Core Viewpoint - The company, Nichicon Technology, is actively expanding its X-ray detection technology applications across various industries, including integrated circuits, electronic manufacturing, new energy batteries, castings, welding materials, and food foreign object detection, with plans to further explore new application scenarios in biomedicine [1] Group 1 - The company's X-ray detection technology and products are widely used in multiple sectors [1] - There is a focus on expanding the coverage of the company's detection business [1] - New application scenarios, including biomedicine, are being targeted for future growth [1]

Group 1 - The core point of the article is that as of January 20, 2026, the number of shareholders for the company is reported to be 9,594 [2][4]

Core Viewpoint - The company, Nichicon Technology, reported a strong operational status and expects to maintain good development momentum through 2026 due to high downstream demand and its robust capabilities in technology, product, brand, and channel [1] Group 1 - The company highlighted its outstanding capabilities in technology, product strength, brand power, and channel effectiveness [1] - Downstream demand is currently at a high level, contributing positively to the company's outlook [1] - The company anticipates a continuation of favorable development trends into 2026 [1]

Group 1 - The core viewpoint of the article highlights that SSTI operates in a broad market space for semiconductor defect localization and failure analysis, indicating a promising future development outlook for the company [1] - SSTI's comprehensive competitiveness is positioned as a leader within the industry, suggesting strong potential for growth and market share expansion [1] Group 2 - The article mentions that the stock price in the secondary market is influenced by various factors, including economic conditions, industry trends, stock index fluctuations, funding preferences, company operational status, and investor preferences [1]

Core Viewpoint - The company aims to enhance its industrial detection capabilities through self-research and mergers and acquisitions, focusing on various detection technologies to complement X-ray detection technology [1] Group 1 - The company plans to develop its capabilities in visual, acoustic, multispectral, and electrical performance detection technologies [1] - The strategy includes creating a synergistic relationship with X-ray detection technology to enrich the company's detection solutions [1] - The ultimate goal is to build a platform-based industrial detection capability [1]

Group 1 - The company, 日联科技, has confirmed its involvement in the production safety testing for leading domestic food companies [1] - The company's X-ray detection technology and products are widely used in the food foreign object detection sector [1] - Notable clients of the company include 海天味业, 中粮集团, 三只松鼠, 卫龙美味, and 涪陵榨菜 [1]

Group 1 - The core point of the article is that as of February 10, 2026, the number of shareholders for the company is 9,054 [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：随着珠海九源的收购，请问公司目前涉及的储能业务 包含哪些领域，是否有相应的营收收入？ 日联科技（688531.SH）2月12日在投资者互动平台表示，尊敬的投资者您好，面向储能领域，目前公 司可提供包括X射线检测设备以及电性能检测设备（如储能对拖测试系统、集中式或组串式储能 PCS），两种检测业务均已有收入形成，相关业务详情请参见公司后续披露定期报告。感谢您对公司的 关注，谢谢！ ...

Investment Rating - The report maintains a positive outlook on the machinery industry, indicating an "Overweight" rating, suggesting that the industry is expected to outperform the overall market [12]. Core Insights - The machinery industry is projected to experience steady performance with technological advancements driving value recovery. Key sectors such as space photovoltaics, machine tools, robotics, and laser technology are highlighted as areas of growth [3][6]. - The report forecasts significant revenue growth for 21 tracked machinery companies in Q4 2025, with notable performers including Zoomlion (183%), DingTai High-Tech (179%), and Wolong Electric Drive (82%) [3][4]. Summary by Sections Space Photovoltaics - The commercial space sector is entering a new phase characterized by large-scale deployment and capability upgrades, leading to increased demand for space photovoltaics. The upcoming decade is expected to see a super cycle in satellite manufacturing and launching, directly impacting the demand for satellite energy systems [3]. - Key equipment suppliers in this sector include Maiwei Co., Aotwei, and others, focusing on the transition from traditional energy solutions to advanced photovoltaic technologies [3]. Machine Tools & Cutting Tools - The machine tool sector is anticipated to shift towards high-end transformation and domestic substitution of core components. The production of metal cutting machine tools is expected to reach 868,300 units in 2025, a 9.7% increase year-on-year [3]. - The cutting tool market is also expected to benefit from rising prices of tungsten and increased domestic demand, with companies like DingTai High-Tech and Huari Precision being recommended for investment [3]. Robotics & Components - The human-shaped robot industry is progressing towards commercialization, with significant developments expected in 2025. Major players like Tesla and Huawei are entering the market, and various forms of robots are being tested in real-world applications [3]. - Companies such as Lide Harmony and Yujian Technology are highlighted as key players in this evolving market [3]. Laser Technology - General laser technology is experiencing rapid growth due to high power and new technology iterations, while specialized lasers are seeing increased demand from sectors like AI PCB drilling and photovoltaic battery production [6]. - Recommended companies in this field include Baichu Electronics and Dier Laser [6]. Engineering Machinery - The engineering machinery sector is expected to benefit from both domestic and international demand, with significant infrastructure projects and capital expenditures anticipated [6]. - Key companies to watch include Sany Heavy Industry and XCMG [6]. Forklifts - The forklift market is projected to grow, with total sales expected to reach 1.4518 million units in 2025, a 12.9% increase year-on-year. The trend towards automation and smart logistics is reshaping the industry [6]. - Recommended companies include Anhui Heli and Hangcha Group [6]. Rail Transit Equipment - The railway investment is expected to maintain high growth, with fixed asset investments projected to reach 901.5 billion yuan in 2025, a 6.0% increase year-on-year [6]. - Key players in this sector include CRRC Corporation and Siwei Control [6].

点击注册小程序 查看完整报告 特别申明： 报告摘要 工业X射线检测设备龙头企业 日联科技是国内领先的工业X射线智能检测设备及核心部件供应商，为国家级专精特新"小巨人"。2019– 2024年，公司收入CAGR约38%，归母净利润CAGR约77%。产品覆盖全球70+国家和地区，2025H1海外收 入占比首次超过10%。 行业：下游应用广泛，需求持续扩容 根据日联科技2025年半年报援引沙利文咨询数据，预计2025–2030年全球工业X射线检测设备市场规模 CAGR约9.9%，中国市场规模CAGR约10.3%；预计2030年该领域全球市场规模有望突破千亿元，中国市 场规模有望突破300亿元。 公司：丰富产品线，开展收并购 公司已构建"检测设备+AI软件+射线源"一体化产品线，已形成百余款标准化设备。集成电路与电子制造领 域，业务已覆盖头部PCB/PCBA客户，市占率位居国内前列。新能源电池方面，公司设备覆盖动力/储能/ 消费电池在线与离线检测，并在半固态、固态等新工艺场景实现应用。核心部件方面，公司实现射线源全 链条自主可控并规模化量产，25H1电子电路检测设备自研射线源应用比例达94.3%。外延并购方面，公司 ...