工业母机概念上扬 华东数控、国机精工等涨停

Group 1 - The core viewpoint of the news is the significant rise in the industrial mother machine concept stocks, driven by the recent implementation plan for digital transformation in the machinery industry by the Ministry of Industry and Information Technology and other departments [1] - The plan aims for widespread application of digital technologies in product development, manufacturing, management, and service operations by 2027, with 50% of enterprises achieving a maturity level of at least 2 in intelligent manufacturing capabilities [1] - By 2030, the plan targets that major enterprises in the machinery industry will complete a round of digital transformation, with 60% of enterprises reaching a maturity level of at least 2 in intelligent manufacturing capabilities and the establishment of at least 500 exemplary intelligent factories [1] Group 2 - The plan also emphasizes the need for large-scale equipment upgrades to address the demand for retrofitting old industrial equipment, supporting the integration of intelligent components to enhance outdated, inefficient, and high-energy-consuming equipment [2] - It highlights the implementation of major national science and technology projects to meet defense and national strategic needs, focusing on breakthroughs in intelligent equipment such as industrial mother machines, industrial robots, and intelligent detection equipment [2]