Group 1: Company Performance - Jia Ying Pharmaceutical reported a net profit of 20.08 million yuan for the first half of 2025, a year-on-year increase of 254.33% [1] - Aote Xun recorded a net loss of 28.97 million yuan for the first half of 2025, compared to a loss of 17.45 million yuan in the same period last year [1] - China Ruilin achieved a net profit of 74.75 million yuan, reflecting a year-on-year growth of 26.77% [1] - Shanxi Coking experienced a net loss of 77.61 million yuan, reversing from a profit of 184 million yuan in the previous year [3] - Dazhu Laser reported a net profit of 488 million yuan, a decline of 60.15% year-on-year [5] - Jin Zi Tian Zheng achieved a net profit of 21.66 million yuan, a year-on-year increase of 17.59% [7] - Bao Tai Long turned a profit with a net profit of 98.88 million yuan, compared to a loss of 192 million yuan in the previous year [9] - Qujiang Cultural Tourism reported a net loss of 13.88 million yuan, compared to a loss of 187 million yuan in the same period last year [9] - New Yisheng reported a net profit of 3.94 billion yuan, a year-on-year increase of 355.68% [11] - Blue Si Technology achieved a net profit of 1.14 billion yuan, reflecting a year-on-year growth of 32.68% [12] - Huichuan Technology reported a net profit of 2.97 billion yuan, a year-on-year increase of 40.15% [13] - Ju Yi Technology achieved a net profit of 39.79 million yuan, a year-on-year increase of 69.48% [15] - Ke Ma Technology reported a net profit of 172 million yuan, a year-on-year increase of 23.52% [22] Group 2: Company Announcements - ST Quan Wei's subsidiary signed a contract for a photovoltaic project worth approximately 1.125 billion yuan [10] - ST Ya Lian announced that its stock will be delisted from risk warnings starting August 27, 2025 [16] - Yang Fan New Materials announced that its controlling shareholder is under investigation [18] - Sairun Bio's rabies serum product has started sales in several provinces [20] - Hengsheng Electronics announced that a director plans to reduce holdings by up to 8 million shares [21] - Beijing Junzheng plans to issue H-shares and list on the Hong Kong Stock Exchange [21] - Guo An Da intends to invest 104 million yuan to gain control of Ke Wei Tai [22] - Ke Ma Technology plans to issue convertible bonds to raise up to 750 million yuan [23]

Group 1 - The core business of the company is high-end intelligent equipment, primarily focusing on the mid-to-high-end CNC machine tool industry, providing reliable and cost-effective products and services [2] - As of August 8, the number of shareholders is 103,600, a decrease of 1.66% from the previous period, with an average of 14,416 circulating shares per shareholder, an increase of 1.69% [2] - The company achieved a revenue of 2.441 billion yuan in the first half of 2025, representing a year-on-year growth of 18.44%, and a net profit attributable to the parent company of 233 million yuan, up 47.38% year-on-year [2] Group 2 - The stock price of the company increased by 64.67% year-to-date, with a 11.78% rise in the last five trading days and a 24.07% increase over the last 20 days [1] - The company has been on the "Dragon and Tiger List" once this year, with a net purchase of 438 million yuan on February 26, accounting for 21.09% of total trading volume [1] - The company has distributed a total of 110 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]

8月22日，海得控制发布2025年半年报。报告显示，公司上半年营业收入为12.80亿元，同比增长 15.91%；归母净利润为1106.09万元，同比增长234.32%；扣非归母净利润为-592.98万元，同比增长 78.72%；基本每股收益0.03元。 2025年上半年，公司期间费用为1.79亿元，较上年同期减少3888.30万元；期间费用率为14.01%，较上 年同期下降5.75个百分点。其中，销售费用同比减少16.21%，管理费用同比减少20.00%，研发费用同比 减少20.85%，财务费用同比增长102.94%。 筹码集中度方面，截至2025年上半年末，公司股东总户数为5.44万户，较一季度末下降了1657户，降幅 2.96%；户均持股市值由一季度末的7.58万元增加至8.47万元，增幅为11.75%。 资料显示，上海海得控制系统股份有限公司位于上海市闵行区新骏环路777号，成立日期1994年3月15 日，上市日期2007年11月16日，公司主营业务涉及工业自动化领域的系统集成业务和产品分销业务。主 营业务收入构成为：工业电气自动化业务53.43%，新能源业务32.20%，工业信息化业务14.37%。 ...

机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 （文章来源：每日经济新闻） 8月7日临近午盘，A股三大指数集体下跌，上证指数盘中下跌0.19%，美容护理、纺织服饰、交通运输 等板块涨幅靠前，通信、钢铁跌幅居前。机床板块个股分化明显，截至11点03分，机床ETF （159663.SZ）下跌1.53%，其成分股国机精工再度涨停！华东数控上涨5.37%，大族激光上涨1.70%， 宇晶股份上涨1.64%。然而，华工科技、禾川科技等表现不佳，其涨跌幅分别是-4.27%、-4.04%。 消息方面， 2024年全球机床市场规模大约为1201.9亿美元，预计将从2025年的1292亿美元增至2033年的 2304.2亿美元，预测期内（2025-2033年）的复合年增长率为7.50%。根据德国机床制造商协会数据， 2024年我国机床消费额约241亿欧元（约RMB 2025亿元），占全球约30%。 浙商 ...

天能重工：股东拟减持不超过2.94%公司股份 8月7日，天能重工（300569）发布公告称，股东郑旭计划通过集中竞价交易、大宗交易方式减持公司股 份，减持数量合计不超过3008.45万股，占公司总股本的2.94%，占剔除截至2025年7月31日公司回购专 用账户股份数量后股本的3%。 资料显示，天能重工成立于2006年3月，主营业务是风机塔架及其相关产品的制造和销售、新能源（风 力、光伏）发电项目的开发投资和建设运营。 所属行业：电力设备–风电设备–风电零部件 华发股份：向特定对象发行可转债申请获证监会同意注册 8月7日，华发股份（600325）发布公告称，公司近日收到中国证监会批复，同意公司向特定对象发行可 转换公司债券的注册申请。 资料显示，华发股份成立于1992年8月，主要业务为房地产开发与经营。 所属行业：房地产–房地产开发–住宅开发 *ST交投：联合体预中标5828.28万元工程总承包 8月7日，*ST交投（002200）发布公告称，公司作为联合体牵头人与中国电建集团华东勘测设计研究院 有限公司组成的联合体，被确定为"巧家县大沙坝体育公园项目工程总承包（EPC）"项目的第一中标候 选人。项目总用地面 ...

Group 1 - China Shipbuilding plans to absorb and merge China Shipbuilding Industry Corporation through a share exchange, with trading suspension starting from August 13, 2025 [1] - China Shipbuilding was established in May 1998, focusing on shipbuilding (military and civilian), ship repair, marine engineering, and electromechanical equipment [1] Group 2 - SanChao New Materials intends to raise 250 million yuan through a private placement to Wuxi Boda He Yi Technology Co., with a share price of 20.04 yuan [2] - SanChao New Materials is undergoing a change in control, with Boda He Yi acquiring a total of 18.99 million shares, making it the controlling shareholder [2][3] Group 3 - Zhenyou Technology's actual controller plans to transfer 5% of the company's shares to Shenzhen Century Zhiyuan Private Equity Fund Management Co., at a price of 22.13 yuan per share, totaling 213 million yuan [4] - Zhenyou Technology was established in April 2005, focusing on the design, research, sales, and service of communication system equipment [4] Group 4 - Zhizheng Co. is set to undergo a major asset restructuring, with the Shanghai Stock Exchange scheduled to review the transaction on August 11, 2025 [5] - Zhizheng Co. was established in December 2004, specializing in high polymer materials for cables and semiconductor equipment [5] Group 5 - Shaoneng Co. reported a net profit of 95.90 million yuan for the first half of 2025, a year-on-year decrease of 42.43%, despite a revenue increase of 6.95% to 2.335 billion yuan [6] - Shaoneng Co. was established in June 1993, focusing on energy (electricity, heating, steam), ecological plant fiber products, and precision manufacturing [6] Group 6 - Lide New Energy reported a net profit of 8.95 million yuan for the first half of 2025, down 90.17%, with revenue of 496 million yuan, a decrease of 6.02% [7] - Lide New Energy was established in August 2013, focusing on investment, development, construction, and operation of wind and solar power projects [7] Group 7 - Zhongdian Environmental Protection achieved a net profit of 53.94 million yuan in the first half of 2025, a year-on-year increase of 2.87%, despite a revenue decline of 10.70% to 315 million yuan [8] - Zhongdian Environmental Protection was established in January 2001, specializing in the research, manufacturing, sales, and service of ecological environmental governance equipment [8] Group 8 - Qiaoyuan Co. has decided to terminate its intention to acquire the controlling stake in Deyang Hongchen Chemical Co. due to a lack of consensus among parties [10] - Qiaoyuan Co. was established in November 2001, focusing on the cleaning, collection, transportation, and treatment of municipal solid waste [10] Group 9 - ST Changfang plans to publicly transfer part of its assets, including the Ping Shan Changfang Industrial Park, with a starting price of 374 million yuan [12] - ST Changfang was established in May 2005, focusing on the research, design, production, and sales of LED off-grid lighting and other electronic products [12] Group 10 - He Xin Instruments reported a net loss of 17.46 million yuan for the first half of 2025, with revenue of 52.82 million yuan, down 48.88% [13] - He Xin Instruments was established in June 2004, focusing on the research, production, and sales of mass spectrometers and related technologies [13] Group 11 - Fengli Intelligent plans to raise no more than 730 million yuan through a private placement to specific investors, with funds allocated for various precision manufacturing projects [17] - Fengli Intelligent was established in April 1995, focusing on the research, production, and sales of small modulus gears and precision reducers [17] Group 12 - Tuo Jing Technology's employee stockholding platforms plan to transfer 6.99 million shares, accounting for 2.50% of the total share capital [21] - Tuo Jing Technology was established in April 2010, focusing on the research, production, and sales of high-end semiconductor thin film equipment [21] Group 13 - Tuo Jing Life plans to acquire 72.86% of Wuhan Kanglu Biological Technology Co. for 291 million yuan, with plans for further acquisitions in 2026 and 2027 [22] - Tuo Jing Life was established in November 2003, focusing on the research, production, and sales of in vitro diagnostic products [22]

机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端装备 制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动与产 业升级落地实践的核心阵地。 7月31日上午，A股三大指数走势分化，上证指数盘中下跌0.42%，通信、电子、计算机等板块涨幅靠 前，钢铁、煤炭跌幅居前。机床板块走强，截至9:38，机床ETF（159663.SZ）上涨0.42%，其成分股鼎 泰高科上涨3.35%，英威腾上涨1.96%，华工科技上涨1.73%，伟创电气上涨1.64%，绿的谐波上涨 1.46%。 消息方面，得益于中国航空航天等领域的发展，五轴机床市场规模连续多年保持增长。根据MIR数据， 2024年中国五轴机床市场规模达103.5亿元，同比增长13.4%，5年复合增长率超10%。 山西证券研报指出，五轴数控系统市场前景广阔，特别是在航空航天、新能源汽车等领域需求旺盛，这 将给国产五轴数控系统行业带来巨大的发展空间。同时，在国家的支持下，国内高端五轴数控系统取得 了长足的进步，在相关领域取得了应用突破，中长期将受益国产替代逻辑。 （文章来源：每日经济新闻） ...

7月29日，港迪技术跌0.47%，成交额8579.89万元，换手率7.84%，总市值43.86亿元。 异动分析 高端装备+注册制次新股+新型工业化+新股与次新股+专精特新 1、根据招股说明书，公司专注于设备自动化领域，核心业务包括设备自动化驱动产品和设备智能操控 系统。根据国家统计局发布的《战略性新兴产业分类（2018）》，公司设备自动化驱动产品归属于"2高 端装备制造产业"项下"2.1.3智能测控装备制造"；公司智能操控系统业务归属于"1新一代信息技术产 业"项下"1.3.4新型信息技术服务"。公司主营业务所在产业均属于国家战略新兴产业，属于创新性产 品，科技属性强，符合国家科技创新发展战略。 来源：新浪证券-红岸工作室 今日主力净流入-966.82万，占比0.11%，行业排名57/85，连续3日被主力资金减仓；所属行业主力净流 入-9.05亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-966.82万-5166.30万-6058.09万-2271.49万-2977.73万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额7038.84万，占总成交额的7.26%。 技术面： ...

4月14日晚，英思特（301622）发布2024年年度报告，公司2024年实现营业收入11.85亿元，同比增长 24.45%；实现归属于上市公司股东的净利润1.77亿元，同比增长28.15%；基本每股收益为2.04元/股。公 司拟每10股派发现金红利1.20元（含税）。 资料显示，英思特成立于2011年6月，主要从事稀土永磁材料应用器件研发、生产和销售。 所属行业：有色金属–金属新材料–磁性材料 钧达股份：一季度净亏损1.06亿元 4月14日晚，钧达股份（002865）发布2025年第一季度报告，公司2025年第一季度实现营业收入18.75亿 元，同比下降49.52%；实现归属于上市公司股东的净亏损1.06亿元，同比由盈转亏；基本每股收益为亏 损0.46元/股。 英思特：2024年净利润同比增长28.15% 拟10派1.2元 资料显示，钧达股份成立于2003年4月，主营业务是光伏电池片的研发、生产和销售。 所属行业：电力设备–光伏设备–光伏电池组件 安纳达：一季度净亏损1026万元 4月14日晚，安纳达（002136）发布2025年第一季度报告，公司2025年第一季度实现营业收入4.73亿 元，同比增长1.4 ...