本文源自：金融界 广东汇成真空科技股份有限公司的主营业务是真空镀膜设备研发、生产、销售及其技术服务。公司的主 要产品是中频磁控溅射镀膜设备、高精密电子束蒸发光学镀膜设备、磁控溅射光学镀膜设备、磁控溅射 卷绕镀膜设备、大型金属卷材表面改性连续卷绕镀膜生产线、连续式磁控溅射镀膜设备、柔性材料卷绕 镀膜设备、卧式矩形线列式磁控溅射镀膜设备、立式细长管真空镀膜设备、光刻掩膜版/铬版镀膜设 备、非均匀镀膜设备。公司参与制定了"中华人民共和国机械行业标准JB/T6922-2015真空蒸发镀膜设 备"行业标准，参与"2020年中科院科技服务网络计划（STS）"、"2020年国家重点研发计划'制造基础技 术与关键部件'"等项目，获得了两化融合管理、知识产权管理、质量管理、环境管理等体系认证证书。 公司被授予"专精特新'小巨人'企业"称号，被授予东莞市重点实验室、广东省工程技术研究中心、获批 设立"广东省博士工作站"。公司为高新技术企业，是广东省真空产业技术创新联盟成员单位，并获 得"中国发明协会发明创业奖·创新奖"、东莞市科学技术进步奖二等奖、2018年中国专利优秀奖等。 最新一期业绩显示，2025年一季报，公司实现营业收入 ...

南方路机(603280)今日涨停，全天换手率29.48%，成交额4.43亿元，振幅5.50%。龙虎榜数据显示，营 业部席位合计净买入3048.71万元。 4月25日公司发布的一季报数据显示，一季度公司共实现营业收入1.34亿元，同比下降28.96%，实现净 利润1075.50万元，同比增长22.81%。（数据宝） 南方路机7月31日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 1721.88 | | | 买二 | 中国银河证券股份有限公司绍兴证券营业部 | 1590.55 | | | 买三 | 中信证券股份有限公司上海分公司 | 871.62 | | | 买四 | 国泰海通证券股份有限公司总部 | 853.41 | | | 买五 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 577.52 | | | | 部 | | | | 卖一 | 财信证券股份有限公司杭州庆春路证券营业部 | | 571.09 | | 卖二 ...

从资金流向上来看，当日专用设备板块主力资金净流出7.6亿元，游资资金净流出5.81亿元，散户资金净 流入13.41亿元。专用设备板块个股资金流向见下表： 证券之星消息，7月31日专用设备板块较上一交易日下跌0.34%，春光智能领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301338 | 凯格精机 | 51.80 | 10.45% | 13.71万 | | 7.20亿 | | 002837 | 英维克 | 40.21 | 10.01% | 26.14万 | | 10.51亿 | | 603173 | 福斯达 | 45.39 | 10.01% | 7.05万 | | 3.07亿 | | 002757 | 南兴股份 | 21.78 | 10.00% | 78.39万 | | 16.96亿 | | 600501 | 航天晨光 | 23.77 | 10 ...

有投资者问，7月19日雅鲁藏布江下游水电工程开工仪式央视画面中的超深振冲钻机就是山河智能的设 备吧？山河智能在互动平台表示，工程开工仪式现场有一台超深振冲钻机为公司研制的设备。 ...

证券研究报告·行业点评报告·专用设备 专用设备行业点评报告 头部厂商公布固态电池时间线指引，设备商 有望率先受益 增持（维持） [Table_Tag] [投资要点 Table_Summary] ◼ 全固态电池叠片设备的精度和数量要求更高，设备商强者恒强（价值量 占比 25%）：固态电池的电极和电解质具有脆性特性，无法使用传统卷 到芯 Z 字叠片工艺，需采用单片叠片方式，通常由多对机械手同时完成 正极、负极（含电解质膜）的叠片。由于仅能单片叠，且没有 PE 隔膜 提供连接，叠片工艺的精度和稳定性要求大幅提升，同时为匹配叠片作 业，需要更多机械手，高难度和更多需求推动叠片环节设备量价齐升。 先导智能叠片设备技术领先，在头部客户市占率最高，固态电池叠片领 域延续其优势；利元亨也已向头部整车厂固态电池玩家交付叠片设备。 2025 年 07 月 31 日 证券分析师 周尔双 执业证书：S0600515110002 021-60199784 zhouersh@dwzq.com.cn 证券分析师 李文意 执业证书：S0600524080005 liwenyi@dwzq.com.cn 行业走势 -9% -3% 3% 9% 1 ...

Core Viewpoint - The company, China Shipbuilding Industry Corporation Emergency Warning and Rescue Equipment Co., Ltd. (300527), has been notified of administrative penalties due to accounting errors in its 2022 annual report, leading to overstated financial figures [1][3]. Financial Misstatements - The company overstated its 2022 operating revenue by 31.3724 million yuan, which is 1.86% of the total operating revenue for that year [3]. - The operating costs were overstated by 18.3909 million yuan, accounting for 1.40% of the total operating costs [3]. - The total profit was overstated by 7.1403 million yuan, representing 36.64% of the disclosed profit for 2022 [3]. Responsibility and Penalties - The former chairman, general manager, and chief accountant were identified as directly responsible for the information disclosure violations [4]. - The proposed penalties include a fine of 4 million yuan for the company and a total of 1.9 million yuan for the three responsible individuals [5][6]. Stock Trading Impact - The company's stock will be subject to additional risk warnings, changing its name to "ST Emergency" starting August 1, 2025, while the stock code remains the same [5]. - The stock will be suspended for one day on July 31, 2025, and the daily price fluctuation limit will remain at 20% [5]. Shareholding Structure - The company is controlled by the state-owned China Shipbuilding Industry Corporation, which holds a 44.11% stake, with the actual controller being the State-owned Assets Supervision and Administration Commission of the State Council [7]. Recent Financial Performance - The company reported a net profit attributable to shareholders of only 8.64 million yuan for 2024, following revenues of 1.65812 billion yuan in 2022, 603.11 million yuan in 2023, and 1.16106 billion yuan in 2024 [8].

Report Summary 1. Reported Industry Investment Rating - No information provided on the industry investment rating [1][2] 2. Core Viewpoints - The company's net profit attributable to the parent in the first half of the year is expected to be a loss of 30 million - 58 million yuan due to the low - point market of the super - hard materials sector and the impact on the special equipment sector [22] - The price of industrial diamonds in 2025 is on a downward trend with stability in the second half, while the market demand for cultivated diamonds is on the rise [23] - The gross profit margin of industrial diamonds is expected to continue to decline, and that of cultivated diamonds will fluctuate slightly [23] 3. Summary by Directory 3.1 Research Basic Situation - Research object: Zhongbing Red Arrow, belonging to the special equipment industry [17] - Reception time: July 30, 2025 - Company reception personnel: Zhao Deliang (CFO and Secretary of the Board), Zhou Ying (Deputy Minister of the Securities Affairs Department), Zhang Yi (Securities Affairs Department) [17] 3.2 Detailed Research Institutions | Reception Object | Reception Object Type | Institution - related Personnel | | --- | --- | --- | | Changjiang Securities | Securities company | Zhang Chenchen | | GF Securities | Securities company | Qiu Jingbo | | Xinyuan Fund | Fund management company | Fei Fan, Liu Yitao | [18] 3.3 Main Content Data - **Half - year report situation**: The company's net profit attributable to the parent in the first half of the year is expected to be a loss of 30 million - 58 million yuan, mainly due to the low - point market of the super - hard materials sector and the impact on the special equipment sector [22] - **Measures to achieve business goals**: The company and its subsidiaries will optimize the industrial layout, increase R & D investment, expand the market, and reduce costs and increase efficiency [22] - **Gross profit margin of special business**: The overall gross profit margin of special business has increased in recent years [22] - **Military trade business**: The company conducts military trade through third - parties and will improve the management system, actively cooperate with third - parties, and increase export efforts [23] - **Price and demand of industrial diamonds and cultivated diamonds in 2025**: The price of industrial diamonds is on a downward trend with stability in the second half, and the demand is weakening; the market demand for cultivated diamonds is on the rise [23] - **Future gross profit margin of industrial diamonds and cultivated diamonds**: The current gross profit margin is between 10% - 20%. The gross profit margin of industrial diamonds is expected to decline, and that of cultivated diamonds will fluctuate slightly [23]

作者：行情君 最新一期业绩显示，2025年一季报，公司实现营业收入9739.05万元，同比35.82%；净利润832.18万 元，同比-17.76%，销售毛利率25.89%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13汇成真空250.84244.2222.30166.29亿行业平均 69.1587.654.9968.30亿行业中值55.1155.363.3943.54亿1天地科技7.769.961.01261.14亿2广日股份 10.9210.841.0088.02亿3润邦股份12.0412.231.3359.30亿4弘亚数控13.5213.282.4268.68亿5华荣股份 14.5315.513.2071.69亿6杰瑞股份14.9215.431.87405.45亿7伊之密15.6216.053.1497.55亿8康力电梯 15.8516.531.6459.03亿9锡装股份15.8716.321.7141.63亿10软控股份17.3417.601.4889.10亿11一拖股份 17.7116.371.94150.91亿12赛腾股份18.1117.262.9895.67亿 本文源自：金融界 7 ...

证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.21亿元，其中，买入成交额为3810.76万元，卖出成交额为8266.57万元，合计净 卖出4455.80万元。 具体来看，今日上榜营业部中，第一大买入营业部为摩根大通证券(中国)有限公司上海银城中路证券营业部，买入金额为872.81万元，第一大卖出 营业部为国泰海通证券股份有限公司总部，卖出金额为3528.10万元。 近半年该股累计上榜龙虎榜24次，上榜次日股价平均涨1.66%，上榜后5日平均涨6.44%。 资金流向方面，今日该股主力资金净流出2411.43万元，其中，特大单净流出820.84万元，大单资金净流出1590.59万元。近5日主力资金净流出 7131.61万元。 4月25日公司发布的一季报数据显示，一季度公司共实现营业收入1.34亿元，同比下降28.96%，实现净利润1075.50万元，同比增长22.81%。（数 据宝） （原标题：南方路机龙虎榜数据（7月30日）） 南方路机(603280)今日涨停，全天换手率47.59%，成交额6.36亿元，振幅8.41%。龙虎榜数据显示，营业部席位合计净卖出4455.80万元。 上交所公开信息显示， ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of ShenKai Co., Ltd., which closed at 10.12 yuan, up 4.76%, with a rolling PE ratio of 68.02, marking a new low in 20 days, and a total market capitalization of 3.683 billion yuan [1] - The average PE ratio for the specialized equipment industry is 69.15, with a median of 55.11, placing ShenKai at the 179th position in the industry ranking [1] - As of April 30, 2025, the number of shareholders in ShenKai is 60,721, a decrease of 13,650 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - ShenKai's main business involves the research, development, manufacturing, and sales of equipment in the oil exploration, drilling, and refining sectors, with key products including oil drilling equipment, logging equipment and services, while also engaging in property leasing and management [1] - The latest quarterly report for Q1 2025 shows that ShenKai achieved an operating income of 202 million yuan, a year-on-year increase of 41.78%, and a net profit of 18.46 million yuan, reflecting a significant year-on-year growth of 434.81%, with a gross profit margin of 33.79% [1]