[Table_Reportdate] 2025年09月01日 公 司 简 评 机 械 设 备 买入（维持） 报告原因：业绩点评 [国茂股份 Table_NewTitle]（603915）：关注工业减速机下 游复苏进程，精密减速器布局可期 ——公司简评报告 [table_main] 投资要点 投资建议：行业整合或推动份额集中，多元化产品矩阵构筑优势。减速机为工业传动基础 部件，存在中长期稳定换新需求和国产替代趋势。短期市场波动或加速中小企业出清。国 茂股份通用减速机产品系列完善，同时布局专用、精密领域，孵化增长新潜力。但考虑到 当前的下游表现，我们调整2025-2026年归母净利润预测（前值为4.34/5.04亿元），同时引 入2027年预测，预计公司2025-2027年归母净利润为2.82/3.27/3.79亿元，预计EPS为 0.43/0.50/0.58元，对应PE为39X/34X/29X，维持"买入"评级。 ➢ 风险提示：行业需求不及预期风险、市场竞争加剧风险、新业务拓展不及预期风险。 [Table_profits] 盈利预测与估值简表 | | 2024A | 2025E | 2026E | 2027E ...

[Table_Stock] 徐工机械（000425） [Table_Rating] 买入（维持） [◼Table_Summary] 投资摘要 | [行业Table_Industry] : | 机械设备 | | --- | --- | | 日期: | 2025年09月01日 shzqdatemark | | [Table_Author] 分析师: | 刘阳东 | | --- | --- | | Tel: | 021-53686144 | | E-mail: | liuyangdong@shzq.com | | SAC 编号: S0870523070002 | | | 分析师: | 王亚琪 | | Tel: | 021- 53686472 | | E-mail: | wangyaqi@shzq.com | | SAC 编号: S0870523060007 | | [Table_BaseInfo] 基本数据 | 最新收盘价（元） | 9.89 | | --- | --- | | 12mth A 股价格区间（元） | 6.00-9.89 | | 总股本（百万股） | 11,752.97 | | 无限售 A 股/总股本 ...

(活力中国调研行)汉江潮涌看襄阳：千年古城高质量发展活力涌动 中新网襄阳9月1日电 (张倩龙)漫步湖北襄阳古城，既能触摸千年历史脉络，又能感受现代都市活力。这 座素有"南船北马、七省通衢"之称的城市，正展现出现代化建设的勃勃生机。 文化襄阳焕发新生机 据介绍，襄阳未来将继续秉持创新发展理念，以"两资三能"工程为抓手，不断优化创新生态，汇聚创新 资源，让科技创新的活力充分涌流。 灯光璀璨的襄阳古城墙上，随着讲解员将2800年建城史娓娓道来，游人们触摸着"岳字砖"感受悠长历 史。管家巷内，诸多新兴业态点亮古城夜经济。 "夫襄阳者，天下之腰膂也。"襄阳因其重要地理位置，自古为兵家必争之地，历史遗存丰富。襄阳连续 实施两轮"古城保护与利用三年行动计划"，古城历史文脉更加彰显。 眼下，襄阳立足城市发展战略所需、顺应古城蝶变大势，深入推进古城保护和利用，通过系统性实施历 史建筑活化利用、历史风貌保护修复提升、公共文化设施建设及周边配套基础设施工程等举措，古城吸 引力和文化影响力持续提升。 产业襄阳注入新动能 襄阳提出以"两资三能"("两资"为立项争资、招商引资，"三能"为达产释能、技改提能、强链聚能)为主 抓手，坚持扩大 ...

财经图解 . 财经大事早知道，关注东方财富股票！ 以下文章来源于财经图解 ，作者止于月影 涨幅超 400% 长城军工 488.18% 北方长龙 448.01% 仕佳光子 407.29% 宏和科技 406.47% 涨幅超 300% | 菲林格尔 390.70% 东芯股份 373.90% 塞力医疗 370.22% | | --- | | 隆扬电子 362.76% 联合化学 352.60% 新易盛 333.20% | | 浙海德曼 331.81% 浙江东日 328.54% 思泉新材 328.20% | | *ST 亚振 318.43% | 涨幅超 200% | 宏景科技 恒宝股份 | 一品红 汇金股份 | | 天普股份 | 昂利康 | | --- | --- | --- | --- | --- | | 奇德新材 | ST 信通 中旗新材 | 鼎泰高科 | 南亚新材 | 开普云 | | 浙江荣泰 | 赛诺医疗 | | 热景生物 | 科思科技 | | 九菱科技 | 若羽臣 戈碧迦 | 天臣医疗 | 中洲特材 | 华胜天成 | | 恒立钻具 | 博瑞医药 | 中环海陆 | 一致魔芋 | 中大力德 | | 上海洗霸 | 华 ...

沪指今日上涨0.46%，107股收盘价创历史新高。 今日可交易A股中，股价上涨的有3208只，占比59.25%，下跌的有2086只，占比38.53%，其中，涨停的 有123只，跌停的有7只。 创新高的能力是衡量股价强弱的指标之一，今日收盘创历史新高个股中，有些个股股价呈不断突破新高 的走势，从近一个月创新高次数看，东阳光近一个月收盘有13次创新高，英维克、必得科技、巨化股份 近一个月分别有13次、13次、12次创新高。（数据宝） 今日收盘价创历史新高股一览 | 代码 | 简称 | 收盘价（元） | 日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | | 837174 | 宏裕包材 | 28.65 | 29.99 | 轻工制造 | | 873223 | 荣亿精密 | 28.31 | 29.98 | 机械设备 | | 688498 | 源杰科技 | 358.80 | 20.00 | 电子 | | 688062 | 迈威生物 | 57.60 | 20.00 | 医药生物 | | 688195 | 腾景科技 | 85.50 | 20.00 | 电子 | | 833580 ...

Core Insights - A total of 135 stocks reported their latest shareholder numbers as of August 31, with 78 stocks showing a decline compared to the previous period [1][3] - The stocks with the largest decrease in shareholder numbers include Boyuan Co., Yalian Machinery, and Shibu Detection, with declines exceeding 10% [3] Group 1: Shareholder Data - Boyuan Co. had the largest decline in shareholder numbers, down 26.59% to 9,715 shareholders, while its stock price increased by 63.29% since the concentration of shares began [3] - Yalian Machinery's shareholder count decreased by 25.51% to 7,337, with a stock price increase of 5.99% during the same period [3] - A total of 11 stocks experienced a decline in shareholder numbers exceeding 10% [3] Group 2: Market Performance - The average increase for concentrated stocks from August 21 was 0.23%, with 26% of these stocks outperforming the Shanghai Composite Index [2] - The highest stock price increase since August 11 was for Yidong Electronics, which rose by 41.06% [2] - The sectors with the most concentrated stocks include machinery equipment, pharmaceuticals, and automotive, with 13, 6, and 5 stocks respectively [3]

截至9月1日收盘，北交所全部公司总市值均值为33.27亿元，近一个月获调研的公司总市值平均值为 37.20亿元，获调研公司中市值居前的有天工股份、纳科诺尔、同力股份等。（数据宝） 近一个月机构调研股一览 | 代码 | 简称 | 机构家数 | 调研次数 | 最新收盘价（元） | 其间涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | 832522 | 纳科诺尔 | 114 | 1 | 64.49 | 10.43 | 电力设备 | | 920098 | 科隆新材 | 67 | 2 | 33.78 | -3.40 | 基础化工 | | 833509 | 同惠电子 | 65 | 1 | 29.26 | 18.32 | 机械设备 | | 837242 | 建邦科技 | 62 | 1 | 38.10 | 10.88 | 汽车 | | 834599 | 同力股份 | 55 | 2 | 21.70 | -4.32 | 机械设备 | | 836247 | 华密新材 | 55 | 1 | 31.14 | 52.87 | 汽车 | | 837663 | 明阳科 ...

Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.46% to close at 3875.53 points, while the Shenzhen Component rose by 1.05% to 12828.95 points. The Sci-Tech 50 index gained 1.18% to reach 1357.15 points, and the ChiNext Index surged by 2.29% to 2956.37 points. Overall, 3206 stocks rose, 2085 fell, and 133 remained unchanged, with a total trading volume of 27.5 billion yuan, a decrease of 483.37 million yuan from the previous trading day [1][2]. Industry Performance - Among the primary industries, telecommunications, comprehensive services, non-ferrous metals, pharmaceutical biology, electronics, and machinery equipment led the gains. Conversely, non-bank financials, banking, household appliances, transportation, automotive, and defense industries experienced declines [1][2]. Sector Highlights - The top-performing concept sectors today included optical modules (CPO), gold and jewelry, optical chips, cobalt mines, advanced packaging, CRO, innovative drugs, optical communications, the SMIC industrial chain, generic drugs, weight loss drugs, high turnover, selected rare metals, germanium-gallium-antimony ink, and semiconductor equipment [2].

Group 1 - Dongguan's financial committee reported significant progress in supporting small and medium-sized enterprises (SMEs) financing, with a record high of 25.35 billion yuan in financing guarantees in Q1 2025, representing a year-on-year increase of 320.85% [2][3] - The Dongguan "Xinyi Loan" platform has successfully issued 9,487 financing approvals, accumulating a total credit amount of 757.39 billion yuan, with 24 banks participating and 208 financial products launched [4][6] - The average interest rate for enterprise loans is 2.84%, while the average interest rate for small and micro enterprise loans is 3.18%, both showing a decline of over 70 basis points year-on-year [3][4] Group 2 - Dongguan is actively encouraging listed companies to establish merger and acquisition (M&A) funds, focusing on strategic emerging industries and future industries [5][6] - Three state-owned enterprises in Dongguan have initiated the establishment of industry M&A funds, with a total investment fund system exceeding 690 billion yuan, targeting high-tech and high-quality production enterprises [6][7] - Dongguan's listed companies are expanding into overseas emerging markets, with 45 A-share listed companies (72.58%) engaging in internationalization through overseas production bases and sales networks [7][8]

Choice统计显示，9月1日，沪深两市可交易A股中，上涨个股有3059只，下跌个股有1964只，平盘个股 122只。不含当日上市新股，共有121只个股涨停，7只个股跌停。从所属行业来看，涨停个股主要集中 在医药生物、有色金属、电子、传媒、机械设备、建筑装饰等行业。 （文章来源：证券时报网） ...