证券代码：002611 证券简称：东方精工 公告编码：2025-050 广东东方精工科技股份有限公司 关于重大资产重组事项的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本次交易概述 广东东方精工科技股份有限公司（以下简称"公司"或"上市公司"）拟向 Foresight US BidCo, Inc.出售其持有的广东佛斯伯智能设备有限公司的 100%股 权和狄伦拿（广东）智能装备制造有限公司的 100%股权，上市公司全资子公司 Dong Fang Precision (Netherland) Coöperatief U.A.拟向Foresight Italy BidCo S.p.A. 出售其持有的 Fosber S.p.A.的 100%股权（该等交易以下简称"本次交易"）。 本次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组，本 次交易不会导致公司控制权变更。根据《公司法》《证券法》以及《深圳证券交 易所股票上市规则》等法律、法规及规范性文件的相关规定，本次交易不构成关 联交易。 002611 东方精工 关于重大资产重组事项的进展 ...

爱建证券研报指出，东方精工是全球瓦楞纸装备龙头（全球市占率约15%，居国内第一、全球前二）， 水上动力装备业务推动新增长，并围绕"人工智能+机器人"与"可控核聚变及核电高端装备"两大方向外 延布局。市场仍偏重公司传统装备属性，但公司已通过出售Fosber等瓦楞纸装备相关资产，逐步将资源 配置向水上动力等高端制造领域转型。随着业务结构与增长来源的调整，新业务对中长期业绩的贡献仍 处于逐步释放阶段，相关影响尚未在当前定价中充分反映。公司机器人及核电与可控核聚变项目在订 单、交付或产业合作方面取得进展；瓦楞纸装备业务盈利能力修复、海外订单超预期；水上动力业务中 大马力舷外机放量及海外渠道拓展，推动收入与毛利率改善。首次覆盖，给予"买入"评级。 ...

| | | | 12月25日目标价涨幅排名 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 플날目牺牲 | 目标涨幅 | | | | | | (元) | (%) | | 300384 | 三联虹普 | 中信证券 | 买人 | 20.00 | 24.53 | | 600859 | 王府井 | 中信证券 | 买人 | 18.00 | 19.05 | | 601990 | 南京证券 | 华创证券 | 推荐 | 9.45 | 18.13 | | 600346 | 恒力石化 | 中信证券 | 买人 | 24.00 | 15.72 | | 601689 | 拓普集团 | 群益证券(香港) | 买进 | 81.00 | 12.77 | 从券商推荐家数来看，12月25日有20家上市公司得到券商推荐，其中领益智造获得2家推荐，国机重装、南京证 券等获得1家推荐。 | | 12月25日券商推荐家数排名 | | | | | --- | --- | --- | --- | --- | | 券代码 | 证券名称 | 收盘价 (元) | 评级 ...

南财投研通数据显示，12月25日，券商给予上市公司目标价共5次，按最新收盘价计算，目标价涨幅排名居前的 公司有三联虹普、王府井、南京证券，目标价涨幅分别为24.53%、19.05%、18.13%，分别属于专业工程、一般 零售、证券行业。 | | | | 12月25日目标价涨幅排名 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 플날目标伙 | 目标涨幅 (%) | | | | | | (元) | | | 300384 | 三联虹普 | 中信证券 | 买人 | 20.00 | 24.53 | | 600859 | 王府井 | 中信证券 | 买人 | 18.00 | 19.05 | | 601990 | 南京证券 | 华创证券 | 推荐 | 9.45 | 18.13 | | 600346 | 恒力石化 | 中信证券 | 买入 | 24.00 | 15.72 | | 601689 | 拓普集团 | 群益证券(香港) | 买进 | 81.00 | 12.77 | | ■ 12月20日 | | | 2011/2013 201 ...

证券之星消息，12月25日专用设备板块较上一交易日上涨1.25%，强瑞技术领涨。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。专用设备板块个股涨跌见下表： 从资金流向上来看，当日专用设备板块主力资金净流出2.13亿元，游资资金净流出4.68亿元，散户资金净 流入6.81亿元。专用设备板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002031 | 巨轮書能 | 4.821Z | 19.78% | -2.34 Z | -9.62% | -2.48 Z | -10.17% | | 002611 | 东方精工 | 3.21 乙 | 13.58% | -8868.94万 | -3.75% | -2.33 Z | -9.83% | | 600501 | 航天晨光 | 2.97亿 | 15.40% | -1.66 Z | -8.61% | -1.3 ...

全球瓦楞纸装备龙头，积极布局新兴产业 ——东方精工（002611.SZ）首次覆盖报告 证券研究报告 公司研究 / 首次覆盖 2025 年 12 月 25 日 投资要点： 财务数据及盈利预测 | 报告期 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 4,746 | 4,778 | 5,372 | 5,974 | 6,758 | | 同比增长率（%） | 21.9% | 0.7% | 12.4% | 11.2% | 13.1% | | 归母净利润（百万元） | 433 | 501 | 701 | 842 | 1,031 | | 同比增长（%） | -3.1% | 15.5% | 40.0% | 20.0% | 22.5% | | 每股收益（元/股） | 0.36 | 0.41 | 0.58 | 0.69 | 0.85 | | 毛利率（%） | 29.2% | 30.1% | 30.0% | 30.1% | 30.3% | | ROE（%） | 9.6% | 10.1% | 1 ...

今年以来东方精工已经7次登上龙虎榜，最近一次登上龙虎榜为11月4日。 资料显示，广东东方精工科技股份有限公司位于广东省深圳市南山区招商街道水湾社区蛇口望海路1166 号招商局广场18A，成立日期1996年12月9日，上市日期2011年8月30日，公司主营业务涉及瓦楞纸箱多 色印刷成套设备的研发、设计、生产、销售及服务。主营业务收入构成为：瓦楞纸板生产线64.67%， 水上动力产品及通机产品22.44%，瓦楞纸箱印刷包装设备(含数码印刷设备)12.89%。 东方精工所属申万行业为：机械设备-专用设备-印刷包装机械。所属概念板块包括：人工智能、工业 4.0、工业互联网、机器人概念、华为概念等。 12月23日，东方精工盘中下跌2.04%，截至10:20，报17.77元/股，成交2.84亿元，换手率1.59%，总市值 216.31亿元。 资金流向方面，主力资金净流出3049.30万元，特大单买入1379.47万元，占比4.85%，卖出2705.43万 元，占比9.51%；大单买入4682.90万元，占比16.47%，卖出6406.23万元，占比22.53%。 东方精工今年以来股价涨84.72%，近5个交易日涨3.13 ...

证券日报网讯 12月22日，东方精工（002611）在互动平台回答投资者提问时表示，百胜动力位于苏州 的新制造基地在年内已正式投入使用。新工厂将主要用于大马力舷外机型产品的制造，并采用了先进的 智能化生产车间、舷外机装配线和机器人喷涂工艺。目前产能爬坡进展顺利，整体符合公司预期。新推 出的300马力汽油舷外机等产品已获得良好的市场反馈，为后续的产能释放和销售增长奠定了坚实基 础。子公司Fosber亚洲新瓦楞纸板生产线智能化工厂于2025年5月正式投入运营，目前新工厂产能释放 情况良好。 ...

Group 1 - Xiaopeng Motors has launched its third overseas localized production project in Malaysia, following projects in Indonesia and Austria, with plans for mass production by 2026 to serve the ASEAN right-hand drive market [5] - Alibaba Cloud has signed a full-stack AI cooperation agreement with Aishi Technology to enhance AI video generation capabilities, leveraging Alibaba's cloud infrastructure and AI services [5] - SF Middle East has signed a cooperation agreement with Oman Asyad Group to enhance cross-border transportation and logistics collaboration [6] Group 2 - Li Auto has officially entered the markets of Egypt, Kazakhstan, and Azerbaijan, launching its L-series models to meet local luxury market demands [6] - The Singapore Land Transport Authority has awarded contracts for 660 electric buses, with Chinese companies like BYD and Yutong winning bids [8] - Temu is accelerating its expansion into the Swiss market, attracting dozens of local merchants to join its platform [7] Group 3 - The sales of Chinese television brands on AliExpress have surged by 300% over the past year, with Xiaomi leading in sales during overseas shopping events [9] - Dunhuang.com announced new regulations for shipping to Saudi Arabia, requiring compliance with new address labeling rules starting January 1, 2026 [9] - CATL has secured a 6.2 GWh energy storage order in Southeast Asia, with plans to supply a large-scale solar power project in Indonesia [10] Group 4 - Mixue Ice Cream has opened a store in Los Angeles and is expanding its overseas presence, with plans to increase its global store count to 53,014 by June 2025 [10] - The autonomous driving company Baixiniu has completed a new round of financing to accelerate its market expansion and technology development [11] - Galaxy General Robotics has raised over 3 billion yuan in a new financing round, enhancing its global market presence [11] Group 5 - Oculab has completed a $30 million Series B financing to advance its dual-specificity antibody eye drug into clinical trials in the US and China [12] - Chinese autonomous driving companies are increasingly focusing on emerging markets, particularly in the Middle East and Southeast Asia [13] - China's energy storage companies have seen a significant increase in overseas orders, with a 246% year-on-year growth in the first half of 2025 [14] Group 6 - Trade with Belt and Road Initiative countries has exceeded 21 trillion yuan, accounting for over half of China's total foreign trade, with a notable export growth rate of 11.3% [14] - Argentina has eliminated small import tariffs, leading to a 237% increase in online packages from Chinese e-commerce platforms [14]

Core Insights - The domestic nuclear fusion industry is entering a phase of intensive bidding, with significant increases in tender amounts observed in recent months [1] - In October, the tender amount approached 500 million yuan, while November saw a staggering 3.9 billion yuan in tenders [1] - China Fusion Energy Co., Ltd. has announced a new tender budget of nearly 150 million yuan since the fourth quarter [1] Group 1: Tender Amounts - The tender amounts for the nuclear fusion sector have surged, with October's figure nearing 500 million yuan and November's reaching 3.9 billion yuan [1] - China Fusion Energy Co., Ltd. has a new tender budget of approximately 150 million yuan in the fourth quarter [1] Group 2: Winning Companies - Over ten A-share companies have won or are pre-qualified for significant nuclear fusion contracts, including Qi Fan Cable, Wangzi New Materials, and Western Superconducting [1] - Qi Fan Cable won a contract for the procurement of 35kV power cables worth over 1.15 million yuan [1] - Wangzi New Materials' subsidiary, Ningbo Xinrong Electric Technology Co., Ltd., secured a contract worth 79.8 million yuan [1] - Western Superconducting's subsidiary, Xi'an Juneng Superconducting Wire Technology Co., Ltd., won a contract for superconducting wire worth 55 million yuan [1] Group 3: Detailed Bidder Information - A table lists various companies and their respective winning bids, including: - Wangzi New Materials: 79.8 million yuan through its subsidiary [2] - Antai Technology: 69.9 million yuan [2] - Western Superconducting: 55 million yuan through its subsidiary [2] - Other notable companies include Oriental Precision Engineering, China Construction, and others with bids ranging from 1.2 million to 49.1 million yuan [2]