注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 江海证券指出，国内人形机器人商业化步伐加快，头部企业持续释放利好。优必选、智元等企业相 继斩获大额订单，优必选在手订单金额已达近4亿元，智平方与慧智物联达成战略合作，计划部署超 1000台具身智能机器人。傅利叶人形机器人GR-3开启预售并计划交付。海外方面，Figure获10亿美元融 资，特斯拉Optimus 3在抓握精度和操作灵活性上显著提升。国家及地方政府持续加码支持，广州、河 南等地出台政策推动具身智能机器人产业发展。新标准《人形机器人数据集标准》及"浦江X"平台发 布，助力技术迭代与商业化落地。在政策支持与产业链企业合作加快的背景下，人形机器人产业进入快 速发展期。 工业母机ETF（159667）跟踪的是中证机床指数（931866），该指数从沪深市场中选取涵盖机床整 机制造商、数控系统、轴承、 ...

9月24日上午，A股三大指数走势分化，上证指数盘中上涨0.07%，能源设备、房地产、燃气等板块涨幅 靠前，电子元器件、餐饮旅游跌幅居前。机床板块个股分化，截至10:11，机床ETF（159663）下跌 0.20%，其成分股柏楚电子上涨3.85%，宇晶股份上涨2.82%，海目星上涨2.68%，豪迈科技上涨2.60%。 然而，大族激光、合锻智能等表现不佳，其涨跌幅分别是-5.15%、-4.34%。 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。 9月16日，马斯克推特发文表示正在全身心投入到Optimus生产等工作中。相对来说，马斯克目前工作重 心明显回归机器人。 江海证券表示，展望2025年，随着设备更新需求释放及增量政策效果落地，机床下游需求将持续复苏。 在航空航天、人形机器人等新兴产业的快速发展背景下，市场对中高端数控机床的需求也将持续增长， 有望推动机床企业经营业绩显著改善。 ...

Core Insights - The Nanjing Investment Promotion Conference on September 23 saw the signing of 59 projects with a total planned investment of 891.87 billion yuan, reflecting strong corporate confidence in Nanjing's development potential [1][2] Group 1: Industry Projects - Among the 51 industrial projects signed, 40 are manufacturing projects with an investment of 532.21 billion yuan, accounting for 78.4% of the project count and 66.3% of the investment amount, highlighting Nanjing's solid manufacturing foundation and transformation direction [2][3] - The signed manufacturing projects include 32 projects in the "4+6" industry sectors, with a total investment of 407.94 billion yuan, representing 80% of the number of manufacturing projects and 76.7% of the investment amount [2] Group 2: Capital Investment - Eight fund projects with a total scale of 89.66 billion yuan focus on new-generation information communication, biomedicine, and intelligent manufacturing, providing essential financial support for industrial upgrades [4][5] - The funds are strategically aligned with Nanjing's key development industries, such as software and information services, industrial software, and new energy sectors like hydrogen energy and smart grid systems [4][6] Group 3: Investment Environment - Over 20 projects in the recent signing are reinvestment projects from existing enterprises, indicating strong confidence in Nanjing's investment environment [7] - The continuous investment from companies like Huada Technology and Singapore's Golden Eagle Group reflects a long-term positive outlook on Nanjing's development environment [7]

Group 1 - The core point of the article is that Jiangsu Yawey Machine Tool Co., Ltd. has updated its application documents for a specific stock issuance, following inquiries from the Shenzhen Stock Exchange [1][2] - The company received an inquiry letter from the Shenzhen Stock Exchange on July 15, 2025, regarding its application for a specific stock issuance [1] - The company, along with relevant intermediaries, has conducted thorough research and made necessary updates to the application documents, which were disclosed on August 2, 2025 [1] Group 2 - The stock issuance is subject to approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission, indicating uncertainty in the approval process [2] - The company will fulfill its information disclosure obligations based on the progress of this matter, reminding investors to be aware of investment risks [2]

津上机床中国(01651)发布公告，于2025年9月23日斥资230.54万港元回购7万股。 ...

浙海德曼(688577.SH)在业绩说明会上表示，公司的人形机器人和机器狗项目目前正在样机试制，相关 财务数据正在归集中，同行情况正在调研。机器人及机器狗是具身智能领域重要的产品门类之一，公司 基于未来发展的需要及对该行业前景的乐观判断，并结合自身在机床领域的技术优势，以代工模式进入 该行业。目前具备初步产能规模，未来还会继续扩产。 ...

Core Viewpoint - The company has approved the 2025 Restricted Stock Incentive Plan and conducted a thorough self-examination regarding insider trading among relevant parties before the public disclosure of the plan [1][8]. Group 1: Insider Information and Trading - The company has implemented necessary confidentiality measures for the 2025 Restricted Stock Incentive Plan and registered the insiders involved [1][6]. - During the self-examination period from March 5, 2025, to September 5, 2025, one non-incentive party was found to have traded company stock, but this was based on independent investment decisions without insider information [4]. - Seven incentive parties also traded company stock during the self-examination period, and their actions were based on public market information and personal judgment, with no insider information being disclosed to them [5]. Group 2: Verification and Public Disclosure - The company publicly disclosed the list of incentive recipients on September 8, 2025, and conducted an internal announcement from September 9 to September 18, 2025, allowing for any objections to be raised [8][9]. - The Compensation and Assessment Committee verified the qualifications of the incentive recipients, confirming that they met all legal and regulatory requirements [11][12]. - No objections were received during the public disclosure period, indicating acceptance of the incentive plan by stakeholders [9].

| 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.09.22 | 10.00 | 32.640 | 32.420 | 325.85 | | 2025.09.19 | 12.00 | 31.680 | 31.280 | 378.13 | | 2025.09.18 | 10.50 | 31.880 | 31.060 | 331.56 | | 2025.09.17 | 8.00 | 31.400 | 30.320 | 247.91 | | 2025.09.16 | 3.60 | 30.600 | 30.240 | 109.57 | | 2025.09.15 | 11.00 | 30.380 | 29.940 | 331.69 | | 2025.09.12 | 10.00 | 30.020 | 29.260 | 294.56 | | 2025.09.11 | 12.00 | 30.240 | 29.820 | 360.80 | | 2025.09.10 | 1.10 | 28.900 ...

责任编辑：小浪快报 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 9月18日，乔锋智能装备股份有限公司接待了申万宏源、国泰海通、沃赋资本等4家机构的特定对象调 研。以下为本次调研的详细情况： 1.投资者活动关系类别：特定对象调研 2.时间：2025年9月18日9:30 - 11:00 3.地点：公司会议室 4.参与单位名称：申万宏源1人、国泰海通2人、沃赋资本1人 5.上市公司接待 人员姓名：副总经理、董事会秘书陈地剑；证券事务代表王璐 调研精彩要点机床行业发展趋势国产替代与国际化：海关数据显示机床进口增速放缓、出口快速增长， 国内企业在新能源汽车等领域实现进口替代突破，未来随着高端制造发展，进口替代将进一步推进。政 策与 ...

Industry Trends - The machine tool industry is experiencing accelerated domestic substitution and internationalization, with imports slowing and exports growing rapidly. Domestic companies are achieving breakthroughs in sectors like new energy vehicles and consumer electronics, supported by policies that enhance market share and open overseas markets [2][3]. - The demand for machine tools is bolstered by policy support and a strong recovery in manufacturing, with significant growth in metal cutting machine tool production expected from 2023 to 2024 [3]. - The CNC (Computer Numerical Control) rate is increasing, presenting growth opportunities for CNC machine tool companies, as China's CNC rate is currently lower than that of developed countries [3][4]. - Market competition is intensifying, with market share concentrating among leading companies due to their advantages in capacity expansion, high-end technology development, and brand strength [3][4]. Company Performance - In the first half of 2025, the company reported strong sales performance, with the general equipment sector contributing approximately 36% to total revenue, showing a nearly 10% year-on-year growth [3][4]. - The consumer electronics sector has seen a dramatic increase, with revenue share rising from about 5% two years ago to over 20% in the first half of 2025, reflecting a growth of approximately 190% [3][4]. - The automotive parts sector, primarily driven by new energy vehicles, accounted for around 14% of revenue, with a year-on-year growth of about 60% [3][4]. - The mold industry contributed approximately 8% to revenue, with a significant year-on-year growth of around 160% [3][4]. - The engineering machinery sector, after several years of decline, has rebounded with a year-on-year growth of about 170%, contributing around 5% to total revenue [3][4]. Seasonal Characteristics - The machine tool industry does not exhibit strict seasonal characteristics, with the company's performance showing minor fluctuations across quarters. This stability is attributed to diverse downstream sectors and effective capacity planning [4][5]. Competitive Strategy - The concentration of market share among leading firms is a natural outcome of industry upgrades. The company leverages its platform advantages, product reputation, and technological expertise to build a differentiated competitive edge [5][6]. - The company has established a comprehensive product lineup in metal cutting machine tools and possesses a strong R&D team of over 250 personnel, enabling rapid responses to market demands [6][7]. - A robust sales service system with over 300 personnel ensures efficient customer service and tailored solutions, enhancing operational efficiency through integrated R&D, design, and production processes [6][7]. Liquid Cooling Market - The demand for liquid cooling plates, essential for AI servers and new energy vehicles, is rapidly increasing. The company's products, such as high-speed drilling and vertical machining centers, meet the high precision and efficiency requirements for liquid cooling plate processing [6][7]. - The company is actively enhancing its sales team to address the liquid cooling market needs and is optimizing equipment performance to align with technological advancements in liquid cooling processing [7].