（文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 603305 | 旭升集 | 10.01 | 8.74 | 14.21 | 15.38 | 8.27 | | | 团 | | | | | | | 600279 | 重庆港 | 10.02 | 2.26 | 5.38 | 5.82 | 8.15 | | 002253 | *ST智胜 | 4.98 | 3.86 | 11.05 | 11.60 | 4.95 | | 920098 | 科隆新 材 | 6.73 | 8.81 | 31.60 | 33.00 | 4.42 | | 603809 | 豪能股 份 | 10.02 | 10.15 | 13.46 | 14.05 | 4.39 | | 600860 | 京城股 份 | 6.07 | 4.16 | 12.07 | 12.59 | 4.32 | | 600892 | *ST大晟 ...

上市企业：创世纪（300083）,沈阳机床（000410）,日发精机（002520）,华东数控（002248）,秦川机床 （000837）,海天精工（601882）,纽威数控（688697）,宇环数控（002903）,华中数控（300161）,华东 重机（002685） 相关报告：智研咨询发布的《2025-2031年中国机床设备行业市场现状调查及产业需求研判报告》 根据国家统计局数据显示：2025年10月中国金属切削机床产量为6.9万台，同比增长6.2%；2025年1-10 月中国金属切削机床累计产量为71.5万台，累计增长14.8%。 2020-2025年1-10月中国金属切削机床产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

本报北京12月23日电 （记者李心萍）记者从中国机械工业联合会获悉："十四五"以来，机床装备产业 营业收入从2020年的7631亿元，预计增长到2025年的10510亿元。机床装备产品出口额从"十三五"时期 的638.6亿美元，预计提高到"十四五"时期的1062.1亿美元，年均增长约10.7%，出口主机类产品从普通 机床过渡到中端数控机床和高端五轴加工中心。 "十四五"时期，机床装备产业培育出通用技术集团机床公司、北京精雕、秦川机床、华工激光、华中数 控、广州数控、株洲钻石刀具等一批拥有自主知识产权和具有国际竞争力的品牌企业。高精高速五轴加 工中心、高精高速齿轮加工机床、数控车铣复合加工机床、高精高速五轴激光加工机床、重型/超重型 机床、中高端数控系统、高性能切削刀具、高精度位置反馈元件等关键机床工具产品接近或达到国际先 进技术水平，国产中高端产品在市场上的比重提升。 《 人民日报 》（ 2025年12月24日 02 版） (责编：卫嘉、白宇) 关注公众号：人民网财经 ...

内容概况：随着科技的不断进步和工业的快速发展，智能产线已经成为现代制造业的重要代表。智能产 线在生产中发挥着越来越重要的作用。首先，智能产线可以大幅提高生产效率。传统的生产线需要人工 操作，生产效率受到工人技能、疲劳等多种因素的影响。而智能产线通过自动化设备和智能控制系统， 可以实现生产过程的自动化和智能化，极大地提高了生产效率。其次，智能产线可以提高产品质量。智 能产线可以对生产过程进行实时监控和调整，及时发现和解决问题，从而保证了产品的质量和稳定性。 最后，智能产线还可以降低生产成本。通过减少人工干预和提高生产效率，智能产线可以降低生产成 本，提高企业的竞争力。近年来，在政策引导、产业升级与技术创新的共同推动下，智能产线凭借其在 提升质量、效率和降低成本方面的显著优势，实现了市场规模的高速扩张。数据显示，中国智能产线行 业市场规模从2015年的232.38亿元增长至2024年的5724.93亿元，年复合增长率为42.76%。未来，随着 人工智能、物联网、大数据等技术与制造场景进一步融合，智能产线将持续向精准控制、系统协同与智 能决策方向演进，推动制造业智能化水平不断提升，预计2025年中国智能产线行业市场 ...

（文章来源：证券日报） 证券日报网讯 12月11日晚间，秦川机床发布公告称，公司2025年前三季度利润分配方案为：以总股本 1，023，145，837股为基数，向全体股东每10股派发现金股利0.30元（含税），共计派发现金股利30， 694，375.11元（含税），本次利润分配不进行资本公积转增股本，不送红股。股权登记日为2025年12 月18日，除权除息日为2025年12月19日。 ...

南财智讯12月11日电，秦川机床发布2025年前三季度分红派息实施公告，公司以总股本10.23亿股为基 数，向全体股东每10股派发现金股利0.30元（含税），共计派发现金股利3069.44万元（含税）。本次利 润分配不进行资本公积转增股本，不送红股。股权登记日为2025年12月18日，除权除息日为2025年12月 19日。 ...

秦川机床工具集团股份公司 证券代码：000837 证券简称：秦川机床 公告编号：2025-67 2025 年前三季度分红派息实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 截至本公告披露日，秦川机床工具集团股份公司（以下简称"公司"）因首 期限制性股票激励计划预留授予股份登记完成，新增股份 3,140,000 股于 2025 年 10 月 29 日在深圳证券交易所上市，导致公司总股本由 1,020,005,837 股增加 至 1,023,145,837 股。公司按照每股现金分红比例不变的原则，对现金分红总额 进行相应调整，现金分红总额由 30,600,175.11 元调整为 30,694,375.11 元。 公司于 2025 年 10 月 22 日、11 月 10 日分别召开第九届董事会第十八次会 议、2025 年第三次临时股东会，审议通过了《2025 年前三季度利润分配预案》， 具体内容详见公司于 2025 年 10 月 23 日在巨潮资讯网（www.cninfo.com.cn）上 披露的《关于 2025 年前三季度利润分配预案的公告》 ...

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]

Core Viewpoint - Qin Chuan Machine Tool's stock has experienced fluctuations, with a year-to-date increase of 37.79%, but recent declines in the short term raise concerns about its performance [1][2]. Group 1: Stock Performance - On November 19, Qin Chuan Machine Tool's stock fell by 2.06%, trading at 12.36 CNY per share, with a total market capitalization of 12.646 billion CNY [1]. - The stock has seen a net outflow of 15.81 million CNY from main funds, with significant selling pressure observed in large orders [1]. - Year-to-date, the stock has risen by 37.79%, but it has declined by 4.11% over the last five trading days, 6.86% over the last 20 days, and 6.29% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Qin Chuan Machine Tool reported a revenue of 3.121 billion CNY, reflecting a year-on-year growth of 8.14%, while the net profit attributable to shareholders decreased by 15.33% to 47.5635 million CNY [2]. - The company has distributed a total of 154 million CNY in dividends since its A-share listing, with 30.2965 million CNY distributed in the last three years [2]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 103,000, with an average of 9,785 circulating shares per person, a slight decrease of 0.34% [2]. - Major shareholders include various ETFs, with notable increases in holdings from 华夏中证机器人ETF and 香港中央结算有限公司 [2].

Core Insights - The demand for precision cutting tools, particularly thread processing tools, is significantly increasing in China's manufacturing sector, driven by the rapid development of the automotive and aerospace industries [1][7][11] - The market size of China's thread processing tool industry is projected to reach 3.323 billion yuan in 2024, with a year-on-year growth of 7.40% [1][7] Overview - Thread processing tools are specialized tools used to create specific thread profiles on materials like metal and plastic, categorized into cutting and rolling tools, and further divided into types such as taps, dies, thread mills, and rolling tools [2][3] Market Policies - The Chinese government has implemented several policies to support the development of the cutting tool industry, recognizing its critical role in manufacturing efficiency and product quality [4][5] Industry Chain - The upstream of the thread processing tool industry includes suppliers of raw materials like high-speed steel and carbide, as well as production equipment suppliers. The midstream involves R&D, design, and production, while the downstream encompasses various sectors such as automotive manufacturing, general machinery, and aerospace [6][8] Current Development - The thread processing tool industry is experiencing rapid growth due to the increasing precision requirements in manufacturing, particularly in high-end sectors like automotive and aerospace [1][7] Competitive Landscape - The industry features a mix of international players like Sandvik and Kennametal, and domestic companies such as Zhongtung High-tech and Hengfeng Tools, with domestic firms gaining market share through technological advancements [8][9] Representative Domestic Companies - Zhongtung High-tech focuses on tungsten and carbide products, reporting a revenue of 7.849 billion yuan in the first half of 2025, with cutting tools contributing 1.701 billion yuan [9][10] - Hengfeng Tools specializes in precision cutting tools, achieving a revenue of 0.338 billion yuan in the first half of 2025, with precision tools accounting for 19.80% of total revenue [10][11] Future Trends - The industry is expected to advance towards higher precision levels, with domestic companies aiming to enhance processing technologies and adopt environmentally friendly manufacturing practices [11][12]