证券之星消息，9月18日自动化设备板块较上一交易日下跌0.61%，捷昌驱动领跌。当日上证指数报收于 3831.66，下跌1.15%。深证成指报收于13075.66，下跌1.06%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 605288 | 凯迪股份 | 122.98 | 10.00% | 4.06万 | | 4.86 Z | | 002975 | 博杰股份 | 69.78 | 9.99% | 21.58万 | | 14.77 亿 | | 688698 | 伟创电气 | 77.80 | 7.76% | 17.06万 | | 13.22 亿 | | 301029 | 怡台达 | 33.02 | 5.87% | 42.95万 | | 14.11亿 | | 688306 | 均農福能 | 14.95 | 5.21% | 118.61万 | | 17.91亿 | | 002008 | 大族激光 | 41.71 | 4.35% | 97.89万 | | ...

9月17日，机器人板块开盘震荡上行，截至10:16，机器人ETF基金（159213）冲高涨超1.5%，成交近4000万元，冲击三连阳再创历史新高，资金 再度跑步进场，机器人ETF基金（159213）盘中获600万元净申购，近10日累计吸金超3600万元。 机器人ETF基金（159213）标的指数成分股多数冲高，双环传动再度10cm涨停，科沃斯涨超6%，石头科技涨超5%，大族激光跌超1%，科大讯 飞、大华股份等微跌。 | 序号 | 代码 | 名称 | 申万一级行业 | 成交额 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300124 | 汇川技术 | 机械设备 | 20.40亿 | 0.19% | 10.69% | | 2 | 002230 | 科大讯飞 | 计算机 | 9.18亿 | -0.29% | 8.57% | | 3 | 688169 | 石头科技 | 家用电器 | 5.37 亿 | 5.22% | 5.23% | | 4 | 002236 | 大华股份 | 计算机 | 3.05亿 | -0.59% | 4.52 ...

一周解一惑系列： 8.6 代 OLED 产线建设加速，车载、IT 等需求逐步释放 2025 年 09 月 16 日 ➢ 本周关注：沃尔德、奥特维、金博股份、美埃科技、大元泵业、银龙股份 ➢ TCL 加入高世代 OLED 竞赛。2025 年 9 月 12 日晚间，TCL 科技宣布，旗 下 TCL 华星拟与广州市人民政府、广州经济技术开发区管理委员会共同投资 295 亿元，建设一条月加工 2290mm×2620mm 玻璃基板能力约 2.25 万片的 第 8.6 代印刷 OLED 显示面板生产线，预计今年 11 月开工，规划建设周期为 24 个月。截至目前，三星显示、京东方、维信诺、TCL华星四家面板厂商在8.6代 OLED 产线上的投资总额接近 1700 亿人民币，未来其他厂商大概率也会积极布 局。 ➢ OLED 方案有蒸镀 FMM OLED、ViP OLED 和印刷 OLED 三种技术，不 同技术各有优劣，也均有主流玩家布局，其核心差异在于像素制备工艺器。 FMM OLED 工艺是唯一成熟并实现量产的方法，但其存在以下缺点：1）FMM 掩膜成本高，且 OLED 材料利用率低；2）新面板设计与开发周期长；3）蒸镀 ...

证券之星消息，9月16日自动化设备板块较上一交易日上涨3.16%，步科股份领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。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) | | --- | --- | --- | --- | --- | --- | | 688329 | 艾隆科技 | 22.68 | -6.74% | 10.61万 | 2.44亿 | | 871396 | 常辅股份 | 33.20 | -2.09% | 2.52万 | 8403.98万 | | 300400 | 劲拓股份 | 24.24 | -2.06% | 10.56万 | 2.57亿 | | 300486 | 东杰智能 | 22.65 | -1.99% | 46.98万 | 10.45 Z | | 603283 | 赛腾股份 | 44.30 | -1.53% | 17.00万 | 7.53亿 | | 688518 | 联赢激光 | 26.00 | -1.07% | 17.16万 | 4.40亿 | | 688025 | ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【午后A股特斯拉概念持续走强，多股表现活跃】午后，A股特斯拉概念持续走强。三花智控触及涨 停，再创历史新高；北特科技午后涨停；此前，美利信、银轮股份、科森科技、均胜电子等多股已涨 停；宁波华翔、旭升集团、大族激光则出现拉升。 ...

减速器板块领涨，上涨3.25%，其中双环传动上涨10.0%，江顺科技上涨9.99%，大族激光上涨7.04%， 精锻科技、山子高科、长盈精密涨超6%。 ...

Group 1 - The A-share market experienced a collective decline on September 16, with the Shanghai Composite Index dropping by 0.51%. Sectors such as computer hardware, leisure products, and automotive parts showed gains, while basic and precious metals faced significant losses [1] - The machine tool sector demonstrated notable activity, with the Machine Tool ETF (159663) down by 0.41% as of 10:38 AM. Key component stocks like Weichuang Electric, Huizhou Intelligent, and Dazhu Laser saw increases of 5.42%, 3.09%, and 2.26% respectively [1] - The China Machine Tool Industry Association reported a significant acceleration in the robotics industry, with industrial robot and service robot production increasing by 35.6% and 25.5% year-on-year in the first half of the year. By early August, there were over 930,000 robot-related enterprises in China, with more than 100,000 new companies added in the first half of the year, marking a 45% increase compared to the same period in 2024 [1] Group 2 - According to Guojin Securities, China's high-end machine tools heavily rely on imports, with the import substitution space for cutting machine tools expected to reach 34.3 billion yuan in 2024. The localization rate for components such as CNC systems and screw guide rails remains low [1] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which encompasses critical sectors in the high-end equipment manufacturing industry, including laser equipment, machine tools, robots, and industrial control equipment [2]

截至9月15日，机器人ETF嘉实近1年净值上涨86.90%。从收益能力看，截至2025年9月15日，机器人ETF嘉实自成立以来，最高单月回报为25.78%，最长连 涨月数为3个月，最长连涨涨幅为37.12%，上涨月份平均收益率为9.74%。 数据显示，截至2025年8月29日，中证机器人指数前十大权重股分别为汇川技术、科大讯飞、石头科技、大华股份、中控技术、大族激光、双环传动、机器 人、云天励飞、科沃斯，前十大权重股合计占比50.36%。 截至2025年9月16日 10:48，中证机器人指数上涨0.86%，成分股双环传动上涨6.76%，伟创电气上涨6.70%，奥比中光上涨6.05%，步科股份上涨5.53%，均普 智能上涨4.68%。机器人ETF嘉实(159526)上涨0.79%。 流动性方面，机器人ETF嘉实盘中换手3.22%，成交2166.92万元。拉长时间看，截至9月15日，机器人ETF嘉实近1月日均成交5623.23万元。 资金流入方面，机器人ETF嘉实最新资金流入流出持平。拉长时间看，近5个交易日内，合计"吸金"2673.69万元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | ...

内容概要：直写光刻也称无掩模光刻，是指计算机控制的高精度光束聚焦投影至涂覆有感光材料的基材 表面上，无需掩模直接进行扫描曝光。近年来，全球经济增速放缓，下游行业承压发展，直写光刻设备 市场规模呈波动态势，2024年随着下游行业明显回暖，直写光刻设备市场规模恢复增长态势，同比增长 12%达15.7亿美元。未来随着直写光刻技术的优势逐步显现及其应用边界的不断扩展，市场规模将进一 步扩张。从直写光刻设备产业链来看，上游为设备生产所需的原材料、模块及组件，包括光源、图形生 成模块、运动平台、光路组件及自动控制组件等。中游为直写光刻设备供应商。下游为直写光刻设备应 用领域，涉及印制电路板制造、IC载板制造、显示面板等。这些产品应用领域极为广泛，涵盖消费电 子、数据中心、汽车电子、低空经济、平板显示器等。PCB为直写光刻设备最大应用领域，2024年占比 41.1%。其次为掩膜版领域，占比36.6%。其他领域占比相对较小。竞争企业方面，在PCB直接成像设 备领域，由于设备由多个系统组成，设备生产工艺复杂，因此技术门槛高，目前行业主要参与者包括以 色列Orbotech、日本的ORC、ADTEC、SCREEN以及国内的芯碁微装 ...

Investment Rating - The report assigns a "Strong Buy" rating to the company, with a target price of 65.13 CNY based on a projected 30x PE for 2026 [3][11]. Core Insights - The company is positioned to benefit from a new growth cycle driven by AI edge computing and AI PCB expansion, following a historical pattern of stock price and operational cycles [9][37]. - The company has established itself as a leading global provider of intelligent manufacturing equipment solutions, with a diversified product range across various sectors including consumer electronics, new energy, and semiconductors [15][18]. Summary by Sections Company Overview - The company has evolved over 30 years into a platform technology leader, with a comprehensive product portfolio that includes equipment for information technology, new energy, semiconductor, and general laser processing [15][18]. - The management team possesses extensive industry experience, contributing to stable operational performance [25][26]. Consumer Electronics - Major clients are initiating a new innovation cycle, with AI hardware upgrades driving increased equipment demand [40]. - The company is actively expanding its product offerings in 3D printing and other new technologies to meet evolving market needs [40][48]. AI PCB - The AI sector is expected to trigger the largest expansion wave in PCB manufacturing, with a surge in equipment demand driven by high-density and high-performance requirements [9][11]. - The company holds the leading market share in PCB equipment, particularly in drilling and imaging technologies, positioning it well to capitalize on industry growth [9][11]. Financial Projections - Revenue forecasts indicate a growth trajectory with total revenue expected to reach 29.9 billion CNY by 2027, reflecting a compound annual growth rate of 21.5% [3][11]. - Net profit is projected to rebound significantly, with estimates of 3.33 billion CNY by 2027, following a dip in 2025 [3][11]. Investment Thesis - The combination of AI edge computing and AI PCB advancements is anticipated to drive a new growth cycle for the company, supported by historical performance patterns [9][37]. - The company has successfully incubated numerous subsidiary companies, enhancing its competitive edge across various technology sectors [10][11].