Company Overview - Qin Chuan Machine Tool Group Co., Ltd. is located in Baoji City, Shaanxi Province, established on July 10, 1998, and listed on September 28, 1998. The company specializes in high-end equipment manufacturing, focusing on high-end machine tools and complex cutting tools [1][2]. Financial Performance - For the first half of 2025, Qin Chuan Machine Tool achieved operating revenue of 2.111 billion yuan, representing a year-on-year growth of 4.46%. The net profit attributable to shareholders was 44.2536 million yuan, an increase of 2.48% year-on-year [2]. - The company has cumulatively distributed 154 million yuan in dividends since its A-share listing, with 30.2965 million yuan distributed over the past three years [3]. Stock Performance - As of September 12, the stock price of Qin Chuan Machine Tool increased by 2.13%, reaching 14.83 yuan per share, with a total market capitalization of 15.127 billion yuan. The stock has risen 65.33% year-to-date [1]. - The stock has seen significant trading activity, with a net inflow of 21.7416 million yuan from main funds and a total trading volume of 534 million yuan on September 12 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders was 102,600, a decrease of 0.51% from the previous period. The average number of circulating shares per shareholder increased by 0.51% to 9,818 shares [2][3]. - Notable shareholders include Huaxia CSI Robot ETF, which holds 13.7067 million shares, and Hong Kong Central Clearing Limited, which holds 8.554 million shares [3].

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]

Core Viewpoint - Qin Chuan Machine Tool (000837.SZ) is focusing on the research and manufacturing of planetary roller screw assemblies, currently engaged in small batch trial production and application validation [1] Group 1: Company Strategy - The company is led by its main engine business, supported by high-end manufacturing and core components, with intelligent manufacturing as a new breakthrough point [1]

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) ...