47.06分综合得分 浙海德曼688577 时间: 2025年6月20日星期五 偏弱 趋势方向 主力成本分析 42.65 元 当日主力成本 42.72 元 5日主力成本 43.34 元 20日主力成本 42.32 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 次 42.09 短期支撑位 45.14 中期压力位 42.06 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 技术面分析 43.73 短期压力位 ★乌云盖顶★ 见顶回落信号 资金流数据 2025年06月20日的资金流向数据方面 | 主力资金净流出168.65万元 | | --- | | 占总成交额-6% | | 超大单净流出14.21万元 | | 大单净流出154.44万元 | | 散户资金净流出176.30万 | 关联行业/概念板块 通用设备 -1.24%、工业母机 -1.18%、军工 -1.44%等 财务数据 最近的财报数据显示，该股于2025年06月20日 | 每股收益0.03元 | 营业利润0.02亿元 | | --- | --- | | 市盈率--- | ...

Group 1: Company Overview - Zhejiang Rifa Precision Machinery Co., Ltd. is listed under stock code 002520 and is known as Rifa Precision Machinery [1] - The company has a focus on high-end equipment manufacturing and aims to develop more niche markets in the coming years [5] Group 2: Investor Relations Activity - The investor relations activity took place from June 12 to June 19, 2025, in Shanghai, Beijing, and Hangzhou [4] - Participants included representatives from various financial institutions, such as Huaxi Securities and Western Gain Fund Management [2][3] Group 3: Product Development and Market Progress - The company has made progress in the development of CNC thread grinding machines, which are used in industries like electric vehicles and humanoid robots [4] - Contracts have been signed with clients such as Best and Wuzhou Xinchun, and technical discussions are ongoing with potential clients [4] - As of now, CNC grinding equipment has been delivered to several clients, although large-scale production in downstream industries is still in early stages [4] Group 4: Future Directions and Challenges - Rifa Precision Machinery plans to focus on the technological development routes of downstream clients and prioritize product R&D in relevant fields [4] - The company is also involved in the production of bearing processing equipment for reducers, serving numerous reducer manufacturers [5] - The Airwork company's aircraft insurance claim is still under negotiation, with no consensus reached yet [5]

导读： 在全球能源转型浪潮下，中国绿色能源技术正加速"出海"，成为高端制造国际化的新引擎。作为中 国高端装备制造的领军企业，上海电气以风电、光热光伏、工业母机等核心业务，构建起覆盖全球的绿色 能源版图。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 在加速推进全球能源转型、实现绿色低碳发展成为国际共识的大背景下， 中国绿色能源技术 逐步走向世界舞台，一批具有全球竞争力的企业强势崛起，在国际市场中"破浪"前行，成为推 动中国高端制造"出海"的重要力量。 在这股"出海"浪潮中，作为中国高端装备制造的领军企业， 上海电气 凭借全产业链布局以及 科技创新能力，逐步构建起覆盖全球的海外业务网络，向世界贡献"中国智慧"。 "面对'不出海，就出局'的现状，中国风电的国际化之路关键要提升能力。"作为上海电气新能 源板块的"先锋军"，近年来，上海电气集团旗下的上海电气风电集团股份有限公司将高端装备 制造作为核心依托，深度挖掘技术潜力，积极推动风电装备在不同国别、多元场景下的广泛应 用。 公开数据显示，上海电气风电集团海外项目中标量超1GW，涉及到各个方面 ...

从政策环境来看，国家推动工业母机自主化及设备更新政策，为宇环数控高端磨床的进口替代创造了广 阔空间。同时，人形机器人、第三代半导体等产业的爆发，拉动了高精度磨削设备的需求，公司数控螺 旋立式内拉床已应用于机器人减速器核心部件加工，迎来新的发展机遇。 业内人士认为，随着公司高端数控磨床、拉床技术创新成果的转化和海外市场开发投入力度的加大，宇 环数控有望在全球化与产业升级的浪潮中实现质效双升，在数控装备行业中书写更加辉煌的篇章。 （文章来源：证券日报） 在产品方面，宇环数控在高端装备进口替代上取得了显著突破。2024年，公司数控磨床收入1.13亿元， 同比增长39.14%；智能装备系列收入1.06亿元，同比大增186.50%。新兴领域板块订单也持续放量，汽 车零部件板块收入同比增长131.52%，精密复合立式磨床成功打入航空航天、轴承等高端制造领域，实 现了进口替代，彰显了公司强大的技术实力和产品竞争力。据悉，公司积极响应市场，针对新能源汽车 轻量化需求开发的碳陶刹车盘专用磨床YHMG7776已完成技术突破。 技术研发是宇环数控的核心竞争力之一。2024年，公司全年研发投入4945.86万元，占营收10.47%， ...

2025年6月9日，宇环数控(002903.SZ)越南孙公司"新越智能装备有限公司"正式完成注册登记，落户河内 市。该孙公司注册资本25.25亿越南盾(折合10万美元)，由全资子公司宇环国际控股，开展精密数控机床 销售、设备技术服务及进出口业务。这是继2023年7月完成新加坡全资子公司注册后，宇环数控在国际 化战略棋盘上落下的又一关键棋子。 根据宇环数控2024年年报披露，公司近年来持续深化"资本赋能+实业深耕"双轮驱动战略，先后设立新 加坡平台公司、收购湖南南方机床部分股权，并于今年推进越南公司落地，为公司全球市场拓展提供组 织基础和资本保障。越南孙公司作为宇环数控在东南亚的前沿窗口，将有效承接下游客户全球制造基地 的服务需求，提升公司响应能力和国际化服务能力。 在市场拓展不断加速的同时，宇环数控在高端装备制造领域也持续深耕。2024年，公司实现营业收入 4.73亿元，同比增长12.41%，创下历史新高。同时，公司坚持技术创新导向，围绕高精度磨削设备及关 键部件"卡脖子"技术持续发力，全年研发投入达4,945.86万元，占营收比重10.47%，2024年共6项新产品 通过省级鉴定，其中4项达到国际先进水平。 ...

华锐精密688059 时间: 2025年6月10日星期二 51.50分综合得分 较强 趋势方向 主力成本分析 68.27 当日主力成本 元 68.86 元 5日主力成本 70.46 元 20日主力成本 64.38 元 60日主力成本 过去一年内该股 涨停 1次 跌停 0 次 北向资金数据 | 持股量69.24万股 | 占流通比1.11% | | --- | --- | | 昨日净买入0.00万股 | 昨日增仓比0% | | 5日增仓比-0.139% | 20日增仓比0.152% | 技术面分析 70.69 周期内涨跌停 短期压力位 68.57 短期支撑位 75.50 中期压力位 65.34 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年06月10日的资金流向数据方面 | 主力资金净流出273.99万元 | | --- | | 占总成交额-4% | | 超大单净流入59.13万元 | | 大单净流出333.11万元 | | 散户资金净流入41.88万 | 关联行业/概念板块 通用设备 -1.16%、工业母机 -1.23% ...

Group 1 - The recent policy measures aim to accelerate the construction of a technology finance system to support high-level technological self-reliance and strength [1] - The People's Bank of China will focus on enhancing the intensity and service capacity of technology loans, establishing a "technology board" in the bond market, and improving financial services in technology-intensive regions [1][6] - The financial management departments are actively working to build a technology finance system that aligns with technological innovation, creating a robust policy framework [1] Group 2 - Traditional financial institutions often struggle to support technology-intensive enterprises due to high investment, risk, and long cycles associated with innovation, leading to challenges in financing [2] - A case study from Wenzhou highlights a technology enterprise receiving a loan of 18 million yuan for a technology transformation project, showcasing the need for increased operational funding [2][3] - The Agricultural Bank of China provided significant project loan support to a technology enterprise, demonstrating the effectiveness of central bank policies in facilitating financial services [3] Group 3 - The introduction of a "technology board" in the bond market aims to enhance financial support for technology innovation, with a growing issuance of technology innovation bonds [4] - The China Development Bank issued three technology innovation bonds totaling 20 billion yuan, focusing on supporting technology-driven enterprises and strategic emerging industries [5] Group 4 - The People's Bank of China is optimizing the financial service system in key regions like Beijing and Shanghai to enhance the support for technology finance [6] - A collaborative action plan was launched in Shenzhen to explore new approaches for regional technology finance development, emphasizing the need for comprehensive financial services for technology enterprises [6] Group 5 - A conference in Shenzhen highlighted the importance of technology finance in supporting the growth of innovative enterprises, aligning with national strategies for building a strong financial system [7]

Group 1 - The stock of 铁建重工 (Iron Construction Heavy Industry) has a comprehensive score of 49.15, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 4.05 yuan, with a 5-day main cost of 3.99 yuan and a 20-day main cost of 4.10 yuan [1] - There have been no instances of the stock hitting the upper limit in the past year, and it has also not hit the lower limit [1] Group 2 - The short-term pressure level is at 4.01 yuan, while the short-term support level is at 3.96 yuan [2] - The stock price has broken through the short-term pressure level, indicating potential short-term strength, and if it breaks through the mid-term pressure level of 4.04 yuan, it may show mid-term strength [2] - On June 9, 2025, the net inflow of main funds was 17.62 million yuan, accounting for 12% of the total transaction amount [2]

Core Insights - The rapid development of new energy vehicles has led to increased orders and repeat purchases for industrial mother machines from automotive manufacturers [1] - Industrial mother machines are crucial for new industrialization, with high-end product production capabilities directly impacting the manufacturing level of high-end equipment in the country [1][2] - The production of industrial mother machines requires high precision and stability, with many components undergoing extensive manual refinement to ensure quality [2] Industry Overview - The industrial mother machine industry has seen overall technological improvements since the launch of the National Medium- and Long-Term Science and Technology Development Plan [3] - The market share of high-end products like five-axis linkage machining centers and CNC systems has increased from nearly zero to around 30% [3] - The import value of machine tool products in China decreased by 5.6% year-on-year to 2.37 billion yuan, while export value increased by 5.9% to 5.32 billion yuan in the first quarter of 2025 [3] Technological Development - High-end industrial mother machines are essential for national industrial development, serving as a foundation for the industrial chain and a driver for technological innovation [2] - The precision level of industrial mother machines must exceed that of the processed parts by one to two orders of magnitude, indicating a need for continuous optimization and iteration [3][5] - The industry is experiencing a transition from micron-level to sub-micron and nanometer-level precision, driven by breakthroughs in key technologies [5] Company Initiatives - Shenyang Machine Tool plans to invest over 1 billion yuan from 2021 to 2027 to enhance manufacturing capabilities and digital transformation [4] - The company has implemented a "three-step" strategy and "five principles" for production automation, flexible manufacturing systems, and digital management [4] - Shenyang Machine Tool's high-precision gantry machining center is set to achieve industrialization by 2025, showcasing significant advancements in precision and efficiency [5]

一季度，京津冀实现地区生产总值2.8万亿元，按不变价格计算，同比增长5.6%，高于全国平均水平0.2 个百分点。 2023年以来京津冀地区生产总值增速情况。源自河北省统计局网站 新京报讯 据河北省统计局介绍，今年以来，京津冀三地聚力攻坚稳预期提信心，区域经济持续回升向 好，协同发展势能加快积聚。一季度，京津冀实现地区生产总值2.8万亿元，保持回升向好势头。 生产增长加快，高端行业动能强劲。 区域经济开局良好，发展质量不断提升 从工业看，三地规模以上工业增加值分别增长6.8%、5.7%和7.7%，比上年全年加快0.1个、1.1个和0.2个 百分点。制造业高端化稳步推进，京冀规模以上工业战略性新兴产业增加值分别增长16.1%和12.7%。 北京锂电子电池、新能源汽车产量均增长1倍以上，津冀服务机器人分别增长33.1%和43.3%。 政策效果持续显现，需求潜力逐步释放。 从投资看，三地固定资产投资（不含农户）分别增长24.0%、8.7%和7.1%，比上年全年加快18.9个、5.6 个和0.3个百分点。"两重""两新"政策持续显效，三地基础设施投资分别增长22.3%、21.4%和41.4%，设 备购置投资分别增长1. ...