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埃斯顿:香港联交所审议公司发行H股并上市申请
Xin Lang Cai Jing· 2025-12-19 07:59
埃斯顿公告称,公司正推进发行境外上市外资股(H股)并在香港联交所主板挂牌上市工作。2025年12 月17日,香港联交所上市委员会举行上市聆讯,审议该申请。12月18日,独家保荐人收到香港联交所信 函,指出上市委员会已审阅申请,但该信函不构成正式批准,香港联交所仍有权提进一步意见。本次发 行并上市尚需取得相关监管机构和交易所最终批准,存在不确定性。 ...
拓斯达涨2.04%,成交额5639.45万元,主力资金净流入79.37万元
Xin Lang Cai Jing· 2025-12-19 02:22
责任编辑:小浪快报 拓斯达所属申万行业为:机械设备-自动化设备-机器人。所属概念板块包括:机器视觉、新型工业化、 工业互联网、工业4.0、机器人概念等。 截至9月30日,拓斯达股东户数7.16万,较上期减少17.93%;人均流通股4638股,较上期增加21.85%。 2025年1月-9月,拓斯达实现营业收入16.88亿元,同比减少24.49%;归母净利润4933.65万元,同比增长 446.75%。 分红方面,拓斯达A股上市后累计派现2.84亿元。近三年,累计派现4817.81万元。 机构持仓方面,截止2025年9月30日,拓斯达十大流通股东中,易方达国证机器人产业ETF(159530) 位居第二大流通股东,持股1081.08万股,相比上期增加905.76万股。华夏中证机器人ETF(562500)位 居第三大流通股东,持股920.21万股,相比上期增加171.63万股。香港中央结算有限公司位居第五大流 通股东,持股410.09万股,相比上期增加120.22万股。天弘中证机器人ETF(159770)位居第六大流通 股东,持股366.95万股,相比上期增加64.25万股。富国国证机器人产业ETF(159272)位 ...
派斯林:公司持续关注市场复苏趋势及动态
Zheng Quan Ri Bao Wang· 2025-12-18 14:11
证券日报网讯12月18日,派斯林(600215)在互动平台回答投资者提问时表示,公司持续关注市场复苏 趋势及动态,聚焦核心汽车产业客户并积极开拓非汽车产业自动化市场需求,强化订单全周期管理,不 断推动订单的执行和交付。公司第四季度的具体经营情况请关注公司后续披露的定期报告。 ...
自动化设备板块12月18日跌0.9%,伟创电气领跌,主力资金净流出3.94亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-18 09:13
从资金流向上来看,当日自动化设备板块主力资金净流出3.94亿元,游资资金净流入1.2亿元,散户资金 净流入2.74亿元。自动化设备板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 证券之星消息,12月18日自动化设备板块较上一交易日下跌0.9%,伟创电气领跌。当日上证指数报收 于3876.37,上涨0.16%。深证成指报收于13053.98,下跌1.29%。自动化设备板块个股涨跌见下表: ...
自动化设备板块12月17日涨2.56%,博杰股份领涨,主力资金净流入2.07亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-17 09:14
证券之星消息,12月17日自动化设备板块较上一交易日上涨2.56%,博杰股份领涨。当日上证指数报收 于3870.28,上涨1.19%。深证成指报收于13224.51,上涨2.4%。自动化设备板块个股涨跌见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日自动化设备板块主力资金净流入2.07亿元,游资资金净流出4640.98万元,散户 资金净流出1.61亿元。自动化设备板块个股资金流向见下表: ...
苏州秋逸枫自动化设备有限公司成立 注册资本10万人民币
Sou Hu Cai Jing· 2025-12-17 00:24
Core Viewpoint - Suzhou Qiuyifeng Automation Equipment Co., Ltd. has been established with a registered capital of 100,000 RMB, focusing on various industrial automation and control systems sales and services [1] Group 1: Company Overview - The company is legally represented by Chen Xia [1] - The registered capital is 100,000 RMB [1] Group 2: Business Scope - The business scope includes sales of industrial automation control systems, industrial control computers, smart instruments, and robots [1] - Additional offerings include sales of mechanical equipment, metal products, hardware products, software development, and sales [1] - The company also provides services in intelligent control system integration, industrial internet data services, and technical consulting [1]
自动化设备板块12月16日跌1.96%,景业智能领跌,主力资金净流出11.14亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-16 09:17
证券之星消息,12月16日自动化设备板块较上一交易日下跌1.96%,景业智能领跌。当日上证指数报收 于3824.81,下跌1.11%。深证成指报收于12914.67,下跌1.51%。自动化设备板块个股涨跌见下表: 从资金流向上来看,当日自动化设备板块主力资金净流出11.14亿元,游资资金净流入3.32亿元,散户资 金净流入7.82亿元。自动化设备板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 ...
东莞市满盈自动化设备有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-12-16 08:55
Company Overview - Dongguan Manying Automation Equipment Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Mu Xiuna [1] Business Scope - The company is engaged in various activities including the manufacturing and sales of CNC machine tools, industrial design services, and processing of mechanical parts [1] - It also involves the sales and manufacturing of general components, coating equipment, electrical machinery, electronic products, rubber products, and hardware [1] - Additionally, the company is involved in the sales and research of household appliances, optical instruments, and medical devices [1] - The company is authorized to conduct domestic trade, import and export goods, and technology [1]
关注核聚变、AI基建、高端机床等板块投资机会 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-12-16 04:02
Group 1: Mechanical Equipment Industry Overview - The mechanical equipment industry rose by 1.79% during the week of December 8-12, 2025, ranking 5th among 31 primary industries [1][2] - Sub-industries performance: specialized equipment (+3.34%), general equipment (+2.72%), rail transit equipment (+0.37%), engineering machinery (+0.19%), and automation equipment (-0.12%) [1][2] Group 2: Investment Recommendations - The market risk appetite is expected to improve following the completion of the third-quarter report disclosures, suggesting a focus on technology growth and cyclical recovery [2] - Recommended sectors include technology areas such as PCB equipment, controllable nuclear fusion, humanoid robots, and semiconductor equipment, as well as cyclical sectors like engineering machinery and general equipment recovery [2] Group 3: Semiconductor Industry Developments - The global competition in computing power is intensifying, accelerating the process of self-sufficiency in the semiconductor industry chain [3] - Domestic GPU companies like Moore Threads and Muxi are advancing towards IPOs, while international cloud computing giants like Amazon are iterating advanced self-developed AI chips [3] - The listing of Naxin Micro indicates a rapid push towards domestic replacement across the entire semiconductor industry chain [3] Group 4: Humanoid Robot Industry Progress - The humanoid robot industry is maturing, with clearer commercialization paths as evidenced by competitions and conferences [4] - Companies like Zhiyuan Robot and Galaxy General Robot are completing shareholding reforms, indicating increased industry maturity and the initiation of capital cycles [4] - The industry is entering a critical phase focused on genuine advancements, with 2026 seen as a potential starting point for mass production [4] Group 5: Machine Tool Industry Insights - Japan's machine tool orders have seen continuous growth for five months, with overseas orders increasing by 23.2% year-on-year, driven by capital expenditures in markets like North America, China, and India [5] - Domestic policies are supporting the high-end machine tool sector, with a focus on core component self-research capabilities [5] Group 6: Controlled Nuclear Fusion Developments - The industrialization of controllable nuclear fusion is advancing from research to engineering validation, with significant projects underway [6] - Companies like Hangyang Co. have successfully entered the core systems of fusion devices, indicating structural opportunities in the industry [6] Group 7: Excavator Sales Performance - Excavator sales in November 2025 reached 20,027 units, a year-on-year increase of 13.9%, with domestic sales at 9,842 units (+9.11%) and exports at 10,185 units (+18.8%) [7] - The industry is benefiting from a new round of concentrated replacement cycles and large project initiations, with strong growth potential for leading companies [7] Group 8: Industrial Robot Production Trends - In October 2025, industrial robot production increased by 17.9% year-on-year, driven by government policies encouraging equipment upgrades [8] - The industry may see a reversal of difficulties, with opportunities arising from structural adjustments and diversification of application scenarios [8] Group 9: Forklift Industry Outlook - The Asia International Logistics Technology and Transportation Systems Exhibition showcased advancements in smart equipment and low-carbon technologies, which are expected to positively impact the forklift sector [9] - The forklift industry is experiencing significant sales growth, with ongoing upgrades towards automation and intelligence [9]
21股获推荐,泽璟制药、佐力药业目标价涨幅超30%
Xin Lang Cai Jing· 2025-12-16 03:38
Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies as of December 15, with notable gains in the pharmaceutical and automation sectors [1][5]. - The companies with the highest target price increases include Zejing Pharmaceutical at 35.00%, Zoli Pharmaceutical at 34.58%, and Genesis at 27.40%, indicating strong bullish sentiment in the chemical pharmaceutical, traditional Chinese medicine, and automation equipment industries respectively [1][5]. - A total of 21 listed companies received broker recommendations on December 15, with Zoli Pharmaceutical receiving the most recommendations at 5, while companies like Tiandi Technology and Changbao Co. received 1 recommendation each [6]. Group 2 - On December 15, brokers initiated coverage on 7 companies, with Changbao Co. receiving an "Accumulate" rating from China Merchants Securities, Genesis receiving a "Outperform" rating from China International Capital Corporation, and SAIC Motor receiving a "Buy" rating from Aijian Securities [3][7]. - The newly covered companies include Changbao Co. in the special steel industry, Genesis in the automation equipment sector, and SAIC Motor in the passenger vehicle market, indicating a diverse range of industries being targeted for investment [4][8].