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工業母機概念板塊走強 高端數控機牀產銷兩旺
格隆匯10月18日丨工業母機概念板塊走強,創世紀漲超13%,華明裝備漲停,日發精機漲超5%,宇晶股份漲近5%,天潤工業、華東數控、西儀股份、海天精工等跟漲。據悉,科德數控、匯川技術、國盛智科、歐科億等8只工業母機概念股今年均獲超百家機構調研。受益於製造業需求拉動,工業母機企業也出現訂單爆滿、一機難求的景象。從去年下半年至今,我國製造業復甦明顯,再加上海外疫情倒逼製造業迴流中國,直接拉動了機牀的需求。從數據來看,高端數控機牀市場上半年產銷兩旺。據中國機牀工具工業協會統計,1-6月,協會重點聯繫企業中金屬切削機牀新增訂單同比增長41%;在手訂單增長20.6%;產量增長30.7%;營收增長50.7%;利潤總額15.5億元(去年同期為虧損2.1億元)。

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