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工业母机赛道利好来袭!上半年净利润规模居前的概念股名单出炉
Zheng Quan Shi Bao·2025-09-02 00:55

Core Insights - The article highlights the strong performance of industrial mother machine stocks, with several companies reporting significant net profits in the first half of the year [4][6] - The "Industrial Mother Machine High-Quality Standard System Construction Plan" aims to establish a high-quality standard system by 2026, promoting product quality and equipment upgrades [3] Group 1: Policy and Standards - The "Industrial Mother Machine High-Quality Standard System Construction Plan" was issued by the National Standardization Administration and the Ministry of Industry and Information Technology on September 1 [3] - By 2026, the plan aims to establish a basic high-quality standard system, with at least 300 standards to be revised or created, including at least 5 international standards, achieving a 90% conversion rate of international standards [3] - By 2030, the standard system will be fully formed, with technical levels and internationalization continuously improving, aiming for advanced standards in material reduction and additive manufacturing [3] Group 2: Company Performance - A total of 21 industrial mother machine stocks reported net profits exceeding 10 million yuan in the first half of the year, with 7 companies achieving net profits over 100 million yuan [4] - AVIC High-Tech (中航高科) reported a revenue of 2.747 billion yuan, a year-on-year increase of 7.87%, and a net profit of 605 million yuan, up 0.24% [4][7] - Huadong CNC (华东数控) achieved a net profit growth of 140.53%, with a net profit of 135.855 million yuan despite a revenue decline of 6.06% [5][7] - Other companies with notable net profit growth include Qiaofeng Intelligent (乔锋智能) at 56.43%, Genesis (创世纪) at 47.38%, and Guosheng Zhike (国盛智科) at 32% [4][7]