The domestic machine tool industry continues to show high prosperity, with many listed companies in the industry, including , Kede CNC , and other high interim results.
A shares high-end equipment index set a new high in 5 and a half years
In the early trading on August 13, the high-end equipment index once rose by more than 1.2%, setting a new high in 5 and a half years. The reason why
high-end equipment index is favored by funds is not unrelated to policy support.
High-end equipment manufacturing industry is a high-end link in the manufacturing industry. It has outstanding characteristics such as intensive technology, high added value, large growth space, and strong driving role. It is an important symbol of measuring a country's manufacturing development level and overall economic comprehensive competitiveness. Some areas even assume the mission of "alternative import".
High-end equipment manufacturing industry is one of the major industrial directions supported by Science and Technology Innovation Board . Since the beginning of this year, 20 high-end equipment companies such as Kide CNC , Daily Microelectronics and Huayi Technology have been listed on the Science and Technology Innovation Board. For example, Kide CNC has completed independent research and development of core components such as high-end CNC system products, and has initially started import substitution. According to the company's announcement, from 2018 to 2020, the company's five-axis linkage CNC machine tool sold 266 units, making it a leading domestic company.
policy tilts the high-end equipment industry, and A-share institutional funds are also increasing their holdings of high-end equipment with real money. Judging from the interim reports of listed companies that have been disclosed, many private equity firms with 10 billion yuan have increased their holdings in high-end manufacturing sectors.
high-end CNC machine tool market production and sales in the first half of the year
From the perspective of the high-end equipment manufacturing segment industry, high-end NC machine tool market production and sales in the first half of the year . Promoting the innovative development of the high-end CNC machine tool industry has become one of the important tasks during the "14th Five-Year Plan" period, and the national level has always paid enough attention. It is understood that in the first half of the year, the domestic machine tool industry continued the recovery growth trend since the second half of last year, with all major economic indicators achieving significant growth, and quality and efficiency have improved significantly. According to statistics from China Machine Tools Industry Association , from January to June, the association's key contact companies, the new orders for metal cutting machine tools increased by 41% year-on-year; orders in hand increased by 20.6%; output increased by 30.7%; revenue increased by 50.7%; total profit was 1.55 billion yuan (a loss of 210 million yuan in the same period last year).
Dongwu Securities said that in June, the production of metal cutting machine tools was 60,000 units, a year-on-year increase of 29.5%; from January to May, new orders for metal processing machine tools increased by 52.9% year-on-year, and orders in hand increased by 33.7% year-on-year. The orders of major machine tool factories have been scheduled to the fourth quarter or the first quarter of next year. Driven by the positive and updated demand in the manufacturing industry, it is expected that the machine tool industry will continue to be prosperous in the second half of the year.
Machine tool tool with high performance and institutions bullish. stocks list
Since 2021, the A-share machine tool index has been on the decline since September last year, and the trend has risen slowly. From February 18th to the present, the machine tool index has emerged from the "slow bull climbing" market, with a cumulative increase of 46.69%, and the industry continues to show a high prosperity.
Securities Times·Data Bao sorted out the recent performance of the machine tool index component . In the industry, small-cap listed companies account for the vast majority, and the latest stocks with a total market value of over 10 billion are only platinum and Haitian Seiko . Judging from the market performance, there are only two stocks whose share price has doubled since the beginning of the year. Haitian Seiko is one of them, and the other is new stock Code CNC, which was listed in July.
Haitian Seiko is the leading domestic CNC machine tool. The company's performance in the first half of the year exceeded market expectations, and its net profit exceeded the full-year level of last year.
Comprehensive interim results and upward space, the net profit attributable to shareholders doubled year-on-year and institutions unanimously believe that the price has "still spare energy", namely Qinchuan Machine Tool and Kede CNC . The two listed companies have also received rating recommendations from two and three institutions respectively.
, Kede CNC , which was listed in July, is expected to achieve a net profit of more than 2 times year-on-year in the first half of the year. The company is one of the few domestic companies that have fully mastered high-end CNC core technologies and provided high-end equipment. It not only effectively ensures "safety, independent and controllable", but also reduces the cost pressure caused by importing or purchasing core components. The company was selected into the list of specialized and new small giant enterprises of the Ministry of Industry and Information Technology. The 31st Institute of Aerospace Science and Technology has adopted 6 categories of 22 five-axis CNC machine tools independently developed by Kede CNC (the domestic production rate reaches more than 85%), and established the industry's first engine heavy parts production line mainly based on domestic high-end equipment, realizing the automated production of engine heavy parts.
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