证券日报网讯2月13日，东华测试（300354）在互动平台回答投资者提问时表示，公司全资子公司江苏 东华分析仪器有限公司依托母公司在测试技术及应用领域的三十余年的技术积累，专注于电化学工作站 的研发、生产和电化学运用研究。产品广泛应用于电极材料/溶液/传感器的电分析研究、固态电解质研 究、材料的耐腐蚀评价、催化剂性能研究、燃料电池/电解槽膜电极性能研究、动力电池健康状态和寿 命评估、电池模组内电芯一致性筛选等。在超级电容领域有应用，目前单项收入占比不高，如有重大业 务合作信息，公司将积极履行信息披露义务。 ...

东华测试（300354.SZ）2月13日在投资者互动平台表示，公司结构力学性能研究与在线监测产品应用领 域广泛，产品有用于燃气轮机核心部件振动测试、强度测试等方面。目前单项收入占比不高，如有重大 业务合作信息，公司将积极履行信息披露义务。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：公司产品有用于燃气轮机吗？和国内燃气轮机厂商有 业务合作吗？ ...

（文章来源：每日经济新闻） 东华测试（300354.SZ）2月13日在投资者互动平台表示，公司基于FBG技术的多功能光纤光栅在线智能 监测系统处于小批量试制、局部市场推广阶段，可用于应变、温度、位移、压力等物理量的监测，主要 由光纤光栅智能解调仪、光纤光栅传感器以及传输光缆等组成，支持传感器串并联应用模式，可应用于 飞机、船舶、核工业、电力、土木工程、石油化工、海洋平台、煤矿等领域的在线监测。 每经AI快讯，有投资者在投资者互动平台提问：公司有生产制造光纤类产品设备和光纤传感器产品 吗？ ...

经济观察网 东华测试（300354）在近期的投资者互动中披露多项业务进展。公司正积极推进与南通振 康在旋转关节模组测试控制平台的合作。同时，公司为长光卫星提供卫星研制阶段的关键力学测试服 务，精准捕捉结构振动等参数，支撑卫星安全验证。在梦舟飞船零高度逃逸飞行试验中，公司采用双线 备份数据存储方式，确保了极端条件下试验数据的完整回收。此外，公司与尼得科的合作涉及传动系统 及关节模组的测试、验证与智能化控制。公司还于2月10日披露了2025年度向特定对象发行A股股票预 案，计划向不超过35名特定对象发行股票。 公司2025年1-9月财务数据显示，营业收入为3.85亿元，同比增长8.70%；归母净利润为1.01亿元，同比 增长2.23%。机构预测2025年全年净利润为1.66亿元，同比增长36.18%，营业收入预计达5.78亿元。分 红方面，公司上市后累计派现1.47亿元，近三年累计派现6657.88万元。 机构观点 机构对东华测试关注度一般，最新舆情偏中性。综合目标价为55.50元，较当前股价有21.44%的上涨空 间。盈利预测方面，30家机构预计2025年每股收益为1.20元，25家机构预测2026年每股收益为 ...

Core Viewpoint - Donghua Testing has played a crucial role in the successful execution of the Mengzhou spacecraft's zero-height escape flight test by providing essential support and ensuring data integrity under extreme conditions [2] Group 1 - The company utilized a dual-line backup data storage method to secure complete experimental data during the flight test [2] - This approach contributed significantly to the success of the experiment, highlighting the company's capabilities in critical aerospace testing [2]

东华测试（300354.SZ）2月11日在投资者互动平台表示，公司能够提供传动系统及关节模组的测试、验 证与智能化控制等。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：公司与尼得科的合作主要涉及哪些产品领域？ ...

Investment Rating - The report assigns an "Accumulate" rating for the robotics industry [4]. Core Insights - The report highlights the deepening strategies of overseas giants, with OpenAI entering the robotics field and the acceleration of embodied intelligence in Europe. In China, new products and operational scenarios are flourishing, with breakthroughs in both production scale and data elements. The investment and financing market is robust, leading to an expansion of the robotics supply chain and production capacity [2][3]. Summary by Sections Industry News and Company Dynamics - Optimus is already operational in factories and is expected to begin consumer sales by the end of 2027. CEO Elon Musk confirmed this timeline at the World Economic Forum in Davos, stating that several units are currently performing simple tasks and will be ready for more complex operations soon [6][7]. - Yushutech announced that it exceeded 5,500 units in actual sales of humanoid robots for 2025, with over 6,500 units produced. The company clarified that this figure refers to actual sales delivered to end customers [7]. - Shanghai Jiao Tong University and Jieke Robotics have established a joint research center focused on general intelligent robots, aiming for breakthroughs in core technologies and industrial applications [7]. Investment and Financing Dynamics - The financing demand in the robotics sector is increasing, with Skild AI raising approximately $1.4 billion in funding led by SoftBank and NVIDIA, focusing on developing a general robotic "brain" [9]. - Zhejiang Human Robot Innovation Center completed a Pre-A round financing of 450 million yuan, with a strong lineup of investors, aimed at advancing core technologies and scaling production [9]. - Huari Technology plans to go public in Hong Kong, focusing on machine vision and autonomous mobile robots [9]. Investment Recommendations - The report recommends focusing on both complete robotics manufacturers and core component suppliers. Key recommendations include: 1. Actuators and motors: Recommended companies include Zhaowei Electromechanical, with related companies being Mingzhi Electric and Jiechang Drive. 2. Reducers: Related companies include Ruidi Zhichu and Haoneng Co. 3. Screw components: Recommended company is Hengli Hydraulic, with related companies being Zhejiang Rongtai and Best. 4. Screw equipment: Recommended company is Qin Chuan Machine Tool, with related companies being Rifa Precision and Huachen Equipment. 5. Bearings: Recommended company is Longxi Co. 6. Sensors: Recommended companies include Donghua Testing and Anpeilong, with related companies being Lingyun Co. 7. Complete machines: Related companies include Ubtech and Yijiahe [10][12].

Core Viewpoint - Donghua Testing (300354) has developed a digital twin system platform based on fault prediction and health management, leveraging over 30 years of industry experience and continuous technological innovation [1] Group 1: Technology and Innovation - The company utilizes real-time sensor data collection combined with operational parameters from PLC, DCS, and SCADA systems to gather comprehensive features reflecting equipment health status [1] - By employing edge computing and AI models, the company constructs a high-fidelity, full-parameter intelligent digital twin system [1] Group 2: Operational Benefits - The digital twin system enables remote real-time visualization and intelligent analysis of equipment operating status [1] - It supports predictive health management and intelligent operation and maintenance, effectively extending equipment lifespan and reducing unplanned downtime [1] - The system aims to implement a proactive approach to prevent issues before they arise, contributing to safe production and the digital transformation of enterprises [1]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on mining equipment, AI devices, and consumables [1]. Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with significant capital expenditure anticipated in mining due to rising prices of non-ferrous metals [6][8]. - The AI sector is experiencing rapid growth, leading to increased demand for high-performance servers, GPUs, and advanced PCBs, which are critical for AI applications [6][20]. - The report highlights key companies in various segments, including industrial control, robotics, machine tools, and testing industries, suggesting a broad range of investment opportunities [6][8]. Summary by Sections Industry Overview - The mechanical industry comprises 636 listed companies with a total market capitalization of approximately 70,956.73 billion yuan and a circulating market value of about 58,998.75 billion yuan [3]. Company Profit Forecasts and Valuations - Several companies are highlighted with strong profit forecasts and investment ratings, including: - Huichuan Technology (300124.SZ): EPS forecasted at 2.11 yuan for 2025, with a strong buy rating [2]. - Falan Technology (603966.SH): EPS forecasted at 0.60 yuan for 2025, with a strong buy rating [2]. - Xinjie Electric (603416.SH): EPS forecasted at 1.83 yuan for 2025, with a strong buy rating [2]. - Other notable mentions include companies like Anhui Heli (600761.SH) and Sany Heavy Industry (600031.SH), both receiving strong buy ratings [2]. Market Performance - The mechanical sector has shown a positive performance with a 1.4% increase in the index, while the overall market performance varied across different indices [10][13]. - The 3C equipment segment experienced the highest growth at 14.4%, indicating strong demand in this area [11]. Investment Recommendations - The report suggests focusing on companies that are well-positioned to benefit from the AI wave, such as: - Dingtai High-Tech and Zhongtung High-Tech in the consumables sector [20][21]. - Dazhu CNC and Xinqi Micro-Assembly in the equipment sector [20]. - The report emphasizes the importance of high-end equipment and consumables in the PCB market, projecting significant growth in this area [20][21]. Key Data Tracking - The report includes macroeconomic indicators and industry-specific data, such as the manufacturing PMI and fixed asset investment growth rates, which are crucial for understanding the industry's health [32][36].

（编辑 丛可心） 证券日报网讯 1月14日，东华测试发布公告称，公司全资子公司江苏东华分析仪器有限公司、江苏东华 校准检测有限公司通过全国高新技术企业认定管理工作领导小组办公室备案，被认定为高新技术企业， 预计自2025年12月19日起连续三年享受15%企业所得税优惠税率。 ...