年初以来，全球资本市场呈现出科技股与黄金同步上扬的罕见格局，这一看似违背"风险与避险资产跷跷板"规律的现象，实则精准映射了经济转型期的核心 特征——"不确定性"与"确定性"的深度交织。 黄金作为传统避险资产，成为资金对冲全球经济分化、地缘风险加剧的"安全垫"；而科技股则承载了市场对产业变革、技术突破驱动未来增长的"押注券"。 在此背景下，兼具确定性与成长潜力的资产更显珍贵，力劲科技作为高端装备制造领域的龙头企业，正以多元业务筑牢基本盘，以技术突破打开增长空间， 是把握制造升级浪潮的优质标的。 一、多维支撑的业绩基本盘 在全球经济分化复苏、国内市场竞争加剧的双重环境下，力劲科技凭借"多元业务协同+全球化布局"，构建起坚实的业绩防线，展现出极强的抗周期能力。 2025-2026财年上半年，公司实现营业收入32.6亿港元，同比增长25.7%；净利润为1.68亿港元，同比增长1.1%。 这得益于以压铸机为核心，注塑机、CNC加工中心协同发展的"三位一体"业务架构，各板块在技术研发、客户资源、市场渠道上形成显著协同效应，有效对 冲单一行业波动风险。 其超大型压铸机全球市场占有率超90%，为众多国内知名车企提供核心装备支 ...

智通财经APP讯，力劲科技(00558)发布截至2025年9月30日止6个月中期业绩，该集团取得收入32.6亿港 元，同比增加25.7%;公司股权持有人应占溢利1.41亿港元，同比减少4.72%;每股盈利10.4港仙，拟派发 中期股息每股3港仙。 2025/2026财年上半年，面对国内市场内卷的持续压力与全球市场的结构性机遇，公司凭藉深厚的技术 积累、精准的市场布局与高效的运营管理，整体经营业绩实现稳健增长，展现出强劲的经营韧性。报告 期内，公司实现营业收入32.6亿港元，同比增长25.7%;毛利达到7.67亿港元，较上年同期提升3个百分 点;净利润为1.677亿港元，净利率为5.1%，盈利能力稳步增强。 从业务结构来看，压铸机业务作为核心支柱，实现收入22.63亿港元，占总收入的69.4%，同比增长 39.5%;注塑机业务整体销售收入同比增长4.4%;CNC加工中心业务收入为7710万港元，占比2.4%，同比 下降14.7%。 ...

从业务结构来看，压铸机业务作为核心支柱，实现收入22.63亿港元，占总收入的69.4%，同比增长 39.5%;注塑机业务整体销售收入同比增长4.4%;CNC加工中心业务收入为7710万港元，占比2.4%，同比 下降14.7%。 2025/2026财年上半年，面对国内市场内卷的持续压力与全球市场的结构性机遇，公司凭藉深厚的技术 积累、精准的市场布局与高效的运营管理，整体经营业绩实现稳健增长，展现出强劲的经营韧性。报告 期内，公司实现营业收入32.6亿港元，同比增长25.7%;毛利达到7.67亿港元，较上年同期提升3个百分 点;净利润为1.677亿港元，净利率为5.1%，盈利能力稳步增强。 力劲科技(00558)发布截至2025年9月30日止6个月中期业绩，该集团取得收入32.6亿港元，同比增加 25.7%;公司股权持有人应占溢利1.41亿港元，同比减少4.72%;每股盈利10.4港仙，拟派发中期股息每股3 港仙。 ...

Exhibition Overview - The 19th Uzbekistan International Mining, Metallurgy, and Metal Processing Exhibition will take place from October 28 to 30, 2025, at the Tashkent International Exhibition Center [1] - The exhibition is organized by ICA Exhibition Group and ITECA Exhibitions, with a yearly frequency [1] - The event is expected to attract over 170 exhibitors and 4,135 professional visitors from 19 countries, including UAE, Azerbaijan, Belarus, UK, Germany, Kazakhstan, Canada, China, Turkey, Uzbekistan, Kyrgyzstan, Latvia, and Mongolia [1] Market Overview - Uzbekistan is located in Central Asia, with a population of 38 million and an area of 447,400 square kilometers, making it the fastest-growing economy in the region [2] - The country is rich in mineral resources, with copper reserves of 25 million tons, gold reserves of 6,400 tons, and uranium reserves of nearly 140,000 tons [2] - In 2022, Uzbekistan's foreign trade volume reached approximately $500.1 billion, with a year-on-year growth of 18.6% [3] - China is Uzbekistan's second-largest trading partner, with bilateral trade amounting to $8.92 billion in 2022, a year-on-year increase of 19.7% [3] Industry Development - Uzbekistan is focusing on the development of its manufacturing sector, particularly in gold, copper, and uranium mining [4] - The country plans to open 20 new mining areas to attract foreign investment and upgrade its metallurgical enterprises [4] - There is a significant demand for metal processing machinery, with 70% of the machines currently imported, amounting to $920 million in 2023 [4] Product Range - The exhibition will feature a wide range of products, including mining and processing equipment, metallurgy equipment and technology, metal processing equipment, castings and forgings, and various metal materials and products [5] - Specific categories include crushing and screening equipment, smelting furnaces, welding equipment, CNC machining centers, and environmental protection technologies [5]

Core Insights - A German company specializing in high-precision CNC thread grinding machines has become a hot commodity due to its relevance in the humanoid robot industry, leading to a competitive bidding process involving over ten global firms [1][5] - The winning bid was made by Heng Er Da, which aims to expand its product offerings into high-precision grinding machines and become a key player in the embodied intelligent robotics sector [1][6] Company Overview - SMS Maschinenbau GmbH, established in 1995, has evolved from a machine tool modification company to a respected global supplier of innovative profile and thread grinding machines [2] - SMS's thread grinding machines have an average price of around €600,000, with some products exceeding €1 million, indicating a high-value market with few competitors [3] Market Dynamics - The demand for thread grinding machines has surged due to the growth of the embodied intelligent robotics industry, where ball screws and planetary roller screws are critical for enhancing transmission efficiency and precision [3][4] - The production of these high-precision machines is capital and technology-intensive, with significant reliance on foreign imports, creating a high entry barrier for domestic companies [4] Acquisition Details - Heng Er Da announced its acquisition of SMS for €8.5 million, a valuation aligned with SMS's net assets, following a competitive bidding process [5][6] - Despite not having the highest bid, Heng Er Da was chosen for its compatibility with SMS's long-term development goals [6] Strategic Integration - Heng Er Da plans to restore SMS's operational liquidity and efficiency, with an initial investment of €5 million to address cash flow issues [10] - The strategy includes leveraging "European technology, Chinese manufacturing, and global markets" to enhance SMS's production capabilities and expand its market reach [8][10] Future Outlook - The integration aims to enhance Heng Er Da's product matrix in intelligent CNC equipment and accelerate the localization of high-precision thread grinding machine production in China [11] - Analysts believe this acquisition will strengthen Heng Er Da's competitive position in the intelligent CNC equipment and rolling functional components sectors [11]