Core Viewpoint - Qin Chuan Machine Tool (000837) reported a revenue of 3.86 billion yuan for 2024, reflecting a year-on-year growth of 2.62% [1] - The net profit attributable to shareholders reached 53.78 million yuan, marking a year-on-year increase of 2.92% [1] - Basic earnings per share decreased by 3.62% to 0.0533 yuan per share [1] Financial Performance - The company's 2024 revenue was 3.86 billion yuan, up 2.62% compared to the previous year [1] - Net profit attributable to shareholders was 53.78 million yuan, showing a growth of 2.92% year-on-year [1] - Basic earnings per share stood at 0.0533 yuan, which is a decline of 3.62% from the previous year [1] Profit Distribution Plan - The profit distribution plan for 2024 is based on a total of 1.007 billion yuan, with no cash dividends or stock bonuses distributed to shareholders [1] - The company will not convert any reserves into additional share capital [1]

4月1 4日上午1 0点，国务院新闻办举行新闻发布会，公布今年一季度进出口情况。据海关统 计，今年一季度，我国货物贸易进出口1 0 . 3万亿元，增长1 . 3%。其中， 一季度，我国对欧盟进出口1 . 3万亿元，增长1 . 4%。中欧经济高度互补、利益紧密交融，推动 双边贸易持续向好发展。东盟继续稳居我国第一大贸易伙伴地位，进出口1 . 7 1万亿元，增长 7 . 1%，占我国整体外贸的比重提升至1 6 . 6%。我国与东盟经贸关系日益紧密，贸易互补不断 增强。 一 季 度 ， 我 国 与 共 建 " 一 带 一 路 " 国 家 进 出 口 5 . 2 6 万 亿 元 ， 增 长 2 . 2% ， 规 模 再 创 历 史 同 期 新 高，占我国整体外贸比重继续提升至5 1 . 1%。 来源 | 央视新闻、新华社 本期编辑 金珊 SFC 进出口增速逐月回升， 在外部困难挑战增多的情况下，各地各部门和广大外贸经营主体积极应对，推动一季度我国 外贸进出口实现平稳开局。 出口方面， 一季度，我国出口规模突破6万亿元，实现6 . 9%的较快增长 ，在压力下展现强劲 韧性。其中，对1 7 0多个国家和地区出口实现增长。 ...

化工等涨价板块持续走强，中毅达回封三连板创趋势新高，江天化学20cm二连板；海洋经济有所回流，尤夫股份和太 阳电缆四连板，巨力索具反包，中信重工回封涨停。 一、大盘继续缩量到节后新低，微盘反弹超2%，恒科有所企稳 今天两市总成交缩量8.26%到11543亿创春节后新低了，比春节节前效应的1月27日多了不到400万，改称劫后效应…… 微盘股反弹超2%，但是盘面很乱。两市涨停74家，上涨近3500家，但整体偏轮动修复。 机器人修复较强势，尤其是机床领涨，海洋经济尤其电缆方向相对强势，化工涨价继续，鸡肉等养殖板块涨幅领先。 港股恒指收涨0.6%，恒科收涨1.01%，开始有所企稳。 | 鸡肉 | | 工业母机 | 減速器 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | +3.91% | | +3.08% | +3.06% | | | PVDF概念 | | | 稀缺资源 | | | 2.29亿 | | 15.16亿 | 16.03亿 | | | -0.91% | | | -0.52% | | | ...

工会会长稻叶善治在记者会上发言（19日，东京都港区） 丰田等日本7家车企2024年10~12月的营业利润连续2个季度下降。在过去10年中，从利润增长转为下降 的局面发生过5次。从转为下降的下一季度来看，包括本次（2024年10~12月）在内，4次都出现持续下 降或亏损…… 北美订单为257亿日元，略有增长。航空和造船等领域出现大笔订单。经济低迷的欧洲仅为154亿日元， 减少10%。德国和意大利的订单已持续减少一年以上。 日本国内订单增长4%，达到337亿日元，连续4个月实现增长。按行业来看，一般机械、电气和精密行 业有所下降，另一方面，航空、造船和运输用机械则大幅增加。 日工会于3月上旬以会员企业为对象，调查了4～6月的订单预期。从回答"增加"的比例中减去回答"减 少"的比例后得出的指数为-4.1。与3个月前调查的1～3月指数（-8.2）相比有所改善。稻叶会长表 示，"我们期待汽车和半导体相关投资在下半年正式启动"。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日本工作机械工业会（简称日工会）3月19日公布的数据显示，2月份机床订单总额（确定值）为1182亿 日元，比上年同期增长 ...

Investment Rating - The mechanical industry is rated as "Buy" (maintained) [1] Core Views - The humanoid robot industry is expected to see significant breakthroughs in 2025, with mass production reaching the scale of thousands, which will drive the downstream supply chain into a phase of certainty and expansion [8] - The introduction of advanced AI models, such as Google's Gemini Robotics, enhances the capabilities of robots in understanding new situations and performing precise physical tasks [3] - The launch of new humanoid robots, such as Muks Robotics' Spaceo series and Dobot Atom, indicates a technological advancement in the humanoid robotics sector, focusing on industrial operations and service applications [4][7] Summary by Sections Humanoid Robots - Google's DeepMind has released new AI models aimed at improving robot capabilities in real-world tasks, focusing on generality, interactivity, and flexibility [3] - Muks Robotics has introduced the Spaceo series, which includes models designed for industrial, social, and space tasks, showcasing advancements in AI systems [4] - The Genie Operator-1 model from Zhiyuan Robotics demonstrates strong generalization capabilities, reducing the data requirements for training robots [5] - The humanoid robot Tian Gong Xing Zhe, priced at 299,000 yuan, aims to reshape the research and education ecosystem for humanoid robots [7] Engineering Machinery - The engineering machinery sector maintains a stable outlook, with excavator sales in February 2025 showing a 52.8% year-on-year increase [13] - The demand for engineering machinery is expected to recover gradually due to the anticipated increase in infrastructure investment [13] - Key companies to watch include Zoomlion Heavy Industry, XCMG, and SANY Heavy Industry [13] Agricultural Machinery - The agricultural machinery market in China shows a significant increase in the market sentiment index, indicating a positive outlook for demand [10] - The export of tractors has seen substantial growth, with a 49.6% increase in quantity year-on-year [10] Semiconductor Equipment - The domestic replacement of semiconductor equipment is becoming essential, with a projected revenue growth of 29% for semiconductor equipment companies in 2024 [16] - The emphasis on domestic production capabilities is expected to benefit leading equipment manufacturers [16] New Energy Equipment - The solar energy sector is experiencing a price adjustment and technological breakthroughs, which are expected to foster a healthier competitive environment [18] - Companies like Maiwei Co., Ltd. and Weidong Nano are recommended for investment in this sector [18] Low-altitude Economy - The low-altitude economy is anticipated to accelerate in 2025, with developments in drone logistics and regulations supporting its growth [20] - Companies such as EHang Intelligent and Yingli Technology are highlighted as potential investment opportunities [21]

站在底特律的大街上，张志刚的心情，久久不能平复。 在那来回穿梭的汽车洪流里，竟然找不到一点中国制造的影子，他的心里不服输：中国人应该争 口气。 十年后，中国机床不仅装备了美国汽车生产线，更让德国、日本对手敬畏。 01 以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 作者： 张静波 来源： 华商韬略（ID： hstl8888） 它，装备了中国汽车产业 2024年，中国汽车席卷全球。 从新势力到传统汽车制造厂，中国品牌全面爆发，生产了全球近七成新能源汽车。 然而，耀眼的光环下，隐藏着一个鲜为人知的事实。 甭管比亚迪、蔚小理，还是小米、赛力斯，乃至各大传统汽车制造厂，其冲压生产线都离不开一 家低调的老国企： 济南第二机床厂。 "你能叫得上来的这些品牌，全是我的。"在被问到，都跟哪家企业合作时，上月刚刚卸任济南二 机床集团董事长的张世顺骄傲地表示。 这个一身蓝色工作装的山东大汉，并没有吹牛，截至2023年，国内车企新建工厂九成以上大型冲 压线来自济南二机床。 按照工艺流程，整车生产分为冲压、焊装、涂装及总装四大工序，作为四大工艺之首，冲压线是 汽车制造的关键设备。 而济南二机床， ...