转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院光伏设备行业研究小组发布的《中国光伏设备行业市场前瞻与投 资战略规划分析报告》。 行业主要上市公司：捷佳伟创(300724)、晶盛机电(300316)、迈为股份(300751)、京山轻机(000821)、连 城数控(920368)、北方华创(002371)、奥特维(688516) 金辰股份(603396)、帝尔激光(300776)、罗博特科 (300757)、高测股份(688556)、双良节能(600481) 先导智能(300450)、微导纳米(688147)、大族激光 (002008)、博硕光电(831019)、拉普拉斯(688726)、宇晶股份(002943)、京运通(601908)等 本文核心数据：光伏设备行业企业布局情况;中国光伏设备行业发展历程;中国光伏设备行业规模 光伏设备种类繁多 参考中国光伏行业协会的资料，光伏设备指光伏制造企业用于生产原料、电池及电池组件、零部件等产 品中使用的，并在反复使用中基本保持原有实物形态和功能的机器设备。 光伏设备的种类较多，主要包括硅棒/硅锭制造设备、硅片制造设备、电池片制造设备、晶体硅电池组 件制造设备、薄 ...

2026年春晚，宇树科技与塔沟武校合作的《武BOT》燃爆全场并登顶热搜。从去年的扭秧歌，到今年的 醉拳、空翻、舞棍，人形机器人多机协同、高动态控制等关键技术取得突破。春晚开播仅两小时，京东 平台机器人搜索量环比增超300%，社交平台上"机器人相关ETF"成为热词，不少投资者连夜寻找能够分 享这一产业红利的投资标的。 机器人火了，但怎么投？指数化投资是高效选择，目前市场上主流的机器人指数有两只——国证机器人 产业指数和中证机器人指数，两者在编制规则、成份股构成以及对机器人细分领域的覆盖上存在一定差 异，尤其是"人形含量"的高低。 综合来看，两只指数各有千秋，投资者可以根据自身投资目的、投资经验、风险承受能力等，在充分了 解指数特征的基础上审慎做出投资决策。对于希望精准布局人形机器人赛道的投资者而言，国证机器人 产业指数可能是较好的选择，机器人ETF易方达（159530）最新规模超175亿元、在跟踪该指数的产品 中位居第一，兼具纯度和流动性。 本文系企业供稿｜理财有风险 投资须谨慎 (编辑：许楠楠)关键字： 简单来说，国证机器人产业指数更聚焦"机器人本体+核心零部件"这一核心环节，而中证机器人指数覆 盖产业链更全 ...

Core Viewpoint - The company is actively expanding its overseas R&D and sales teams to capitalize on the diversification of manufacturing supply chains, particularly in Southeast Asia, where equipment demand is significantly increasing [1] Group 1: Market Trends - The manufacturing supply chain is showing a trend towards diversification, with a notable increase in equipment demand in Southeast Asia [1] - The company is aligning its strategies with major clients to seize market opportunities arising from this supply chain diversification [1] Group 2: Product Development - The company has developed a comprehensive intelligent welding product system to meet the diverse welding process requirements across various industries [1] - New product offerings include laser welding machines for heat exchangers, 3D five-axis laser welding machines, gantry laser welding machines, mobile gantry laser welding machines, ground rail-mounted welding robots, and gantry inverted welding robots [1] Group 3: Industry Applications - The company is focusing on key manufacturing demands in sectors such as aerospace, nuclear energy, rail transportation, power generation, shipbuilding, steel structures, and construction machinery [1] - It has provided specialized welding technology support to numerous industry clients, aiding them in quality improvement, efficiency enhancement, and smart manufacturing upgrades [1]

Group 1 - The company Dazhu Laser announced that it will accept investor research from January 6, 2026, to February 11, 2026, with participation from key management including Du Yonggang, the Deputy Director of the Management and Decision-Making Committee and Secretary of the Board [1] Group 2 - Venture capital queen Xu Xin has made headlines by achieving an 18-fold return on a recent investment, following a 144% surge in just five days [1] - Xu Xin is known for her previous investments in major companies such as JD.com and Meituan, and her net worth exceeds 10 billion yuan [1]

Group 1 - The core viewpoint of the article highlights that the company is focusing on its 3D printing business, specifically targeting titanium alloy components for consumer electronics [1] - The company indicates that the maturity of its technology is continuously improving, which opens up a more efficient, controllable, and cost-effective path for 3C consumer electronics manufacturing [1] - With the growth in demand within the relevant industry, the 3D printing business is expected to become a new growth point for the company [1]

Core Viewpoint - The company is developing a comprehensive intelligent welding product system to meet the diverse welding process requirements across various industries [1] Group 1: Product Offerings - The company has launched a range of diversified solutions including heat exchanger laser welding machines, three-dimensional five-axis laser welding machines, gantry laser welding machines, mobile gantry laser welding machines, ground rail-mounted welding robots, gantry inverted welding robots, laser-arc hybrid welding, and galvo remote welding [1] - These products are designed to support specialized welding technology for clients in sectors such as aerospace, nuclear energy, rail transportation, electric power, shipbuilding, steel structures, and engineering machinery [1] Group 2: Industry Impact - The company's solutions aim to assist clients in achieving quality improvement, efficiency enhancement, and intelligent manufacturing upgrades [1]

Group 1 - The core point of the article is that Dazhu Laser's subsidiary, Dazhu CNC, has successfully listed on the Hong Kong Stock Exchange, achieving a dual capital platform layout with A+H shares [1] - The listing took place on February 6, 2026, under the stock code 03200.HK [1] - The IPO attracted notable cornerstone investors, including GIC, Shenghong Technology's Hongxing International, Schroders, Hillhouse Capital, and MSIP, with a total subscription amount of approximately $310 million [1]

投资者关系活动记录表 证券代码：002008 证券简称：大族激光 大族激光科技产业集团股份有限公司 投资者关系活动记录表 编号：2026002 | | 特定对象调研  | 分析师会议  | | --- | --- | --- | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系 活动类别 | □ 新闻发布会 | □ 路演活动 | | |  现场参观 | | | |  其他（电话会议） | | | | 摩根士丹利（1 月 6 日） | 南方基金（1 月 23 日） | | | 月 日） 华西证券策略会（1 7 | 月 日） 西部证券（1 23 | | | 申万宏源证券（1 月 7 日） | 野村东方国际证券（1 月 27 日） | | | 月 日） Willing Capital（1 8 | 月 日） 长江证券策略会（1 27 | | | 中金公司（1 月 8 日） | 广发证券（香港）（1 月 28 日） | | | 月 日） 财通证券（1 8 | 月 日） 源峰基金（1 29 | | | Point 72（1 月 9 日） | 汇添富基金（1 月 30 日） | | | 月 日） 上海复 ...

Group 1 - The core viewpoint of the article highlights that Dazhong Laser (002008) has secured multiple significant projects in the display panel industry, indicating strong recognition of its technological capabilities by major clients like BOE and TCL Huaxing [1] - The demand for AI-driven high multilayer PCB equipment, semiconductor, and display panel equipment is showing signs of recovery [1] Group 2 - In terms of financial performance, the company's revenue for the first three quarters of 2025 increased by 25.51% year-on-year, while the net profit attributable to shareholders decreased by 39.46%, primarily due to non-recurring gains and losses; however, the net profit excluding non-recurring items grew by 51.46%, indicating improved profitability in core operations [2] Group 3 - As of February 13, 2026, the company's stock price closed at 54.50 yuan, showing a recent upward trend with a daily increase of 2.62% and a 5-day increase of 13.42% [3] Group 4 - From a technical perspective, as of February 13, 2026, the stock price has surpassed the 20-day moving average of 50.16 yuan, with the 60-day moving average at 43.08 yuan; the current price is near the upper Bollinger Band of 54.29 yuan, indicating a need to monitor volume and previous resistance levels [4] Group 5 - Institutional target prices average around 71.40 yuan, although market sentiment and macroeconomic fluctuations may impact stock prices [5]

Core Viewpoint - The controlling shareholder of Dazong Laser, Dazong Holdings, plans to reduce its stake in the company by selling up to 9,958,170 shares, which represents approximately 0.9672% of the total share capital [1][2]. Group 1: Shareholder Reduction Plan - Dazong Holdings currently holds 161,773,306 shares, accounting for 15.71% of the total share capital [1][2]. - The planned share reduction will occur within three months after the announcement, starting 15 trading days from the disclosure date [1]. - The estimated amount from the planned share reduction is approximately 529 million yuan, based on the closing price of 53.11 yuan per share on February 12 [2]. Group 2: Shareholding Structure - Dazong Holdings and its concerted action person, Gao Yunfeng, collectively hold 258,092,841 shares, which is 25.07% of the total share capital [2]. - Gao Yunfeng holds 96,319,535 shares, representing 9.36% of the total share capital [2]. Group 3: Subsidiary Listing - Dazong Laser's subsidiary, Dazong CNC, was listed on the Hong Kong Stock Exchange on February 6, with a total of 50,451,800 shares issued [2]. - The final offer price for Dazong CNC was set at 95.80 HKD, with total proceeds amounting to 4,833.3 million HKD [3]. - After deducting estimated listing expenses of 202.6 million HKD, the net proceeds from the offering were 4,630.7 million HKD [3].