机械行业周报：物料搬运装备转型升级，看好技术赋能快速落地

未经许可，禁止转载机械2025年06月15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)49,877.13流通市值(亿元)40,804.83相对指数表现1M6M-3.4%-1.1%-2.5%0.7%相关研究报告《工程机械行业点评报告：5月挖机内销增速转负，基数扰动不改全年行业复苏态势判断》《机械行业周报（20250602-20250608）：石油炼化需求向好，重视海外设备需求》《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》24/0824/1125/0125/042024-06-17~2025-06-13机械沪深300华创证券研究所 落地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 PE（倍）PB（倍）2025E2026E2027E2025E评级30.1225.0421.185.23强推13.7810.808.761.88强推29.1623.2719.223.37强推24.8917.2114.081.02强推14.2311.162.05强推17.7014.2612.061.94强推30.6424.4220.394.23强推 %绝对表现相对表现-13%2%17%32%24/06 占比%0.084.955.1412M18.2%8.7%2025-06-112025-06-082025-06-0225/06 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）.........................................................................13图表26我国铁路货运量累计值（亿吨）.........................................................................13图表27我国铁路货运量当月值（亿吨）.........................................................................13 4 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号一