12月30日，英诺激光盘中上涨2.00%，截至10:09，报50.99元/股，成交3.12亿元，换手率4.12%，总市值 77.58亿元。 责任编辑：小浪快报 今年以来英诺激光已经1次登上龙虎榜，最近一次登上龙虎榜为3月10日，当日龙虎榜净买入2696.30万 元；买入总计1.35亿元 ，占总成交额比16.42%；卖出总计1.08亿元 ，占总成交额比13.13%。 资料显示，英诺激光科技股份有限公司位于广东省深圳市南山区西丽街道创智云城大厦(工业区)1标段1 栋A座11层01号，成立日期2011年11月30日，上市日期2021年7月6日，公司主营业务涉及研发、生产和 销售微加工激光器和定制激光模组。主营业务收入构成为：激光器59.89%，激光模组26.86%，其他主 营10.20%，其他业务3.05%。 英诺激光所属申万行业为：机械设备-自动化设备-激光设备。所属概念板块包括：融资融券、PCB概 念、先进封装、3D打印、基金重仓等。 截至9月30日，英诺激光股东户数1.91万，较上期增加2.51%；人均流通股7967股，较上期减少2.45%。 2025年1月-9月，英诺激光实现营业收入3.42亿元，同比增长1 ...

证券日报网讯12月29日，英诺激光（301021）在互动平台回答投资者提问时表示，公司已完成对M9等 材料的初步打样工作，现正发挥超快激光钻孔设备能力，针对新一代算力技术的新材料和新工艺升级需 求，积极对接客户的审厂安排，提供创新解决方案！公司于日前收到来自IC载板客户的首台超快激光钻 孔设备订单。IC载板在高性能计算芯片如CPU、GPU、FPGA和ASIC等产品的封装中发挥着关键作用， 因此，该订单反映了公司的超快激光钻孔设备得到了高端客户的认可，也预示着其凭借优异性能有望向 下兼容类载板、高阶HDI和高多层板等算力领域的精密钻孔需求。 ...

| | 科 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002674 | 兴业科 技 | 7.86 | 6.43 | 14.13 | 14.96 | 5.84 | | 601026 | 道生天 合 | 7.19 | 20.96 | 19.48 | 20.57 | 5.60 | （文章来源：证券时报网） 证券时报·数据宝统计，截至今日下午收盘，上证综指3965.28点，收于五日均线之上，涨跌幅0.04%，A 股总成交额为25336.10亿元。到目前为止，今日有486只A股价格突破了五日均线，其中乖离率较大的个 股有福赛科技、华尔泰、英诺激光等，乖离率分别为12.09%、8.22%、7.90%；浙江自然、满坤科技、 艾芬达等个股乖离率较小，刚刚站上五日均线。 12月29日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） ...

证券之星消息，12月29日自动化设备板块较上一交易日上涨0.86%，瑞松科技领涨。当日上证指数报收 于3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688090 | 瑞松科技 | 48.70 | 20.01% | 19.11万 | | 8.79亿 | | 688160 | 步科股份 | 121.66 | 20.00% | 5.21万 | | 5.86亿 | | 301021 | 英诺激光 | 49.99 | 15.26% | 17.64万 | | 8.27亿 | | 688125 | 安达智能 | 132.50 | 13.47% | 2.35万 | | 3.04亿 | | 001266 | 宏英智能 | 32.54 | 10.01% | 3.36万 | | 1.06亿 | | 688097 | 博众精工 | 37.41 | 8.12% | 12.11万 | | 4.46 ...

12月29日，英诺激光涨5.35%，截至发稿，报45.69元/股，成交2.36亿元，换手率3.50%，总市值69.52亿 元。 资料显示，英诺激光科技股份有限公司位于广东省深圳市南山区西丽街道创智云城大厦(工业区)1标段1 栋A座11层01号，成立日期2011年11月30日，上市日期2021年7月6日，公司主营业务涉及研发、生产和 销售微加工激光器和定制激光模组。主营业务收入构成为：激光器59.89%，激光模组26.86%，其他主 营10.20%，其他业务3.05%。 责任编辑：小浪快报 从英诺激光十大流通股东角度 数据显示，金信基金旗下1只基金位居英诺激光十大流通股东。金信稳健策略混合A（007872）三季度 新进十大流通股东，持有股数147万股，占流通股的比例为0.97%。根据测算，今日浮盈赚取约341.04万 元。 金信稳健策略混合A（007872）成立日期2019年12月13日，最新规模14.92亿。今年以来收益67.72%， 同类排名503/8159；近一年收益58.36%，同类排名653/8147；成立以来收益133.88%。 金信稳健策略混合A（007872）基金经理为孔学兵。 截至发稿，孔学兵 ...

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on AI equipment and consumables, as well as commercial aerospace [1]. Core Insights - The report highlights the rapid growth in demand for high-performance servers, GPUs, and advanced PCBs driven by the surge in AI technology and applications. The global PCB industry is projected to grow from $73.6 billion in 2024 to $96.4 billion by 2029, with a CAGR of 5.6% [7][22]. - The report emphasizes the importance of advancements in PCB equipment and consumables, particularly in drilling and exposure equipment, which are expected to see significant market growth due to the increasing complexity of AI applications [22][24]. - The commercial aerospace sector is entering a critical phase with the successful launch of reusable rockets, which could significantly reduce satellite launch costs and accelerate satellite networking processes [7][24]. Summary by Sections Industry and Company Investment Views - The report discusses the impact of AI on PCB demand, noting that the need for high-density and high-layer PCBs is increasing, which will drive the demand for advanced drilling and exposure equipment [22][24]. - Key companies to watch include Dingtai High-Tech and Zhongtung High-New in the consumables sector, and Dazhu CNC and Xinqi Micro-Assembly in the equipment sector [7][24]. - The report suggests that the equipment industry is entering a golden age due to the expansion of AI infrastructure, with significant growth expected in drilling and exposure equipment markets [22][24]. Key Data Tracking - The report provides macroeconomic data, including the manufacturing PMI index and fixed asset investment growth rates, which are crucial for understanding the overall health of the mechanical industry [26][30]. - The mechanical sector has shown a strong performance, with a 4.5% increase in the sector index, outperforming the broader market indices [11][16]. Company Earnings Forecasts and Valuations - The report includes earnings forecasts and valuations for key companies in the mechanical sector, with several companies rated as "Strong Buy," indicating strong expected growth in earnings per share (EPS) and favorable price-to-earnings (PE) ratios [2][8].

证券日报网讯12月26日，英诺激光（301021）在互动平台回答投资者提问时表示，公司已完成高功率薄 片激光器的第一阶段研发工作，其有望应用于半导体关键制程、航空航天发动机、碳纤维及机器人、阿 秒等前沿科研等领域。 ...

英诺激光(301021.SZ)现跌5.44%报43.48元，暂成交4.5亿元，最新市值66亿元。英诺激光公告，持股18.47%的宿迁红粹企业管理合伙企业(有限合伙)(以下简 称"红粹投资")拟因资金需求，于2026年1月20日至2026年4月19日减持股份不超454.49万股，占扣除回购后总股本3%。红粹投资不属于公司控股股东、实际 控制人，此次减持计划不会对公司治理结构、股权结构及未来持续经营产生重大影响，也不会导致公司控制权发生变更。(格隆汇) ...

Overview - The report maintains a "stronger than market" rating for the renewable energy sector, highlighting that the demand for offshore wind power in China and Europe is increasing, leading to a rise in foundation demand and profit recovery for wind turbines. The "anti-involution" policy is expected to continue driving the photovoltaic sector, particularly with the expansion of perovskite technology. Overall, while short-term installation demand for renewable energy globally may be weak, there are structural opportunities in the market [1]. Key Points Supporting the Rating - The "anti-involution" trend is stabilizing wind turbine prices, enhancing profitability for manufacturers. China's offshore wind projects are becoming economically viable, contributing significantly to installed capacity. The demand for offshore wind in Europe and emerging markets is also on the rise [3]. - In the photovoltaic sector, the "anti-involution" policy remains the main theme, with a focus on the potential for capacity exits in battery and module production, as well as the industrialization potential of perovskite technology. Investment should prioritize growth-oriented new technology directions and the main industry chain benefiting from the "anti-involution" trend [3]. Investment Recommendations - For wind power, the report suggests prioritizing investments in the turbine segment, which is expected to recover profitability, and in the foundation segment that is progressing quickly in Europe. The offshore wind market is projected to grow significantly, with a focus on deep-sea projects [3]. - In the photovoltaic sector, the report emphasizes the importance of monitoring the "anti-involution" policy's impact on the industry, particularly regarding the exit of inefficient capacity and the enhancement of efficiency in battery and module production [3]. Long-term Outlook for Renewable Energy Demand - The report indicates that China's renewable energy demand is expected to remain robust in the long term, with an average annual installation capacity of over 400GW projected from 2025 to 2035. This is driven by the country's energy security needs and the ongoing transition to a low-carbon economy [13][16]. - The "136 Document" is noted for guiding the development of renewable energy projects towards market-oriented pricing, which is expected to stabilize project returns and promote high-quality development in the sector [31]. Photovoltaic Sector Insights - The report anticipates a moderate decline in photovoltaic installations in 2026 due to a phase of pre-installation in 2025, with projected installations of 290GW in 2025 and 180GW in 2026, reflecting a year-on-year decrease of 38% [33]. - The report highlights that the European photovoltaic market is facing growth challenges, with a forecasted installation of 64.2GW in 2025, indicating a slight decline. The U.S. market is also expected to experience pressure on growth due to policy adjustments [34][37]. Perovskite Technology Potential - Perovskite technology is identified as a key area for enhancing competitiveness in the photovoltaic manufacturing sector, with expectations for significant breakthroughs in industrialization by leading manufacturers in 2026 [33][44].

Investment Rating - The report maintains a "Strong Buy" rating for Ding Tai Gao Ke and Zhong Tu Gao Xin, and a "Buy" rating for Da Zu Suo Kong and Ying Nuo Ji Guo [4] Core Insights - The report highlights the strong demand for AI infrastructure driving a new expansion cycle in the PCB industry, with significant investments from global tech giants [15] - The PCB equipment sector is experiencing accelerated upgrades, presenting opportunities for domestic manufacturers due to rising precision and complexity requirements [10][11] - The report emphasizes the importance of core consumables like drilling needles, which are expected to see significant growth in both volume and price due to AI-driven demand [9] Industry Overview - The PCB industry is projected to grow from $73.57 billion in 2024 to $96.4 billion by 2029, with a CAGR of 5.6% [15][22] - The global PCB market is expected to see a revenue increase of 7.6% and a production increase of 7.8% in 2025, driven by AI infrastructure investments [15] - The demand for high-layer and HDI boards is expected to grow significantly, with 18-layer and above boards projected to see a 40.2% increase in market value in 2024 [18][22] Key Companies and Their Forecasts - Ding Tai Gao Ke is expected to achieve an EPS of 0.99 yuan in 2025, with a PE ratio of 141.99, maintaining a "Strong Buy" rating [4] - Zhong Tu Gao Xin is forecasted to have an EPS of 0.51 yuan in 2025, with a PE ratio of 57.05, also rated as "Strong Buy" [4] - Da Zu Suo Kong is projected to have an EPS of 1.77 yuan in 2025, with a PE ratio of 68.67, rated as "Buy" [4] - Ying Nuo Ji Guo is expected to achieve an EPS of 0.30 yuan in 2025, with a PE ratio of 152.09, rated as "Buy" [4] Market Trends - The report identifies a shift towards high-end PCB products driven by AI applications, with increasing requirements for precision and complexity in manufacturing processes [10][11] - The demand for PCB drilling equipment is expected to grow from $1.47 billion in 2024 to $2.40 billion by 2029, with a CAGR of 10.3% [35] - The exposure equipment market is projected to grow from $1.20 billion in 2024 to $1.94 billion by 2029, with a CAGR of 10% [43] Competitive Landscape - Domestic manufacturers are gaining market share in high-end PCB equipment, with companies like Da Zu Suo Kong and Xin Qi Wei Zhuang making significant strides against foreign competitors [11][42] - The report notes that the competitive landscape for drilling needles is favorable for domestic firms, with Ding Tai Gao Ke leading the global market share [9][18]