“十五五”规划机床地位突出！机床ETF（159663）上涨2.41%，国机精工再涨停

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.58%, driven by gains in sectors such as precious metals, communication equipment, and electronic components, while education and engineering machinery sectors experienced declines [1] - The machine tool sector showed strength, with the machine tool ETF (159663) rising by 2.41%, and notable increases in constituent stocks such as Guoji Precision Engineering (up 9.99%), Dingtai High-Tech (up 9.03%), and Zhongtung High-Tech (up 6.41%) [1] Group 2 - According to MIR's forecast, the market share of domestic brands in the screw rod market is expected to rise to nearly 50% from 2024 to 2028 [3] - The electric spindle market in China is rapidly developing, with the market size projected to reach 5.677 billion yuan in 2024, reflecting a year-on-year growth of 7.4% [3] - Financial Street Securities highlighted that CNC machine tools are foundational equipment for high-end manufacturing, with high-end CNC machine tool technology bottlenecks posing challenges for improving the quality and efficiency of Chinese manufacturing [3] - The production of metal cutting machine tools in China has shown a steady upward trend, with the "14th Five-Year Plan" suggesting extraordinary measures to drive breakthroughs in key core technologies in critical fields such as integrated circuits and high-end instruments [3]