高端化进程有望加快！机床ETF（159663.SZ）下跌0.46%，英威腾涨7.21%

Group 1 - The A-share market showed mixed performance on February 4, with the Shanghai Composite Index rising by 0.33%, driven by gains in coal, transportation, and building materials sectors, while communication and media sectors faced declines [1] - The machine tool sector exhibited stock performance divergence, with the Machine Tool ETF (159663.SZ) down by 0.46%, while individual stocks like Invt (英威腾) rose by 7.21%, Yujing (宇晶股份) by 6.03%, and Hezhuan (合锻智能) by 4.97%, whereas Huagong Technology (华工科技) and Green Harmonic (绿的谐波) saw declines of -3.79% and -3.12% respectively [1] Group 2 - The market size of China's CNC lathe industry is projected to grow from 45.64 billion yuan in 2020 to 60.55 billion yuan by 2024, reflecting a compound annual growth rate (CAGR) of 7.32% [3] - The CNC lathe industry is expected to evolve towards efficient, flexible, and integrated solutions, with a projected market size of 63.168 billion yuan by 2025, driven by increasing demand for high precision and intelligent manufacturing [3] - Hu Long Securities indicates that a structural recovery in global demand and strong policy support will accelerate the high-end domestic machine tool development, supported by the "14th Five-Year Plan" prioritizing industrial mother machines and substantial policy backing for pilot platform construction [3] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which encompasses key sectors in high-end equipment manufacturing, including laser equipment, machine tools, robotics, and industrial control equipment, aligning with the new productivity concept emphasizing innovation and industrial upgrading [3]