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2014年半年報披露臨近收官,機構(gòu)對上市公司的調(diào)研熱情日益高漲。上證報記者從深交所互動易平臺獲悉,僅25日一天就有約41家上市公司披露機構(gòu)調(diào)研報告,與此前一周的調(diào)研數(shù)量相當,可見機構(gòu)調(diào)研積極性之高。值得關(guān)注的是,延續(xù)機構(gòu)對傳統(tǒng)制造業(yè)的高青睞度,近期機械制造業(yè)上市公司的“智能化”轉(zhuǎn)型升級動向成為機構(gòu)關(guān)注的焦點。
機構(gòu)關(guān)注機械制造公司轉(zhuǎn)型
在一次調(diào)研報告中,回轉(zhuǎn)支承方圓支承(002147)暢談了轉(zhuǎn)型升級的發(fā)展規(guī)劃。方圓支承認為,目前,工程機械行業(yè)處在一種休整階段,是前期高速發(fā)展后的一個調(diào)整期,經(jīng)過這么多年的積累和提升,工程機械行業(yè)還是有較大空間的;同時,海外市場也具備更大的發(fā)展?jié)撃堋9径ㄎ幻鞔_,繼續(xù)做強做實主業(yè)。“希望通過夯實管理基礎(chǔ),提升內(nèi)部控制,向智能、及新興市場領(lǐng)域拓展,并通過資本市場進一步發(fā)展壯大,努力實現(xiàn)公司的轉(zhuǎn)型升級。”
據(jù)了解,方圓支承可以為大型機械手、工程機器人(300024)等產(chǎn)品做配套服務(wù),為重載荷、靈活性要求較高的機器人配套回轉(zhuǎn)機構(gòu)。公司進一步透露:“將積極支持參股的驚天智控公司進一步拓展機器人產(chǎn)業(yè)鏈,有效借助政府相關(guān)的產(chǎn)業(yè)政策,我們相信機器人產(chǎn)品未來有較大的市場潛能和發(fā)展空間。”同時,公司透露將根據(jù)自身發(fā)展需求考慮是否繼續(xù)增持驚天智控。
方圓支承半年報顯示,上半年公司依托產(chǎn)品技術(shù)、品牌質(zhì)量和差異化客戶服務(wù)的市場競爭模式,實現(xiàn)營業(yè)收入2億元,同比上升9.34%;歸屬于上市公司股東的凈利潤386.21萬元,同比上升246.38%。
同屬通用設(shè)備制造業(yè)的亞威股份(002559,股吧)的半年報也透露,將加速公司數(shù)控機床轉(zhuǎn)型智能化引入工業(yè)機器人技術(shù)步伐,實現(xiàn)公司產(chǎn)品鏈向、智能、自動化方向跨越式發(fā)展,助推公司主營業(yè)務(wù)轉(zhuǎn)型升級節(jié)奏加快。
Sym-Tek Temperature Chamber P2012
Voltage Regulator & Lamp Control Module 095-0508 New
Midmark Ritter 391 ENT Otolaryngology Dental Chair
Agilent U2000A 10MHz - 18GHz USB Average Power Sensor
Applied Materials Plate, Gas Distribution, TXZ 300mm CVD 0040-08492
Cutler-Hammer RC04603 Electrical Bucket w/ HFD3040 & HFD3080L Circuit Breaker
Precision Scientific 6M Convection Incubator 31487
Square D PowerLogic Series 3000 Circuit Monitor CM3250
Weg 060180P3E364T Three-Phase NEMA Premium Efficiency Motor New
Weg IPE60-364T Industrial Three-Phase NEMA Premium Efficiency Motor New
BOC Edwards TIM number U20000617 Novellus Process
RadiSys Multibus II SBC386/258 SBC386258SM w/ MORE +
Wells Manufacturing 3 Pan Cold Food Well RCP-300, 22089
Pulmonetic Systems LTM Ventilator Graphics Monitor
Square D ATV66D33N4 Altivar 66 Speed Drive Controller
Omron NT631C-ST151B-E?V2 Operator Interface Display 10.4
emecanique LC1F1154 Contactor 600VAC 200AMP
Finnigan Mat 70001-60209 Rev B Mass Spectrometer RF Generator Assembly
BBF Custom Medical Polypropylene Clean Room Utility Lab Cart 39-1/2 x 32 x 29
Vacuum Generators Stainless Steel Chamber Housing Semiconductor vacuum system
Applied Materials Plate 0021-40239 Rev 002 90ta-10w, 3-2.5/Ti6-4
ASML 4022.470.5367 WH SHB SVG
Automation Technologies Industries 7500 Production Type Conveyor Belt Controls
MKS Type 652 Exhaust Throttle Valve Controller 652B
Parker Ultra High Purity Regulator UHP0608D1M8M810?ASK 1” Male Rotatable VCR Port
Tokyo Electron 3160 Shield
Sencore CM2125 Computer Monitor Sync Generator Analyzer
UDT Inst. S380 Dual-Channel Optometer
Yamada DP-20F High Purity PTFE Diaphragm Pump
Cutler-Hammer SPX71758 Electrical Bucket with 2 HFD3020 Circuit Breaker
McPherson 630 VUV Hollow Cathode Light Source
Fujitsu ScanSnap fi-6010N iScanner Color Duplex Network Scanner
Barnstead D8991 NANOpure Infinity Deionization System
Fujitsu FC9607HMA1 High-Speed Multiplexer FLM 2400 ADM
Cutler-Hammer PX88000-P-25B Electrical Bucket w/ HFD3030 & HFD3040L Breaker
Cutler-Hammer LAQ53047 Electrical Bucket with 2 HFD3060 Circuit Breaker
V.G. Scienta Masstorr DX Quadrupole Mass Spectrometer Analyzer 414 L14
B-M-A BMA Inc. TC-2 Small CO2 Temperature Chamber Oven
Alca Comptech Vari-Q 16” Throttling Valve VQ-10-ASA
Applied Materials Middle Shield 0021-16782 007 SIP CU 12.46 LG 300MM Copper Only
Applied Materials Middle Shield 0021-16782 REV 007, SIP CU 12.46 LG 300MM
Novellus Gen 3 Pedestal Shield PVD300, 17-291211-00 Wafer Processing
Hospital Systems Cogent Semi-Private Patient Training Headwall New
Flodyne Controls Solenoid Valve NC 2A1506S
Allen-Bradley AB 2706-E43J64B1 DataLiner DL40 PLC Operator Interface
GE F30 Feeder Management Relay F30D00HCHF8AH6B General Electric
Omron C200HW-NC413 NC 4-Axis Position Control Unit Module
Anti Vibration Table 29.5 x 60.5 x 37.25 with Steel Top, w/ Pneumatic leveling
Lenze MDXMA2M 080-32 / GST04-1MVBR-080?-32 / BFK 458-08 N Three Phase AC Motor
GSE Scale Systems 650 Programmable Process Controller w 2 Load Cells 1042 & 1242
Wescor, Inc. 7120 Aerospray Hematology Slide Stainer Cytocentrifuge
Dent X Dent-X Image-X 70 Plus with X-MIND Controller
Panasonic GP-US502 3 CCD Micro Head Color Video Camera
Sony UP-960 Large Format Black & White Video Printer
Shimadzu UV-1601 UV-VIS Visible Spectrometer Spectrophotomet?er
Ingersoll-Rand Type 30 V255 Compressor Pump
Sincro ER Series Synchronous Single-Phase Self-Regulated Alternator ER2CBT New
Sorvall Instruments DuPont AH-627 Centrifuge Rotor
Novellus Chamber Shield 15-291107-00
L-3 Communications BSM720-PC Bit Synchronizer Board
Lab-Line Instruments Inc. 1295 Maxi-Stir Stainless Steel Top Stirrer
Sargent Welch 1397 Duo-Seal Belt Drive Rotary Vane Mechanical Vacuum Pump Works
Zebra Technologies Corp. P420i Dual-Side Color Card Printer P420i-0000U
Pro-Mation Conveyor System Production Type System ECC-600, Eunil
Philips Medical PageWriter 300pi Cardiograph ECG EKG M1770A
Barnstead Thermolyne D4741 Ultrapure Deionization Water System
Square D 50 kVA Single-Phase General Purp Transformer
Thermo Scientific Savant SPD131DDA SpeedVac Concentrator
New Horiba Stec SEC-4550M Mass Flow Controller N2O 20 LM
New Horiba Stec SEC-4600M Mass Flow Controller H2 50SLM
AMSCO American Sterilizer Co. M70WCE Tabletop Blanket Warmer DJ03
Eppendorf 5402 Multipurpose Refrigerated Centrifuge
MVME 110-1/AMAT Applied Materials 0100-11018 Motorola
Sencore SC3100 “Auto Tracker” Waveform Circuit Analyzer
Parker 400XR Precision Linear Table 404150XRMS-D2H3?L1C1
MKS Inst PR4000-S2V1N Digital Power Supply & Readout
Fujitsu FC9607SVD1 Supervisory OSS Interface
Welch-Allyn CardioPerfect SE-PRO-600 Resting & Stress Digital ECG Module
Marquette MAC-6 Computerized Electrocardiogr?aph ECG EKG
Simpact ICP6000 422-8 VME Processor Board
1-Section Conveyor Table XCC-1M-1-SC Production w/ Oriental Speed Control Motor
Applied Materials Lower Shield SST w/ Clean Coat 300mm 0020-48303 Wafer Process
Flextek Table 1-Section Conveyor Technologies Production Type System 5660-01-01A
Pentek 4280 4280-001-003 Dual TMS320C31 Processor VME
F.W. Bell Series 9000 Model 9640 Hall Effect Gaussmeter
Harris Basler Electric BE-0578 Transformer 472-0494-000
Omron 3G8B2-Z8040 MA010 CS001 NI021 NO020 PS000 PLC Rac
GE General Electric TC72367 Heavy Duty Safety Switch Disconnect 600V 800A
Siemens MicroMaster Vector 6SE3215-8DB40 AC Motor Drive
Lightwave Comm / Lantronix VDE / 200 RX 200.00.1100
MSA Ultralite II Self-Contained Breathing Apparatus
Up-Right Scaffolds 512B Tallescope Inspection Ladder 50512 Stairs
ScandiMed Implant AB 4232 & 422800 Optivac Vacuum Foot Pedal & Hose
Bold Technologies Auto Heater/Chiller Module 940-2201
Wafab WHRV WHRV1222231-134?A Temp Controlled Circulator
Linde UCC-305 Tig Spot Welder with FC-3 and WC5 Cooling Pump
Sullair Filter Housing Valve Control Series 43, OE 0553-9
Labconco Corp. 36213045659 Purifier Class II Biosafety Cabinet
KNF Neuberger, Inc. MPU818-N035.0-1?0.96 Diaphragm Vacuum Pump
Advance Power Supplies Ltd. HI750 Power Supply AC-DC
Amp Buchanan Electrical Products Corp. 227-350 Crimping Tool Crimp
Applied Electrochemistr?y S-3A Oxygen Analyzer Ametek
BBL Microbiology Systems Becton Dickinson 60631 Class II Bio-Hazard Cabinet
BMG LabTechnologies Bio-Rad Fluormark Microplate Fluorometer FLUOstar
Brucker Optics Chromex 250is Imaging Spectrograph
Chrono-Log Corporation 560CA Whole Blood Lumi Aggregometer Aggregation System
Digital Dynamics 54-106931A26 I/O Motor Controller New
Revco Harris ILR443ABA Double Door Refrigerator
DuPont Instruments 120 SSA Leak Detector
EF Data C5 Salite Terminal System Outdoor Unit RF/ODU-SP6423
Fuji Photo Films 3500 Pictography Photographic-Qu?ality Digital Printer PG-3500UC
Fujitsu EA1550S EA1000 ecom ATM Switch Mainframe
GDP Space Systems Frame Sync Decommutator FSD001 SGLS
GE Fanuc NETernity RM948 6U VME Single Slot Mainframe Board RM948/1660
ITT Industries CentriPro 15PMPD1WP Submersible Pump A2E21
New Brunswick Scientific Co, Inc. G-25 Controlled Environment Shaker Incubator
Anver Corp. Regenerative Vacuum Pump SDE-9, VB9HV
Envirco Class II Bio-Hazard Biohazard Safety Cabinet 10448 with Stand
VG Scienta, Anelva, Varian Shutter System Linear Semiconductor Assembly
Cryogenics 8510 Compressor 8031315 Low Voltage
Hunkar Laboratories Inc. 60561DATII DAT-II Controller
Industrial Devices RB6 XY Precision Linear Positioning Table
Jamesbury VPVL250-SR6-B Pneumatic Actuating Valve
Cenco Vacuum Pump 91140 Single Stage Belt Driven Motor, GE A-C Motor 5KC42JG2E
MediaFORM CD-2701A Standalone CD-R Duplicator Compact Disc
Megamat MM-240 Standard Location Controller
Belshaw Thermoglaze TG-50 TG50 Frozen Donut Processing Machine
Hitachi U-2000 Dual-Beam Spectrophotomet?er
Ana A-100P Portable Total Organic Carbon Analyzer
Motorola XR867KC-V3 MVME Drive Module DRMOD
NEC MT1060 Digital Multimedia Projector
NuAire, Inc. NU-408FM-600 Biological Safety Laminar Flow Hood
In EP80579 Processor with QuickAssist Tech. Development Kit EP80579TRXDK New
Orion Instruments 9250/60 OmniLab Test Station
Parker Daedal 315082S-02E Table Positioner Stage
PerSeptive Biosystems BioCad/Sprint HPLC Liquid Chromatograph
ABB ACH501 Adjustable Frequency AC Drive ACH501-060-4-00?P5
Tracor, Inc. 585 Gas Chromatograph with 702 N-P Detector
GCA Precision Scientific 524-A Laboratory Vacuum Oven Works Explosion Proof
PSC Cleaning Systems KS-429E3-480 T9211 Pump
Quantronix Corp. 117/CW Laser Head Parts Unit
Rahn Granite Surface Plate Co. Table 48" L x 30" W x 8" Thick - 39 1/2" H
Roche Diagnostica COBAS BIO Chemistry Analyzer
Fukuda Denshi DS-3340 Dynascope & AU-3310 Recorder & LW-3110 emetry Receiver
Shimadzu Corp. TOC-5000 Total Organic Carbon Analyzer Parts Unit
Jouan C4-12 Benchtop Centrifuge with Rotor
Nikon Laser Assembly Parts
SKF Magnetic ASML Motor 1001-0423 New
1 ~ 230 Volts, 50 Hz, I = 3,4 Amps, n = 1380min-1
GSI Lumonics ScanArray 5000 MicroArray Analysis System
Kevex Corporation X-Ray Tube Division, K01HE, 5954-0000
Shimpo Industrial Ringcone SCM-400E Variable Speed Drive SC Series
Hewlett Packard HP 5890A Series II Gas Chromatograph
Tempress Model 420 Four Cassette Rinser Dryer
Teradyne Kinematic 804-972-07 Coupler
Texas Inst. T.I. CVU100 Operator Interface Terminal
SB Aerospace Wheel Bearing Puller MLG Axle BA95
AMAT Huntington Mechanical Laboratories A00-1545 ISO 3"
Applied Materials AMAT Lower Shield 0021-16287 002 300MM QMS 8.28.01.2
Applied Materials Lower Shield Narrow Neck 300mm Sip CU 0021-16287 Copper Only
Applied Materials Vector Shield 0020-29344-A Qms 3.12.01. 33
ASML 4022.230.0380 Philips PG 3510 GPB
ASML 4022.230.1591 Philips PG 3751 SBIP
ASML 4022.435.4258.3?/4022.435.4715.?1 Cassette Elevator
ASML 4022.436.6099 Power Amp. Control SVG
ASML 4022.451.65092 Board Card SVG
ASML 4022.455.82561 Zeiss filter 3668/700 Stepper
ASML 4022.502.26001 Ellipsoidal Mirror SVG
ASML Lithography B.V. 4022.502.25208 Blue Mirror/40
ASML/SVG A1300 Power I/O 865-8025-001-02
ASML/SVG 4022.454.66104 Coarse P.A. II Assy.
ASML/SVG 4022.477.4843 CCM Elev. Break Override Switch
ASML/SVG Module 4022.437.1996
Austin Scientific Helium Compressor M125
Canon Sales Co. Inc. V612010106
CVC Products AutoTune Power Supply-Table w/ Mallory Capacitor CGS622U040R4C
CVC Products AutoTune Power Supply-Target w/ Mallory Capacitor CGS622U040R4C
CVC Products Interlock Control 288540-A
Del Electronics Corp. B4425 / Varian F4838001/233286?756 High Voltage Divider
Eastern Air Brushless DC Motor DB31D-54
High Vacuum Appartus Valve 922-0009
Verity Instruments EP200Msd .2 Meter Monochromator
KLA Tencor 710-710112-00 Mechanical Drive Board
KLA Tencor 710-710112-01 Mechanical Drive Board
KLA Tencore 710-710367-01 Image Processing Terminator
KLA Tencore 710-712640-00 Clock Drive Board Rev. C1
Olympus PF Type 28 Angioscope Video Endoscopy Scope Endoscope
LAM Research 716-013344-001 Believe to be New Rev:D
LAM Research 716-014843-300 Believe to be New Rev:D
LAM Research 716-017112-300 Believe to be New Rev:B
Lam Research 853-009000-003-?L
Lam Research 853-009000-003-?L
Lam Research believed to be a Heating or Cooling Chuck
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