Group 1 - A-shares experienced a collective decline, with the Shanghai Composite Index dropping by 1.28%, and sectors such as precious metals and energy equipment leading the losses [1] - The machine tool sector also faced a downturn, with the machine tool ETF (159663) falling by 2.48%, and key stocks like Aote's Intelligent down by 7.54%, Guoji Precision down by 5.33%, and Yuhuan CNC down by 5.17% [1] - Some individual stocks showed positive movement, with Dingtai High-Tech increasing by 2.66% and Hengjin Induction rising by 1.36% [1] Group 2 - Japan's machine tool orders have seen continuous growth for five months, with overseas orders increasing significantly by 23.2%, driven by capital expenditures in markets like North America, China, and India in sectors such as new energy vehicles and data centers [3] - Huolong Securities highlighted the dual momentum from domestic policies, including the "14th Five-Year Plan" prioritizing industrial mother machines, which supports breakthroughs and industrialization of domestic high-end machine tools [3] - The machine tool ETF (159663) closely tracks the China Securities Machine Tool Index, covering critical areas in high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment, emphasizing innovation and industrial upgrading [3]