（原标题：数据复盘丨PEEK材料、人形机器人等概念走强 48股获主力资金净流入超亿元） 从行业来看，申万所属的31个一级行业，今日有10个行业主力资金呈现净流入，其中，机械设备行业主力资金净流入最多，净流入金额为23.17亿 元；行业主力资金净流入居前的还有家用电器、化工、通信等，净流入金额分别为4.16亿元、3.78亿元、3.31亿元。21个行业主力资金呈现净流 出，其中，公用事业行业主力资金净流出最多，净流出金额为21.21亿元；行业主力资金净流出靠前的还有食品饮料、电子、钢铁、石油石化、非 银金融等，净流出金额分别为5.77亿元、4.3亿元、4.08亿元、4.05亿元、3.51亿元。 4月29日，上证指数、深证成指、创业板指早盘探底回升，随后再度回落，午后低位窄幅震荡；科创50指数早盘探底回升，午后有所回落，随后震 荡回升。截至收盘，上证指数报3286.65点，跌0.05%，成交额4308.81亿元；深证成指报9849.80点，跌0.05%，成交额5912.39亿元；创业板指报 1931.94点，跌0.13%，成交额2707.37亿元；科创50指数报1003.87点，涨0.1%，成交额187.14亿元。 ...

截至4月29日收盘，PEEK材料概念上涨5.60%，位居概念板块涨幅第1，板块内，25股上涨，聚赛龙、 新瀚新材等20%涨停，中欣氟材涨停，富恒新材、中研股份、华密新材等涨幅居前，分别上涨15.07%、 9.55%、7.92%。跌幅居前的有中广核技、双林股份、兄弟科技等，分别下跌2.96%、0.92%、0.21%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 5.60 | 超超临界发电 | -1.53 | | 染料 | 3.85 | 抽水蓄能 | -0.87 | | 减速器 | 2.85 | 可控核聚变 | -0.87 | | POE胶膜 | 2.77 | 航运概念 | -0.86 | | 人形机器人 | 2.30 | 青蒿素 | -0.81 | | 噪声防治 | 2.20 | ST板块 | -0.79 | | 碳纤维 | 2.20 | 免税店 | -0.60 | | 汽车拆解概念 | 2.17 | 跨境支付(CIPS) | -0.51 | | 一体化压铸 | 2.14 | 赛马概念 | ...

► 深耕铝合金精密压铸 新能源浪潮驱动向上 爱柯迪是国内领先的汽车铝合金精密压铸件专业供应商，传统产品为转向、雨刮系统等汽车铝压铸小件产品，逐步向新能源汽车三电系统、结构件等中大型压铸件 产品拓展。公司近五年业绩稳健增长，2019-2024年营业收入CAGR为17.0%，归母净利润CAGR达到13.5%；结构上：公司2022 年新能源汽车产品收入占比约 为 20%，2025/2030年新能源汽车产品收入占比目标分别为30%/70%。 ► 电动智能化驱动汽车轻量化行业扩容 头部企业有望强者恒强 行业空间 ：我们测算2023年国内车用铝合金市场规模约为1,828.5亿，预计2030年将达3,341.1亿元，2023-2030年CAGR超9.0%，其中压铸工艺约占近八成比 例； 分部位 ：底盘、车身等部位铝材渗透潜力大，预计2030年国内电车底盘/车身铝材渗透率将达到94.0%/14.0%，较2018年提升68.0/6.0pcts； 格局端 ：国 内铝压铸竞争格局较为分散，2023年CR5市占率合计约为11.9%，预计龙头企业有望凭借技术/规模等优势提升市场份额。 ► 精益管理能力突出 有望复刻至中大型压铸件业务 ...

Core Viewpoint - The automotive parts industry will continue to focus on electrification and intelligence in 2025, with integrated die-casting products expected to expand and become more prevalent, reshaping the body structure parts market [1] Company Performance - In 2024, the company reported revenue of 3.592 billion yuan, a year-on-year decrease of 8.19%, and a net profit of 425 million yuan, down 14.43% year-on-year due to factors such as fluctuations in downstream product sales and increased asset depreciation [1] - The company is actively extending its industrial chain by advancing integrated die-casting, hot forming, electrophoretic painting, and composite materials businesses, optimizing its product structure [1] Capacity Layout - The company has established production facilities in multiple locations, achieving an 80% utilization rate in its stamping and welding business [2] - Four integrated die-casting production lines have been set up in Jiangsu Yancheng and Anhui Liu'an, with an additional line under construction in Jiangsu Changzhou [2] - A new project in Jinhua City with a total investment of 1 billion yuan aims to produce 200,000 sets of integrated automotive body structure parts annually [2] Future Business Outlook - The integrated die-casting and hot forming businesses have secured multiple customer orders, with large-scale production expected to begin in the second half of 2025, leading to a significant increase in capacity utilization by 2026 [2] Market Position - Major clients include Tesla, Li Auto, NIO, Leap Motor, BYD, SAIC Group, and others, with ongoing efforts to enhance the customer structure [3] - The impact of the U.S. "reciprocal tariff" policy on the company's business is minimal, with only 4.01% of total revenue coming from export business, and approximately 3.6% from exports to the U.S. [3]