2025年11月初，数控行业在资本市场与产业端均出现显著动向。一方面，多家数控相关企业因治理优化、业绩增长或政策利好迎来股价上涨；另一方面，湖南嘉禾县凭借技术突破实现从“跟跑”到“领跑”的产业升级，成为区域产业集群发展的新标杆。    

市场表现：华东数控连续涨停，资金大幅流入    

        华东数控（002248） 成为11月初资本市场焦点，受治理结构优化、利润大幅增长及高端装备政策驱动，于11月4日触及涨停，收盘价13.66元，总市值达42亿元。主力资金净流入达2.75亿元，占流通股市值6.61%，显示机构高度关注。尽管11月5日盘中加速下跌，但整体仍处于上升通道，市场预期其转型成效将持续释放。    

        另一家数控企业科德数控也在11月6日获融资买入1491万元，融资余额达4.35亿元，显示资金持续布局高端数控赛道。    

产业进展：嘉禾数控实现“跟跑到领跑”质变    

        湖南嘉禾县依托“精密铸锻造+数控机床”双轮驱动，成功打造湖南省钻攻机床产业集群。其核心突破在于 大前智能自主研发的26米超大型双动柱龙门加工中心 正式面世，填补国内技术空白，生产效率提升40%以上，标志着当地数控产业从“跟跑”迈入“领跑”阶段。目前，嘉禾年产数控机床5000台、光机1万台，年产值超15亿元，产品覆盖长三角、珠三角并出口非洲、东南亚。    

技术与企业动态    

        宇环数控 于11月4日接待京管泰富基金、炎生投资等多家机构调研，重点介绍其在半导体（蓝宝石、碳化硅磨削）、航空航天（复合立式磨床）及机器人零部件（减速机齿圈加工）领域的设备应用，并回应AI眼镜等新型消费电子带来的磨抛设备新需求。    

        政策层面，《推动工业母机升级换代实施方案》对高速、高精度、复合加工中心给予技改补贴，进一步刺激企业设备更新采购。    

News   flash of the CNC industry at the beginning of November    

      In early November 2025, the numerical   control industry witnessed significant trends both in the capital market and   at the industrial end. On the one hand, many enterprises related to numerical   control have seen their stock prices rise due to governance optimization,   performance growth or favorable policies. On the other hand, Jiahe County in   Hunan Province has achieved an industrial upgrade from "following"   to "taking the lead" through technological breakthroughs, becoming   a new benchmark for the development of regional industrial clusters.    

Market   performance: Huadong CNC has been hitting the daily limit up continuously,   with a significant inflow of funds    

      Huadong Numerical Control (002248)   became the focus of the capital market in early November. Driven by the   optimization of governance structure, significant profit growth and policies   on high-end equipment, it hit the daily limit up on November 4th, closing at   13.66 yuan with a total market value of 4.2 billion yuan. The net inflow of   main force funds reached 275 million yuan, accounting for 6.61% of the market   value of tradable shares, indicating high attention from institutions.   Despite the accelerated decline during trading on November 5th, the market as   a whole remains in an upward trend, and it is expected that the effectiveness   of its transformation will continue to be released.    

      Another CNC enterprise, Kede CNC, also   received a margin purchase of 14.91 million yuan on November 6th, with the   remaining margin balance reaching 435 million yuan, indicating that funds are   continuously being allocated to the high-end CNC market.    

Industry   Progress: Jiahe CNC has achieved a qualitative change from "following to   leading"    

      Relying on the dual-wheel drive of   "precision casting and forging + CNC machine tools", Jiahe County   in Hunan Province has successfully built a drilling and tapping machine tool   industrial cluster in Hunan Province. The core breakthrough lies in the   official launch of the 26-meter super-large double-column gantry machining   center independently developed by Daqian Intelligent, which fills the   domestic technological gap and increases production efficiency by more than   40%, marking that the local CNC industry has moved from the   "following" stage to the "leading" stage. At present,   Jiahe produces 5,000 CNC machine tools and 10,000 optical machines annually,   with an annual output value exceeding 1.5 billion yuan. Its products cover   the Yangtze River Delta and Pearl River Delta regions and are exported to   Africa and Southeast Asia.    

Technology   and Enterprise Trends    

      On November 4th, Yuhuan CNC received   research visits from multiple institutions including Jingguan Taifu Fund and   Yansheng Investment. The visit focused on introducing its equipment   applications in the fields of semiconductors (sapphire and silicon carbide   grinding), aerospace (composite vertical grinding machines), and robot   components (processing of reducer gear rings), and responded to the new   demands for grinding and polishing equipment brought about by new consumer   electronics such as AI glasses.    

      At the policy level, the   "Implementation Plan for Promoting the Upgrading and Replacement of   Industrial Mother Machines" provides technological transformation   subsidies for high-speed, high-precision, and compound machining centers,   further stimulating enterprises to update and purchase equipment.    

• 上一篇：霸刀分享-雕铣机加工精度如何提高
• 下一篇：霸刀分享-热缩延长杆的工作原理