（文章来源：证券日报） 证券日报网讯 1月22日，大族激光在互动平台回答投资者提问时表示，当前市值结构是市场阶段性定价 的动态结果，短期市值差异不代表公司价值被低估，随着其他业务持续成长以及市场对公司整体价值认 知的深化，公司的市值终将充分地反映其持有的各项资产的内在价值。未来公司将持续聚焦主业发展， 同时推动两家公司协同增效，充分释放整体价值，为股东创造长期稳定的回报。 ...

Core Viewpoint - The lithography machine sector experienced a decline of 0.79%, with significant losses in companies such as Meike Technology, Chipone Microelectronics, and Kema Technology, while some companies like Tengjing Technology, Su Da Weige, and Dazhu Laser saw gains of 20.00%, 3.54%, and 3.48% respectively [1][2]. Group 1: Market Performance - The lithography machine concept ranked among the top decliners in the market, with a drop of 0.79% [1][2]. - The sector saw a net outflow of 1.017 billion yuan, with 36 stocks experiencing net outflows, and 7 stocks exceeding 100 million yuan in outflows [2]. - Zhangjiang Hi-Tech led the outflows with a net outflow of 261 million yuan, followed by Xinlai Materials and Jingfang Technology with outflows of 235 million yuan and 207 million yuan respectively [2]. Group 2: Individual Stock Performance - Tengjing Technology led the gainers in the lithography machine sector with a rise of 20.00%, followed by Su Da Weige and Dazhu Laser with increases of 3.54% and 3.48% respectively [1][5]. - The top decliners included Kema Technology with a drop of 5.31%, Chipone Microelectronics down 5.45%, and Meike Technology down 7.16% [3][4]. - The trading volume for Zhangjiang Hi-Tech was 2.53%, while Kema Technology had a turnover rate of 8.20% [3][4].

证券之星消息，1月22日自动化设备板块较上一交易日下跌0.21%，科瑞技术领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 70.88 | 7.90% | 14.77万 | | 10.05亿 | | 920396 | 常辅股份 | 36.72 | 5.31% | 5.61万 | | 2.05亿 | | 300461 | 田中精机 | 23.46 | 4.08% | 9.67万 | | 2.23亿 | | 688559 | 海日奥 | 62.90 | 4.05% | 13.19万 | | 8.28亿 | | 920885 | 星辰科技 | 24.51 | 3.94% | 7.28万 | | 1.77亿 | | 002008 | 大族激光 | 51.45 | 3.48% | 57.79万 | | 29.63亿 | | 3 ...

Summary of China Industrials 2026 Outlook Industry Overview - **Industry**: China Industrials - **Core Themes**: AI technology diffusion, industrial upgrades, and globalization are central to the industrial sector's recovery in 2026. The government is focused on enhancing productivity through equipment upgrades, particularly in high-end equipment [1][4]. Key Insights - **Industrial Cycle**: The industrial cycle is characterized by strong global demand for capital goods, driven by AI technology applications and supply chain security concerns. China's trend of localizing high-end equipment remains strong, with specific sectors like data centers, electronics, and robotics expected to show growth, while processing markets may experience muted demand [3][10]. - **AI Applications**: 2026 is anticipated to mark the beginning of significant capital expenditure on physical AI, which will benefit automation and robotics companies. The government is supporting this through initiatives aimed at increasing the deployment of AI-powered robotics [4][11][12]. - **Localization and Supply Chain**: The localization rates for automation and industrial robots are projected to rise, with expectations of reaching 60-70% by 2030. This trend is expected to benefit companies involved in automation and precision components [21][22][23]. Market Dynamics - **Overseas Expansion**: Equipment exports from China have grown significantly, outpacing overall export growth. Companies are motivated to expand into international markets to capture larger total addressable markets (TAM) and improve margins [24][25]. - **Margin Expansion**: The overall net margin for China's industrials is expected to increase from approximately 13.0% in 2025 to around 14.6% in 2027, driven by overseas growth and advancements in AI technology [26][27]. Stock Recommendations - **Preferred Stocks**: The report highlights several stocks that are expected to benefit from cyclical strength and structural tailwinds, including: - **Geekplus (2590.HK)**: OW - **Sany Heavy (600031.SS)**: OW - **Leaderdrive (688017.SS)**: OW - **Han's Laser (002008.SZ)**: OW - **Inovance (300124.SZ)**: OW - **Hengli (601100.SS)**: OW - **Wuxi Lead (300450.SZ)**: OW - **Envicool (002837.SZ)**: OW - **Underweight Stocks**: Stocks such as **CSCEC (601668.SS)**, **CRRC-H (1766.HK)**, and **Maxwell (300751.SZ)** are rated as underweight due to various market challenges [5][8][46]. Additional Considerations - **Geopolitical Factors**: The geopolitical landscape is influencing supply chain security, which is a critical factor for capital goods demand globally [3]. - **Investment in AI**: The anticipated investment in AI infrastructure is expected to redefine smart manufacturing and create new opportunities within the industrial sector [10][11]. - **Sector Performance**: The report indicates that most industrial stocks are trading at or above their historical five-year average P/E ratios, reflecting a positive outlook for continuous upgrades and AI-related demand [26][38]. This comprehensive analysis provides insights into the expected recovery and growth opportunities within the China Industrials sector for 2026, highlighting key themes, market dynamics, and stock recommendations.

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603360 | 百傲化 学 | 10.01 | 5.45 | 23245.05 | 16.33 | | 603005 | 晶方科 技 | 4.03 | 11.80 | 17148.45 | 6.96 | | 300456 | 赛微电 子 | 2.46 | 8.25 | 15286.29 | 5.61 | | 002008 | 大族激 光 | 6.72 | 4.77 | 14447.20 | 6.51 | | 603773 | 沃格光 电 | 10.00 | 8.42 | 14014.93 | 19.57 | | 300260 | 新莱应 材 | 3.33 | 13.38 | 13319.98 | 5.58 | | 688167 | 炬光科 | 6.23 | 6.18 | 10215.92 | 9.33 | | 301421 | 波长光 | 8.10 | 27.61 | 8 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688160 | 步科股份 | 143.04 | -3.99% | 4.98万 | 7.10亿 | | 300747 | 筑和激光 | 32.66 | -2.57% | 32.26万 | 10.66亿 | | 688090 | 瑞松科技 | 45.84 | -2.47% | 6.30万 | 2.87亿 | | 688003 | 天准科技 | 65.69 | -2.28% | 1 5.08万 | 3.37亿 | | 300607 | 拓関 | 32.88 | -1.38% | 16.23万 | 5.37亿 | | 300276 | 三丰智能 | 9.50 | -0.73% | 32.00万 | 3.05亿 | | 688017 | 绿的谐波 | 215.00 | -0.67% | 7.84万 | 16.83亿 | | 920396 | 常辅股份 | 34.87 | -0.66% | 2.35万 | 8223.84万 | | 920885 | 星辰科技 ...

1月21日，大族激光涨5.02%，截至发稿，报48.93元/股，成交8.71亿元，换手率1.91%，总市值503.78亿 元。 资料显示，大族激光科技产业集团股份有限公司位于广东省深圳市南山区深南大道9988号，成立日期 1999年3月4日，上市日期2004年6月25日，公司主营业务涉及激光加工设备的研发、制造及销售。主营 业务收入构成为：其他智能制造装备68.71%，PCB智能制造装备31.29%。 截至发稿，周智硕累计任职时间5年127天，现任基金资产总规模192.92亿元，任职期间最佳基金回报 47.06%， 任职期间最差基金回报-24.96%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，广发基金旗下1只基金重仓大族激光。广发多元新兴股票（003745）三季度持有股数139.19 万股，占基金净值比例为2.47%，位居第十大重仓股。根据测算，今日浮盈赚取约325.7万元。 广发多元新兴股票（003745）成立日期2017年4月24 ...

每经AI快讯，大族激光1月20日晚间发布公告称，截至本公告日，高云峰累计质押股数为8108万股，占 其所持股份比例为84.18%。大族控股累计质押股数约为1.09亿股，占其所持股份比例为67.58%。 每经头条（nbdtoutiao）——"一周干完一年的活"，一款AI编程工具让硅谷程序员集体"上瘾"！科技公 司CEO：一辈子钻研的技能被它一次性解决，让人兴奋又恐惧 （记者 曾健辉） ...

关于股东部分股份解除质押及质押的公告 证券代码：002008 证券简称：大族激光 公告编号：2026006 大族激光科技产业集团股份有限公司 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。 关于股东部分股份解除质押及质押的公告 大族激光科技产业集团股份有限公司（以下简称"公司"或"大族激光"） 近日接获公司股东高云峰之告知函，获悉高云峰将其持有的本公司部分股份进行 了解除质押及质押登记，具体情况如下： | | 是否为控股 | | | 占公 | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 本次质押 | 占其所 持股份 | 司总 | 为限 | 为补充 | 质押 | 质押 | 质权人 | 质押 | | 名称 | 大股东及其 | 数量（股） | 比例 | 股本 | 售股 | 质押 | 起始日 | 到期日 | | 用途 | | | 一致行动人 | | | 比例 | | | | | | | | 高云峰 | 是 | 7 ...

证券之星消息，1月19日自动化设备板块较上一交易日上涨0.21%，田中精机领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300461 | 田中精机 | 22.75 | 11.30% | 15.81万 | | 3.45亿 | | 603283 | 赛腾股份 | 53.50 | 8.89% | 64.26万 | | 34.25 Z | | 300227 | 光韵达 | 11.35 | 8.30% | 87.70万 | | 10.12亿 | | 605288 | 凯迪股份 | 123.80 | 7.67% | - 3.16万 | | 3.86亿 | | 6885899 | 海日奥 | 63.49 | 6.24% | 14.81万 | | 9.23亿 | | 688646 | ST逸飞 | 38.78 | 4.67% | 1.55万 | | 5936. ...