Group 1 - The State Intellectual Property Office of China granted a patent to Dazhong Laser Technology Industry Group Co., Ltd. and Dazhong Laser Intelligent Equipment Group Co., Ltd. for a technology titled "An Intelligent Processing Method, Device, Computer Equipment, and Storage Medium" with the authorization announcement number CN116736793B, applied for on March 2022 [1] - Dazhong Laser Technology Industry Group Co., Ltd. was established in 1999 and is based in Shenzhen, primarily engaged in specialized equipment manufacturing, with a registered capital of 10,296.03408 million RMB. The company has invested in 86 enterprises, participated in 1,410 bidding projects, and holds 878 trademark records and 5,000 patent records, along with 128 administrative licenses [1] - Dazhong Laser Intelligent Equipment Group Co., Ltd. was founded in 2017, also located in Shenzhen, focusing on general equipment manufacturing, with a registered capital of 5,000 million RMB. The company has invested in 15 enterprises, participated in 515 bidding projects, and holds 568 patent records, along with 43 administrative licenses [1]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，大族激光科技产业集团股份有限公司，成立于1999年，位于深圳市，是一家以从事专 用设备制造业为主的企业。企业注册资本102960.3408万人民币。通过天眼查大数据分析，大族激光科 技产业集团股份有限公司共对外投资了86家企业，参与招投标项目1410次，财产线索方面有商标信息 878条，专利信息5000条，此外企业还拥有行政许可128个。 深圳市大族光子激光技术有限公司，成立于2007年，位于深圳市，是一家以从事计算机、通信和其他电 子设备制造业为主的企业。企业注册资本41000万人民币。通过天眼查大数据分析，深圳市大族光子激 光技术有限公司参与招投标项目3次，专利信息132条，此外企业还拥有行政许可9个。 国家知识产权局信息显示，大族激光科技产业集团股份有限公司、深圳市大族光子激光技术有限公司取 得一项名为"光束质量优化器及激光器系统"的专利，授权公告号CN116136616B，申请日期为2021年11 月。 ...

Group 1 - The core point of the article is that Dazhu Laser Technology Industry Group Co., Ltd. has obtained a patent for a technology related to storage media and electronic devices, which may enhance its competitive edge in the market [1] - The patent, titled "Storage Medium, Program Reading Method, Execution Method and Electronic Device," was granted with the announcement number CN116679620B, and the application date was June 2023 [1] - Dazhu Laser Technology Industry Group Co., Ltd. was established in 1999 and is based in Shenzhen, focusing on specialized equipment manufacturing [1] Group 2 - The company has a registered capital of 10,296.03408 million RMB and has invested in 86 enterprises, participated in 1,410 bidding projects, and holds 5,000 patents [1] - Shenzhen Dazhu Intelligent Control Technology Co., Ltd., established in 2017, is also based in Shenzhen and focuses on manufacturing computer, communication, and other electronic devices, with a registered capital of 20 million RMB [1] - This subsidiary has participated in 6 bidding projects and holds 260 patents [1]

Core Viewpoint - The A-share market shows a mixed trend with the robotics sector under pressure, yet there is a significant inflow of funds into the robotics ETF fund (159213), indicating investor confidence despite market fluctuations [1][3]. Group 1: Market Performance - As of 14:25, the robotics ETF fund (159213) experienced a decline of 0.41%, marking its first pullback after five consecutive days of gains [1]. - The fund saw a net inflow of over 33 million yuan during the day, contributing to a total net inflow of nearly 100 million yuan over the past four days [1]. Group 2: Component Stocks - The top ten component stocks of the robotics ETF fund show mixed performance, with notable gains from Keda Xunfei (2.70%) and Zhongkong Technology (1.27%), while Huichuan Technology and Dazhu Laser both fell over 1% [2][4]. Group 3: Industry Developments - The robotics sector is experiencing a significant boost, with rumors of an upcoming administrative order on robotics expected in 2026, and suppliers actively engaging in North America [3]. - The year 2025 is highlighted as a pivotal year for robotics, with strong initial growth followed by adjustments and renewed interest due to events like the World Robot Conference [3]. Group 4: Future Outlook - The robotics ETF fund manager indicates substantial advancements in mass production, with companies like UBTECH and ZhiYuan set to achieve significant production milestones by 2025 [6]. - The industry is expected to see a surge in human-like robots, with projections indicating that domestic sales could exceed 10,000 units in 2026, driven by technological advancements and commercial viability [7].

Core Viewpoint - The event focused on the development and challenges in the field of intellectual property (IP), emphasizing the shift from quantity and protection to quality and utilization, and the need for a collaborative ecosystem to address long-standing issues in IP conversion and application [1] Group 1: Current Challenges - Companies face a "quantity-quality imbalance" in IP, with many patents being abandoned due to obsolescence or misalignment with current trends [2] - Startups encounter three major challenges in IP: unclear ownership, imbalanced layout, and confidentiality breaches, which can significantly hinder their development [2] - The rapid iteration of new technologies, such as AI, presents new challenges for protecting innovative outcomes and managing associated risks [2] Group 2: Ecosystem Development - A collaborative ecosystem encompassing policy, industry, technology, and finance is essential for addressing existing bottlenecks in IP utilization [4] - The National Intellectual Property Administration is promoting three initiatives: deepening patent open licensing trials, building an IP financial ecosystem, and enhancing data empowerment through a national IP operation service platform [4] - Companies like Dazhu Laser are implementing incentive mechanisms to boost team engagement in high-quality patent cultivation and conversion [4] Group 3: Capital Market Support - The Shenzhen Stock Exchange has issued over 36.345 billion yuan in IP securitization products, holding a market share of nearly 90% [6] - The exchange aims to enhance its comprehensive service platform for IP conversion and utilization, ensuring a full-chain service process from blockchain evidence to standardized disposal [6] - Investment institutions are guiding companies in proactive IP layout through comprehensive support and innovative financial products [6][7]

证券之星消息，12月26日自动化设备板块较上一交易日下跌0.57%，罗博特科领跌。当日上证指数报收 于3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002008 | 大族激光 | 9636.48万 | 6.48% | -1809.80万 | -1.22% | -7826.68万 | -5.26% | | 920405 | 海希通讯 | 2863.14万 | 16.36% | 533.54万 | 3.05% | 106.36万 | 0.61% | | 688290 | 景业智能 | 1533.43万 | 6.11% | 14.79万 | 0.06% | -1548.22万 | -6.17% | | 688686 | 奥普特 | 1173.78万 | 6.92% | 777.75万 | 4.59% | -1 ...

Investment Rating - The report maintains a "Strong Buy" rating for Ding Tai Gao Ke and Zhong Tu Gao Xin, and a "Buy" rating for Da Zu Suo Kong and Ying Nuo Ji Guo [4] Core Insights - The report highlights the strong demand for AI infrastructure driving a new expansion cycle in the PCB industry, with significant investments from global tech giants [15] - The PCB equipment sector is experiencing accelerated upgrades, presenting opportunities for domestic manufacturers due to rising precision and complexity requirements [10][11] - The report emphasizes the importance of core consumables like drilling needles, which are expected to see significant growth in both volume and price due to AI-driven demand [9] Industry Overview - The PCB industry is projected to grow from $73.57 billion in 2024 to $96.4 billion by 2029, with a CAGR of 5.6% [15][22] - The global PCB market is expected to see a revenue increase of 7.6% and a production increase of 7.8% in 2025, driven by AI infrastructure investments [15] - The demand for high-layer and HDI boards is expected to grow significantly, with 18-layer and above boards projected to see a 40.2% increase in market value in 2024 [18][22] Key Companies and Their Forecasts - Ding Tai Gao Ke is expected to achieve an EPS of 0.99 yuan in 2025, with a PE ratio of 141.99, maintaining a "Strong Buy" rating [4] - Zhong Tu Gao Xin is forecasted to have an EPS of 0.51 yuan in 2025, with a PE ratio of 57.05, also rated as "Strong Buy" [4] - Da Zu Suo Kong is projected to have an EPS of 1.77 yuan in 2025, with a PE ratio of 68.67, rated as "Buy" [4] - Ying Nuo Ji Guo is expected to achieve an EPS of 0.30 yuan in 2025, with a PE ratio of 152.09, rated as "Buy" [4] Market Trends - The report identifies a shift towards high-end PCB products driven by AI applications, with increasing requirements for precision and complexity in manufacturing processes [10][11] - The demand for PCB drilling equipment is expected to grow from $1.47 billion in 2024 to $2.40 billion by 2029, with a CAGR of 10.3% [35] - The exposure equipment market is projected to grow from $1.20 billion in 2024 to $1.94 billion by 2029, with a CAGR of 10% [43] Competitive Landscape - Domestic manufacturers are gaining market share in high-end PCB equipment, with companies like Da Zu Suo Kong and Xin Qi Wei Zhuang making significant strides against foreign competitors [11][42] - The report notes that the competitive landscape for drilling needles is favorable for domestic firms, with Ding Tai Gao Ke leading the global market share [9][18]

Group 1 - The core viewpoint of the news is that Dazhu Laser has shown significant stock performance, with a year-to-date increase of 72.84% and a recent 5-day increase of 15.25% [1] - As of December 26, the stock price reached 42.62 CNY per share, with a market capitalization of 43.882 billion CNY and a trading volume of 10.41 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 31.91 million CNY, with large orders contributing to 2.57 billion CNY in buying [1] Group 2 - Dazhu Laser operates in the mechanical equipment sector, specifically in automation equipment and laser devices, and is associated with concepts such as robotics and new industrialization [2] - For the period from January to September 2025, the company reported a revenue of 12.713 billion CNY, reflecting a year-on-year growth of 25.51%, while the net profit attributable to shareholders decreased by 39.46% to 863 million CNY [2] - The company has distributed a total of 3.713 billion CNY in dividends since its A-share listing, with 779 million CNY distributed over the past three years [3] Group 3 - As of September 30, 2025, the number of shareholders for Dazhu Laser was 123,000, a decrease of 25.55%, while the average number of circulating shares per person increased by 31.23% to 7,775 shares [2] - The top circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 43.448 million shares, and various ETFs related to robotics, indicating institutional interest [3]

Group 1 - The event "Knowledge and Action - Intellectual Property Special Issue" was held at the Shenzhen Stock Exchange, focusing on the protection of intellectual property and the commercialization of innovative results in the capital market [1][3] - Companies are seen as the main body of innovation, with the enthusiasm of R&D personnel being the source of innovation power. Dazhong Laser's legal and intellectual property director mentioned that the company rewards employees for completed software registrations and patent applications, and will share profits if these results are commercialized [1][3] - The exploration of intellectual property commercialization includes pledge financing and equity pricing, which are areas of interest for the capital market. However, challenges in value assessment were noted, such as the cost method failing to reflect market value accurately and the market method leading to potential overvaluation or undervaluation [1][3] Group 2 - The uncertainty in intellectual property value assessment, along with difficulties in revenue forecasting and a lack of market transaction information, limits the credibility of assessment results and hinders the scaling of intellectual property financial services [1][3] - The challenges in value assessment directly impact financial institutions' risk judgments, resulting in some intellectual property pledge loans not fully enhancing asset credit [1][3] - Participants at the event generally believe that with ongoing policy support and improvements in market service systems, the value of intellectual property in the capital market will be further released [2][4]

每经AI快讯，大族激光（SZ 002008，收盘价：41.78元）12月25日晚间发布公告称，公司近日接获公司 控股股东大族控股之告知函，获悉其将持有的本公司部分股份进行了质押登记，此次质押105万股。截 至本公告日，高云峰累计质押股数为8918万股，占其所持股份比例为92.59%。大族控股累计质押股数 约为1.03亿股，占其所持股份比例为63.56%。 （记者 贾运可） 截至发稿，大族激光市值为430亿元。 每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 2025年1至6月份，大族激光的营业收入构成为：智能制造装备制造业占比100.0%。 ...