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政策提振内需与出口优化,工业母机板块午后回暖,工业母机ETF(159667)涨超2%
Sou Hu Cai Jing·2025-04-30 06:20

Group 1 - The core viewpoint of the article highlights the recovery of the industrial mother machine sector, driven by policy support for domestic demand and export optimization, with the Industrial Mother Machine ETF (159667) rising over 2% [1] - The 19th China International Machine Tool Exhibition will open on April 25, 2025, in Beijing, focusing on the application of digital twin and artificial intelligence technologies in the machine tool industry, with companies like Renishaw showcasing high-precision measurement and automation solutions [1] - According to招商证券, the mechanical equipment industry (automation and general equipment) is experiencing a sustained recovery in domestic demand and an optimized export structure, with new market shares increasing [1] Group 2 - Investment in equipment tools has seen a cumulative year-on-year increase of 19% as of March, with the rolling year-on-year growth rates for metal forming, cutting machine tools, and packaging equipment production expanding [1] - The export share of general equipment to emerging markets like ASEAN has generally increased, following a period of market decline due to tariff impacts, with future growth expected alongside the implementation of stable growth policies [1] - The Industrial Mother Machine ETF (159667) tracks the CSI Machine Tool Index (931866), which selects listed companies involved in the manufacturing of machine tools and key components, reflecting the overall performance of the machine tool industry [1]