证券之星消息，1月26日工程机械板块较上一交易日下跌1.24%，邵阳液压领跌。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%。工程机械板块个股涨跌见下表： 从资金流向上来看，当日工程机械板块主力资金净流出7.24亿元，游资资金净流入1.13亿元，散户资金净 流入6.11亿元。工程机械板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600031 | =一重工 | 1.84 Z | 8.03% | -1.43 Z | -6.23% | -4131.62万 | -1.80% | | 600761 安徽合力 | | 5999.86万 | 3.46% | -6544.67万 | -3.78% | 544.80万 | 0.31% | | 920599 同力股份 | | 748.72万 | 5.69% | 431.15万 | 3.28% | 68.05万 ...

盘面上，商业航天板块回调，半导体、机器人、金融科技、AI算力、消费电子、固态电池概念股跌幅 靠前。黄金股掀涨停潮，煤炭、有色金属、油气板块齐走强，疫苗概念股逆势大涨。 具体来看，黄金股掀涨停潮，截至收盘，晓程科技20%涨停，湖南黄金、招金黄金、恒邦股份、中金黄 金等超10股涨停。 | 名称 | 涨幅� | 现价 | | --- | --- | --- | | 晓程科技 | +20.01% | 52.90 | | 湖南黄金 | +10.01% | 25.27 | | 招金黄金 | +10.01% | 21.43 | | 恒邦股份 | +10.00% | 18.92 | | 中金黄金 | +10.00% | 33.00 | | 西部黄金 | +9.99% | 37.75 | | 四川黄金 | +9.99% | 55.25 | | 湖南白银 | +9.98% | 18.08 | | 赤峰黄金 | +9.97% | 42.69 | | 山东黄金 | +9.94% | 55.74 | | 山金国际 | +9.93% | 37.98 | 商业航天概念股走势分化，信科移动跌超18%，邵阳液压跌超14%，昊志机电、亚光科技、 ...

格隆汇1月26日｜A股商业航天概念盘中持续调整，中国卫星封跌停，此前博威合金、润贝航科跌停， 信科移动、邵阳液压、震有科技、航天环宇、超捷股份等跌超10%。 ...

A股商业航天概念盘中持续调整，中国卫星封跌停，此前博威合金、润贝航科跌停，信科移动、邵阳液 压、震有科技、航天环宇、超捷股份等跌超10%。 ...

证券之星消息，1月23日工程机械板块较上一交易日上涨0.9%，邵阳液压领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。工程机械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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600031 | =一重工 | 2.84亿 | 12.41% | 131.09万 | 0.06% | -2.85 Z | -12.46% | | 601100 | 恒立液压 | 1.79亿 | 7.68% | 2524.20万 | 1.09% | -2.04亿 | -8.77% | | 301079 | 邵阳液压 | 1.29亿 | 10.35% | -7752.55万 | -6.24% | -5102.03万 | -4.11% | | 600815 | 厦工股份 | 1498.14万 | 12.29% | -653.08万 | -5.36% | -845.06万 ...

Group 1 - Several listed companies categorized under the commercial aerospace concept have recently issued announcements or statements clarifying their low association with commercial aerospace business and indicating that their stock prices have significantly deviated from fundamentals [2] - Since December 2025, some companies in the commercial aerospace sector have seen astonishing stock price increases, with Aerospace Development's stock rising over 200% in 30 consecutive trading days, triggering severe abnormal fluctuation standards [2] - Aerospace Development announced that its subsidiary engaged in low-orbit satellite operations generated less than 1% of the company's total revenue in the first three quarters of 2025, indicating minimal impact on overall performance [2] Group 2 - Companies such as Shaoyang Hydraulic clarified that their products do not directly serve commercial aerospace clients, with related orders being sporadic and amounting to less than 500,000 yuan, accounting for less than 0.2% of annual revenue [2] - Multiple companies, including Aerospace Power, North Navigation, Aerospace Engineering, Star Ring Technology, and Aerospace Changfeng, publicly stated that their main businesses do not involve commercial aerospace [2] - In response to investor inquiries, companies like Xingxing Technology and Jindi Co. expressed that they do not have current development plans in the commercial aerospace sector, while Keli Sensor and Bomin Electronics acknowledged their awareness of the commercial aerospace trend but have not established substantial commercial cooperation [3] Group 3 - The clarifications and risk warnings highlight a significant divergence between soaring stock prices and company fundamentals, with industry leader China Satellite reporting a rolling P/E ratio exceeding 2400 and a more than 96% year-on-year decline in net profit for 2024 after excluding non-recurring gains [5] - Companies like Aerospace Electronics and China Satcom also announced that their stock prices exhibit a "hot potato effect" and have severely detached from fundamentals, indicating a potential for significant short-term declines [5] - Market analysis suggests that while the long-term growth logic of the commercial aerospace industry is clear, short-term irrational speculation has inflated valuations of many stocks lacking substantial business support [5]

证券日报网讯1月16日，邵阳液压（301079）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东总户数为22966户。 ...

Group 1 - The engineering machinery sector increased by 1.68% on January 16, with Tietuo Machinery leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Key stocks in the engineering machinery sector showed significant price increases, with Tietuo Machinery rising by 10.16% to a closing price of 29.16 [1] Group 2 - The engineering machinery sector saw a net inflow of 460 million yuan from main funds, while retail investors experienced a net outflow of 554 million yuan [2] - Major stocks like Sany Heavy Industry and Aidi Precision had varying performances in terms of fund flows, with Sany Heavy Industry seeing a net inflow of 225 million yuan from main funds [3] - Aidi Precision had a net inflow of approximately 75.6 million yuan from main funds but faced a net outflow of 44.8 million yuan from retail investors [3]

Investment Rating - The mechanical equipment industry is rated as "Standard Allocation" for the next six months, indicating expected performance in line with the market index within ±10% [59] Core Insights - The humanoid robot sector is projected to see an installation of 16,000 units in 2025, with a high industry concentration where the top five companies hold over 70% market share [2][55] - The excavator sales are expected to grow by 16.97% year-on-year in 2025, supported by the commencement of major domestic projects and favorable overseas demand [2][55] - The mechanical equipment sector has shown a bi-weekly increase of 6.09%, outperforming the CSI 300 index by 3.47 percentage points, ranking 10th among 31 sectors [3][12] Summary by Sections Market Review - As of January 15, 2026, the mechanical equipment sector has increased by 6.09% bi-weekly, outperforming the CSI 300 index [3][12] - The general equipment sub-sector had the highest increase of 8.17%, followed by automation equipment at 8.01% and specialized equipment at 5.40% [19][21] Valuation Situation - The current PE ratio for the mechanical equipment sector is 35.17, with general equipment at 50.88 and automation equipment at 55.29 [23][24] - The current valuation is 20.36% higher than the one-year average for the mechanical equipment sector [23] Data Updates - The report highlights the sales performance of various machinery, including excavators and loaders, with significant year-on-year growth rates [52][53] Industry News - The report discusses the advancements in humanoid robots and the establishment of partnerships for core component testing and quality improvement [52][55] - It also notes the expected increase in excavator sales and the overall positive outlook for the engineering machinery sector [2][55] Recommended Stocks - The report suggests focusing on companies such as Huichuan Technology, Green Harmonic, Sany Heavy Industry, and Hengli Hydraulic due to their strong market positions and growth potential [56]

证券代码：301079 证券简称：邵阳液压 公告编号：2026-005 邵阳维克液压股份有限公司 关于公司股价异常波动的公告 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。 一、股票交易异常波动的具体情况 邵阳维克液压股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：邵阳液压，证券代码：301079）交易价格于 2026 年 1 月 13 日、1 月 14 日、1 月 15 日连续三个交易日收盘价格跌幅偏离值累计超过 30%，根据《深圳证 券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况的说明 针对公司股票交易的异常波动情况，公司董事会通过电话及现场问询方式， 对公司、控股股东及实际控制人就公司股票交易发生异常波动问题进行了核实， 现就相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、除已披露的公告外，公司未发现近期公共传媒报道了可能或已经对公司 股票交易价格产生较大影响的未公开重大信息。 3、近期公司生产经营状况正常，内外部经营环境未发生重大变化。 6、公司不存在违反公平信息披露规定的 ...