2026年1月13日晚间，大族激光控股子公司大族数控发布2025年度业绩预告。公告显示，大族数控预计公司2025全年归母净利润为7.85亿元~8.85亿元，同 比2024年上升160.64%~193.84%。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 | 盈利:78,500.00万元 - 88,500.00万元 | 盈利: 30,117.98 | | 股东的净利润 | 比上年同期上升:160.64% - 193.84% | 万元 | | 扣除非经常性损 | 盈利:78,000.00万元 - 88,000.00万元 | 盈利: 21,009.74 | | 益后的净利润 | 比上年同期上升: 271.26% - 318.85% | 万元 | 经计算，大族数控2025年第四季度归母净利润预计为2.93亿元~3.93亿元，环比上升28.9%~72.8%，全年业绩呈逐季度提升，公司订单按季度呈现明显的上 升趋势。 大族数控认为，公司2025年业绩同比上升的主要原因是，在全球AI算力中心基础设施投资持续提升推动下，用于AI服务器、高速交换机等产品的高多层 板及高 ...

此外，马斯克近期称，通用人工智能（AGI）在2026年就将到来，3年内，机器人在手术技能上将超越人类；4年后，将达到"完胜任何人类医生"的水平。 1月13日，A股市场震荡回调，沪指回调，止步17连阳。截至15:00，机器人ETF基金（159213）收跌1.37%，资金持续涌入机器人板块，机器人ETF基金 （159213）全天吸金超5500万元，加上今日已连续11日强势吸金超3亿元。 | 【机器人ETF基金（159213）标的指数前十大成分股】 | | --- | | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 2.16% | 10.98% | | 2 | 300124 | 汇川技术 | 机械设备 | -3.12% | 9.93% | | 3 | 601689 | 拓普集团 | 汽车 | -0.67% | 7.20% | | 4 | 002236 | 大华股份 | 计算机 | -2.52% | 4.53% | | 5 | 002008 | 大族激光 ...

证券日报网讯1月13日，大族激光（002008）在互动平台回答投资者提问时表示，公司具体业务开展情 况请关注公司定期报告，亦可关注公司官网及其他官方信息披露渠道。 ...

Investment Rating - The report maintains a positive investment rating for the 3D printing industry, highlighting its growth potential and opportunities in various sectors [1]. Core Insights - The 3D printing industry, also known as additive manufacturing, is experiencing rapid growth, with a market size of 367 billion yuan in China for 2023 and an average growth rate of approximately 25% from 2019 to 2023 [2][61]. - Key applications of 3D printing include aerospace (16.8%), medical/dental (15.6%), automotive (14.6%), consumer electronics (11.8%), and academic research (11.1%) [2][34]. - The technology offers significant advantages over traditional manufacturing methods, particularly in cost control for small batch production, personalized production, and material utilization [1][12]. Summary by Sections 1. 3D Printing vs. Traditional Manufacturing - 3D printing has clear advantages in cost control for small batches, personalized production, and material efficiency compared to traditional methods, which excel in material variety and precision [1][12]. - The main technologies in China include SLS/SLM (32%) and FDM (15%) [25]. 2. Core Components of 3D Printing - Key components include lasers and scanning systems, with lasers being the primary heat source for metal 3D printing [41][42]. - The software aspect is crucial, with major CAD software providers including Dassault Systems, Siemens, and Autodesk [57]. 3. Market Growth and Trends - The 3D printing market is expected to continue its growth trajectory, with significant adoption in aerospace, consumer electronics, and other sectors [2][61]. - The U.S., China, Japan, and Germany are identified as the core markets for 3D printing applications, with the U.S. accounting for approximately 33% of global equipment applications [2][61]. 4. Commercial Aerospace Opportunities - The commercial aerospace sector is poised for significant growth, with 3D printing being well-suited for manufacturing complex and lightweight components [2][61]. - Notable products include rocket engine components and satellite parts, indicating a broad application range [2]. 5. Key Companies in the Industry - Notable companies in the 3D printing sector include Platinum Technology, Huazhu High-Tech, Dazhu Laser, and others, which are making strides in technology and market presence [2][5].

大族激光 20260109 大族激光作为全球激光设备的龙头公司之一，近年来通过业务平台化拓展了多 个下游行业，包括半导体、新能源和高功率等领域。我们认为，未来一到两年 内，公司将迎来几个重要的增长契机。首先是 PCB 和消费电子业务的同步爆发。 大族数控作为大族激光旗下从事 PCB 业务的子公司，受益于 AI PCB 资本开支 的爆发，其设备需求迅速回暖，并在超快激光器领域实现了技术突破。此外， 消费电子方面，北美大客户（苹果）预计将在 2026 年发布第一代折叠屏手机， 并在 2027 年推出 20 周年纪念款 iPhone 以及第二代 Vision Pro，这些创新将 带动对大族激光设备需求的大幅增加。 大族数控在 PCB 领域有哪些具体表现？ 大族数控作为内资 PCB 板厂上游机械钻孔机和二氧化碳钻孔机的供应商，在 AI PCB 资本开支爆发背景下，其设备需求迅速回暖。此外，大族数控开发了超快 激光器，实现了在镭射钻孔机赛道上的技术突破。尽管过去市场竞争力最强的 是日本三菱，但大族数控凭借超快激光器技术，在加工多层板或 HDI 板时实现 了弯道超车。这种技术因其低热效应，非常适合未来材料升级方向，因此预 ...

Market Size Analysis and Forecast - The global lithium battery equipment market is projected to reach 99 billion yuan in 2025, representing a 25% year-on-year growth, driven by surges in energy storage, electric vehicles, and light-duty power markets in the second half of 2025 [2] - The demand for lithium batteries is expected to grow significantly in various sectors, including energy storage, electric vehicles, AI data centers, drones, light electric vehicles, electric ships, and new smart devices [2] - By 2027, the global lithium equipment market is forecasted to reach 141.9 billion yuan, with segment breakdowns of 46 billion yuan for front-end equipment, 43.4 billion yuan for mid-stream equipment, 38.3 billion yuan for back-end equipment, and 14.2 billion yuan for modules and PACK [2] 2025 China Lithium Battery Equipment Market Share TOP 50 Rankings - The top companies in the 2025 China lithium battery equipment market include: 1. XianDao Intelligent 2. YingHe Technology 3. JiaTuo Intelligent (a subsidiary of PuTaiLai) 4. HangKe Technology 5. Wuxi Liqi 6. LianYing Laser 7. Dazhu Lithium Battery (a subsidiary of Dazhu Laser) 8. LiYuanHeng 9. JiYang Intelligent 10. HaiMuXing [3][5][6] Detailed Company Rankings and Equipment Coverage - XianDao Intelligent and YingHe Technology provide complete lithium battery line solutions [6] - JiaTuo Intelligent specializes in processes such as rolling, cutting, and coating [6] - HangKe Technology focuses on formation, testing, and logistics lines [6] - Wuxi Liqi offers feeding and mixing systems [6] - LianYing Laser provides cell packaging lines and laser cutting equipment [6] Additional Market Segments - The report also highlights the top companies in various specific equipment segments, including stirring machines, coating machines, and drying equipment, indicating a comprehensive landscape of the lithium battery equipment market in China [8]

Core Viewpoint - The Munich Shanghai Optical Expo, a significant event in the Asian laser, optics, and optoelectronics industry, will take place from March 18-20, 2026, at the Shanghai New International Expo Center, showcasing cutting-edge technologies and renowned companies in various core fields [2]. Group 1: Event Details - The expo will cover key areas such as optical manufacturing, laser technology, infrared applications, detection and quality control, integrated optoelectronics and optical communication, and biomedical photonics [2]. - The exhibitor list has been officially released, and attendees are encouraged to save it for reference [2]. Group 2: Exhibitor Information - The exhibitor list includes notable companies such as Canon Optical Industrial Equipment, Han's Laser Technology Industry Group, and various other firms specializing in laser technology and optoelectronics [11][15][21]. - The event will feature a diverse range of exhibitors from different regions, including companies from Shanghai, Beijing, and other provinces, highlighting the industry's broad participation [11][15][21].

Group 1 - The Robot ETF (562500) has risen by 1.05%, showing strong upward momentum and resilience despite some fluctuations during the day [1] - Key holdings such as Hongxun Technology and Paislin have hit the daily limit, while Tianzhun Technology surged over 7%, indicating significant profitability within the sector [1] - The trading volume reached 1.047 billion yuan, reflecting high investor sensitivity to structural opportunities in the robotics industry [1] Group 2 - Citic Securities highlights the challenge of a lack of large-scale training data for embodied intelligence, contrasting it with the success of large language models and autonomous driving [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments including humanoid robots and industrial robots [2] - The recent adjustment of component stocks in the Robot ETF has increased the humanoid robot content in the index to nearly 70%, successfully removing underperforming stocks and retaining strong performers [2]

Group 1 - The core viewpoint of the articles highlights the strong growth and potential of the humanoid robot market, with significant contributions from Chinese manufacturers [1][2] - According to Omdia's report, global humanoid robot shipments are expected to reach 13,000 units by 2025, with Chinese companies leading the market [1] - AGIBOT has achieved the highest global shipment volume of over 5,100 units, capturing a 39% market share, making it the leader in both shipment volume and market share [1] - The humanoid robot industry is accelerating, with multiple manufacturers launching mass production versions and some products already being utilized in factories [1] - The report predicts exponential growth in the humanoid robot sector, with shipments potentially reaching 2.6 million units by 2035 [1] - The top ten weighted stocks in the CSI Robot Index account for 52.83% of the index, indicating a concentrated investment opportunity in leading companies [1] Group 2 - The Jia Shi Robot ETF (159526) closely tracks the CSI Robot Index, focusing on companies involved in the entire robot industry chain, including system solution providers and automation equipment manufacturers [2] - Investors without stock accounts can access the robot industry development opportunities through the Jia Shi Robot ETF linked fund (024620) [2]

Group 1 - The A-share market experienced a rebound, with the Shanghai Composite Index rising nearly 1% and returning to 4100 points for the first time in 10 years [1] - The Robot ETF Fund (159213) saw a significant inflow of funds, attracting over 210 million yuan in a single day and accumulating over 2 billion yuan in inflows over the past nine days [1] - The top ten constituent stocks of the Robot ETF Fund showed strong performance, with notable gains from companies like Keda Xunfei (10.31%) and Dazhong Laser (4.12%) [1] Group 2 - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion on the "Artificial Intelligence + Manufacturing" initiative, emphasizing the acceleration of industrial robot applications and the establishment of humanoid robot production bases [2] - The humanoid robot industry is in its early production stage, with significant breakthroughs in order sizes and a shift towards mass production, indicating a growing market presence [3][4] - By 2025, the cumulative order volume for domestic humanoid robots is expected to exceed 20,000 units, with an estimated delivery volume of over 10,000 units for the year, reflecting rapid maturation of production capacity and supply chain collaboration [3] Group 3 - The humanoid robot market is projected to grow significantly, with estimates suggesting a market size of 2.383 trillion yuan by 2030, representing over 40 times growth from 2025 [6] - The industry is expected to evolve from structured industrial applications to semi-structured commercial services and eventually to open household scenarios, indicating a broadening of application areas [4] - Elon Musk's insights on humanoid robots suggest a future demand ratio of 3:1 to 5:1 between humanoid robots and humans, potentially leading to a global stock of 20 to 30 billion humanoid robots [7] Group 4 - The development of humanoid robots faces three main challenges: creating a highly dexterous hand, developing an AI brain that understands the real world, and achieving large-scale production capabilities [10] - The current focus is on advancing the AI brain, which is crucial for the practical application of humanoid robots, as hardware advancements are already converging [10][11] - Major tech companies are actively investing in humanoid robots, indicating a significant growth opportunity in this sector, with the Robot ETF Fund providing a means for investors to engage with this emerging market [11]