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工業母機板塊持續活躍 華東數控(002248.SZ)六連板
格隆匯8月27日丨工業母機板塊持續活躍,華東數控6連板,華中數控漲超6%,國盛智科、浙海德曼漲超5%,宇環數控、昊志機電、日發精機等跟漲。8月19日,國資委召開會議,從政策層面要求把科技創新擺在更加突出的位置,推動中央企業主動融入國家基礎研究、應用基礎研究創新體系,針對工業母機、高端芯片、新材料、新能源汽車等加強關鍵核心技術攻關,努力打造原創技術“策源地”。太平洋證券指出,工業母機是製造機牀的機牀,此次會議將工業母機位列首位,具有重大意義。根據國家統計局數據,我國數控率從2013年的28.38%提升至2020年的43%,儘管我國機牀數控率提升明顯,但相較國外發達國家,我國數控率仍處於較低水平,未來仍有廣闊的提升空間。

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