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机械设备行业十五五专题报告:AI时代,寻“机”智能
Yin He Zheng Quan· 2025-10-09 14:41
AI 时代,寻"机"智能 —— 机械设备行业十五五专题报告 首席分析师:鲁佩 分析师:贾新龙 分析师:王霞举 研究助理:彭星嘉 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 行业深度报告 · 机械设备行业 AI 时代,寻"机"智能 —— 机械设备行业十五五专题报告 2025 年 09 月 28 日 核心观点 机械设备行业 推荐 维持评级 分析师 鲁佩 :021-20257809 :lupei_yj@chinastock.com.cn 分析师登记编码:S0130521060001 贾新龙 :021-20257807 :jiaxinlong_yj@chinastock.com.cn 分析师登记编码:S0130524070006 王霞举 :021-68596817 :wangxiaju_yj@chinastock.com.cn 分析师登记编码:S0130524070007 研究助理:彭星嘉 相对沪深 300 表现图 2025 年 09 月 26 日 资料来源:中国银河证券研究院 相关研究 1. 银河证券机械行业 2025 中期策略报告:持续看好 新质 ...
劲拓股份(300400.SZ):徐洋辞去公司财务负责人职务
智通财经网· 2025-09-30 09:32
智通财经APP讯, 劲拓股份(300400.SZ)发布公告,公司董事会近日收到原财务负责人徐洋先生的辞职 申请:徐洋先生因个人原因申请辞去公司财务负责人职务,辞职后将不在公司担任任何职务。 ...
劲拓股份:徐洋辞去公司财务负责人职务
Mei Ri Jing Ji Xin Wen· 2025-09-30 09:02
每经AI快讯,劲拓股份9月30日晚间发布公告称,深圳市劲拓自动化设备股份有限公司董事会近日收到 原财务负责人徐洋先生的辞职申请:徐洋先生因个人原因申请辞去公司财务负责人职务,辞职后将不在 公司担任任何职务。徐洋先生辞职申请自送达公司董事会之日起生效。 (记者 王晓波) 每经头条(nbdtoutiao)——重磅解读!中国将不寻求WTO新的特殊和差别待遇,意味着什么? ...
劲拓股份(300400) - 关于财务负责人辞职的公告
2025-09-30 08:54
证券代码:300400 证券简称:劲拓股份 公告编号:2025-044 深圳市劲拓自动化设备股份有限公司 关于财务负责人辞职的公告 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、误导性陈述或者重大遗漏。 深圳市劲拓自动化设备股份有限公司(以下简称"公司")董事会近日收到原 财务负责人徐洋先生的辞职申请:徐洋先生因个人原因申请辞去公司财务负责人 职务,辞职后将不在公司担任任何职务。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 2 号——创业板 上市公司规范运作》《公司章程》等有关规定,徐洋先生辞职申请自送达公司董 事会之日起生效。徐洋先生已对相关工作进行良好交接,其辞职不会影响公司相 关工作的正常进行。为保障财务管理工作顺利开展,徐洋先生辞职后,由公司董 事、总经理朱玺先生代行财务负责人职责直至公司聘任新的财务负责人。公司将 按照法定程序,尽快完成财务负责人的选聘工作。 截至本公告日,徐洋先生未直接持有公司股份。徐洋先生不存在应履行而未 履行的承诺事项。徐洋先生作为财务负责人的原定任期至 2028 年 6 月 4 日届满, 其辞职后将继续遵守《深圳证券交易所上市公司自律监管 ...
自动化设备板块9月24日涨1.72%,步科股份领涨,主力资金净流入5.31亿元
证券之星消息,9月24日自动化设备板块较上一交易日上涨1.72%,步科股份领涨。当日上证指数报收于3853.64,上涨0.83%。深证成指报收于 13356.14,上涨1.8%。自动化设备板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688160 | 步科股份 | 109.10 | 14.07% | 4.82万 | | 4.98 Z | | 6888899 | 时田與 | 45.82 | 13.73% | 29.94万 | | 13.14亿 | | 688290 | 景业智能 | 74.48 | 12.85% | 4.94万 | | 3.51亿 | | 688777 | 中控技术 | 53.38 | 7.73% | 46.24万 | | 24.43亿 | | 688698 | 伟创电气 | 92.36 | 7.40% | 9.82万 | | 8.81亿 | | 688090 | 瑞松科技 | 42.48 | 6.73% | 10.53万 | | 4.41亿 ...
Chiplet概念板块走强 劲拓股份涨幅居前
Xin Lang Cai Jing· 2025-09-22 06:14
Core Viewpoint - The Chiplet concept sector is experiencing a strong performance, with notable gains in specific stocks such as Pengding Holdings reaching the daily limit increase [1] Company Summary - Pengding Holdings has hit the daily limit increase, indicating strong investor interest and confidence in the stock [1] - Jintuo Co. and Lihexing are also among the stocks showing significant gains, reflecting a broader positive trend in the Chiplet sector [1]
机械行业2025Q2综述
Changjiang Securities· 2025-09-12 12:01
Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry [6]. Core Insights - The mechanical equipment industry experienced a year-on-year revenue growth of 7.64% in Q2 2025, with a narrowing growth rate compared to the previous quarter. Key segments with accelerated revenue growth include wind power equipment, PCB(A), shipbuilding, lithium battery equipment, and instruments [13][18]. - The industry saw a year-on-year increase in net profit excluding non-recurring items of 16.22% in Q2 2025, with wind power and lithium battery equipment showing accelerated growth. The shipbuilding sector led with a 106% year-on-year increase, although this was affected by a low base [18][31]. - The overall profitability of the mechanical equipment industry strengthened in Q2 2025, with notable performance in the shipbuilding, railway equipment, and oil and gas equipment sectors [31]. Summary by Sections Overall Mechanical Equipment Overview - The mechanical equipment industry reported a year-on-year revenue growth of 7.64% in Q2 2025, with revenue growth accelerating in specific segments [13]. - The net profit excluding non-recurring items grew by 16.22% year-on-year, with wind power and lithium battery equipment leading the growth [18]. - The industry’s net profit margin increased by 0.38 percentage points year-on-year in Q2 2025, indicating improved profitability across various segments [25]. Subsector Performance - The engineering machinery sector saw a revenue increase of 8.7% in H1 2025, driven by strong overseas sales and diversified business contributions [44]. - Major companies in the engineering machinery sector, such as SANY Heavy Industry and XCMG, reported significant revenue growth, with SANY achieving a 15% increase year-on-year in H1 2025 [41][44]. - The overall net profit for the engineering machinery sector reached 161 billion yuan in H1 2025, reflecting a 25.1% year-on-year increase, with profit growth outpacing revenue growth [45].
劲拓股份股价涨5.02%,南华基金旗下1只基金重仓,持有20.3万股浮盈赚取24.97万元
Xin Lang Cai Jing· 2025-09-10 06:34
Group 1 - The core viewpoint of the news is that Jintuo Co., Ltd. has seen a significant increase in its stock price, rising by 5.02% to 25.75 yuan per share, with a total market capitalization of 6.248 billion yuan [1] - Jintuo Co., Ltd. is primarily engaged in the research, production, sales, and service of specialized equipment, with 92.72% of its revenue coming from electronic assembly equipment [1] - The company is located in Shenzhen, Guangdong Province, and was established on July 27, 2004, with its listing date on October 10, 2014 [1] Group 2 - Nanhua Fund has a significant holding in Jintuo Co., Ltd., with its Nanhua Fengli Quantitative Stock Mixed A Fund holding 203,000 shares, representing 1.84% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 249,700 yuan from its investment in Jintuo Co., Ltd. [2] - The Nanhua Fengli Quantitative Stock Mixed A Fund was established on March 7, 2025, and has a current scale of 42.4051 million yuan, with a cumulative return of 10.62% since inception [2] Group 3 - The fund manager of Nanhua Fengli Quantitative Stock Mixed A Fund, Huang Zhigang, has a tenure of 13 years and 175 days, with a total asset scale of 516 million yuan [3] - During his tenure, the best fund return achieved was 196.59%, while the worst return was -28.86% [3] - The co-manager, Kang Dong, has a tenure of 2 years and 13 days, managing assets totaling 308 million yuan, with a best return of 16.3% and a worst return of 3.88% during his tenure [3]
劲拓股份股价涨5.11%,南华基金旗下1只基金重仓,持有20.3万股浮盈赚取24.36万元
Xin Lang Cai Jing· 2025-09-05 03:13
Group 1 - The core viewpoint of the news is that Jintuo Co., Ltd. has seen a significant increase in its stock price, rising by 5.11% to reach 24.67 yuan per share, with a total market capitalization of 5.986 billion yuan [1] - Jintuo Co., Ltd. is primarily engaged in the research, production, sales, and service of specialized equipment, with 92.72% of its revenue coming from electronic assembly equipment [1] - The company is located in Shenzhen, Guangdong Province, and was established on July 27, 2004, with its listing date on October 10, 2014 [1] Group 2 - Nanhua Fund has a significant holding in Jintuo Co., Ltd., with its Nanhua Fengli Quantitative Stock Mixed A Fund holding 203,000 shares, representing 1.84% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 243,600 yuan from its investment in Jintuo Co., Ltd. [2] - The Nanhua Fengli Quantitative Stock Mixed A Fund was established on March 7, 2025, and has a current scale of 42.4051 million yuan, with a cumulative return of 8.84% since inception [2] Group 3 - The fund manager of Nanhua Fengli Quantitative Stock Mixed A Fund, Huang Zhigang, has a tenure of 13 years and 170 days, with a total asset scale of 516 million yuan [3] - During his tenure, the best fund return achieved was 184.4%, while the worst return was -28.86% [3] - The co-manager, Kang Dong, has a tenure of 2 years and 8 days, managing assets totaling 308 million yuan, with a best return of 14.89% and a worst return of 1.3% during his tenure [3]
劲拓股份:关于董事长代行董事会秘书职责的公告
Zheng Quan Ri Bao· 2025-09-03 13:42
(文章来源:证券日报) 证券日报网讯 9月3日晚间,劲拓股份发布公告称,公司于2025年6月5日完成董事会换届选举相关工 作,董事会同意在董事会秘书职位空缺期间,暂由财务负责人徐洋先生代行董事会秘书职责。截至本公 告披露之日,徐洋先生代行董事会秘书职责将满3个月。根据有关规定,公司董事会秘书空缺时间超过3 个月的,董事长应当代行董事会秘书职责。因此,自2025年9月3日起,由公司董事长吴思远 (WuSiyuan)先生代行董事会秘书职责,公司董事会将按照相关规定尽快完成董事会秘书的选聘工 作。 ...