Market Performance - The specialized equipment sector increased by 0.93% on October 9, with Lingge Technology leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Top Gainers in Specialized Equipment Sector - Lingge Technology (code: 920284) closed at 39.41, up 29.98%, with a trading volume of 176,300 shares and a transaction value of 663 million [1] - Zhongya Co., Ltd. (code: 300512) closed at 9.49, up 19.97%, with a trading volume of 290,700 shares and a transaction value of 264 million [1] - Changhong Technology (code: 300151) closed at 14.47, up 11.65%, with a trading volume of 444,200 shares and a transaction value of 632 million [1] Sector Fund Flow - The specialized equipment sector experienced a net outflow of 493 million from institutional investors, while retail investors saw a net inflow of 139 million [2] - Speculative funds had a net inflow of 354 million into the sector [2] Individual Stock Fund Flow - Zhongjian Technology (code: 002779) had a net inflow of 127 million from institutional investors, while it faced a net outflow of 41.48 million from speculative funds [3] - Dongfang Precision (code: 002611) saw a net inflow of 124 million from institutional investors, with a slight outflow from speculative funds [3] - Jin Cai Huli (code: 002530) had a net inflow of 98.88 million from institutional investors, while speculative funds experienced a net outflow [3]

Core Viewpoint - Aisi Kai has entered into a strategic cooperation framework agreement with Fujian Quanzhou Aiding Intelligent Technology Co., Ltd. to collaborate on a 3D printing metal shoe mold project in the Quanzhou region, with plans for capital increase and share acquisition [2] Group 1: Strategic Cooperation - The strategic cooperation framework agreement was signed on December 5, 2024, focusing on the 3D printing metal shoe mold project [2] - The company plans to invest RMB 10 million to subscribe for an increase in registered capital of Aiding Intelligent, acquiring a 25% equity stake post-capital increase [2] Group 2: Capital Increase and Share Transfer - On September 30, 2025, the company, along with other investors, will sign an agreement regarding the equity transfer and capital increase for Aiding Intelligent [2] - The total capital increase for Aiding Intelligent will amount to RMB 30 million, with existing shareholder Ding Feiying transferring her stake prior to the capital increase [2]

Core Viewpoint - The company has signed a strategic cooperation framework agreement with Fujian Quanzhou Aiding Intelligent Technology Co., Ltd., planning to invest 10 million yuan to acquire a 25% stake in Aiding Intelligent, which will increase its registered capital to 40 million yuan [1] Group 1 - The investment aims to expand the company's product industry layout and accelerate future strategic development [1] - Aiding Intelligent specializes in 3D metal-related products, and the collaboration will focus on deep cooperation in the 3D printed metal shoe mold project [1] - This investment is expected to cultivate new industrial channels and profit growth points for the company [1]

二、战略合作进展概述 证券代码：300521 证券简称：爱司凯 公告编号：2025-035 爱司凯科技股份有限公司 关于公司签订战略合作框架协议书的进展公告 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、战略合作概况 爱司凯科技股份有限公司（以下简称"公司"或"爱司凯"）与福建泉州爱丁智能 科技有限公司（以下简称"爱丁智能"）就福建泉州地区3D打印金属鞋模项目开展合作 相关事宜达成战略合作框架协议，于2024年12月5日签订《战略合作框架协议书》，具体 内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的《关于与福建泉州爱丁智能科 技有限公司签订<战略合作框架协议书>的公告》（公告编号：2024-056）。 2025年9月30日，公司、其他投资方罗浚豪与爱丁智能及其现有股东丁斯楠、丁菲滢、 王艳宏、丁康明、刘巍签订了《关于福建泉州爱丁智能科技有限公司之股权转让及增资 协议》（以下简称《协议》），公司拟通过增资入股的方式，以自有资金人民币1,000万 元认购爱丁智能新增注册资本1,000万元（以下简称"本次增资"）。本次增资完成后， 公司持 ...

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on the export of process industrial equipment and humanoid robots [1]. Core Insights - The petrochemical industry is expected to become a major source of global oil demand growth, benefiting from China's mature industrial chain and related equipment. Despite challenges such as energy transition and geopolitical risks, global oil demand is projected to grow by 2.5 million barrels per day from 2024 to 2030, reaching 105.5 million barrels per day [6]. - The humanoid robot sector is highlighted for three key reasons: new technology directions focusing on cost reduction and lightweight designs, the importance of application scenarios, and the division of the robot market into two main segments: equipment and data/visualization [6]. - The report suggests that monetary and fiscal policies are being strengthened, which may lead to a new recovery cycle in the equipment industry. Key companies to watch include Huichuan Technology, Xinjie Electric, and Weichuang Electric in the industrial control sector, and various companies in the robotics and machine tool sectors [6]. Summary by Sections Industry Overview - The mechanical industry consists of 632 listed companies with a total market capitalization of approximately 6,323.2 billion yuan and a circulating market value of about 5,266.4 billion yuan [3]. Company Earnings Forecasts and Valuations - Key companies and their projected earnings per share (EPS) and price-to-earnings (PE) ratios for 2025E to 2027E are as follows: - Huichuan Technology: EPS of 2.12 yuan in 2025E, PE of 38.60 [2]. - Flantak: EPS of 0.60 yuan in 2025E, PE of 18.12 [2]. - Xinjie Electric: EPS of 1.83 yuan in 2025E, PE of 34.64 [2]. - Oke Yi: EPS of 0.71 yuan in 2025E, PE of 32.04 [2]. - Lanjian Intelligent: EPS of 1.50 yuan in 2025E, PE of 25.98 [2]. Market Performance - The mechanical sector has shown a 1.5% increase in the past week, while the overall market performance of the Shanghai Composite Index was -1.3% [10][15]. - Among sub-sectors, boiler equipment had the highest increase at 12.3%, while shipbuilding had the lowest at -4.0% [11]. Investment Recommendations - The report emphasizes the importance of focusing on companies in various sectors, including industrial control, robotics, machine tools, and testing industries, suggesting a broad range of investment opportunities [6][21].

Core Viewpoint - Aisike Technology Co., Ltd. participated in an investor interaction event on September 19, 2025, discussing business development and product layout with investors [1] Group 1: Business Development and Product Layout - The company has no major merger and acquisition projects disclosed during the reporting period, but will disclose any future plans according to information disclosure rules [2] - The company's CTP products, especially the high-end 256-channel series, maintain technological and market advantages in the domestic market [2] - The company has mastered core technologies in sand-type 3D printing, with multiple products like S1800, T1812, and BTHS2515 already in mass production and sales [2] Group 2: 3D Printing Technology Applications and New Project Layout - The 3D sand-type series printing equipment developed by the company has entered production-level use in domestic enterprises, mainly applied in the casting field [2] - The company is actively expanding the application range of 3D printing and is developing 3D metal printing and ceramic powder printing businesses [2] Group 3: Profit Growth Points for the Second Half of the Year - The company is continuously researching and developing new products while maintaining stable sales and production of existing products [2] - The self-developed S1800 model 3D sand-type printing equipment is suitable for small and medium-sized casting enterprises, and has entered mass production [2] - The BTHS2515 model has been officially sold, aimed at future automation layouts compatible with smart factories and Industry 4.0 demands [2] Group 4: Progress on 3D Metal Printing Heads - The company has completed testing and optimization of various modules of the multi-laser metal printing head and has entered the pilot production stage [2] - The product is suitable for industries such as 3C digital and shoe molds [2] Group 5: Order Situation - The company stated that the order situation for the second half of the year will depend on market demand and product competitiveness, and it is currently unable to provide an accurate forecast [2] Group 6: Core Components - The 3D laser metal printing head consists of a laser, a galvanometer, and a dynamic focusing system, with the company's self-developed multi-laser metal printing head being 100% domestically produced [2]

Group 1: Company Overview and Market Position - Aisikai Technology Co., Ltd. has not disclosed any major acquisition projects during the reporting period, focusing on maintaining its market advantage in high-end CTP products, particularly the 256-channel series [1] - The company has mastered core technology in sand-type 3D printing, with multiple products like S1800, T1812, and BTHS2515 achieving mass production and sales [1] Group 2: Product Development and Applications - The 3D sand-type printing equipment developed by the company is already in production-level use in domestic enterprises, primarily serving the casting industry [2] - The multi-laser printing head products are suitable for applications requiring high production efficiency and cost-effectiveness, such as in the 3C digital and shoe mold industries [2] - The company is actively expanding its 3D printing applications, including 3D metal printing and ceramic powder printing, aiming to cover a broader sales market [2] Group 3: Profit Growth and Future Plans - The company plans to maintain stable production of existing products while continuously developing new ones, with the S1800 model aimed at small and medium-sized foundries [3] - The BTHS2515 model is designed for future automation in factories, aligning with Industry 4.0 requirements [3] - The company is accelerating the development of MEMS technology print heads and specialized print heads for various industries, including medical and electronics [3] Group 4: Market Size and Product Launch Timeline - The multi-laser metal printing head has completed testing and is currently in the pilot production stage, with applications in metal shoe mold printing [4] - The company aims to capture a significant market share in the domestic market for 3D metal printing technology, which is expected to grow substantially [4] - The company will disclose its operational status for the second half of the year in future periodic reports, focusing on promoting high-end CTP equipment and the industrial application of 3D printing technology [5]

关于参加 2025 年广东辖区上市公司投资者 证券代码：300521 证券简称：爱司凯 公告编号：2025-034 爱司凯科技股份有限公司 网上集体接待日活动的公告 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。 届时公司管理层将在线就公司 2025 年半年度经营状况、公司发展战略等投资者关 心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 爱司凯科技股份有限公司 董事会 2025 年 9 月 17 日 为进一步加强与投资者的互动交流，爱司凯科技股份有限公司（以下简称"公司"） 将参加由广东证监局、广东上市公司协会与深圳市全景网络有限公司联合举办的"向新 提质 价值领航2025--年广东辖区上市公司投资者网上集体接待日活动"，现将相关事项 公告如下: 本 次 活 动 将 采 用 网 络 远 程 的 方 式 举 行 ， 投 资 者 可 登 录 " 全 景 路 演 " 网 站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP 参与本次 互动交流，活动时间为 2025 年 9 月 19 日（周五）15: ...

Core Viewpoint - Aisike's stock price has shown significant fluctuations, with a year-to-date increase of 30.12%, but recent financial results indicate a decline in revenue and profit [1][2]. Group 1: Stock Performance - On September 16, Aisike's stock price decreased by 2.03%, reaching 26.61 CNY per share, with a trading volume of 1.31 billion CNY and a turnover rate of 3.26%, resulting in a total market capitalization of 39.70 billion CNY [1]. - Year-to-date, Aisike's stock has increased by 30.12%, with a 9.51% rise over the last five trading days, 9.33% over the last twenty days, and 16.10% over the last sixty days [1]. Group 2: Financial Performance - As of June 30, Aisike had 11,500 shareholders, an increase of 21.97% from the previous period, with an average of 12,558 circulating shares per shareholder, a decrease of 18.01% [2]. - For the first half of 2025, Aisike reported revenue of 76.10 million CNY, a year-on-year decrease of 5.34%, and a net profit attributable to shareholders of -13.24 million CNY, a decline of 172.67% [2]. - Since its A-share listing, Aisike has distributed a total of 26.72 million CNY in dividends, with 5.76 million CNY distributed over the past three years [2]. Group 3: Company Overview - Aisike Technology Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on December 18, 2006, with its listing date on July 5, 2016 [1]. - The company's main business involves the research and development, production, sales, and service solutions for industrial printing products, with 100% of its revenue coming from specialized equipment manufacturing [1]. - Aisike is classified under the Shenwan industry as mechanical equipment-specialized equipment-printing and packaging machinery, and is associated with concepts such as Guangdong-Hong Kong-Macau, small-cap, cloud computing, and 3D printing [1].

Core Viewpoint - The announcement details the achievement of the first vesting conditions for the reserved grant of the 2024 restricted stock incentive plan, allowing for the vesting of 545,000 shares at an adjusted grant price of 10.03 yuan per share [1][19]. Summary by Sections Stock Incentive Plan Overview - The 2024 restricted stock incentive plan was approved at the first extraordinary general meeting of shareholders in 2024, targeting senior management and core employees, excluding independent directors and supervisors [1]. - The reserved grant includes 4 core employees as incentive recipients [1]. Vesting Arrangement - The first vesting period allows for 50% of the granted shares to vest after 12 months from the grant date, with the remaining 50% vesting after 24 months [2]. - The reserved grant's first vesting period follows the same structure, with 50% vesting after 12 months and the remaining 50% after 24 months [2]. Performance Conditions - The performance assessment for the first vesting period requires a revenue growth rate of no less than 36% in 2024 compared to 2022 [4][13]. - The second vesting period requires a revenue growth rate of no less than 67% in 2025 compared to 2022 [4][13]. Approval Process - The plan underwent necessary approvals, including the review by the board and supervisory committee, confirming that the vesting conditions have been met [6][14]. - The supervisory committee provided verification opinions on the incentive plan and its implementation [16]. Impact on Financials - The vesting of 545,000 shares will increase the total share capital, potentially affecting earnings per share and net asset return rates, but is not expected to have a significant impact on the company's financial status or operational results [17].