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铂力特:商业航天方面的情况请参考公司《2025年半年度报告》相关内容
Zheng Quan Ri Bao Wang· 2026-02-13 12:44
证券日报网讯2月13日,铂力特在互动平台回答投资者提问时表示,商业航天方面的情况请参考公司 《2025年半年度报告》相关内容。 ...
铂力特:截至2025年半年度,公司可成形材料80余种
Zheng Quan Ri Bao Wang· 2026-02-13 11:44
证券日报网讯2月13日,铂力特在互动平台回答投资者提问时表示,截至2025年半年度,公司可成形材 料80余种,针对PBF-LB/M工艺生产高热负荷和高强度兼具的产品的场景,推出了高导热铝合金材料 BLT-AIAM300C,这款材料具有高导热、低成本的优势,为航空航天、汽车、模具、消费电子等领域提 供融合性能与成本优势的增材制造解决方案。 ...
铂力特:增材制造技术代表未来制造方向
Zheng Quan Ri Bao Wang· 2026-02-13 11:40
证券日报网讯2月13日,铂力特在互动平台回答投资者提问时表示,增材制造技术代表未来制造方向, 公司作为行业先行者,公司凭借扎实的技术实力,始终践行"做得出、用得起"的核心理念,构建涵盖服 务、品质与售后的全方位保障体系,致力于打造金属增材制造领域值得信赖的领军品牌。 ...
铂力特:公司业务覆盖金属增材制造全产业链
Zheng Quan Ri Bao Wang· 2026-02-13 11:40
证券日报网讯2月13日,铂力特在互动平台回答投资者提问时表示,公司已发展成为国内外具有产业化 规模的金属增材制造创新研发、大规模生产企业,业务覆盖金属增材制造全产业链,涉及粉末原材料、 装备、定制化产品、专用软件及技术服务等广泛应用于航空航天、工业机械、能源动力、科研院所、医 疗研究、汽车制造、船舶制造及电子工业等领域。 ...
铂力特:董秘回应新兴市场订单增长情况
Xin Lang Cai Jing· 2026-02-13 10:09
投资者提问: 公司在商业航天、新能源汽车、消费电子等新兴市场的订单增长情况如何? 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 董秘回答(铂力特(维权)SH688333): 尊敬的投资者您好,感谢您对公司的关注!查看更多董秘问答>> ...
铂力特:国家支持核心技术研发,公司如何把握政策机遇
Xin Lang Cai Jing· 2026-02-13 10:09
国家开放国家科研项目、共享重大试验设施,重点支持可重复火箭、智能卫星等核心技术研发,公司如 何把握这些政策机遇? 尊敬的投资者您好,感谢您对公司的关注!查看更多董秘问答>> 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 董秘回答(铂力特(维权)SH688333): 投资者提问: ...
机械行业2026年度策略报告:与时代共舞,拥抱“科技+出海”-20260213





CMS· 2026-02-13 08:04
Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]
铂力特跌2.01%,成交额3.96亿元,主力资金净流出2669.67万元
Xin Lang Zheng Quan· 2026-02-05 03:02
Core Viewpoint - The stock of Plater Technology has experienced a decline in recent trading sessions, with a notable drop of 6.65% year-to-date and 7.94% over the last five trading days, despite a significant increase of 37.64% over the past 60 days [1]. Group 1: Stock Performance - As of February 5, Plater Technology's stock price was 104.10 CNY per share, with a market capitalization of 28.557 billion CNY [1]. - The stock has seen a net outflow of 26.6967 million CNY in principal funds, with large orders accounting for 25.04% of total buying and 27.12% of total selling [1]. - The company has appeared on the trading leaderboard once this year, with a net buy of -100 million CNY on January 12 [1]. Group 2: Financial Performance - For the period from January to September 2025, Plater Technology reported a revenue of 1.161 billion CNY, representing a year-on-year growth of 46.47%, and a net profit attributable to shareholders of 156 million CNY, reflecting a growth of 234.83% [2]. - Cumulative cash dividends since the company's A-share listing amount to 82.677 million CNY, with 66.517 million CNY distributed over the past three years [3]. Group 3: Company Overview - Plater Technology, established on July 6, 2011, and listed on July 22, 2019, specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology [1]. - The company's revenue composition includes 63.33% from customized 3D printing products and services, 27.89% from 3D printing equipment and services, and 8.78% from 3D printing materials [1].
中证1000成长ETF(562520)开盘涨0.98%,重仓股航天工程涨2.60%,臻镭科技涨1.86%
Xin Lang Cai Jing· 2026-02-03 14:15
Group 1 - The core point of the article highlights the performance of the Zhongzheng 1000 Growth ETF (562520), which opened with a gain of 0.98% at 1.437 yuan [1] - The top holdings of the Zhongzheng 1000 Growth ETF include Aerospace Engineering, which rose by 2.60%, Zhenlei Technology by 1.86%, and Platinum Power by 1.80% [1] - The fund's performance benchmark is the Zhongzheng Selected 1000 Growth Innovation Strategy Index, managed by Huaxia Fund Management Co., Ltd., with a return of 42.33% since its inception on March 8, 2022, and a return of 7.42% over the past month [1] Group 2 - The article provides specific stock performance data for the ETF's holdings, including gains from companies like Daotong Technology (1.42%), Xingqi Eye Medicine (1.06%), and Guangli Micro (1.90%) [1] - The article emphasizes the importance of monitoring market risks and investment strategies, although it does not provide specific investment advice [1]
铂力特2月2日获融资买入7967.33万元,融资余额17.59亿元
Xin Lang Cai Jing· 2026-02-03 01:35
2月2日,铂力特(维权)跌2.94%,成交额10.90亿元。两融数据显示,当日铂力特获融资买入额 7967.33万元,融资偿还6666.52万元,融资净买入1300.80万元。截至2月2日,铂力特融资融券余额合计 17.61亿元。 融资方面,铂力特当日融资买入7967.33万元。当前融资余额17.59亿元,占流通市值的5.93%,融资余 额超过近一年90%分位水平,处于高位。 截至11月6日,铂力特股东户数1.57万,较上期增加0.00%;人均流通股17462股,较上期增加0.00%。 2025年1月-9月,铂力特实现营业收入11.61亿元,同比增长46.47%;归母净利润1.56亿元,同比增长 234.83%。 分红方面,铂力特A股上市后累计派现8267.70万元。近三年,累计派现6651.70万元。 机构持仓方面,截止2025年9月30日,铂力特十大流通股东中,香港中央结算有限公司位居第九大流通 股东,持股410.88万股,为新进股东。景顺长城研究精选股票A(000688)退出十大流通股东之列。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为 ...