大族激光、华工科技涨停，机床ETF（159663）布局正逢其时

Group 1 - The machine tool sector experienced a strong rally, with the machine tool ETF (159663) seeing significant gains, including stocks like Dazhu Laser and Huagong Technology hitting the daily limit [1] - As of February 6, the machine tool ETF (159663) rose by 3.13%, with a current TTM price-to-earnings ratio of 30.51, indicating it has fallen into an opportunity zone [1] - According to the National Bureau of Statistics, in 2023, the production of metal cutting machine tools reached 613,000 units, a year-on-year increase of 6.4%, while the production of metal forming machine tools was 151,000 units, a year-on-year decrease of 14.2% [1] Group 2 - Shenwan Hongyuan Securities noted that the current phase is characterized by a cyclical transition, driven by a decade-long replacement cycle and a three-year inventory cycle in manufacturing, suggesting that the machine tool industry in China will move towards high-end, intelligent, and domestic substitution [1] - There is an urgent demand for self-controlled core components such as CNC systems and screw guides, indicating a broad prospect for domestic production [1]