机械行业周报：石油炼化需求向好，重视海外设备需求
未经许可，禁止转载机械2025年06月08日推荐 （维持）证券分析师：范益民电话：021-20572562邮箱：fanyimin@hcyjs.com执业编号：S0360523020001证券分析师：丁祎邮箱：dingyi@hcyjs.com执业编号：S0360523030001证券分析师：胡明柱邮箱：humingzhu@hcyjs.com执业编号：S0360523080009证券分析师：陈宏洋邮箱：chenhongyang@hcyjs.com执业编号：S0360524100002行业基本数据股票家数(只)633总市值(亿元)50,294.66流通市值(亿元)41,148.31相对指数表现1M6M-0.0%-1.0%-1.8%1.5%相关研究报告《机械行业周报（20250526-20250601）：5月制造业PMI回升，工程机械资金面加速好转》《机械行业周报（20250512-20250518）：关注机器人三大方向，重视华为产业链机会》《工程机械行业点评报告：4月挖机出口表现亮眼，看好海外需求加速复苏》24/0824/1125/0125/032024-06-11~2025-06-06机械沪深300华创证券研究所 EPS（元）简称2026E2027E汇川技术2.553.01法兰泰克0.841.04信捷电气2.302.78欧科亿1.021.25兰剑智能2.53杭氧股份1.361.60伟创电气1.892.26英诺激光0.480.64安徽合力1.842.09苏试试验0.750.91柯力传感1.491.79华锐精密3.204.13三一重工1.281.60精测电子1.241.74 PE（倍）PB（倍）2025E2026E 2027E2025E30.2725.1721.295.2514.7211.539.352.0031.0524.7720.463.5925.3217.5114.321.0414.8011.602.1317.5514.1311.961.9330.9024.6220.554.2691.8557.8843.114.1610.179.017.931.3623.8319.3615.922.8348.6942.2035.106.0228.5821.5416.682.9818.0314.4811.522.0580.3148.5134.544.54 评级强推强推强推强推强推强推强推推荐强推强推强推强推强推强推 %绝对表现相对表现-13%2%17%32%24/06 占比%0.085.025.1712M21.8%14.0%2025-06-022025-05-182025-05-1225/06 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210号目录一、行情回顾...........................................................................................................................5（一）板块行情回顾.......................................................................................................5（二）个股行情回顾.......................................................................................................5二、行业与公司投资观点.......................................................................................................7行业及公司研究报告.........................................................................................................71、博众精工（688097）深度研究报告：3C自动化设备领先企业，积极拓展新兴领域.....................................................................................................................................72、思看科技（688583）深度研究报告：从平面到立体，商业级蓝海启航，工业级技术筑基.............................................................................................................................7三、重点数据跟踪...................................................................................................................9（一）宏观数据...............................................................................................................9（二）中观数据.............................................................................................................10四、风险提示.........................................................................................................................14 3 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210号图表目录图表1主要指数当周日涨跌幅.............................................................................................5图表2机械行业细分板块当周累计涨跌幅.........................................................................5图表3全行业当周涨跌幅.....................................................................................................5图表4涨幅前五.....................................................................................................................6图表5涨幅后五.....................................................................................................................6图表6制造业PMI指数（%）.............................................................................................9图表7固定资产投资完成额累计同比增速（%）..............................................................9图表8全部工业品PPI当月同比（%）..............................................................................9图表9工业企业产成品存货同比（%）..............................................................................9图表10我国挖掘机月度销量（台）.................................................................................10图表11我国挖掘机月销量同比变化.................................................................................10图表12我国叉车销量（台）.............................................................................................10图表13我国工业企业产成品存货及利润同比（%）......................................................10图表14中国小松开机小时数（时）.................................................................................10图表15我国挖掘机当月开工小时数（时）.....................................................................10图表16我国工业机器人月产量（台，%）......................................................................11图表17 OPEC原油产量（千桶/日）及同比变化.............................................................11图表18美国活跃钻机数（部）.........................................................................................11图表19我国新能源汽车销量（万辆）及同比变化.........................................................11图表20我国动力电池装机量及同比变化.........................................................................12图表21我国金属切削机床产量（万台）及同比变化.....................................................12图表22我国金属成形机床产量（万台）及同比变化.....................................................12图表23日本出口中国大陆机床金额.................................................................................13图表24我国铁路客运量累计值（亿人）.........................................................................13图表25我国铁路客运量当月值（亿人）........................................
