大族数控所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：工业母机、PCB概 念、中盘、融资融券、基金重仓等。 截至6月30日，大族数控股东户数2.20万，较上期增加5.96%；人均流通股2827股，较上期增加0.65%。 2025年1月-6月，大族数控实现营业收入23.82亿元，同比增长52.26%；归母净利润2.63亿元，同比增长 83.82%。 9月4日，大族数控盘中下跌2.02%，截至09:43，报84.70元/股，成交4919.42万元，换手率0.14%，总市 值360.41亿元。 资金流向方面，主力资金净流出308.50万元，特大单买入0.00元，占比0.00%，卖出239.51万元，占比 4.87%；大单买入816.40万元，占比16.60%，卖出885.39万元，占比18.00%。 大族数控今年以来股价涨136.72%，近5个交易日跌7.53%，近20日跌3.56%，近60日涨131.93%。 今年以来大族数控已经1次登上龙虎榜，最近一次登上龙虎榜为7月28日，当日龙虎榜净买入1497.65万 元；买入总计2.62亿元 ，占总成交额比25.52%；卖出总计2.47亿元 ，占总 ...

9月3日，大族数控盘中上涨2.05%，截至10:28，报86.20元/股，成交1.54亿元，换手率0.43%，总市值 366.79亿元。 资金流向方面，主力资金净流出861.66万元，特大单买入150.54万元，占比0.98%，卖出721.46万元，占 比4.69%；大单买入2888.03万元，占比18.77%，卖出3178.77万元，占比20.66%。 大族数控今年以来股价涨140.92%，近5个交易日涨2.40%，近20日跌2.05%，近60日涨136.10%。 今年以来大族数控已经1次登上龙虎榜，最近一次登上龙虎榜为7月28日，当日龙虎榜净买入1497.65万 元；买入总计2.62亿元 ，占总成交额比25.52%；卖出总计2.47亿元 ，占总成交额比24.06%。 资料显示，深圳市大族数控科技股份有限公司位于广东省深圳市宝安区沙井街道新沙路安托山高科技工 业园2号厂房、14号厂房和17号厂房、广东省深圳市宝安区福海街道重庆路16号大族激光智造中心三 栋、四栋部分场地,香港铜锣湾希慎道33号利园1期19楼1916室，成立日期2002年4月22日，上市日期 2022年2月28日，公司主营业务涉及PCB专用设 ...

Core Viewpoint - Dazhu CNC has experienced significant stock price growth in 2023, with a year-to-date increase of 148.38% and a recent market capitalization of 37.815 billion yuan [1][2]. Company Overview - Dazhu CNC, established on April 22, 2002, and listed on February 28, 2022, is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of PCB (Printed Circuit Board) specialized equipment [2]. - The revenue composition of Dazhu CNC includes drilling equipment (71.02%), testing equipment (8.78%), other equipment (6.70%), forming equipment (5.93%), exposure equipment (5.22%), and attachment equipment (2.36%) [2]. Financial Performance - For the first half of 2025, Dazhu CNC reported a revenue of 2.382 billion yuan, reflecting a year-on-year growth of 52.26%. The net profit attributable to shareholders was 263 million yuan, marking an 83.82% increase [2]. - Since its A-share listing, Dazhu CNC has distributed a total of 1.533 billion yuan in dividends, with 1.365 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, Dazhu CNC had 22,000 shareholders, an increase of 5.96% from the previous period. The average number of circulating shares per shareholder was 2,827, up by 0.65% [2]. - Notable institutional shareholders include E Fund Kexun Mixed Fund, which is the third-largest shareholder with 1.2405 million shares, and E Fund Kelong Mixed Fund, the sixth-largest with 675,800 shares, both of which are new entrants [3].

Core Viewpoint - Dazhu CNC has reported significant growth in revenue and net profit for 2024 and Q1 2025, indicating strong market competitiveness and development in the PCB equipment industry [1][3]. Financial Performance - In 2024, the company's revenue reached 3.343 billion yuan, a year-on-year increase of 104.56%, while net profit soared to 301 million yuan, up 122.2% [1]. - For Q1 2025, revenue was 960 million yuan, reflecting a 27.89% year-on-year growth, and net profit was 117 million yuan, with an impressive increase of 83.6% [1]. - The production and sales of specialized equipment surged, with 4,314 units produced and 4,510 units sold in 2024, marking increases of 79.53% and 116.83% respectively [3]. Market Strategy and Global Expansion - Dazhu CNC is actively pursuing an H-share listing on the Hong Kong Stock Exchange to enhance its global strategy and capital platform [2][6]. - The company has established a strong customer network, serving 80% of the top global PCB companies and thousands of domestic PCB enterprises [2]. - In 2024, overseas revenue reached 362 million yuan, a remarkable increase of 313.72%, contributing to 10.83% of total revenue [4]. Product Development and Industry Trends - The growth in the PCB industry is driven by the recovery of the global electronic terminal market, fueled by demand from AI infrastructure, consumer electronics, and automotive electronics [3]. - Dazhu CNC has focused on developing advanced packaging substrates and high-layer boards, with new products receiving recognition from leading industry clients [5]. - The company is enhancing its product offerings in traditional and HDI markets to meet rising technical demands [5]. Challenges and Future Outlook - Despite strong performance, the overall gross margin has declined, with a comprehensive gross margin of 28.11% in 2024, down 4.48 percentage points year-on-year [4]. - The company faces challenges in information disclosure and governance as it prepares for its H-share listing, which may impact its ability to maintain a leading position in the global PCB equipment market [6].