格隆汇1月16日丨华测检测(300012.SZ)在投资者互动平台表示，公司目前与欧洲 Dorgerberg 道格伯格钢 厂无业务合作。 ...

证券日报网讯1月13日，华测检测（300012）在互动平台回答投资者提问时表示，华测检测在全球90多 个城市设立160多间实验室和260多个服务网络，服务能力全面覆盖到纺织服装及鞋包、婴童玩具及轻工 产品、电子电器、医药及医学、食品及农产品、化妆品及日化用品、石油化工、环境、建材及建筑工 程、工业装备及制造、轨道交通、汽车和航空材料、芯片及半导体，绿色低碳和ESG服务、海事服务、 数字化认证等相关行业及其供应链上下游产业的服务。"覆盖全球80%领域的各类检测"的相关说法与华 测实际情况不符，敬请投资者以公司公开披露信息为准。华测始终坚定专注第三方检测主业。公司深耕 检测领域多年，已构筑起深厚的技术、品牌与运营壁垒，这是公司立足行业、实现长期发展的根本。检 测行业市场空间广阔，公司的核心战略是聚焦主业深耕细作，通过强化技术研发、优化服务能力、拓展 高附加值赛道，持续巩固行业优势地位，提升主业盈利能力与核心竞争力。 ...

格隆汇1月13日丨华测检测(300012.SZ)在互动平台表示，公司涉及商业航天业务，主要聚焦于航天材料 性能及航天部件可靠性方面的检测服务，该部分业务对公司整体经营业绩影响较小，公司将持续关注行 业内优质资源整合机会，探索多元化发展路径。该业务受商业航天行业政策调整、市场竞争变化及技术 迭代等因素影响，可能存在业务发展不及预期的风险。 ...

格隆汇1月13日丨华测检测(300012.SZ)在互动平台表示，公司涉及商业航天业务，主要聚焦于航天材料 性能及航天部件可靠性方面的检测服务，该部分业务对公司整体经营业绩影响较小，公司将持续关注行 业内优质资源整合机会，探索多元化发展路径。该业务受商业航天行业政策调整、市场竞争变化及技术 迭代等因素影响，可能存在业务发展不及预期的风险。 ...

Group 1 - The company and its subsidiaries do not hold any shares in Tianbing Technology Co., Ltd., either directly or indirectly [1]

Group 1 - The company focuses on reliability and performance testing services for storage-related products and has business collaborations with several enterprises in the storage sector, although specific details are confidential [2] - The company possesses mature service capabilities in the storage testing field, aligning its technical standards with industry norms, and holds authoritative qualifications such as CNAS and CMA, ensuring the credibility of its testing reports [2] - In the commercial aerospace testing sector, the company specializes in verifying the performance of aerospace materials and the reliability of core components, providing testing services to certain private aerospace companies and related supply chain vendors, with client information kept confidential due to non-disclosure agreements [2] Group 2 - The company is committed to exploring opportunities for resource integration within the industry and aims to diversify its development paths [2] - The company plans to extend its service boundaries in the aerospace field, aiming to build a comprehensive and integrated testing and certification service system for aviation and aerospace [2] - The progress of the company's related business is influenced by multiple factors, including industry policies, market demand, and technological iterations [2]

Group 1 - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Electric, Zhejiang Rongtai, Shanghai Yanpu, Taotao Vehicle, Sany Heavy Industry, Zoomlion, XCMG, and others [2][3] - The core investment strategy focuses on sectors such as machinery, lithium battery equipment, and intelligent robotics, with a positive outlook for 2026 [4][6] Group 2 - The machinery sector is expected to see a strong start in 2026, with continued focus on technological growth in areas like embodied intelligence and commercial aerospace [4] - The report notes that the lithium battery equipment sector has crossed a turning point, with demand driven by energy storage and overseas power batteries, projecting a compound annual growth rate (CAGR) of 19% from 2024 to 2027 [6][10] - The report predicts significant profit growth for key companies, with expected net profits for 2025, 2026, and 2027 being 0.13 billion, 0.84 billion, and 1.90 billion respectively, indicating a CAGR of approximately 290% [11][17]

Core Insights - The report emphasizes a positive outlook for the mechanical industry in 2026, driven by structural transformation and a rebound in external demand [3][4] - The report introduces a "risk排雷" manual to proactively identify potential market misjudgments and challenges within various sectors [3][4] Industry Overview - The mechanical industry is expected to experience a cyclical reversal, with growth in engineering machinery, industrial gases, shipbuilding, photovoltaic equipment, and lithium battery equipment [6][8] - Key assumptions include continued government support for emerging technology industries and a stable macroeconomic recovery [11][16] Engineering Machinery - The engineering machinery sector is witnessing a cyclical upturn, with increased overseas market share and a gradual domestic renewal cycle [17] - Key growth drivers include global market expansion, improved domestic demand due to favorable macro policies, and a stabilizing domestic infrastructure and real estate market [17] Shipbuilding - The shipbuilding industry is on an upward trend, with demand supported by a variety of vessel types and improving profitability for shipyards [19] - The sector is expected to benefit from supply constraints driving up ship prices and a focus on high-end, large-scale, dual-fuel vessels [20] Export Chain - The export chain is optimistic about demand recovery, particularly in the U.S. market, with a focus on strategic exports and emerging markets [22] - Key assumptions include a favorable trade environment and ongoing industrial shifts towards resource-rich countries [22] Industrial Gases - The industrial gases sector is viewed positively, with expectations of volume and price increases leading to improved valuations [27] - The report highlights the importance of leading companies in the sector and recommends focusing on those with operational highlights in niche markets [30] Lithium Battery Equipment - The lithium battery equipment sector is expected to emerge from a downturn, with solid-state battery technology creating significant market opportunities [51] - The report anticipates a substantial increase in market size, projecting a growth from 2.06 billion in 2025 to 33.62 billion by 2030 [51] Wind Power Equipment - The wind power industry is projected to maintain high growth, particularly in offshore wind projects, with significant investments expected [63] - The report recommends focusing on leading manufacturers and components that support the offshore wind market [64] Testing and Inspection - The testing and inspection sector is expected to see upward momentum, driven by increasing demand and a trend towards consolidation among leading firms [71] - The report emphasizes the importance of focusing on emerging fields and the long-term growth potential of comprehensive testing companies [71] Rail Transit Equipment - The rail transit equipment sector is expected to benefit from steady investment in fixed assets and high demand for passenger and freight transport [75] - The report highlights the potential for continued growth in the high-speed train sector and recommends key players in the industry [76] Oil Service Equipment - The oil service equipment sector is anticipated to thrive due to sustained demand driven by oil prices and energy security concerns [79] - The report suggests focusing on companies with strong technical barriers and those benefiting from domestic and international market opportunities [80]

1月5日，华测检测涨5.02%，截至发稿，报14.23元/股，成交3.44亿元，换手率1.71%，总市值239.47亿 元。 资料显示，华测检测认证集团股份有限公司位于广东省深圳市宝安区新安街道留仙三路4号华测检测大 楼，成立日期2003年12月23日，上市日期2009年10月30日，公司主营业务涉及贸易保障、消费品检测、 工业品检测和生命科学领域的技术检测服务。主营业务收入构成为：生命科学43.02%，工业测试 20.31%，消费品测试17.64%，贸易保障14.39%，医药及医学服务4.64%。 兴证资管金麒麟消费升级混合B（970068）基金经理为匡伟。 截至发稿，匡伟累计任职时间348天，现任基金资产总规模9089.38万元，任职期间最佳基金回报 19.98%， 任职期间最差基金回报16.96%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，兴证资管旗下1只基金重仓华测检测。兴证资管金麒麟消费升级混合B（97 ...

Group 1 - The core focus of Huace Testing is on performance verification of aerospace materials and reliability testing of core components, primarily serving private aerospace enterprises [10][11] - The company plans to enhance its service capabilities in the aviation sector, expanding into lifecycle testing services for new aircraft types such as drones and flying cars [10][11] - Huace Testing is strategically positioning itself in emerging sectors like AI, humanoid robots, silver economy, and low-altitude economy, with a focus on electric vehicle testing and semiconductor chip testing [10][11] Group 2 - Huace Testing has successfully integrated its acquisitions, with a focus on maintaining business continuity through complementary advantages, ensuring smooth collaboration between domestic and international teams [11] - The company has completed the acquisition of Safety SA, Emicert, Openview, and MIDAC laboratory, which are now officially consolidated into its financial statements [10][11] Group 3 - The average stock price of companies under institutional research increased by nearly 1% in the past week, with notable gains from companies like Huazhi Electromechanical, which saw a weekly increase of over 36% [14][15] - Huazhi Electromechanical has established a business partnership with Blue Arrow Aerospace in the commercial aerospace sector, while also focusing on potential applications in the aerospace and satellite fields [14][15] - The company has developed a "N+1+3" structure in its robotics business, indicating a diversified approach to core components and application scenarios [14][15] Group 4 - Companies like Aima Technology, Juxing Agriculture, LiuGong, and Xiangyu Medical have also attracted significant institutional interest, with over 50 institutions conducting research on them [13] - LiuGong reported balanced revenue distribution across nine major overseas regions, with a strong outlook for growth in the global construction machinery market by 2026 [13] - Xiangyu Medical is exploring both invasive and non-invasive brain-machine interface technologies, aiming for a unified approach to treatment effectiveness [14][15]