证券代码：300161 证券简称：华中数控 公告编号：2026-001 武汉华中数控股份有限公司 第十三届董事会第二次会议决议公告 一、审议通过《关于拟为控股子公司佛山华数申请银行授信提供担保的议案》 表决结果：同意 7 票，反对 0 票，弃权 0 票。 《关于拟为控股子公司佛山华数申请银行授信提供担保的公告》具体内容披 露于证监会指定信息披露网站巨潮资讯网 www.cninfo.com.cn。 该议案尚需提交股东会审议。 二、审议通过《关于召开 2026 年第一次临时股东会的议案》 公司定于 2026 年 2 月 4 日（星期三）在公司会议室召开 2026 年第一次临时 股东会，本次会议采用现场及网络投票相结合的方式召开。 表决结果：同意 7 票，反对 0 票，弃权 0 票。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 武汉华中数控股份有限公司（以下简称"公司"）第十三届董事会第二次会议 于 2026 年 1 月 19 日上午 9:30 在公司会议室以通讯会议方式召开。会议通知于 2026 年 1 月 16 日以电话及电子邮件等形式发出，会议由公司董事长 ...

截至10：03，国证机器人产业指数（980022）涨0.68%，成分股中，南网科技涨7.2%、奥比中光涨 5.19%、科大智能涨3.18%，领益智造跌3.45%、丰立智能跌2.23%、华中数控跌1.53%。 海通证券发布的研报显示，在生态链协同下，国内外领先企业有望在感知、决策、执行等核心环节实现 突破，抢占机器人产业"ChatGPT时刻"的先发优势，共同推动人形机器人从实验室走向规模化商用的新 阶段。 国证机器人产业指数特点鲜明：1.指数人形机器人含量居首：指数中人形机器人相关公司权重显著高于 同类指数；2.指数聚焦高成长龙头：前十大权重股占比约40%，涵盖汇川技术、科大讯飞、石头科技等 细分领域龙头，技术壁垒高、市场竞争力强。 相关产品： 机器人ETF易方达（159530）通过跟踪国证机器人产业指数，为投资者提供一键布局机器人全产业链的 高效工具。 机器人ETF易方达（159530）场外也有基金份额：（联接A：020972、联接C：020973）。 资金方面，机器人ETF易方达（159530）跟踪国证机器人产业指数，近10日"吸金"超7.4亿，近20日"吸 金"超21亿；最新基金规模攀升至169.12亿， ...

Group 1 - WS International Luxury Second-hand Store opened in Qingshan District, covering approximately 3,000 square meters with over 1,000 high-quality second-hand items from popular brands [4] - Hanyang District launched a car promotion event from January 18 to February 14, offering up to 5,000 yuan in subsidies for purchasing vehicles, which can be combined with national and local subsidies [5] - The establishment of the Guanggu Business School aims to cultivate 500 technology entrepreneurs and startups over the next three years, with a goal of helping at least 50 companies achieve annual revenues exceeding 100 million yuan [12] Group 2 - The "Spring Breeze Action" job fair was held, featuring 80 quality companies offering over 4,000 job positions, aimed at stabilizing employment and promoting development [20] - Wuhan's financial authorities introduced measures to support urban renewal projects, targeting at least 100 projects with a financing support goal of no less than 1,000 billion yuan [21] - The city is experiencing a surge in plum blossom viewing, with nearly 100,000 plum trees blooming across parks and streets, attracting public interest [22]

Investment Rating - The SW Machinery Equipment Index increased by 1.91% during the week of January 12-16, 2026, ranking 5th among 31 primary industry categories [3][13]. - Year-to-date, the SW Machinery Equipment Index has risen by 7.40%, ranking 7th among the same categories, while the CSI 300 Index increased by 2.20% [16]. Core Insights - Emphasis on the potential of SpaceX's chain and 3D printing in rocket technology, with a significant increase in satellite frequency resource applications in China [5][23]. - The engineering machinery sector is expected to experience a major upward cycle, with December sales figures exceeding expectations for both domestic and export markets [5][24]. - The AI upgrade potential in CNC systems is highlighted, particularly with the domestic leader Huazhong CNC, which is positioned to leverage AI for performance improvements [5][24]. Summary by Sections Market Review - The SW Machinery Equipment Index's performance during the week and year-to-date is noted, with specific rankings against the CSI 300 Index [3][16]. Core Insights Update - The report discusses the advancements in 3D printing technology in the aerospace sector, the robust demand for engineering machinery, and the growth potential of AI in CNC systems [5][24]. Key Data Tracking - General machinery sector remains under pressure, while engineering machinery shows accelerated growth, and railway equipment maintains steady growth [25][35][45]. - The shipbuilding sector is experiencing a slowdown, while oil service equipment is stabilizing at the bottom [49][51]. Industry Dynamics - The report outlines significant developments in various sectors, including the successful launch of new technologies and projects in the general machinery and robotics fields [60][62][64].

Core Viewpoint - The robotics sector is experiencing significant growth, with the robot ETF showing strong performance and increased investor interest, particularly in humanoid robots and related technologies [1][2][3]. Group 1: ETF Performance - The robot ETF (562500) has seen a 2.03% increase, reaching a price of 1.11 yuan, with a weekly cumulative increase of 3.83% as of January 15, 2026 [1]. - The ETF's trading volume reached 15.18 billion yuan, with a turnover rate of 5.79%, and an average daily trading volume of 18.39 billion yuan over the past week, ranking first among comparable funds [1][2]. - The ETF's scale has grown by 1.268 billion yuan over the past month, and its share count has increased by 21.27 billion shares in the last three months, indicating significant growth [2]. Group 2: Industry Developments - Kepler's humanoid robot has achieved a global first in "human-robot collaboration" for high-altitude welding, demonstrating advanced capabilities with precision and stability during an 8-hour operation [1]. - The industry is expected to enter a new phase of growth by 2026, driven by technological advancements and supportive policies, with a focus on humanoid robots and their mass production [2]. - Key components such as lead screws, axial flux motors, and sensory technologies are becoming focal points for hardware upgrades, benefiting leading companies capable of large-scale production and international expansion [2]. Group 3: Index Adjustments - The adjustment of the index has increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and incorporating higher-quality assets [3].

Group 1 - The 3D printing sector is experiencing a strong rebound, with companies like Jin Chengzi and Inno Laser seeing stock increases of over 10% [1] - Other companies in the 3D printing industry, such as Nanfeng Co., Huazhong CNC, Hongrid, and Jieput, have also reported stock gains exceeding 5% [1]

Group 1 - The core viewpoint is that the humanoid robot industry is entering a golden development period, with significant advancements in technology and production capabilities expected in 2026 [2] - The China Robot Index (H30590) saw a strong increase of 2.32%, with notable gains from companies such as Green Harmony, which rose by 12.21%, and others like Bote Science and Obsidian Technology [1] - At CES 2026, Chinese humanoid robot companies showcased impressive products, including Zhiyuan Robotics' full product line and Yushu Technology's G1 humanoid robot performing boxing [1] Group 2 - Long-term production and commercialization of humanoid robots are anticipated, with Tesla planning to launch the Optimus V3 in the first quarter of 2026 [2] - The Chinese government is enhancing support for the humanoid robot sector, with the establishment of a standardization committee and policies to promote technology maturation and application [2] - As of December 31, 2025, the top ten weighted stocks in the China Robot Index accounted for 52.83% of the index, including companies like iFlytek and Huichuan Technology [2]

Group 1 - The core viewpoint of the news highlights the positive performance of the robotics sector, with the China Robotics Index rising by 0.96% and several key stocks experiencing significant gains, such as Tianzhun Technology up by 7.28% and Greentech Harmony up by 7.10% [1] - The global first robot rental platform "Qingtian Rental" has recently completed a seed round of financing led by Hillhouse Capital, with funds aimed at market expansion, technology and service system development, and collaboration with local governments and industry ecosystems [1] - CITIC Securities anticipates that the liquidity easing in the global market will deepen, enhancing the policy dividends in the domestic financial market, which is expected to boost individual investor participation and increase capital inflow into the A-share market [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Robotics Index account for 52.83% of the index, with notable companies including iFlytek and Huichuan Technology [2] - The Jia Shi Robotics ETF closely tracks the China Robotics Index, focusing on system solution providers, digital workshop and production line integrators, automation equipment manufacturers, and other robotics-related entities [2] - Investors without stock accounts can access the robotics industry development opportunities through the Jia Shi Robotics ETF linked fund [2]

Group 1 - The core viewpoint of the news highlights the positive performance of the National Robot Industry Index, with a 1.51% increase, driven by significant gains in constituent stocks such as Zhenyu Technology and Lide Harmonics [1] - The robot ETF E Fund (159530) has attracted over 710 million in the last 10 days and over 1.7 billion in the last 20 days, with a total fund size reaching 16.086 billion, making it the only ETF tracking the National Robot Index to exceed 10 billion [1] - As of the report, the E Fund robot ETF has seen a net subscription of 43 million shares during the trading session [1] Group 2 - According to Counterpoint Research, the global humanoid robot installation volume increased by approximately 16,000 units in the latest year, driven by sectors such as data collection, logistics, manufacturing, and automotive [4] - UBS forecasts that global humanoid robot shipments are expected to reach 30,000 units by 2026, with projections of 150,000 units by 2030 and 1 million units by 2035, indicating a potential market size of 1.4 to 1.7 trillion USD by 2050 [4] - The National Robot Industry Index is characterized by a significant weight of humanoid robot-related companies, with the top ten stocks accounting for about 40% of the index, including industry leaders like Huichuan Technology and iFlytek [4] Group 3 - The E Fund robot ETF (159530) serves as an efficient tool for investors to gain exposure to the entire robot industry chain [5] - The ETF also offers off-market fund shares, including Link A (020972) and Link C (020973) [5]

2025年，武汉高端装备产业规模突破2500亿元，同比增长19%，在商业航天、低空经 济、工业母机等关键领域多点突破，应用场景深度拓展，产业生态日趋完善，为城市高质量 发展筑牢硬核支撑。 场景牵引赋能，多元领域深度渗透。武汉坚持以应用场景带动产业发展，推动高端装备 在多领域落地生根。智能制造装备领域，华中数控中高档数控系统、华工激光三维五轴激光 切割装备市占率全国第一，高德红外、帝尔激光等企业产品保持全球或国内领先水平；绿色 智能船舶领域，50艘智能电动游艇在东湖等景区开展"绿色智能游船+文旅"示范；轨道交通 装备的智能运维、永磁牵引系统广泛应用于武汉多条地铁线路。商业航天领域，8个项目入 选省级卫星应用示范项目，覆盖地质勘探、灾害预警等多元场景；低空经济领域，电鹰科 技、旭日蓝天等企业开通11条商业试点航线，普宙科技"低空数据赋能城市治理"项目入选国 家级典型案例，建成全国首个低空共享无人机应用示范区；能源装备领域，中石化氢能机械 公司装备在鄂渝川氢能大走廊实现产业化应用。 武汉支持国家航天产业基地等商业航天集聚区建设，推动8个区建设省级低空经济综合 试验区，为产业集聚提供坚实空间。武汉落实工业母机企业研发 ...