经济观察网东威科技于2026年2月9日晚间披露2025年业绩快报，显示公司营收和净利润实现大幅增长。 根据中国证券报的报道，2025年公司营业收入为11.07亿元，同比增长47.65%；归母净利润为1.29亿 元，同比增长86.81%；扣非净利润为1.25亿元，同比增长103.52%。加权平均净资产收益率提升至 7.2%，较上年同期上升3.18个百分点。业绩增长主要受益于PCB东南亚投资潮、人工智能和算力领域发 展带来的设备订单增长。以最新行情数据(2026年2月13日)计算，公司市盈率(TTM)约为94.43倍，市净 率约6.62倍，反映市场对高成长性的预期。 近7个交易日内(2026年2月6日至13日)，东威科技股价呈现震荡走势。根据内部数据库，股票区间涨跌 幅为-0.67%，振幅达14.32%，其中2月10日单日上涨2.37%，但2月13日收盘报40.95元，当日下跌 0.80%。资金流向方面，2月10日主力资金净流出1692.48万元，占总成交额5.24%；2月13日主力资金继 续净流出，反映短期获利了结压力。同期，公司所属机械设备板块下跌0.96%，大盘指数表现疲软，可 能加剧个股波动。 以上内容基 ...

Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]

证券日报网讯2月11日，东威科技在互动平台回答投资者提问时表示，目前公司光伏设备产品用于HJT 电池，暂时不涉及topcon和钙钛矿电池的设备。 ...

每经AI快讯，有投资者在投资者互动平台提问：最近银价持续动荡，请问贵公司有存储白银稳定太阳 能电池银浆成本的计划吗？ 东威科技（688700.SH）2月11日在投资者互动平台表示，公司不生产银浆、不直接采购白银，因此没有 存储白银以稳定银浆成本的计划。公司将通过商品期货套期保值减少原材料价格波动风险。 （文章来源：每日经济新闻） ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司在 HJT 电池铜替代银相关产品的研发、规模 化供货情况如何？是否已落地头部客户项目，后续该规划将为公司带来哪些业务机遇？ 东威科技（688700.SH）2月11日在投资者互动平台表示，镀铜代替银浆，在原材料上省了成本，客户是 否规模化采购相关设备需结合其他生产工序等多重因素考虑。公司第三代光伏镀铜设备目前在客户工厂 处于小批量试生产阶段，电镀效果赢得了客户的认可。公司将致力于研究工艺更加简便、更环保、更低 成本的设备。 （记者 张明双） ...

Group 1 - The core viewpoint of the article is that Dongwei Technology (688700.SH) currently focuses on photovoltaic equipment products for HJT batteries and does not involve equipment for TOPCon and perovskite batteries [1]

格隆汇2月11日丨东威科技(688700.SH)在投资者互动平台表示，公司设备有向部分欧盟成员国出口。 ...

格隆汇2月11日丨东威科技(688700.SH)在投资者互动平台表示，公司生产的相关设备可应用于AI铜箔产 品。 ...

Group 1 - The company currently produces photovoltaic equipment for HJT (Heterojunction Technology) batteries and does not have equipment for topcon and perovskite batteries at this time [2] - An investor inquired about the company's capabilities regarding topcon and perovskite battery equipment on an investor interaction platform [2] - The company's response indicates a focus on HJT technology, suggesting a potential area for future development or investment [2]

（文章来源：每日经济新闻） 每经AI快讯，东威科技（688700.SH）2月11日在投资者互动平台表示，公司生产的相关设备可应用于 AI铜箔产品。 ...