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]

不过，参会人士普遍认为，随着政策支持力度的持续加大与市场服务体系的不断完善，知识产权在资本 市场中的价值将得到进一步释放。 文/新浪财经香港站 赵岚 "知渊于智 识贯于行——知识产权专题"第二十九期"深交所·创享荟"在深交所举办。来自政府机构、法 律界、学术界的资深从业者齐聚一堂，共同探讨知识产权保护路径与资本市场赋能创新成果商业转化的 等议题。 企业是创新的主体，研发人员的积极性是创新力的源泉。在会议现场，大族激光法务及知识产权总监付 飞龙对新浪财经表示，公司对于员工完成且已办理软件登记、专利申请的研发成果，都会给予相应奖 励；未来若这些成果实现商业化变现，还会给予收益分成，以此激励研发人员持续产出高质量创新成 果。 在知识产权商业化转化的探索中，质押融资与作价入股为资本市场关注的方向之一。付飞龙表示，公司 对知识产权质押变现、作价入股等模式有一定研究，但在实践中也发现价值评估当中存在的堵点："目 前成本法评估难以真实反映知识产权的市场价值，而市场法又容易出现作价过高或过低的情况。" 新浪财经了解到，这一痛点并非个例。知识产权价值评估存在不确定性高、收益预测难等问题，加之市 场交易信息不足、复合型评估人才短 ...

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%。 ...

关于控股股东部分股份质押的公告 证券代码：002008 证券简称：大族激光 公告编号：2025080 大族激光科技产业集团股份有限公司 关于控股股东部分股份质押的公告 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。 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"） 近日接获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质押登记，具体情况如下： | | 是否为控股 | | | 占公 | 是否 | 是否 | 质押 | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 本次质押 | 占其所 持股份 | 司总 | 为限 | 为补充 | | | 质权人 | 质押 | | 名称 | 大股东及其 一致行动人 | 数量（股） | 比例 | 股本 比例 | 售股 | 质押 | 起始日 | 到期日 | | 用途 | | 大族 | 是 | 1,050,000 | 0.65% | ...

一、日常关联交易基本情况 公司及公司控股子公司预计2026年度与部分关联人发生日常关联交易金额不超过57,000万元，涉及关联 交易的关联法人包括大族控股集团有限公司（含下属公司，以下简称"大族控股"）、北京大族天成半导 体技术有限公司（以下简称"大族天成"）、深圳市华创智企科技有限公司（以下简称"华创智企"）、深 圳市星汉激光科技股份有限公司（以下简称"星汉激光"）、深圳市大族安莱半导体有限公司（以下简 称"大族安莱"）、厦门大族尚立半导体科技有限公司（以下简称"大族尚立"）、杭州大族观微科技有限 公司（以下简称"大族观微"）等。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002008 证券简称：大族激光 公告编号：2025078 大族激光科技产业集团股份有限公司 关于2026年度日常关联交易预计的 公告 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。 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"）于2025年12月24日召开第八届董 事会第十二次会议，审议通过《关于2026年度日常关联交易预计的议案》，现将具体情况公告 ...

（文章来源：证券日报） 证券日报网讯 12月24日，大族激光发布公告称，公司第八届董事会第十二次会议于12月24日审议通过 《关于2026年度日常关联交易预计的议案》《关于公司子公司增资扩股暨关联交易的议案》。 ...

格隆汇12月24日丨大族激光(002008.SZ)公布，为建立健全长效激励机制，满足大族聚维发展战略及经 营管理需要，促进管理团队及核心技术人才与大族聚维长期共同发展，充分调动大族聚维核心团队积极 性，确保发展战略和经营目标的实现，进而强化公司核心业务协同效应，公司决定启动大族聚维增资扩 股工作。在充分保障股东利益的前提下，大族聚维拟增资扩股并引入员工持股平台深圳市族思聚优咨询 合伙企业（有限合伙）（简称"族思聚优"）、大族聚维董事长赵光辉为新股东，同时，公司亦将对大族 聚维增资。公司、深圳市大族创业投资有限公司（简称"大族创投"）、族思聚优及赵光辉拟于近日签订 《深圳市大族聚维科技有限公司增资协议》。 根据前述增资协议，大族聚维本次拟增加注册资本2,000万元，由现时的3,000万元增至5,000万元。其 中，族思聚优拟出资500万元认购大族聚维新增注册资本500万元，赵光辉拟出资250万元认购大族聚维 新增注册资本250万元，公司拟出资1,250万元认购大族聚维新增注册资本1,250万元，除上述公司出资部 分外，公司及公司全资子公司大族创投放弃本次增资其余部分的优先认购权。本次交易完成后，公司将 直接持有 ...