CIMT2025展位上，达诺巴特集团（Danobatgroup）举行了本地化进程战略媒体发布会，特邀中国机床工具工业协会 副会长郭长城和西班牙驻华大使馆一等经济商务参赞方少龙出席，行业媒体一同受邀并见证达诺巴特本地化战略报告 发布，以及机型升级服务签约仪式。 发布会上，达诺巴特集团中国区CEO乔▪桑滕斯先生发布了《达诺巴特推进本地化发展报告》，他表示，达诺巴特集团本 地化重要进程，不仅仅是商业战略，更是未来发展所必需的话题 —— 在中国的本地化。为什么在中国本地化如此重要？ 对此，他形象地比喻道：如果把机床行业比作一场足球比赛，欧洲就像是那位战术大师 —— 精准、创新，拥有无与伦比 的工程技术。而中国就像是球场上速度最快的球员 —— 高效、可扩展，并且始终勇往直前。关键不在于在两者之间做选 择，而是要将两者的优势结合起来，从而赢得比赛。在他看来，欧洲工程技术 + 中国的效率 = 无敌组合。 所以，桑滕斯总结指出：在中国的本地化不是一个可选项，它就是未来的发展方向。 达诺巴特集团首席运营官钟鹤鸣先生对集团本地化进程做了进一步介绍，他表示，今年，我们将推出专为铁路行业设计的 MV 镗床，还有备受期待的紧凑型立式磨 ...

Core Viewpoint - Snap-on's Q1 earnings report for May 2025 revealed weaknesses but also underscored the company's strong cash flow and diversified business model, making it a compelling investment despite recent challenges [1][3]. Financial Performance - Snap-on's revenue decreased by 3.4%, which was 500 basis points below analysts' forecasts, with the Snap-on Tools segment experiencing a 6.8% decline and the Construction and Industrial segment contracting by 2.9% [3]. - The company reported GAAP earnings of $4.51 and maintained positive quarterly cash flow, despite a larger-than-expected contraction in profit margins [4]. Dividend and Capital Returns - Snap-on offers a dividend yield of 2.92%, with an annual dividend of $8.56 and a 15-year track record of dividend increases, showcasing a strong commitment to returning capital to shareholders [7][10]. - The company has a dividend payout ratio of 44.82%, indicating a healthy balance sheet that supports ongoing dividend payments and increases [7][10]. Balance Sheet Strength - Snap-on's balance sheet is characterized as "ironclad," with increased cash, receivables, inventory, and total assets, while long-term debt remains flat compared to Q1 2024 [8][9]. - The total liabilities are less than 0.5 times equity, ensuring that cash flow remains unimpeded and reserves are available in case of economic downturns [9]. Market Outlook - Analysts have shown a bullish trend for Snap-on, with a consensus forecast suggesting a 15% upside by the end of the year, supported by increasing coverage and improving sentiment [11]. - Despite recent market pullbacks, critical support targets are in place to limit downside risk, including the uptrend line and long-term moving averages [12].

丹纳赫集团高层换帅：Chr is Ha g en掌舵SCIEX，J o e Fo x转任贝克曼库尔特 丹 纳 赫 集 团 （ Da n a h e r Co r p o r a ti o n ） 旗 下 两 家 子 公 司 完 成 核 心 管 理 层 互 换 ： 原 SCIEX 总 裁 J o e Fo x 即 日 起 调 任 贝 克 曼 库 尔 特 生 命 科 学 公 司 （Be c kma n Co u lt e r Lif e Sc i e n c e s）总裁，其职位由贝克曼库尔特诊断公司（Be c kma n Co u lt e r Di a g n o sti c s）前高管Ch ris Ha g e n接任。 跨界履新：Ha g en携诊断经验赋能分析科学 新任SCIEX总裁Ch ris Ha g e n在医疗健康领域深耕超2 0年，曾先后服务于雅培（Ab b o tt）、辉瑞子公司赫士睿（Ho s p ir a）及贝克曼库尔特诊 断公司。在贝克曼库尔特任职期间，他先后主导血液学、尿液分析、实验室自动化及临床信息学等核心业务，并推动北美市场运营体系升级， 其跨领域的管理经验覆盖全球营销、销售支持 ...

1）中国出口到美国的企业，最大的基本都是外资或台资，以前有排名，前二十内资企业不到 30%，现在不公布了，苹果公司一年出口到美国400亿-500亿美元，算是中国产品，国内能 分到多少利润？这种只长骨头不长肉的GDP有屁用，日本从五十年代起步，30年时间工资赶 上发达国家水平，我们改开有四十多年了吧，打工人十二小时打螺丝只混个温饱。该改一改 发展模式了。 2）贸易战打击最大的不是中国，而是跨国公司，苹果就不说了，象百得公司，美国最大的工 具公司，全部产品委托国内企业生产，一块钱的产品，卖到美国至少2.5元，国内企业挣0.05 元，中国所有卖到美国、欧洲的产品，基本是这个比例关系。如果是零关税的话，跨国公司 有本事一分钱税都不交，所以特对全球加关税，肯定是内外交困没办法后的举动。 推论，国家不会再和美国就关税问题谈判，会下决心国内大循环。 lance77 看样子楼主一家都是体制内的，不用担心就业问题。 21年底中国灵活就业人数就超过2亿了，每年还有上千万的大学生就业。 sunway01 我以前在一家外贸公司工作过一段时间，这家公司规模在江苏应该排前三，见过自家产品在 国外的售价，和老外的采购聊天，他们说在中国采购 ...

各位观众好 我是方正机械分析师赵璐今天由我们整个制造组跟大家汇报一下出口这边的观点我们看到昨天晚上美国这边对没有进行反制的国家关税延迟了90天的期限这里面在机械行业这个方向的话我们建议可以重点关注的几个方向一个就是像 传统的这种老牌的这种出口企业这个手工具类和电动工具的出口企业啊包括像创科实业全封控股以及巨星科技欧盛电器还有像开创电器那么这里面像巨星科技和欧盛电器今天上午其实已经达到了这个涨停了那目前像啊创科实业啊全封控股还有开创电器目前涨幅其实还都相对有限我们建议都是可以重点关注的那目前大部分的手工具和电动工具企业其实都已经啊实现了这个产能的这个50%以上或者是这个这个 部分的已经转移到了这个东南亚这边地区啊有的是在越南泰国或者柬埔寨这些地区啊所以呃这个东南亚这边的这个关税暂缓对于他们来说应该是最直接受益的那此前的话基本上各家公司都是跌幅也已经达到20%多的一个水平啊所以这些是可以重点关注的手工具和电动工具企业 然后其次的话就是还有其他类的这种消费类设备企业那么它的这种目的地销售目的地最终其实也是向往欧美的包括像杰昌驱动啊做这个线性驱动的还有就是像这个银都股份做餐饮设备的啊还有像春风动力啊滔滔车业以及像这几 ...

Core Insights - Qin Chuan Machine Tool achieved a revenue of 3.86 billion yuan in 2024, representing a year-on-year growth of 2.62%, and a net profit attributable to shareholders of 53.78 million yuan, up 2.92% year-on-year [1] - The company is a leading enterprise in China's machine tool industry, recognized for its comprehensive product line and strong competitive advantages, playing a crucial role in the manufacturing sector [1] Financial Performance - In 2024, the machine tool industry in China saw a decline in revenue and profit by 1.4% and 7.8% respectively, with 18.0% of enterprises reporting losses, an increase of 0.3 percentage points year-on-year [2] - Despite the industry challenges, Qin Chuan Machine Tool maintained its focus on high-quality development and achieved a positive performance through product structure adjustments and cost control measures [2] Technological Advancements - The company made significant breakthroughs in key technologies, including enhancements in gear grinding machines and the development of the world's largest wind power gearbox castings, achieving leading domestic technical indicators [2] - Innovations included improvements in precision machining and the introduction of advanced features in various machine tools, catering to the demands of the new energy vehicle sector [2] Investment and R&D - Qin Chuan Machine Tool progressed on 12 fixed asset investment projects in 2024, including high-end intelligent gear equipment and automotive transmission components, contributing to the company's industrial transformation [3] - The company increased its R&D investment to 204 million yuan, accounting for 5.28% of its revenue, and made strides in patent applications and technology standards [3] Export Performance - In 2024, the company achieved a record in exports, with high-precision gear processing machines and CNC lathes seeing a 35% increase in export revenue year-on-year [4] - The company exported components to European countries such as Spain and Germany, reflecting its growing international presence [4] Future Development Strategy - The company aims to lead with its main engine business, supported by high-end manufacturing and core components, while focusing on intelligent manufacturing as a new breakthrough [4] - Qin Chuan Machine Tool plans to adopt a market-oriented approach, emphasizing differentiated competition and integrated development to become a global leader in machine tool manufacturing and precision transmission solutions [4]

Core Viewpoint - The stock of Sinopec Oilfield Machinery Co., Ltd. experienced a limit down on March 31, indicating market concerns regarding its performance in the oil and gas equipment manufacturing and service industry [1]. Company Overview - Sinopec Oilfield Machinery Co., Ltd. operates in the oil and gas equipment and tools manufacturing and service sector, focusing on the design, research and development, manufacturing, sales, and leasing of oil and gas extraction machinery, drill bits, steel pipe products, natural gas compressors, and hydrogen energy equipment [1]. Shareholder Information - Two funds under Xingsheng Global Fund have entered the top ten shareholders of Sinopec Oilfield Machinery, holding a combined stake of 1.94%. Specifically, Xingsheng Huanrun Mixed Fund (LOF) reduced its holdings in the fourth quarter of last year, while Xingsheng Huanyi Mixed Fund (LOF) A also decreased its stake during the same period [1]. Fund Performance - Xingsheng Huanrun Mixed Fund (LOF) has achieved a year-to-date return of 2.97%, ranking 2781 out of 4593 in its category. In contrast, Xingsheng Huanyi Mixed Fund (LOF) A has a year-to-date return of 12.16%, placing it 144 out of 2324 in its category [1].

据上交所公告显示，上交所上市审核委员会将于3月28日召开2025年第10次审议会议，审议苏州华之杰电讯股份有限公司（简称：华之杰）的首发申 请。 公开资料显示，华之杰定位智能控制行业，主要为电动工具、消费电子等领域产品提供智能、安全、精密的关键功能零部件，公司是百得集团、牧田集 团、TTI集团等全球电动工具巨头的关键供应商之一，近年来正积极拓展新能源汽车、智能家居等领域业务。本次上市，公司拟募集资金48,608.58万 元，主要用于年产8,650万件电动工具智能零部件扩产项目及补充流动资金。 聚焦智能控制领域，一体化能力解决行业痛点 华之杰的主要产品为智能开关、智能控制器、无刷电机、精密结构件，主要应用于锂电电动工具、消费电子等领域。其中电动工具零部件产品占主营业 务收入的比例达到90%以上，是公司主要的收入来源。 国内外双轮驱动，绑定下游龙头业绩稳增 全球电动工具及园林工具消费市场呈现显著地域特征：欧美地区因人工成本高企叠加浓厚的DIY文化，形成家居装修、汽修维护、草坪修剪等自主作业 场景的持续需求。Frost&Sullivan数据显示， 北美市场自2018年超越欧洲成为全球最大电动工具市场，2020年以1 ...

数据来源：中汽协，鑫椤资讯整理 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2月中国新能源汽车销量达到89.2万辆,主要受到春节假期消费的影响。随着车企推出"保险补贴"、"免息 购车''、"智驾升级"、"兜底保障"等手段，汽车消费市场加快复苏，同时新能源汽车在内卷进一步加剧的 情况销量持续攀升。 新能源汽车|中汽协：2月我国新能源汽车销量89.2万辆 据中国汽车工业协会统计分析，2月，我国新能源汽车产销分别完成88.8万辆和89.2万辆，同比分别增长 91.5%和87.1%。 1-2月份，新能源汽车产销分别完成190.3万辆和183.5万辆，同比均增长52%。 动力电池|2月国内动力电池装车量67.2GWh，同比增长49.7% -广告- 据中国汽车动力电池产业创新联盟显示，2024年12月，我国动力电池装车量75.4GWh，环比增长 12.2%，同比增长57.3%。其中三元电池装车量14.3GWh，占总装车量19.0%，环比增长5.5%，同比下 降13.4%；磷酸铁锂电池装车量61.0GWh，占总装车量80.9%，环比增长14.0%，同比增长95.1%。 1-2 ...

格隆汇新股 江苏苏州冲出一个IPO，聚焦电动工具零部件产品 原创 阅读全文 ...