此前1月6日，秦川机床（000837）工具集团股份公司发布公告称，2026年度计划实施固定资产投资项 目"宝鸡机床集团高档数控机床工业园（一期）""高精微复杂刀具技术改造及产业化项目""秦创原·秦川 集团高档工业母机创新基地项目（一期）""新能源乘用车高精齿轮高端化改造项目"等共计8项。 纽威数控装备（苏州）股份有限公司五期高端智能数控装备项目也在本月开工，该项目聚焦数控立车、 精密磨床、专机等高端智能数控装备及其核心功能部件的研发与生产，通过引进自动化生产线、智能化 仓储及物流配送系统，配套建设先进研发与测试中心，打造精益化、智能化、绿色化的现代化工厂。 当前，全球机器人产业正迈入规模化量产新阶段，国内制造业设备更新政策持续加码，机床作为工业制 造的"母机"，已成为支撑高端制造产业链自主可控的核心支柱。在此背景下，A股相关上市公司积极抢 抓发展机遇，通过产能扩建、加码技术研发等多元举措，加快在高端机床领域的布局步伐，行业高端 化、智能化转型进程持续提速。 1月27日，浙江海德曼智能装备股份有限公司（以下简称"浙海德曼"）披露2026年度向特定对象发行股 票预案，拟募资不超过15.17亿元。其中，9.17亿元 ...

Core Insights - Suzhou is accelerating its industrial development with significant investments and projects, aiming to establish itself as a "smart manufacturing city" by 2026, targeting an industrial output of 5 trillion yuan [2] - The city's industrial output value reached 23,393.6 billion yuan in the first half of the year, with a year-on-year growth of 4.6%, and the industrial added value increased by 8.0% [1][3] - High-tech industries are contributing significantly to the economy, with high-tech industrial output valued at 13,192.1 billion yuan, accounting for 56.4% of the total industrial output [6] Investment and Projects - A commercial aviation R&D and manufacturing base has commenced construction in Taicang with an investment of 5 billion yuan, alongside other high-end projects [1] - Industrial investment in Suzhou reached 1,173.5 billion yuan, growing by 14.7%, with a notable increase in equipment investment by 27.7% [3] - The establishment of a public service platform for new energy vehicles in June aims to enhance the entire supply chain from materials to complete vehicles [4] Innovation and Technology - Suzhou's innovation landscape is thriving, with the launch of the world's first safety airbag ignition chip for 48-volt automotive electronic architecture, marking a leap in automotive safety technology [6] - The city has seen a 10.1% increase in high-tech industry investment, with aerospace manufacturing, electronic and communication equipment, and new energy manufacturing witnessing substantial growth [6] - The establishment of the RISC-V innovation center signifies a strategic move into the global chip architecture arena, with applications already in various sectors [6] Economic Stability and Growth - The industrial sector is described as a "ballast stone" for Suzhou's economy, providing stability and supporting overall economic growth [1][7] - The city's industrial development is characterized by a robust ecosystem and favorable business environment, attracting numerous enterprises to deepen their investments [4]

一、并购 1、纳微科技：投资1576.92万元取得纳信科技51.25%股权。 5、三联锻造：设立机器人及航空部件研究院分公司。 6、金杨股份：投资不超9000万美元建设马来西亚锂电池精密结构件项目。 7、中毅达：公司生产产能保持稳定，近期无新建计划。 二、回购、增持 1、古越龙山：拟2亿元-3亿元回购。 2、凯撒旅业：控股股东拟0.7亿元-1.1亿元增持。 三、对外投资，日常经营 1、星网宇达：公司与吉林省仿生机器人创新中心签署战略合作协议。 2、中国平安：计划发行不超过500亿元人民币的境内债券融资工具。 3、纽威数控：拟投资8.5亿元建设五期高端智能数控装备项目。 4、元利科技：拟投资7.6亿元建设年产25000吨受阻胺类光稳定剂项目。 1、恒玄科技：2024年净利润4.60亿，同比增长272% 拟每10股派发12元并转增4股。 四、业绩变动 2、中微公司：一季度净利润3.13亿元 同比增长25.67%；公司针对先进逻辑和存储器件制造中关键刻蚀 工艺的高端产品新增付运量显著提升，六种薄膜设备已顺利进入市场。 3、惠而浦：一季度净利润1.16亿元，同比增长1029%；主要系外销订单增加。 4、甘李药业：一季 ...