龙虎榜机构热股 今天机构龙虎榜上榜28只个股，净买入12只，净卖出16只。当日机构买入最多的个股前三位是：力星股份（1.45亿）、浪潮信息（1.3亿）、恒而达（1.06 亿）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | | | --- | --- | --- | --- | | 力星股份 300421.SZ | +7.05% | 4/1 | +1 | | 浪潮信息 000977.SZ | +9.99% | 1 / 1 | +1 | 恒而达 龙虎榜显示，今日4家机构净买入1.06亿。 据证券时报报道，公司5月收购的SMS公司为全球知名螺纹磨床制造商，产品主要应用于高精密滚珠/滚柱丝杠磨床、高精度刀具、高精密齿轮等高精度设备 及零部件的精密加工，客户涵盖瑞士GZ AG/GSA(特斯拉人形机器人行星滚柱丝杠部件供应商)等全球领先的精密工具和零部件制造企业。公司正在积极推动 SMS高精度螺纹磨床国产化及滚珠丝杠、行星滚柱丝杠的产业化工作。 龙虎榜知名游资 一、服务器、数据中心 催化方面，阿里云扩建全球基础设施，将新增巴西、法国和荷兰数据中心。此外，9部门表示支持在自贸试验区、海南自由贸易港、国家服务业扩大开放 ...

近日记者获悉，恒而达（300946）正在加速解决行星滚柱丝杠规模化生产所需的高精度螺纹磨床国产 化、专机化、自动化装配工艺等一系列行业难题。 恒而达此前已通过公告和问答平台表示正积极推进滚珠丝杠、行星滚柱丝杠的产业化工作。近日，记者 前往位于福建莆田的恒而达总部，采访恒而达副总经理、董事会秘书方俊锋，了解该公司切入该领域的 细节。 近日，恒而达通过控股子公司——福建恒望直线驱动科技有限公司(以下简称"恒望科技")，同西北工业 大学签署《技术开发(委托)合同》，约定由该校机电学院技术团队牵头，与恒望科技就"行星滚柱丝杠 专用螺纹磨床设备性能验证技术项目"展开专项合作。 方俊锋表示，恒而达已依托SMS平台网罗德国及周边的瑞士、奥地利、意大利的机械设计与磨削工艺的 全球顶尖专家，通过设立磨床与滚动功能部件欧洲研发设计中心，融合恒而达在热处理工艺、金属加工 及专用装备领域的技术底蕴，重点攻关人形机器人用行星滚柱丝杠/滚珠丝杠的产品设计、加工工艺和 专用磨床等核心关键环节，重点围绕高精度专用磨床设备及配套的内螺纹高效加工工艺两方面"锻长 板"，同时在产品一致性、工艺稳定性等行业共性短板问题上着力突破，致力于构建自主核心 ...

Group 1 - The "High-Quality Standard System Construction Plan for Industrial Mother Machines" was issued on September 1, focusing on six levels: basic general, design matching, manufacturing equipment, manufacturing processes, inspection and testing, and industry applications, consisting of 34 major categories and 17 subcategories, with dynamic adjustments based on industry development [1] - Key tasks outlined in the plan include accelerating the development of urgently needed standards, promoting the revision of series standards, strengthening the development of standards in cross-disciplinary fields, and enhancing the internationalization of standards [1] - The machine tool industry has shown signs of recovery this year, with total revenue for the industry reaching 578.9 billion yuan from January to July 2025, a year-on-year decrease of 1.0%. Notably, metal cutting machine tools grew by 13.3% and metal forming machine tools by 10.7% [1] Group 2 - The production of metal cutting machine tools reached 483,000 units, an increase of 13.9% year-on-year, while the production of metal forming machine tools was 100,000 units, up 8.7% year-on-year [1] - The demand for high production efficiency in key components for humanoid robots has led to the introduction of specialized machine tools, such as high-precision thread grinding machines, by domestic and international manufacturers [1] - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which reflects the overall performance of listed companies in the machine tool manufacturing and related technology development sectors [2]

Group 1 - The core viewpoint of the news is the establishment of a high-quality standard system for industrial mother machines by 2026, aiming to enhance product quality and promote equipment upgrades, with a target of revising at least 300 standards and achieving a 90% international standard conversion rate [1] - The standard system construction focuses on addressing industry pain points, particularly in high-end CNC systems and high-performance functional components, which will enhance international competitiveness and gradually achieve domestic substitution [1] - By 2030, a comprehensive standard system that supports high-quality development in the industrial mother machine sector is expected to be fully formed, with standards reaching advanced global levels in subtractive manufacturing and leading levels in additive manufacturing [1] Group 2 - The machine tool industry has shown signs of recovery in 2023, with total revenue of 578.9 billion yuan from January to July, a slight decrease of 1.0% year-on-year, while metal cutting machine tools and metal forming machine tools have seen year-on-year growth of 13.3% and 10.7%, respectively [2] - Key enterprises in metal processing machine tools reported an 8.6% increase in new orders and an 8.4% increase in orders on hand, indicating a positive trend in demand [2] - The production of metal cutting machine tools reached 483,000 units, up 13.9% year-on-year, while metal forming machine tools produced 100,000 units, reflecting an 8.7% increase [2] - The demand for high-precision machine tools for humanoid robot components is expected to further open up growth opportunities for industrial mother machines, with various domestic and international manufacturers launching specialized products [2]

Core Viewpoint - The strategic cooperation between Hengerd and Tiangong International aims to enhance the development of China's high-end manufacturing industry through joint R&D, manufacturing, and investment in powder metal materials, cutting tools, and precision components [1][3]. Group 1: Strategic Cooperation - Hengerd and Tiangong International have established a strategic partnership focusing on joint R&D and industrial application in high-precision rolling components and grinding machines [1][3]. - The collaboration is seen as a milestone for both companies in accelerating industrial chain synergy and responding to national strategies for self-sufficiency in high-end equipment and core materials [1][5]. Group 2: Technological Synergy - Hengerd specializes in new metal materials, while Tiangong International is a leading manufacturer of high-speed steel and cutting tools, with production volumes ranking among the top globally [2][5]. - The partnership will create a closed-loop ecosystem integrating R&D, manufacturing, and application, enhancing the localization of precision components and cutting tools [2][4]. Group 3: Addressing Industry Challenges - The collaboration targets three major industry pain points: reducing reliance on imported high-end powder high-speed steel, lowering manufacturing costs of precision tools, and overcoming bottlenecks in domestic high-precision grinding machines [5][6]. - Hengerd's acquisition of the German SMS company is a significant step towards equipment localization, while Tiangong's resources will accelerate the validation process for Hengerd's high-end equipment [5][6]. Group 4: Future Outlook - The partnership aligns with national goals for high-quality manufacturing development, focusing on key components like powder high-speed steel and precision grinding machines [5][6]. - Both companies aim to establish a "technology interlocking" strategy to create a competitive edge in the international market [5][6].

Group 1 - The core viewpoint is that the demand for humanoid robots and their core components will significantly increase as the mass production process accelerates [1] - The processing precision of core components for humanoid robots is higher than that of industrial robots, particularly for planetary roller screw drives, which face challenges in complex surface forming, multi-component collaborative precision control, and material performance optimization [1] - Mainstream processing methods for planetary roller screw drives include cyclone milling, hard turning, and grinding, with thread grinding machines becoming the primary solution [1] Group 2 - The Industrial Mother Machine ETF tracks the China Securities Machine Tool Index, which reflects the overall performance of listed companies involved in machine tool manufacturing [1] - The constituent stocks of the index cover upstream and downstream enterprises in the machine tool industry chain, focusing on manufacturing upgrades and high-end equipment sectors [1] - Investors without stock accounts can consider the Guotai China Securities Machine Tool ETF Initiated Link A (017471) and Link C (017472) [1]