tool products reached 27.42 billion USD, a year-on-year increase of 5.7%. The import value was 8.48 billion USD, up 1.4%, while the export value was 18.94 billion USD, increasing by 7.7%. Specifically, the import value of metal cutting machine tools was 3.95 billion USD (up 0.6%), and the export value was 5.10 billion USD (up 13.6%). For metal forming machine tools, the import value was 520 million USD (down 9.8%), while the export value surged to 2.80 billion USD (up 38.2%) [4][6] Investment Recommendations - The current industry export performance is better than domestic demand, driven by global supply chain restructuring and industrialization needs in emerging markets. The report suggests focusing on companies with core technological capabilities, outstanding internationalization, and the ability to respond quickly to small and medium-sized enterprises. Recommended stocks include Kede CNC, Haitian Precision, Huazhong CNC, and others [6][7]

Group 1 - The mechanical equipment industry has shown a strong performance with a 55.20% increase from January to October 2025, outperforming the CSI 300 index by 25.03 percentage points, ranking fifth among Shenwan industries [14][6][29] - Revenue and net profit attributable to the parent company for the first three quarters of 2025 grew by 6.11% and 14.52% year-on-year, respectively, indicating improved profitability and operational quality [17][29][30] - The industry is benefiting from factors such as product exports, cost control, and optimization of product structure, leading to enhanced profitability [17][29] Group 2 - The engineering machinery sector has experienced significant growth in exports, with a focus on increasing electrification rates. Domestic excavator sales showed a slowdown in October 2025, attributed to preemptive inventory replenishment [34][44][54] - The demand for engineering machinery is expected to be supported by the commencement of major national projects and accelerated funding [34][49] - The global market for electric engineering machinery is projected to grow significantly, with China's electrification rate expected to reach 7.90% by 2024 [69][74] Group 3 - The humanoid robot sector is seeing advancements in industrial applications, particularly in dexterous hand technology, which is crucial for the deployment of humanoid robots in various settings [75][78] - The integration of AI models is enhancing the capabilities of robots, making them more versatile for industrial applications [77][78] - Tesla's Optimus Gen3 is set to launch in Q1 2026, with significant demand for components, indicating a robust growth trajectory for humanoid robotics [79][80] Group 4 - The automation equipment sector is experiencing a mixed recovery, with industrial robots facing intensified competition and a shift towards high-end markets [80][81] - The demand for industrial automation is expected to recover in specific sub-sectors, while overall manufacturing PMI remains below the growth line [80][81] - The machine tool sector is witnessing a gradual recovery in revenue growth, supported by improved downstream demand and policy support [80][81] Group 5 - Investment recommendations for 2026 focus on technology development, cyclical recovery, and export chain layout, with specific companies highlighted for potential investment [6][29][40]

Group 1 - The company, Zhejiang Haideman, reported that as of the end of Q3 2025, the number of shareholders reached 5,575 [2]

Core Viewpoint - The industrial mother machine concept saw a significant surge in stock prices, particularly with Huadong CNC hitting the daily limit, indicating strong market interest and potential growth in this sector [2]. Group 1: Stock Performance - Huadong CNC reached its daily limit, showcasing robust investor confidence in the industrial mother machine sector [2]. - Other notable stocks in this sector, such as Shenyang Machine Tool, Oke Yi, Yujing Co., Zhejiang Haideman, and Huazhong CNC, also experienced substantial gains, reflecting a broader positive trend in the industry [2].

证券代码：688577 证券简称：浙海德曼 公告编号：2025-033 浙江海德曼智能装备股份有限公司 关于召开 2025 年第三季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、准确性和完整性承担法律责任。 重要内容提示： 浙江海德曼智能装备股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 的经营成果、财务状况，公司计划于 2025 年 11 月 18 日下午 14:00-15:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。欢迎广大投资者 参加。 公司董事兼总经理白生文先生、副总经理兼董事会秘书林素君女士、财务负 责人何丽云女士、独立董事娄杭先生。（如有特殊情况，参会人员将可能调整） 四、投资者参加方式 （一）投资者可在 2025 年 11 月 18 日下午 14:00-15:00，通过互联网登录 1 会议召开时间：2025 年 11 月 18 日(星期二)下午 14:00-15:00 会议召开地点：上证路演中心（网 ...