蜂助手 | 300019 | 硅宝科技 | 10 | 1.67 | 5.08 | 4.48 | | --- | --- | --- | --- | --- | --- | | 300497 | 富祥药业 | 6 | 1.65 | 3.41 | 4.70 | | 601717 | 中创智领 | 6 | 1.64 | 7.02 | -2.25 | | 000059 | 华锦股份 | 1 1 | 1.60 | 8.94 | 9.56 | | 002636 | 金安国纪 | 8 | 1.59 | 5.09 | -3.08 | | 300558 | 贝达药业 | 13 | 1.57 | 4.53 | 7.51 | | 603659 | 璞泰来 | 5 | 1.56 | 4.02 | 1.35 | | 301270 | 汉仪股份 | 16 | 1.53 | 5.51 | 9.16 | | 002785 | 万里石 | 8 | 1.51 | 6.46 | 1.55 | （文章来源：证券时报网） | 600415 | 小商品城 | 7 | 5.61 | 7.94 | 1.17 | | --- | --- | --- | -- ...

证券代码：300984 简称：金沃股份 投资者关系活 动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （ ） 参与单位名称 浙商证券、中信证券、银河证券、申万宏源、中信建投证券、光大证券、 平安证券、东方证券、东方财富证券、工银瑞信基金、方正证券、国金 证券、国信证券、中泰证券、国盛证券、中邮证券、东北证券、西部证 券、长城基金、凯石基金、英大基金、长江资管、中信资管、泉果基金 等机构及个人投资者（排名不分先后） 时间 2026年1月8日 13:30-16:30 地点 浙江省衢州市柯城区刘山一路1号 上市公司参与 人员姓名 董事、总经理郑立成先生，董事、董事会秘书、财务总监陈亦霏女士， 证券事务代表徐益曼女士 投资者关系活 动主要内容介 绍 Q：请介绍公司的主业情况？ A：公司的主业为轴承套圈的研发、生产和销售，主要客户为舍弗勒、 斯凯孚、恩斯克、恩梯恩、捷太格特等国际轴承企业。围绕主业：1、 公司自主研发的高精机床设备，通过提高生产效率、降低人员成本来进 行降本增效，进一步提高公司的综合竞争能力；2、公司加大对国内客 户的开拓力度，目前与人本集团 ...

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]

证券之星消息，12月31日通用设备板块较上一交易日上涨0.68%，金沃股份领涨。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002131 利欧股份 | | 23.00 Z | 42.02% | -11.28亿 | -20.61% | -11.72 Z | -21.41% | | 688333 | | 2.31 Z | 8.84% | -9624.24万 | -3.68% | -1.35 Z | -5.16% | | 300260 新莱应材 | | 1.62亿 | 9.90% | -7043.00万 | -4.30% | -9189.49万 | -5.61% | | 002342 巨力索具 | | 1.23 乙 | 4.71% | -9979.78万 | -3.82% | -2331.6 ...

Company Performance - Jinwo Co., Ltd. achieved a historical high stock price of 82.47 yuan, with a 7.35% increase as of 10:13, and a trading volume of 4.7855 million shares, amounting to 380 million yuan in transaction value, resulting in a turnover rate of 6.18% [2] - The company's latest A-share total market capitalization reached 10.166 billion yuan, with a circulating market value of 6.389 billion yuan [2] - For the first three quarters, the company reported an operating income of 930 million yuan, representing a year-on-year growth of 10.56%, and a net profit of 37.3432 million yuan, reflecting a year-on-year increase of 74.83%, with basic earnings per share of 0.3000 yuan and a weighted average return on equity of 3.70% [2] Industry Overview - The machinery equipment industry, to which Jinwo Co., Ltd. belongs, experienced an overall decline of 0.24%, with 153 stocks rising and 6 stocks hitting the daily limit, including Tailor Co. and Hongying Intelligent [2] - Conversely, 431 stocks in the industry saw declines, with the largest drops recorded by Dongjie Intelligent, Jikai Co., and Chuanrun Co., with declines of 10.28%, 8.56%, and 7.16% respectively [2] Margin Trading Data - As of December 30, the latest margin trading balance for Jinwo Co., Ltd. was 303 million yuan, with a financing balance of 303 million yuan, showing a decrease of 31.8511 million yuan over the past 10 days, which is a 9.52% decline [2]

Group 1 - The report emphasizes that global liquidity is continuously improving, which is expected to enhance equity asset returns, particularly in the context of AI-related software and edge applications [1][7][11] - The report suggests that the growth space for small-cap and growth sectors is likely to expand due to synchronized global monetary policy easing [7][11] - The report highlights the significant advancements in AI models, particularly with the release of Gemini 3.0 and GPT-5.2, which are expected to drive substantial commercial opportunities in AI applications [21][28][39] Group 2 - The report identifies key companies to watch, including Blue Sky Technology and Spring Wind Power, which are expected to benefit from AI-related growth [8][65] - It also mentions companies like Jieshun Technology and Kaige Precision Machinery, which are positioned to capitalize on AI-driven product releases and innovations [7][65] - The report notes that the valuation of small-cap stocks remains low, with PE ratios for the National Index 2000 and the Growth Enterprise Market Index at 57.1x and 41.21x respectively, indicating potential for further valuation recovery [65]

（编辑 任世碧） 证券日报网讯 12月29日，金沃股份发布公告称，公司于2025年12月29日召开第三届董事会第十二次会 议，审议通过了《关于部分募集资金投资项目结项并将节余募集资金永久补充流动资金的议案》，同意 将2022年公司向不特定对象发行可转换公司债券募集资金投资项目"轴承套圈热处理生产线建设项目"予 以结项，并将节余募集资金803.59万元（包括利息收入净额，具体金额以实际结转时项目专户资金余额 为准）永久补充流动资金。 ...

证券代码：300984 证券简称：金沃股份 公告编号：2025-115 浙江金沃精工股份有限公司 关于变更公司注册地址、经营范围及修订《公司章程》并办理 工商变更登记的公告 原注册地址： 浙江省衢州市柯城区航埠镇凤山路 19 号。 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。 浙江金沃精工股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召 开第三届董事会第十二次会议，审议通过了《关于变更公司注册地址、经营范围 及修订<公司章程>并办理工商变更登记的议案》，该议案尚需提交公司 2026 年 第一次临时股东会审议通过。现将有关事项公告如下： 一、公司注册地址变更情况 拟变更后的注册地址： 浙江省衢州市柯城区航埠镇刘山一路 1 号。 二、公司经营范围变更情况 原经营范围： 一般项目：轴承制造；轴承销售；汽车零部件及配件制造；机械零件、零部 件加工；机械零件、零部件销售；货物进出口（除依法须经批准的项目外，凭营 业执照依法自主开展经营活动）。许可项目：供电业务（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，具体经营项目以审批结果为准）。 ...

公司章程修正案 浙江金沃精工股份有限公司董事会 浙江金沃精工股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召 开第三届董事会第十二次会议，审议通过了《关于变更公司注册地址、经营范围 及修订<公司章程>并办理工商变更登记的议案》，同意对《公司章程》部分条款 作相应修订，该议案尚需提交公司 2026 年第一次临时股东会审议。具体修订内 容如下： 2025 年 12 月 29 日 | 修订前 | 修订后 | | --- | --- | | 第五条 公司住所：浙江省衢州市柯城 | 第五条 公司住所：浙江省衢州市柯城 | | 区航埠镇凤山路 19 号，邮编 324014。 | 区航埠镇刘山一路 1 号，邮编 324014。 | | 第十五条 经依法登记，公司的经营范 | 第十五条 经依法登记，公司的经营范 | | 围：一般项目：轴承制造；轴承销售； | 围：一般项目：轴承制造；轴承销售； | | 汽车零部件及配件制造；机械零件、零 | 汽车零部件及配件制造；机械零件、零 | | 部件加工；机械零件、零部件销售；货 | 部件加工；机械零件、零部件销售；模 | | 物进出口(除依法须经批准的项目外， ...

每经AI快讯，金沃股份（SZ 300984，收盘价：73.2元）12月29日晚间发布公告称，公司第三届第十二 次董事会会议于2025年12月29日在公司会议室以现场结合通讯的方式召开。会议审议了《关于预计公司 2026年度日常关联交易的议案》等文件。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 王晓波） 截至发稿，金沃股份市值为90亿元。 2024年1至12月份，金沃股份的营业收入构成为：轴承套圈占比95.47%，其他业务占比4.53%。 ...