证券日报网讯2月25日，德恩精工（300780）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股东人数共计为20433户。 ...

Investment Rating - The report maintains a "Market Weight" rating for the mechanical equipment industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [45]. Core Insights - The demand for humanoid robots is expected to accelerate in 2026 due to advancements in embodied intelligence, supported by policy backing and rapid technological iterations. The industry is transitioning from concept to mass production, presenting opportunities for investment in the robot sector [3][41]. - The engineering machinery sector shows signs of recovery, with significant growth in excavator sales in January 2026. Factors such as the accelerated issuance of special bonds and global interest rate cuts are expected to boost demand for engineering machinery [3][41]. - The mechanical equipment sector has outperformed the CSI 300 index, with a bi-weekly increase of 4.29%, ranking 4th among 31 sectors [4][12]. Summary by Sections Market Review - As of February 12, 2026, the mechanical equipment industry has seen a bi-weekly increase of 4.29%, outperforming the CSI 300 index by 5.01 percentage points [12]. - The engineering machinery sector recorded the highest bi-weekly increase of 7.80% among the five sub-sectors [15][17]. Valuation Situation - The current PE ratio for the mechanical equipment sector is 36.68, with sub-sectors showing varying valuations: general equipment at 53.27, specialized equipment at 37.85, and engineering machinery at 25.73 [21]. Data Updates - The report highlights significant growth in excavator sales, with domestic sales showing a year-on-year increase of 23.90% in January 2026 [40]. Industry News - The report includes updates on various companies, such as OptoTech planning to raise funds for expanding its industrial automation capabilities [39]. Weekly Insights - The report suggests focusing on companies like Huichuan Technology and Greentec Harmonic for potential investment opportunities in the robot sector, and Sany Heavy Industry and Hengli Hydraulic in the engineering machinery sector [41][43].

经济观察网德恩精工（300780）近期值得关注的事件主要围绕公司业绩披露和子公司业务动态。 业绩经营情况 股票近期走势 近期股价波动较大，2026年2月9日主力资金净流出1777.86万元，近60日股价上涨42.90%，资金流向变 化可能引发短期关注。 以上内容基于公开资料整理，不构成投资建议。 公司于2026年1月30日发布业绩预告，预计2025年净利润为-6000万元至-4000万元，同比变动54.11%至 69.41%，年度报告即将披露。 子公司发展 控股子公司德恩航天经营范围涉及火箭发射设备研发与制造，德恩云造工业互联网平台侧重于AI服务 和数智化解决方案，这些业务可能持续受到市场关注。 ...

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、误导性陈述或重大遗漏。 四川德恩精工科技股份有限公司（以下简称"公司"）控股子公司四川德恩云智 造科技有限公司（以下简称"德恩云智造"）于近日完成了工商变更登记手续并取得 青神县市场监督管理局换发的《营业执照》。 证券代码：300780 证券简称：德恩精工 公告编号：2026-004 四川德恩精工科技股份有限公司 关于控股子公司完成工商变更登记并换发《营业执照》的 公告 二、德恩云智造股东情况 一、变更后的《营业执照》登记信息 1、统一社会信用代码：91511402MA67MWD20A 8、经营范围：许可项目：第一类增值电信业务；第二类增值电信业务。（依法 须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批 准文件或许可证件为准）一般项目：货物进出口；物联网技术服务；信息系统集成服 务；智能控制系统集成；互联网数据服务；软件开发；数据处理和存储支持服务；会 议及展览服务；商务秘书服务；社会经济咨询服务；工业设计服务；技术服务、技术 开发、技术咨询、技术交流、技术转让、技术推广；普通机械设备安装服务；工业机 器人安 ...

证券日报网讯2月2日，德恩精工（300780）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东人数共计为21558户。 ...

证券代码：300780 证券简称：德恩精工 公告编号：2026-003 四川德恩精工科技股份有限公司 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | | -6,000 | ～ | -4,000 | -13,075.42 | | | 比上年同期增长 | 54.11% | ～ | 69.41% | | | 扣除非经常性损益后的净利润 | | -7,500 | ～ | -5,500 | -14,791.5 | | | 比上年同期增长 | 49.30% | ～ | 62.82% | | 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 本次业绩预告的相关数据系公司财务部门初步测算结果，未经会计师事务所审计。公 司已就本次业绩预告有关事项与年审会计师事务所进行预沟通，公司与会计师事务所在业 绩预告方面不存在重大分歧。 2025 年度业绩预告 ...

Market Overview - The general equipment sector experienced a decline of 1.92% on January 29, with Haichuan Intelligent leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Top Gainers in General Equipment Sector - Deen Precision Engineering (300780) saw a significant increase of 19.99%, closing at 32.71 with a trading volume of 307,500 shares and a transaction value of 906 million [1] - Mouse View Technology (688583) rose by 15.08%, closing at 107.23 with a trading volume of 46,200 shares and a transaction value of 486 million [1] - New Jin Power (300157) increased by 14.65%, closing at 6.34 with a trading volume of 2,395,300 shares and a transaction value of 140.9 million [1] Top Losers in General Equipment Sector - Wenshan Sanqi (300720) fell by 13.99%, closing at 33.20 with a trading volume of 154,100 shares and a transaction value of 550 million [2] - Hongsheng Co., Ltd. (603090) decreased by 10.00%, closing at 79.88 with a trading volume of 37,600 shares and a transaction value of 317 million [2] - Jincheng Technology (301525) dropped by 9.04%, closing at 86.24 with a trading volume of 41,600 shares and a transaction value of 374 million [2] Capital Flow Analysis - The general equipment sector saw a net outflow of 3.517 billion in main funds, while retail investors contributed a net inflow of 2.687 billion [2] - The sector experienced a net inflow of 830 million from speculative funds [2] Individual Stock Capital Flow - Leo Group (002131) had a main fund net inflow of 2.89 billion, but a net outflow of 1.12 billion from speculative funds [3] - Deen Precision Engineering (300780) recorded a main fund net inflow of 166 million, with a net outflow of 46.308 million from speculative funds [3] - New Jin Power (300157) had a main fund net inflow of 33.89 million, while speculative funds saw a net inflow of 43.007 million [3]

（文章来源：证券时报网） 数据宝统计，截至14:38，德恩精工成交额12.55亿元，创2023年10月9日以来新高。最新股价下跌 2.20%，换手率37.75%。上一交易日该股全天成交额为12.54亿元。 据天眼查APP显示，四川德恩精工科技股份有限公司成立于2003年10月10日，注册资本14667万人民 币。（数据宝） ...

Market Overview - The A-share market continued its upward trend, with significant gains in sectors such as non-ferrous metals and renewable energy, leading to all four major indices closing in the green [2] - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, while the Shenzhen Component Index rose by 0.79% to 14439.66 points [2] - The total trading volume in the Shanghai and Shenzhen markets reached 30.853 trillion yuan, an increase of over 390 billion yuan compared to the previous day [2] Space Industry Developments - The commercial aerospace sector saw a surge in interest, particularly in space photovoltaic technology, which became a focal point for active capital [2][3] - Blue Arrow Aerospace's IPO process on the Sci-Tech Innovation Board is progressing rapidly, with its application status changing to "under inquiry" as of January 22 [3] - SpaceX announced plans to launch its second-generation Starlink system by 2027, while Blue Origin is set to deploy a satellite communication network consisting of 5408 satellites by the fourth quarter of 2027 [3] Photovoltaic Sector Performance - The photovoltaic equipment index rose by 8.69%, with 64 stocks in the sector, of which only two declined, and several stocks, including Maiwei Co. and Jiejia Weichuang, hitting the 20% limit up [4] - Longi Green Energy, a leading company in the photovoltaic sector, also recorded a limit-up performance [4] - Space photovoltaic energy utilizes solar technology in outer space environments, providing a stable and lightweight energy solution compared to traditional fossil fuels and nuclear energy [4] Technological Advancements - SpaceX has confirmed the use of P-type HJT battery technology for large-scale production of space solar cells, which is seen as a short-term optimal alternative due to its cost-effectiveness and material flexibility [5] - The demand for GW-level space photovoltaic solutions is expected to grow significantly, with the existing arsenide gallium batteries unable to meet deployment needs [5] Investment Outlook - Market sentiment is optimistic, with institutions suggesting a focus on company performance as the annual earnings forecast period approaches [5] - The strategy team at CITIC Securities indicates that the market is in an upward trend, with active capital likely to seek thematic investment opportunities, particularly in commercial aerospace [5] - Investors are advised to concentrate on high-growth sectors, such as semiconductor equipment driven by storage expansion [5]

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, with a trading volume of 1.3369 trillion yuan. The Shenzhen Component Index rose 0.79% to 14439.66 points, with a trading volume of 1.7484 trillion yuan. The ChiNext Index increased by 0.63% to 3349.50 points, with a trading volume of 822.63 billion yuan. The STAR Market 50 Index closed at 1553.71 points, up 0.78%, with a trading volume of 110.8 billion yuan. The total trading volume of both markets was 3.0853 trillion yuan, an increase of 393.5 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw more sectors gaining than losing, with notable increases in power equipment, non-ferrous metals, precious metals, defense and military, steel, media, computer, environmental protection, and textile and apparel sectors. Concepts such as perovskite batteries, commercial aerospace, satellite internet, sapphire, lithium mining, cultivated diamonds, small metals, gold, and interactive short dramas were particularly active. In contrast, sectors like communication, insurance, banking, coal, and home appliances experienced declines [1]. Individual Stock Performance - A total of 3707 stocks rose, while 1336 stocks fell, with 134 stocks remaining flat and 6 stocks suspended. Excluding newly listed stocks, there were 120 stocks hitting the daily limit up and 2 stocks hitting the limit down [2]. - Among the stocks that hit the daily limit up, 23 stocks had consecutive limit-up days of 2 or more, with Fenglong Co., Ltd. leading with 18 consecutive limit-ups [3]. Capital Flow - The net capital outflow from the two markets was 4.167 billion yuan, with the ChiNext seeing a net inflow of 1.515 billion yuan. The CSI 300 index experienced a net outflow of 1.005 billion yuan, while the STAR Market saw a net outflow of 3.171 billion yuan. Out of 31 sectors, 13 sectors had net capital inflows, with the power equipment sector leading with a net inflow of 8.977 billion yuan [4][6]. - The top sectors with net inflows included non-ferrous metals (4.552 billion yuan), media (2.173 billion yuan), and defense and military (2.157 billion yuan). Conversely, the communication sector had the highest net outflow of 7.992 billion yuan, followed by electronics (6.350 billion yuan) and machinery (5.077 billion yuan) [4][6]. Notable Stocks - 191 stocks had net capital inflows exceeding 1 billion yuan, with Jin Feng Technology receiving the highest net inflow of 1.861 billion yuan. Other notable stocks included Lens Technology (1.594 billion yuan), Qian Zhao Optoelectronics (1.267 billion yuan), and Xian Dao Intelligent (1.217 billion yuan) [7][8]. - Conversely, 116 stocks experienced net capital outflows exceeding 1 billion yuan, with Xin Yi Sheng leading with a net outflow of 3.471 billion yuan, followed by Zhong Ji Xu Chuang (3.103 billion yuan) and Li Ou Shares (2.604 billion yuan) [10][11]. Institutional Activity - Institutional investors had a net selling of approximately 1.02 billion yuan, with 22 stocks seeing net purchases and 14 stocks net sales. Jin Feng Technology was the most purchased stock by institutions, with a net purchase amount of approximately 266 million yuan [13][14].