截至9月30日，思看科技股东户数4890.00，较上期减少36.58%；人均流通股3615股，较上期增加 67.78%。2025年1月-9月，思看科技实现营业收入2.68亿元，同比增长15.80%；归母净利润7907.90万 元，同比减少1.28%。 分红方面，思看科技A股上市后累计派现5066.00万元。 机构持仓方面，截止2025年9月30日，思看科技十大流通股东中，华夏稳增混合（519029）位居第二大 流通股东，持股38.51万股，相比上期增加17.63万股。平安先进制造主题股票发起A（019457）位居第 三大流通股东，持股22.04万股，相比上期减少5.47万股。博时上证科创板人工智能ETF发起式联接A （023520）位居第四大流通股东，持股21.02万股，为新进股东。中国农业银行股份有限公司－中邮睿 信增强债券型证券投资基金位居第五大流通股东，持股20.00万股，为新进股东。富国优化增强债券C （100037）位居第五大流通股东，持股20.00万股，为新进股东。招商景气优选股票A（009864）位居第 九大流通股东，持股12.52万股，为新进股东。华安文体健康灵活配置混合A（001532）位居 ...

何崇恺累计任职时间5年333天，现任基金资产总规模198.37亿元，任职期间最佳基金回报100.4%， 任 职期间最差基金回报-14.92%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 数据显示，易方达基金旗下1只基金位居思看科技十大流通股东。易方达竞争优势企业混合A （010198）二季度新进十大流通股东，持有股数18.44万股，占流通股的比例为1.11%。根据测算，今日 浮盈赚取约81.31万元。 易方达竞争优势企业混合A（010198）成立日期2021年1月20日，最新规模61.7亿。今年以来收益 24.19%，同类排名3540/8154；近一年收益16.71%，同类排名4261/8025；成立以来亏损41.68%。 易方达竞争优势企业混合A（010198）基金经理为郭杰、何崇恺。 截至发稿，郭杰累计任职时间13年8天，现任基金资产总规模139.32亿元，任职期间最佳基金回报 127.9%， 任职期间最差基金回报-26.47%。 10月24日，思看科技涨5.0 ...

融资方面，思看科技当日融资买入915.24万元。当前融资余额1.16亿元，占流通市值的7.41%。 融券方面，思看科技10月14日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元。 10月14日，思看科技跌2.86%，成交额6482.03万元。两融数据显示，当日思看科技获融资买入额915.24 万元，融资偿还1308.31万元，融资净买入-393.07万元。截至10月14日，思看科技融资融券余额合计 1.16亿元。 资料显示，思看科技(杭州)股份有限公司位于浙江省杭州市余杭区五常街道文一西路998号12幢1单元 102室，成立日期2015年3月23日，上市日期2025年1月15日，公司主营业务涉及三维视觉数字化产品及 系统的研发、生产和销售。主营业务收入构成为：三维视觉数字化产品95.55%，配套产品及服务 4.45%。 截至6月30日，思看科技股东户数7710.00，较上期增加0.74%；人均流通股2154股，较上期减少0.74%。 2025年1月-6月，思看科技实现营业收入1.77亿元，同比增长17.70%；归母净利润5400.77万元 ...

从基金十大重仓股角度 数据显示，财通基金旗下1只基金重仓思看科技。财通福瑞混合发起(LOF)A（501028）二季度持有股数 4.59万股，占基金净值比例为2.35%，位居第三大重仓股。根据测算，今日浮亏损失约21.59万元。连续 5天下跌期间浮亏损失32.62万元。 10月13日，思看科技跌5.01%，截至发稿，报89.10元/股，成交7861.38万元，换手率4.92%，总市值 78.76亿元。思看科技股价已经连续5天下跌，区间累计跌幅7.04%。 资料显示，思看科技(杭州)股份有限公司位于浙江省杭州市余杭区五常街道文一西路998号12幢1单元 102室，成立日期2015年3月23日，上市日期2025年1月15日，公司主营业务涉及三维视觉数字化产品及 系统的研发、生产和销售。主营业务收入构成为：三维视觉数字化产品95.55%，配套产品及服务 4.45%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 责任编辑：小浪快报 截至发稿，顾弘原累计任职时间4年142天，现任 ...

9月29日，思看科技跌1.80%，成交额8056.43万元。两融数据显示，当日思看科技获融资买入额1453.81 万元，融资偿还1183.74万元，融资净买入270.07万元。截至9月29日，思看科技融资融券余额合计1.21 亿元。 融券方面，思看科技9月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 机构持仓方面，截止2025年6月30日，思看科技十大流通股东中，贝莱德中国新视野混合A（013426） 位居第二大流通股东，持股30.00万股，为新进股东。平安先进制造主题股票发起A（019457）位居第三 大流通股东，持股27.51万股，相比上期增加8.19万股。长江智能制造混合型发起式A（014339）位居第 四大流通股东，持股22.89万股，为新进股东。华夏稳增混合（519029）位居第六大流通股东，持股 20.87万股，为新进股东。易方达竞争优势企业混合A（010198）位居第七大流通股东，持股18.44万 股，为新进股东。华安文体健康灵活配置混合A（001532）位居第九大流通股东，持股16.93万股，为新 进股东。平安策 ...

9月12日，思看科技涨0.59%，成交额1.30亿元。两融数据显示，当日思看科技获融资买入额1405.92万 元，融资偿还1184.54万元，融资净买入221.38万元。截至9月12日，思看科技融资融券余额合计1.30亿 元。 融资方面，思看科技当日融资买入1405.92万元。当前融资余额1.30亿元，占流通市值的7.35%。 分红方面，思看科技A股上市后累计派现3740.00万元。 机构持仓方面，截止2025年6月30日，思看科技十大流通股东中，贝莱德中国新视野混合A（013426） 位居第二大流通股东，持股30.00万股，为新进股东。平安先进制造主题股票发起A（019457）位居第三 大流通股东，持股27.51万股，相比上期增加8.19万股。长江智能制造混合型发起式A（014339）位居第 四大流通股东，持股22.89万股，为新进股东。华夏稳增混合（519029）位居第六大流通股东，持股 20.87万股，为新进股东。易方达竞争优势企业混合A（010198）位居第七大流通股东，持股18.44万 股，为新进股东。华安文体健康灵活配置混合A（001532）位居第九大流通股东，持股16.93万股，为新 进股东。平 ...

Group 1 - The core viewpoint of the news is that Sikan Technology has shown positive financial performance with a revenue increase and a stable shareholder structure [2][3] - As of August 29, Sikan Technology's stock price increased by 0.66%, with a trading volume of 224 million yuan and a net financing purchase of 1.77 million yuan [1] - The company reported a revenue of 177 million yuan for the first half of 2025, representing a year-on-year growth of 17.7% [2] Group 2 - Sikan Technology's main business involves the research, production, and sales of 3D visual digital products, which account for 95.55% of its revenue [1] - As of June 30, 2025, the number of shareholders increased by 0.74%, while the average circulating shares per person decreased by 0.74% [2] - The company has distributed a total of 37.4 million yuan in dividends since its A-share listing [3]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, emphasizing the importance of robot application scenarios and AI-related equipment [2][7]. Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with a focus on AI and automation technologies [7][20]. - Key companies in the industry are projected to experience significant revenue growth, with specific recommendations for companies like 汇川技术 (Inovance Technology), 信捷电气 (Xinjie Electric), and others [3][20]. - The demand for high-performance servers, GPUs, and advanced PCB equipment is surging due to the rapid iteration of AI models and smart hardware applications [7][20]. Summary by Sections Industry Overview - The mechanical industry comprises 633 listed companies with a total market capitalization of approximately 50,973.14 billion yuan [4]. - The industry has shown a 27.6% absolute performance increase over the past 12 months [5]. Key Company Earnings Forecasts - 汇川技术 (Inovance Technology): Expected EPS growth from 2.12 yuan in 2025 to 3.01 yuan in 2027, with a strong buy rating [3]. - 信捷电气 (Xinjie Electric): Projected EPS of 1.83 yuan in 2025, increasing to 2.78 yuan by 2027, rated as a strong buy [3]. - 法兰泰克 (Falan Tech): Anticipated EPS growth from 0.60 yuan in 2025 to 0.94 yuan in 2027, also rated as a strong buy [3]. Investment Recommendations - The report highlights the importance of focusing on companies involved in AI and robotics, particularly those with established partnerships and innovative solutions [7][20]. - Specific recommendations include companies like 柯力传感 (Keli Sensor), 东华测试 (Donghua Testing), and others in the robotics and automation sectors [7][20]. Market Trends - The report notes a significant increase in demand for automation and AI-related equipment, particularly in sectors such as automotive manufacturing and smart logistics [7][20]. - The mechanical industry is experiencing a shift towards more automated solutions, with a clear trend towards the commercialization of humanoid robots and AI applications [7][20].

Industry Overview - The 3D visual digitalization product industry in China is entering a golden development period, with a projected market size of approximately 2.9 billion yuan in 2024, representing a year-on-year growth of 34.72% [1][13] - Growth is driven by multiple factors, including explosive growth in the new energy vehicle supply chain, increasing industrial demand for battery module testing and automotive body measurement, and the continuous release of demand for 3D detection in the clean energy sector [1][13] - The integration of AI and 3D visual technology is creating new applications in non-industrial fields such as medical orthodontics and cultural relic reconstruction [1][13] Industry Development History - The industry has experienced four main stages: 1. **Incubation Period (1980-2000)**: Emergence of 3D scanning technology with limited precision and efficiency, primarily used in research and high-end manufacturing [4] 2. **Market Cultivation Period (2001-2010)**: Commercial breakthroughs in laser scanning and structured light technology, expanding into industrial inspection [5] 3. **Diversified Application Period (2011-2020)**: Integration of AI with 3D visual technology, expanding applications into non-industrial fields [6] 4. **Ecosystem Construction Period (2021-Present)**: Multi-technology integration and the popularity of portable devices, driving the industry towards intelligence and automation [6] Industry Value Chain - The upstream of the industry includes raw materials and components, software services, and production equipment [8][9] - The midstream focuses on the research and development of 3D visual digitalization products [8] - The downstream applications span various sectors, including automotive, industrial machinery, aerospace, energy, healthcare, education, cultural relics, 3D printing, virtual reality, and gaming [8] Market Size - The market for 3D visual digitalization products in China is projected to reach approximately 2.9 billion yuan in 2024, with a year-on-year growth of 34.72% [1][13] - The explosive growth in the new energy vehicle supply chain and the national strategy promoting clean energy are key drivers of this growth [1][13] Key Companies' Performance - The industry has formed a competitive landscape characterized by "dual super and multiple strong" players, with Sikan Technology and Xianlin 3D as the dual super leaders [15] - Sikan Technology leads in handheld laser scanning technology, serving major national projects like the C919 aircraft and the Chinese space station [15] - Xianlin 3D specializes in high-precision industrial 3D scanning, with a significant market share in dental digitalization and automotive reverse engineering [15] Industry Development Trends 1. **Technological Integration**: The integration of 3D visual technology with AI, 5G, and IoT is accelerating the penetration of applications into non-industrial fields [20] 2. **Domestic Substitution**: Significant progress has been made in domestic substitution of core components, reducing reliance on imports [21][22] 3. **Globalization**: Leading companies are restructuring the global market through technology output and localized operations, enhancing China's influence in international standards [23]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, emphasizing the positive outlook for oil refining demand and the importance of overseas equipment demand [2]. Core Insights - The mechanical industry is expected to enter a new recovery cycle due to increased monetary and fiscal policies, with a focus on domestic demand stimulation [8]. - Investment opportunities are highlighted in various sectors, including industrial automation, robotics, machine tools, and engineering machinery, with specific companies recommended for investment [8]. Summary by Sections Key Company Earnings Forecasts, Valuation, and Investment Ratings - Companies such as 汇川技术 (Inovance Technology), 法兰泰克 (Flantech), and 信捷电气 (Xinjie Electric) are rated as "Strong Buy" with projected EPS growth from 2025 to 2027 [3]. - 汇川技术 is expected to achieve an EPS of 3.01 yuan by 2027, with a PE ratio decreasing from 30.27 in 2025 to 21.29 in 2027 [3]. - 法兰泰克's EPS is projected to grow to 1.04 yuan by 2027, with a PE ratio decreasing from 14.72 to 9.35 over the same period [3]. Industry and Company Investment Views - The report identifies three key directions for robotics: marginal changes in the main chain, product-to-customer transitions, and the development of core components [8]. - Investment suggestions include focusing on companies in the industrial control sector, such as 汇川技术 and 信捷电气, as well as those in the robotics sector like 柯力传感 (Keli Sensor) and 东华测试 (Donghua Testing) [8]. - The report emphasizes the importance of oil refining equipment demand due to increased investments in fossil energy, particularly in emerging markets [8]. Key Data Tracking - The report provides macroeconomic data, including manufacturing PMI and fixed asset investment growth rates, which are crucial for understanding the industry's performance [27][28]. - The mechanical sector's performance is tracked against major indices, showing a 1.1% increase in the mechanical sector during the reporting week [12][15].