工業母機板塊延續強勢 華東數控等多股漲停
格隆匯8月24日丨工業母機板塊延續強勢,華東數控、宇環數控等多股繼續漲停,華中數控大漲近14%,國盛智科、浙海德曼、日發精機、上機數控等跟漲。國資委黨委日前召開擴大會議強調,針對工業母機等加強關鍵核心技術攻關,努力打造原創技術“策源地”,肩負起產業鏈“鏈主”責任,開展補鏈強鏈專項行動,加強上下游產業協同,積極帶動中小微企業發展。中郵證券表示,工業母機(機牀)是製造業的基石,政策支持疊加需求釋放,機牀行業步入長景氣週期。當前國內機牀廠商市佔率普遍較低,行業格局分散。隨着國有機牀企業的退出以及下游產業升級,具備技術優勢與品牌效應的細分龍頭將最大程度受益。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.