Group 1 - A-shares experienced a collective decline, with the Shanghai Composite Index dropping by 0.43% during intraday trading [1] - The machine tool sector showed resilience, with the machine tool ETF (159663) rising by 0.42%, and notable individual stocks like Weichuang Electric increasing by 6.50% [1] - The report highlights the importance of the machine tool industry in China's manufacturing sector, particularly in high-end equipment manufacturing [3] Group 2 - National Securities suggests focusing on leading companies in core components such as CNC systems and screw guide rails, as well as undervalued general machine tool leaders [3] - The machine tool ETF closely tracks the China Machine Tool Index, which includes critical areas of high-end equipment manufacturing, emphasizing innovation and industrial upgrading [3]
自主可控必要性增强!机床ETF(159663)上涨0.42%,伟创电气上涨6.50%