格隆汇1月27日丨昊志机电(300503.SZ)近日接受特定对象调研时表示，公司与蓝箭航天已在相关产品和 服务方面开展合作。部分合作项目正按照双方既定安排有序推进，公司将根据客户的实际需求和项目进 度，合理组织生产与交付。 ...

内容概况：作为高端数控机床的"心脏"，气浮电主轴是实现超高精度、超高速加工的核心功能部件，其 技术水平直接关系到半导体、精密光学等国家战略性产业的自主可控能力。2024年，中国气浮电主轴行 业市场规模约为14.20亿元，同比增长4.64%。在智能制造与产业升级的浪潮下，半导体、新能源汽车、 航空航天等领域对精密加工的要求达到了前所未有的高度，推动气浮电主轴规模不断攀升。 相关上市企业：昊志机电（300503） 相关企业：太原钢铁（集团）有限公司、青山控股集团有限公司、宝鸡钛业股份有限公司、西部超导材 料科技股份有限公司、中国铝业集团有限公司、江西铜业集团有限公司、铜陵有色金属集团控股有限公 司、山东国瓷功能材料股份有限公司、中策橡胶集团股份有限公司、中国电子科技集团有限公司、秦川 机床工具集团股份公司、深圳市大族数控科技股份有限公司、歌尔股份有限公司 关键词：气浮电主轴、气浮电主轴市场规模、气浮电主轴行业现状、气浮电主轴发展趋势 一、行业概述 气浮电主轴是一种集成高速电机与气体轴承（如空气静压/动压轴承）的高精度旋转单元，通过压缩气 体形成纳米级气膜实现无接触支撑，具有零摩擦、低热变形、高转速及超洁净特性。其 ...

证券代码：300503 证券简称：昊志机电 广州市昊志机电股份有限公司投资者关系活动记录表 编号：2026-002 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 √其他 电话会议 | | | 华富基金管理有限公司、招商基金管理有限公司、红土创新基金管理有限 | | | 单位 中航基金管理有限公司、博时基金管理有限公司、嘉实基金管理有限公司、 | | | 公司、万家基金管理有限公司、朱雀基金管理有限公司、兴银基金管理有 限责任公司、富安达基金管理有限公司、同泰基金管理有限公司、前海开 | | | 源基金管理有限公司、鹏华基金管理有限公司、长安基金管理有限公司、 | | | 汇添富基金管理股份有限公司、泰信基金管理有限公司、安信基金管理有 | | | 限责任公司、东兴基金管理有限公司、华商基金管理有限公司、深圳道朴 | | 参与单位名称 | 私募证券基金管理有限公司、上海歌汝私募基金管理有限公司、上海古曲 | | | 私募基金管理有限公司、上海钦沐资产管理合伙企业（有限合伙 ...

证券之星消息，1月26日通用设备板块较上一交易日下跌2.34%，昊志机电领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。通用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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000410 沈阳机床 | | 1.23 Z | 12.88% | -2599.26万 | -2.73% | -9673.56万 | -10.15% | | 002444 巨星科技 | | 1.06亿 | 15.69% | -1.37亿 | -20.29% | 3103.33万 | 4.59% | | 301377 鼎泰高科 | | 1.01亿 | 8.77% | -1595.56万 | -1.38% | -8528.71万 | -7.39% | | 603308 应流股份 | | 8849.65万 | 6.20% | -2689.08万 | -1.88% | -61 ...

Group 1 - The A-share robotics concept stocks experienced a decline, with Zhejiang Rongtai hitting the daily limit down [1] - Lixing Co., Haoshi Electromechanical, and Yifan Transmission saw declines exceeding 10% [1] - Guoji Precision and Boke Co. also reported significant drops, leading the market in losses [1]

昊志机电 20260125 摘要 昊志机电预计 2026 年整体收入达 26 亿元，PCB 业务增长 3 亿元，直 线导轨业务因湖南新工厂投产增 1 亿元，转台业务受益于苹果双折叠屏 需求增 1 亿元，工业机器人及谐波减速器增 1.5 亿元，工业母机领域预 计增 10 亿元，净利润率保持在 13%-15%，净利润约 3 亿元，实现业 绩翻倍增长。 豪士机电 2025 年下半年采购超 1 亿元设备，预计 2026 年 2-3 月到位， PCB 端产能将从 3 亿元提升至 6 亿元。受益于 AI 投入和国内算力基础 建设，公司对未来两三年行业前景保持乐观，预计需求趋势不变。 由于 PCB 领域需求强劲，昊志机电已接到全年订单，并制定部分产品提 价政策，涨幅约为 5%-10%。全球范围内，具备批量快速交货能力的企 业数量有限，支撑了公司的提价策略。 昊志机电为苹果折叠屏提供转台，直接销售给博文光学、蓝思科技、科 维思、创世纪、秋峰智能等客户，而非通过代工厂，表明公司在产业链 中占据直接供应地位。 昊志机电在商业航天领域研发液体增压电机，预计 2026 年上半年交付， 单台价值约 300 万元。与客户合作开发伺服电机 ...

Core Viewpoint - Multiple A-share companies are expected to see significant profit growth in 2025, driven by advancements in technology and market demand for their products [3]. Group 1: Shannon Chip Creation - Shannon Chip Creation (300475) anticipates a net profit of 480 million to 620 million yuan for 2025, representing a year-on-year increase of 81.77% to 134.78% [7]. - The company expects its enterprise-level storage product sales to grow significantly, with an overall revenue increase of over 40% in 2025, driven by rising product prices and demand from data centers [7]. - The brand "Haipu Storage" is projected to achieve sales revenue of 1.7 billion yuan in 2025, with 1.3 billion yuan expected in the fourth quarter alone [7]. Group 2: Shengen Co., Ltd. - Shengen Co., Ltd. (688233) forecasts a net profit of 90 million to 110 million yuan for 2025, marking a year-on-year growth of 118.71% to 167.31% [10]. - The company expects its annual revenue to reach 430 million to 450 million yuan, reflecting a growth of 42.04% to 48.65% compared to the previous year [10]. - The growth is attributed to a recovering global semiconductor market and increased demand for high-end logic and storage chips, particularly driven by artificial intelligence [12]. Group 3: Haozhi Electromechanical - Haozhi Electromechanical (300503) projects a net profit of 128 million to 165 million yuan for 2025, indicating a year-on-year increase of 54.4% to 99.03% [16]. - The growth is fueled by rising demand in the PCB market due to advancements in AI infrastructure and consumer electronics, alongside domestic substitution and technological innovation [18]. - The company anticipates a significant impact from non-recurring gains on its net profit, estimated between 33.5 million and 50 million yuan [20].

Core Viewpoint - The PCB industry is experiencing significant growth driven by the demand for AI computing infrastructure and the upgrade of consumer electronics, leading to positive earnings forecasts for related listed companies, such as昊志机电 and 胜宏科技 [1][3][5] Company Performance - 昊志机电 expects a net profit of 128 million to 165 million yuan for 2025, representing a year-on-year increase of 54.4% to 99.03%, with a non-net profit forecast of 77 million to 112 million yuan, reflecting a growth of 79.77% to 163.19% [1][3] - 胜宏科技 anticipates a net profit of 4.16 billion to 4.56 billion yuan for 2025, indicating a year-on-year increase of 260.35% to 295% [3][5] Market Drivers - The growth in the PCB industry is attributed to the rapid increase in demand for AI computing infrastructure and the continuous upgrade of consumer electronics, which has significantly boosted sales of specialized processing equipment [3][5] - The sales revenue of PCB spindle products from 昊志机电 reached 169 million yuan, marking an increase of 83.99% [3] Industry Trends - The PCB market is entering a high prosperity cycle due to the explosive growth of AI applications, with increasing demand for high-density interconnect (HDI) and multi-layer boards [7] - Consulting firm Prismark predicts a global PCB market value growth of approximately 5.8% in 2024 and 6.8% in 2025, with a compound annual growth rate of about 5.2% expected until 2029 [7] Competitive Landscape - Companies like 金安国纪 and 东威科技 are also forecasting significant profit growth, with 金安国纪 expecting a net profit of 280 million to 360 million yuan, reflecting a year-on-year increase of 655.53% to 871.40% [6][7] - The industry is witnessing a trend of domestic companies enhancing their production capacity and focusing on high-end products to maintain competitive advantages in the global market [5][6]

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]

Core Viewpoint - Several companies are projected to experience significant increases in net profit for 2025, with some showing growth rates exceeding 200% [1] Group 1: Company Projections - 永创智能 is expected to see a net profit increase of 721.57% to 894.86% in 2025 [1] - 福达合金 anticipates a net profit growth of 119.14% to 219.95% for 2025 [1] - 西菱动力 projects a net profit increase of 77.82% to 117.33% in 2025 [1] - 昊志机电 expects a net profit growth of 54.4% to 99.03% for 2025 [1] - 神工股份 forecasts a net profit increase of 119% to 167% in 2025 [1] - 联创光电 anticipates a net profit growth of 80.36% to 120.57% for 2025 [1] - 道氏技术 projects a substantial net profit increase of 206.01% to 269.76% in 2025 [1] - 香农芯创 expects a net profit growth of 82% to 135% for 2025 [1] - 奥特佳 anticipates a net profit increase of 41.85% to 79.67% in 2025 [1] - 双一科技 projects a net profit growth of 80% to 100% for 2025 [1] - 飞荣达 expects a net profit increase of 57.23% to 83.43% in 2025 [1] - 晶方科技 anticipates a net profit growth of 44.41% to 52.32% for 2025 [1] - 中微公司 projects a net profit increase of 28.74% to 34.93% in 2025 [1] - 派能科技 expects a net profit growth of 50.82% to 109.21% for 2025 [1]