近7个交易日(2026年02月07日至02月13日)，沈阳机床股价呈现震荡下行趋势。截至02月13日收盘，股 价报7.36元，较02月06日收盘价7.43元累计下跌0.94%，区间振幅达2.83%。资金面显示，02月13日主力 资金净流出2387.66万元，散户资金呈净流入状态。技术指标方面，股价当前处于20日布林带下轨附近 (支撑位7.11元)，MACD柱状图维持负值，短期动能偏弱。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近期，辽宁省高位推进制造业"智改数转"(智能化改造和数字化转型)工作，以高质量转型为 核心引擎，推动制造业向高端化、智能化、绿色化全面跃升。这一政策于2026年2月9日由辽宁日报报 道，可能对沈阳机床（000410）等本地工业企业产生积极影响，因公司正聚焦高端数控机床业务与智能 化升级方向。 股票近期走势 ...

Core Viewpoint - The China General Technology Group is accelerating its strategic layout in the East China region, focusing on high-end CNC machine tools, to enhance the national industrial supply chain's autonomy and stability [1] Group 1: Strategic Layout and Implementation - The East China strategy is a key implementation of the company's 14th Five-Year Plan, aiming to integrate deeply into the Yangtze River Delta's development strategy and leverage the region's strong manufacturing base and market demand [2] - The East China region is identified as a vital area for strategic emerging industries such as new energy vehicles and aerospace, which aligns with the company's goal to optimize its national layout [2][7] - The company has made substantial progress in its East China layout, including the establishment of an innovation platform and investment in a CNC machine innovation center [2] Group 2: Manufacturing and Ecosystem Development - The company plans to complete the acquisition of Nanjing Second Machine Tool Works by 2025, aiming to transform it into a leading enterprise in high-end gear processing equipment [3] - A new composite materials equipment company will be established, focusing on high-end composite materials for aerospace and new energy sectors, with plans for a comprehensive industrial park in Nanjing [4] Group 3: Role and Growth of the National Team - As a key player in the machine tool industry, the company has invested over 20 billion yuan since 2018 to build a complete industrial system, integrating several core enterprises [5] - The company has achieved significant growth in its machine tool segment, with revenue increasing by over 28% and profits growing more than sixfold during the 14th Five-Year period [6] Group 4: Strategic Considerations - The East China strategy reflects the company's response to national regional development strategies and aims to enhance collaboration within the Yangtze River Delta's advanced manufacturing cluster [7] - The strategy is also a response to market demands, positioning the company closer to high-end manufacturing enterprises in the region, thus shortening the cycle from R&D to market application [7] - The company aims to create a differentiated national layout that enhances operational efficiency and market responsiveness, with East China serving as a core hub [8]

Group 1 - AVIC Chengfei is a core subsidiary of China Aviation Industry Group, specializing in the research and development of military fighter jets and trainer aircraft, holding a leading position in the aviation equipment manufacturing sector [1] - The company has successfully provided key structural components for various domestic commercial rocket enterprises and has participated in multiple commercial space launch missions, gaining high industry recognition for its technical reliability and product stability [1] - With the accelerated development of commercial aerospace, the company is expected to benefit from the increasing demand for aerospace structural components and special materials, expanding its market share significantly [1] Group 2 - AVIC Xifei is a major manufacturer of military transport aircraft, bombers, and early warning aircraft, possessing top-tier technical strength in the aviation equipment manufacturing field [2] - The company has actively expanded its commercial aerospace business by providing core products such as structural components and lightweight parts for commercial rockets, meeting the industry's demand for high reliability [2] - As the frequency of commercial space launches continues to rise, the company aims to deepen its innovation in aerospace technology and solidify its position as a core supplier in the commercial aerospace structural component sector [2] Group 3 - Xiamen Xiangyu is a leading bulk commodity supply chain service provider, leveraging its unique location in the Xiamen Free Trade Zone to build a global logistics, trade, and financial service network [3] - The company has successfully provided fuel transportation and supply chain support services for multiple domestic commercial rocket launch missions, gaining wide recognition from industry clients [3] - With the acceleration of global commercial aerospace layout, the demand for cross-border transportation and supply chain services for aerospace materials is expected to grow significantly [3] Group 4 - Hisense Visual is a domestic leader in display technology, with a comprehensive industrial layout from panel manufacturing to terminal products, holding international leadership in high-resolution display and laser display technologies [4] - The company has provided customized display components for domestic commercial satellite projects, meeting stringent aerospace-grade requirements and gaining high recognition from aerospace enterprises [4] - As the construction of low-orbit satellite constellations accelerates, the demand for spaceborne optical equipment is expected to grow significantly, positioning the company to benefit from this trend [4] Group 5 - Far East Holdings is a leading enterprise in the cable and superconducting materials sector, with strong technical capabilities and a comprehensive industrial chain [5] - The company has successfully provided core cable products for multiple domestic commercial rocket launch missions, gaining wide recognition for its technical performance and product quality [5] - As commercial aerospace equipment evolves towards intelligence, lightweight, and high power, the demand for high-performance cables and superconducting materials is expected to continue to grow [5] Group 6 - AVIC Heavy Machinery is a core supplier in the aerospace forging sector, possessing advanced forging technology and a complete processing system [6] - The company has provided key forged products for various commercial rocket enterprises, participating in multiple key commercial aerospace launch projects [6] - With the increasing frequency of commercial rocket launches, the demand for high-end alloy forgings is expected to continue to rise, allowing the company to expand its production capacity in this area [6] Group 7 - Taiyuan Iron and Steel is a leading enterprise in the stainless steel industry, with global-leading production technology and a large capacity scale [7] - The company has provided core stainless steel materials for multiple domestic commercial aerospace projects, meeting aerospace-grade standards and gaining recognition from aerospace enterprises [7] - As the demand for high-end stainless steel and special alloy materials continues to grow, the company plans to deepen its research and development in aerospace-specific materials [7] Group 8 - Jiugang Hongxing is a leading enterprise in the steel industry in Northwest China, with a complete steel production industrial chain [8] - The company has provided customized steel products for several commercial aerospace projects, gaining industry recognition for its technical performance [8] - With the scale development of commercial aerospace equipment, the demand for high-strength steel is expected to continue to grow, prompting the company to optimize its production processes [8] Group 9 - Wind Power Equipment and Aerospace Supporting Equipment is a key enterprise in the field, with strong technical capabilities and a comprehensive production system [9] - The company has provided structural components for commercial rockets and precision processing parts for aerospace ground equipment, gaining industry recognition [9] - As the frequency of commercial rocket launches increases, the demand for precision structural components is expected to continue to grow [9] Group 10 - Yiyang Technology is a leading enterprise in the field of high-end castings and forgings, with a complete production system [10] - The company has provided engine castings for domestic commercial rocket enterprises, participating in the supply of satellite thrusters [10] - With the development of commercial rockets towards high thrust and reusability, the demand for high-temperature alloy castings is expected to continue to grow [10]

Group 1 - The core viewpoint of the articles highlights the growth in China's metal forming machine tool production, with a projected output of 17,000 units in December 2025, reflecting a year-on-year increase of 6.3% [1] - Cumulative production for the entire year of 2025 is expected to reach 179,000 units, marking a total growth of 7.2% [1] - The report by Zhiyan Consulting provides insights into the investment prospects and market research for the smart machine tool industry in China from 2026 to 2032 [1] Group 2 - The data source for the production statistics is the National Bureau of Statistics, with additional analysis provided by Zhiyan Consulting [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [2]

报告期内，沈阳机床成功实施重大资产重组，中捷厂、中捷航空航天及天津天锻三家企业于2025年6月 30日正式并入上市公司体系。根据会计准则，这三家公司合并日前的当期净损益被计入非经常性损益。 这一重大整合，短期内影响了公司合并报表的净利润表现，但长期看则是公司构建"数控加工+压力成 形"完整解决方案能力的关键一步，为未来持续盈利奠定了坚实的产业基础。 总体看，2025年是"十四五"规划收官之年，也是沈阳机床深化战略布局、夯实发展基础的关键一年。通 过成功整合天津天锻、中捷航空航天等优质资产，沈阳机床产品体系得以优化，综合服务能力实现跨 越，为面向更广阔的高端装备市场提供完整解决方案。 相关市场人士表示，沈阳机床采取一系列扎实有效的措施，根本目的在于实现竞争实力与盈利能力持续 跃升。当前的阶段性财务表现，是公司主动推进战略性重组、夯实长远发展基础过程中结构优化与动能 转换的客观反映。从2025年上半年经营业绩创出历史新高到全年持续推进结构调整与内部改革，沈阳机 床的发展展现出了公司在高端装备领域稳中求进的战略韧性。 值得关注的是，面对外部环境挑战，沈阳机床并未收缩战线，而是通过战略聚焦与内生动力培育，着力 构建穿 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会成员保证公告内容的真实、准确、完整，没有虚假记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 2025年1月1日-2025年12月31日 （二）业绩预告情况 预计归属于上市公司股东的净利润为负值 ■ 注1：报告期内，中捷厂100%股权、中捷航空航天100%股权及天津天锻78.45%股权已过户至公司并完 成了工商变更登记，三家标的公司于2025年6月30日纳入公司合并报表范围，根据《企业会计准则》的 相关规定，公司按照同一控制下企业合并原则对上年同期数进行了追溯调整。 注2：根据《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益（2023年修订）》，同一 控制下企业合并产生的子公司期初至合并日的当期净损益，作为非经常性损益列报。 注3：根据《公开发行证券的公司信息披露编报规则第9号一一净资产收益率和每股收益的计算及披露》 （2010年修订）》，报告期内发生同一控制下企业合并，合并方在合并日发行新股份并作为对价的，计 算报告期末的基本每股收益时，应把该股份视同在合并期初即已发行在外的普通股处理（按权重为1进 行加权平 ...

格隆汇1月30日丨沈阳机床(000410.SZ)公布，预计2025年亏损750万元–1,500万元，扣非亏损9,000万元– 13,000万元。本报告期内市场整体延续激烈竞争态势，叠加2025年度公司政府补助金额大幅减少，导致 本报告期公司归母净利润为负值。但本报告期公司扣除非经常性损益后的净利润亏损幅度收窄，主营业 务发展态势向好。报告期内，公司持续严控费用，加强经营管理，积极拓展市场，提升市场份额。公司 将深入推进高端化、智能化、绿色化转型，切实扛牢服务国家战略的使命责任。聚焦主责主业，把做强 做优高端数控机床产品作为根本任务，系统推进产品升级、整合与聚焦，推动企业整体竞争力迈上新台 阶。 ...

南财智讯1月30日电，沈阳机床发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏 损750.00万元—1500.00万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损 9000.00万元—13000.00万元。本报告期内市场整体延续激烈竞争态势，叠加2025年度公司政府补助金额 大幅减少，导致本报告期公司归母净利润为负值。但本报告期公司扣除非经常性损益后的净利润亏损幅 度收窄，主营业务发展态势向好。报告期内，公司持续严控费用，加强经营管理，积极拓展市场，提升 市场份额。公司将深入推进高端化、智能化、绿色化转型，切实扛牢服务国家战略的使命责任。聚焦主 责主业，把做强做优高端数控机床产品作为根本任务，系统推进产品升级、整合与聚焦，推动企业整体 竞争力迈上新台阶。2025年公司实施发行股份购买资产并募集配套资金重大资产重组项目，三家标的公 司于2025年6月30日正式纳入公司合并报表范围。上述三家公司2025年上半年损益情况在非经常性损益 项目"同一控制下企业合并产生的子公司期初至合并日的当期净损益"下列报，导致公司扣除非经常性损 益后的净利润与归属于上市公司股东的净利润差异 ...

沈阳机床公告，预计2025年度归属于上市公司股东的净利润亏损750万元–1500万元，上年同期为盈利 8054.16万元。本报告期内市场整体延续激烈竞争态势，叠加2025年度公司政府补助金额大幅减少，导 致本报告期公司归母净利润为负值。但本报告期公司扣除非经常性损益后的净利润亏损幅度收窄，主营 业务发展态势向好。 ...

股票代码：000410 股票简称：沈阳机床 公告编号：2026-01 沈阳机床股份有限公司 2025 年度业绩预告 本公司及董事会成员保证公告内容的真实、准确、完整，没有虚假记载、误 导性陈述或者重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日-2025 年 12 月 31 日 注 1：报告期内，中捷厂 100%股权、中捷航空航天 100% 股权及天津天锻 78.45%股权已过户至公司并完成了工商变 更登记，三家标的公司于 2025 年 6 月 30 日纳入公司合并报 表范围，根据《企业会计准则》的相关规定，公司按照同一 1 控制下企业合并原则对上年同期数进行了追溯调整。 注 2：根据《公开发行证券的公司信息披露解释性公告 第 1 号——非经常性损益（2023 年修订）》，同一控制下企 业合并产生的子公司期初至合并日的当期净损益，作为非经 常性损益列报。 注 3：根据《公开发行证券的公司信息披露编报规则第 9 号——净资产收益率和每股收益的计算及披露》（2010 年 修订）》，报告期内发生同一控制下企业合并，合并方在合 并日发行新股份并作为对价的，计算报告期末的基本每股收 益 ...