机械设备 2025 年 09 月 08 日 秦川机床 (000837) 上 市 公 司 ——25H1 收入业绩稳健增长，看好螺纹磨床市场需求 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 09 月 08 日 | | --- | --- | | 收盘价（元） | 14.90 | | 一年内最高/最低（元） | 15.35/6.61 | | 市净率 | 3.1 | | 股息率%（分红/股价） | - | | 流通 A 股市值（百万元） | 15,010 | | 上证指数/深证成指 | 3,826.84/12,666.84 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 4.76 | | 资产负债率% | 43.61 | | 总股本/流通 A 股（百万） | 1,020/1,007 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 09-09 10-09 11-09 12-09 01-09 02-09 03-09 04-09 05-0 ...

华夏中证机器人ETF（562500）基金经理为华龙。 从秦川机床十大流通股东角度 数据显示，华夏基金旗下1只基金位居秦川机床十大流通股东。华夏中证机器人ETF（562500）二季度 增持258.71万股，持有股数1370.67万股，占流通股的比例为1.36%。根据测算，今日浮盈赚取约1028万 元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模144.71亿。今年以来收益27.91%， 同类排名1305/4223；近一年收益75.34%，同类排名806/3796；成立以来亏损0.62%。 9月8日，秦川机床涨5.24%，截至发稿，报15.06元/股，成交24.83亿元，换手率17.02%，总市值153.61 亿元。 资料显示，秦川机床工具集团股份公司位于陕西省宝鸡市姜谭路22号，成立日期1998年7月10日，上市 日期1998年9月28日，公司主营业务涉及以高端机床及复杂刀具为主的高端装备制造业。主营业务收入 构成为：机床类48.91%，零部件类37.76%，工具类8.64%，仪器仪表类1.81%，其他(补充)1.18%，贸易 类1.04%，其他类0.66%。 截至发稿，华龙累 ...

Group 1 - Anzheng Fashion opened up 0.44% on September 8, indicating positive market sentiment towards the stock [1] - Western Gold, a gold stock, opened up 6.44%, reflecting strong interest in precious metals [1] - Tongrun Equipment in the energy storage sector hit the daily limit up, while Tianhong Lithium opened up 13.67%, showcasing robust performance in the lithium battery market [1] Group 2 - First Opening Co., a robotics concept stock, opened down 3.99%, suggesting potential concerns in the robotics sector [1] - Zhongyuan Home Furnishing, a home furnishing stock, achieved a daily limit up for three consecutive days, indicating strong demand in the home goods market [1] - Solid-state battery concept stocks like Yinglian Co. and Dadongnan opened down 2.39% and 3.63% respectively, reflecting some volatility in this emerging technology [1] Group 3 - Shanghai Electric, which is expected to undergo restructuring, opened up 5.92%, indicating investor optimism regarding the company's future prospects [1] - Industrial mother machine stocks such as Qin Chuan Machine Tool opened down 1.47%, while Huadong CNC opened up 0.09%, showing mixed performance in the industrial machinery sector [1]

当市场还在为AI硬件的股价涨幅惊叹时，一个更加底层、更具战略意义的赛道正在悄然启动——工业 母机。作为装备制造业的"心脏"，它不仅是所有工业品的制造基础，更是国家制造业竞争力的核心体 现。 从市场现状来看，中国已长期稳居全球最大机床生产及消费国。2024年中国工业母机市场规模已从2019 年的6313.62亿元增长至7128.86亿元，预计2029年将突破8000亿元，发展潜力巨大。当前，这个曾经被 忽视的传统行业，正在政策与市场的双重催化下焕发新生。 政策与市场双重催化，行业迎来历史性机遇 9月1日，国家标准委、工信部联合印发《工业母机高质量标准体系建设方案》，这一重磅政策被视为行 业从"国产化"迈向"高端化"的关键转折点。 该方案不仅提出了到2026年制修订标准不少于300项，国际标准转化率90%的量化目标，更重要的是构 建了覆盖基础通用、设计配套、制造装备、制造工艺、检验检测、行业应用等6大层次、34个大类的全 产业链标准框架。 这项政策的创新之处在于其系统性思维。 首先，它要求国家重大专项、产业基础再造工程等项目立项时同步布局标准研制，验收时同步发布标 准，这种"标准前置"模式将极大加速创新成果产业化 ...

Market Performance - The general equipment sector increased by 3.71% on September 5, with Meichang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Top Gainers in General Equipment Sector - Meichang Co., Ltd. (300861) closed at 18.78, up 12.39% with a trading volume of 386,100 shares [1] - Tingmandeman (688577) closed at 111.30, up 11.51% with a trading volume of 29,700 shares [1] - Wuyang Zikong (300420) closed at 4.54, up 11.27% with a trading volume of 967,300 shares [1] - Huadong CNC (002248) closed at 11.62, up 10.04% with a trading volume of 427,400 shares [1] - Guoji Jinggong (002046) closed at 34.10, up 10.00% with a trading volume of 250,800 shares [1] Capital Flow Analysis - The general equipment sector saw a net inflow of 1.52 billion yuan from main funds, while retail funds experienced a net outflow of 157 million yuan [2] - The main funds' net inflow and retail funds' net outflow indicate a divergence in investor sentiment within the sector [2] Individual Stock Capital Flow - Qin Chuan Machine Tool (000837) had a main fund net inflow of 5.35 billion yuan, but retail funds saw a net outflow of 2.51 billion yuan [3] - Guoji Jinggong (002046) experienced a main fund net inflow of 2.35 billion yuan, with retail funds showing a net outflow of 1.28 billion yuan [3] - Huadong CNC (002248) had a main fund net inflow of 1.96 billion yuan, while retail funds faced a net outflow of 1.05 billion yuan [3]

格隆汇9月5日丨秦川机床(000837.SZ)在互动平台表示，公司拥有行星滚柱丝杠副产品的研发、制造基 础，目前主要进行小批试制和应用验证。公司以主机业务为引领，以高端制造与核心部件为支撑，以智 能制造为新的突破口。 ...

Group 1 - East China CNC and Qinchuan Machine Tool both hit the daily limit up, indicating strong market interest and positive sentiment towards these companies [1] - Other companies such as Lianying Laser, Yizhiming, Rifa Precision Machinery, Haitian Precision, Huazhong CNC, and Shandong Weida also experienced significant gains, reflecting a broader trend in the industry [1]

Group 1 - The A-share humanoid robot sector is experiencing a strong rebound, with the Robot ETF (562500) rising by 1.56% and showing potential for a recovery in the industry [1] - Major stocks in the sector, such as Huadong CNC and Qinchuan Machine Tool, hit the 10% limit up, while Haimeixing increased by 7.59%, indicating heightened market interest and active buying [1] - Midea Group reported a revenue of 15.073 billion yuan from robotics and automation, a year-on-year increase of 8.3%, accounting for 6.4% of its total revenue [1] Group 2 - According to Cinda Securities, humanoid robots are expected to see significant volume growth by 2026, with design upgrades and data accumulation ongoing in 2025 [2] - By the end of 2025, humanoid robots in certain factory applications are anticipated to be finalized, leading to an increase in sales as the industry matures [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots [2]

浙江荣泰、春兴精工、秦川机床2连板，金固股份、景兴纸业、金发科技、兰剑智能等跟涨。 (本文来自第一财经) ...

Core Viewpoint - The industrial mother machine industry is set to benefit from new policies aimed at enhancing standardization and promoting high-quality development, as outlined in the recently released "High-Quality Standard System Construction Plan" by the National Standardization Administration and the Ministry of Industry and Information Technology [1][2]. Group 1: Policy and Standards - The "Plan" aims to establish a high-quality standard system for industrial mother machines by 2026, with at least 300 standards to be revised or created, including a minimum of 5 international standards, achieving a 90% conversion rate of international standards [2]. - By 2030, a comprehensive standard system that supports high-quality development in the industrial mother machine sector is expected to be fully formed, with standards reaching advanced global levels in subtractive manufacturing and leading levels in some additive manufacturing standards [2]. Group 2: Industry Response - Leading companies in the industry are actively accelerating their efforts to align with the new standards and promote high-quality development in the machine tool sector [2]. - Qin Chuan Machine Tool Group has expressed its commitment to focusing on standardization across various key areas, including basic general standards, design support, manufacturing equipment, manufacturing processes, inspection and testing, and industry applications, to contribute to the establishment of a robust standard system in the machine tool industry [2].