| 赵凯潜 | 深圳市好兄弟电子有限公司董事长 | | --- | --- | | 施红阳 | 深圳顺络电子股份有限公司总裁 | | 豊泉 | 深圳市联得自动化装备股份有限公司董事长兼总经理 | | 桑娟娟 | 深圳市三江电气有限公司董事总经理 | | 黄仕坤 | 深圳金雅福控股集团有限公司董事长 | | 黄志强 | 深圳市京鼎工业技术股份有限公司董事长 | | 黄昌华 | 深圳金信诺高新技术股份有限公司董事长 | | 黄建新 | 深圳微步信息股份有限公司董事长 | | 梅春雷 | 深圳市海格物流股份有限公司董事长 | | 商院芳 | 深圳赛桥生物创新技术有限公司董事长兼首席执行官 | | 雷晓兵 | 深圳半岛医疗集团股份有限公司创始人、董事长、首席执行官 | | 慶高兵 | 深圳市唯特偶新材料股份有限公司董事长 | 光彩事业贡献奖(30家) 顺丰控股股份有限公司 深圳信立泰药业股份有限公司 深圳康泰生物制品股份有限公司 深圳市信利康供应链管理有限公司 中燃燃气实业(深圳)有限公司 深圳市卓弘投资有限公司 深圳市安宏基控股集团有限公司 深圳市安多福消毒高科技股份有限公司 爱奇迹(深圳)技术有限公司 深圳市消费 ...

行业龙头核心业务步入共振 激光设备全球龙头，步入AI创新周期大族激光是全球激光设备集成领域的龙头企业之一，业务主要包 含消费电子设备、PCB 设备、锂电设备、光伏设备、显示与半导体设备、大功率设备六大板块。下游 应用包括IT 制造、新能源动力电池制造、电子电路、仪器仪表、计算机制造、手机通讯等精密制造领 域，是业内领先的能够提供一套式激光加工解决方案及相关配套设施的企业。公司管理团队专业、稳 定，重视研发投入，全球份额常年领先，有望在AI 创新驱动下进入下一轮高增长。 塑形无界：3D 打印赋能，精密制造二次升级 3D 打印，是通过逐层堆积材料制造三维物体的数字化工艺。近年来，随着头部消费电子品牌的推动， 消费者对钛合金轻量化更加青睐。钛合金因其强度高、耐蚀性好、耐热性高等特性被誉为"太空金 属"和"海洋金属"。钛合金的优点完美符合智能手机轻薄化的长期趋势。但传统加工方式受钛合金材质 硬度过高特点影响，良率和效率均不理想，而3D 打印增材制造的优势可以克服难点，提高加工质量。 我们认为，3D 打印铰链将率先爆发，带领折叠屏进入毫米时代；手机中框加工则具有更大应用潜力， 3D 打印是CNC 加工的重要补充，在定制 ...

Core Viewpoint - The 2025 (15th) High-tech Lithium Battery Annual Conference will be held from November 18-20, 2025, in Shenzhen, focusing on new opportunities and challenges in the lithium battery industry [3][4]. Group 1: Event Overview - The conference will feature discussions on the "Comprehensive Electrification Battle," innovations in "Battery Multidimensional Systems," breakthroughs in "Solid-State Batteries and Application Scenarios," and the integration of "New Scenarios and New Batteries" [3][4]. - Key themes include the transformative impact of AI on the battery industry, analysis of the new supply chain ecosystem, and advancements in "Process Innovation and Intelligent Manufacturing" [3][4]. Group 2: Participants and Sponsors - The event will gather leaders from upstream and downstream companies in the battery industry, including notable participants such as CATL, A123 Systems, and others [5][6]. - Major sponsors include Hymson Laser, Dazhu Lithium Battery, and KarloVede, with special sponsorship from various technology and manufacturing firms [3][4][11]. Group 3: Future Outlook - The closing ceremony will focus on "Globalization New Journey" and "New Cycle New Outlook," aiming to provide a grand vision for the future of the industry [4].

证券之星消息，10月31日自动化设备板块较上一交易日下跌0.2%，杰普特领跌。当日上证指数报收于 3954.79，下跌0.81%。深证成指报收于13378.21，下跌1.14%。自动化设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日自动化设备板块主力资金净流出8.93亿元，游资资金净流出6997.59万元，散户 资金净流入9.63亿元。自动化设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688025 | 杰普特 | 155.00 | -8.18% | 3.78万 | 6.10亿 | | 603283 | 赛腾股份 | 47.93 | -5.24% | 19.80万 | 9.64亿 | | 301021 | 英诺激光 | 42.08 | -5.05% | 10.11万 | 4.34亿 | | 000988 | 华丁科技 | 79.82 | -4 ...

资产负债率高于同业平均，毛利率高于同业平均 偿债能力方面，2025年三季度大族激光资产负债率为50.71%，高于去年同期的48.40%，也高于行业平均的 46.31%。从盈利能力看，当期毛利率为32.57%，虽低于去年同期的34.31%，但高于行业平均的30.30%。 大族激光成立于1999年3月4日，于2004年6月25日在深圳证券交易所上市，注册及办公地址均为广东省深 圳市。它是全球领先的智能制造装备整体解决方案提供商，核心业务为激光加工设备，拥有深厚的技术积 累和完善的产业链布局。 大族激光主营业务为激光加工设备的研发、制造及销售，所属申万行业为机械设备 - 自动化设备 - 激光设 备，所属概念板块包括5G、柔性电子、PCB概念、核聚变、超导概念、核电。 经营业绩：营收行业第一，净利润第二 2025年三季度，大族激光营业收入达127.13亿元，在行业10家公司中排名第1，远高于行业平均数35.05亿 元和中位数18.78亿元，行业第二名华工科技营收为110.38亿元。主营业务构成中，其他智能制造装备52.31 亿元占比68.71%，PCB智能制造装备23.82亿元占比31.29%。当期净利润为9.42亿 ...

证券代码：002008 证券简称：大族激光 公告编号：2025066 关于控股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 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。 关于控股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"） 近日接到公司控股股东大族控股集团有限公司（以下简称"大族控股"）之告知 函，获悉其将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： 一、股东股份质押（解除质押）基本情况 （一）股东股份质押（解除质押）基本情况 2、本次股份质押基本情况 | | 是否为控股 | | 占其 | 占公 | 是否 | 是否为 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股东或第一 | 本次质押 | 所持 | 司总 | | | | | | 质押 | | 名称 | 大股东及其 | 数量（股） | 股份 | 股本 | 为限 售股 | 补充质 押 | 质押起始日 ...

Group 1 - The core viewpoint of the article highlights significant target price increases for certain companies, with Dazhu Laser, Qianjiang Motorcycle, and Lihigh Food leading the rankings with target price increases of 62.27%, 54.74%, and 54.33% respectively, indicating strong market confidence in these sectors [1] Group 2 - On October 29, brokerages lowered ratings for two companies: Huazhong Securities downgraded Jiayi Co., from "Buy" to "Hold," while Qunyi Securities (Hong Kong) downgraded Taicheng Light from "Buy" to "Range Trading," reflecting a cautious outlook on these firms [1]

Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expectation to outperform the benchmark index by over 20% in the next six months [22]. Core Insights - The company has shown signs of an earnings inflection point, with AI PCB expansion and innovations in edge-side technology expected to drive a new growth cycle [7]. - For the first three quarters of 2025, the company reported revenues of 12.713 billion (YoY +25.51%) and a net profit attributable to shareholders of 863 million (YoY -39.46%) [1]. - The third quarter saw revenues of 5.1 billion (YoY +35.14%, QoQ +9.22%) and a net profit of 375 million (YoY +86.51%, QoQ +15.56%) [1]. Financial Performance Summary - The company’s total revenue projections for 2024A, 2025E, 2026E, and 2027E are 14,771 million, 18,039 million, 24,130 million, and 29,179 million respectively, with growth rates of 4.8%, 22.1%, 33.8%, and 20.9% [3]. - The net profit attributable to shareholders is projected to be 1,694 million in 2024A, decreasing to 1,285 million in 2025E, before rebounding to 2,453 million in 2026E and 3,649 million in 2027E [3]. - The earnings per share (EPS) is expected to be 1.65 in 2024A, dropping to 1.25 in 2025E, and then increasing to 2.38 in 2026E and 3.54 in 2027E [3]. Business Segment Insights - The PCB business generated revenues of 1.5 billion in Q3 (YoY +95%, QoQ +7%) with a gross margin of 34%, reflecting a significant increase due to higher-value AI PCB equipment shipments [7]. - Non-PCB business achieved revenues of 3.6 billion in Q3 (YoY +19%, QoQ +10%) with a gross margin of 35%, indicating recovery in consumer electronics, new energy, and semiconductor sectors [7]. - The company is positioned to benefit from the AI-driven expansion in PCB manufacturing, with major industry players increasing production capacity [7]. Investment Recommendation - The report suggests that the company is a leading provider of intelligent manufacturing equipment solutions, with AI edge-side and AI PCB expected to drive a new growth phase [7]. - The target price is set at 71.4 yuan, with the current price at 42.78 yuan, reflecting a significant upside potential [3].

在第三季度尤为迅猛。单季实现营业收入15.21亿元，同比增长95.19%；归属于上市公司股东的净利润为2.28亿元，同比大幅增长281.94%，扣除非经常性损 益后的净利润更是实现了406.06%的惊人增幅。业绩的强劲增长主要受益于AI服务器相关的高多层板需求持续旺盛，以及公司创新设备的销售规模不断扩 大。 格隆汇10月29日｜大族激光(002008.SZ)继续上涨行情，午间收涨超7%，并且录得7连涨行情，高见133元刷新上市新高价，总市值548.9亿元。 消息上，大族激光日前披露了2025年第三季度报告，报告期内公司成功实现跨越式增长，前三季度营业收入达39.03亿元，同比增长66.53%；归属于上市公 司股东的净利润高达4.92亿元，同比激增142.19%。 ...

Investment Rating - The report maintains a "Buy-A" investment rating with a six-month target price of 50.42 CNY [4][7]. Core Insights - The company reported a revenue of 12.713 billion CNY for Q3 2025, a year-on-year increase of 25.51%, while the net profit attributable to shareholders was 863 million CNY, a decrease of 39.46% [1]. - The AI PCB business is experiencing rapid growth due to increased demand for data servers driven by AI technology advancements, with PCB equipment revenue reaching 2.382 billion CNY, up 52.26% year-on-year [2]. - The consumer electronics sector is gradually recovering, supported by innovations in AI smartphones and wearable devices, with the company actively participating in the R&D of leading clients [3]. Financial Projections - Revenue projections for the company are 17.607 billion CNY, 23.242 billion CNY, and 27.936 billion CNY for 2025, 2026, and 2027 respectively, with net profits expected to be 1.297 billion CNY, 2.159 billion CNY, and 2.909 billion CNY for the same years [4][10]. - The report anticipates a 40x PE ratio for 2025, aligning with the target price of 50.42 CNY [4]. Market Position - The company is positioned as a leading equipment manufacturer in the domestic market, benefiting from a diverse client base and expanding its overseas production and R&D teams to capture supply chain diversification opportunities [3].