全球(qiu)新一輪工(gong)業(ye)革(ge)命來襲，中國作為制造業(ye)大國，已經開始布局，進行(xing)頂層設計。

　　工信部6月(yue)3日(ri)公示了2015年智能制造(zao)專項(xiang)項(xiang)目，94家公司的(de)相關項(xiang)目獲入選，這也標志著(zhu)智能制造(zao)專項(xiang)項(xiang)目正式啟動。

　　官方的規(gui)劃中提出(chu)了將編制(zhi)專項智能制(zhi)造(zao)發展規(gui)劃，明確發展目標、重(zhong)大(da)任務(wu)和重(zhong)大(da)布(bu)局，加快智能化、互聯網與制(zhi)造(zao)業(ye)的融合，有分析認(ren)為，智能制(zhi)造(zao)的春(chun)天(tian)即將來臨(lin)。

　　具體來看(kan)，工信部公(gong)(gong)(gong)示的智能制造專項(xiang)項(xiang)目名單中包(bao)含了多家A股上市公(gong)(gong)(gong)司，記者(zhe)梳理發現這些上市公(gong)(gong)(gong)司包(bao)括(kuo)：青島海爾(er)[0.89% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、四川(chuan)(chuan)長(chang)虹[-0.96% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、振華重工[4.66% 資(zi)(zi)(zi)(zi)金(jin)(jin)研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、海信電(dian)器[0.37% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、陜鼓動力[0.87% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、許繼電(dian)氣[3.93% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、正(zheng)泰電(dian)器[0.00% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、特(te)變(bian)電(dian)工[8.67% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、全柴動力[2.44% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、勁勝精密、長(chang)安汽車[2.52% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、宇通(tong)客車[1.04% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、上海電(dian)氣[1.00% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、江(jiang)淮(huai)汽車[8.12% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、利歐股份[6.47% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]、川(chuan)(chuan)儀(yi)股份、漢威電(dian)子[7.21% 資(zi)(zi)(zi)(zi)金(jin)(jin) 研(yan)(yan)(yan)(yan)(yan)(yan)報(bao)(bao)(bao)]。

　　昨日，在市場出現(xian)(xian)巨幅(fu)波動之際，上述上市公(gong)司股價表現(xian)(xian)依然堅挺，其中，四(si)川長虹(hong)強勢漲(zhang)(zhang)停，陜(shan)鼓動力(li)大漲(zhang)(zhang)9.18%，漢威電(dian)(dian)子、許(xu)繼電(dian)(dian)氣(qi)和特(te)變電(dian)(dian)工等個股漲(zhang)(zhang)幅(fu)也(ye)分別(bie)達(da)(da)到(dao)(dao)8.09%、7.48%和4.56%。值得一提的是(shi)，記(ji)者發現(xian)(xian)，上述個股中，除勁勝精密、正泰(tai)電(dian)(dian)器停牌(pai)外，其余(yu)15只(zhi)個股月內全(quan)部(bu)實現(xian)(xian)上漲(zhang)(zhang)，四(si)川長虹(hong)期間(jian)累計(ji)(ji)漲(zhang)(zhang)幅(fu)更是(shi)達(da)(da)到(dao)(dao)34.59%，陜(shan)鼓動力(li)期間(jian)累計(ji)(ji)漲(zhang)(zhang)幅(fu)為(wei)24.09%，漢威電(dian)(dian)子、許(xu)繼電(dian)(dian)氣(qi)和江淮汽(qi)車等個股期間(jian)累計(ji)(ji)漲(zhang)(zhang)幅(fu)也(ye)均(jun)超10%，分別(bie)達(da)(da)到(dao)(dao)17.61%、11.85%和10.07%。

　　資金(jin)流向方面，昨日(ri)，陜鼓動力、許(xu)繼電(dian)氣(qi)和特(te)變電(dian)工等(deng)個股均呈現(xian)大單資金(jin)凈流入態勢，分別達到2340.04萬元(yuan)、1991.45萬元(yuan)和926.59萬元(yuan)。

　　不難(nan)發現(xian)，智能制(zhi)造(zao)作(zuo)(zuo)為(wei)主(zhu)攻方向，繼國(guo)家發布《中國(guo)制(zhi)造(zao)2025》行動計劃(hua)(hua)后，政策暖風才(cai)剛剛開(kai)始，近期圍繞智能制(zhi)造(zao)的(de)后續工作(zuo)(zuo)動作(zuo)(zuo)頻頻，未來還將(jiang)有(you)更多、更具體、更實質(zhi)的(de)規劃(hua)(hua)出(chu)臺，各(ge)地(di)政府(fu)的(de)配套規劃(hua)(hua)也將(jiang)陸(lu)續推出(chu)。業內普遍認為(wei)，智能制(zhi)造(zao)正成為(wei)國(guo)家戰略高地(di)，或將(jiang)成為(wei)貫穿(chuan)下半年的(de)主(zhu)題投資持續火熱。

　　其中(zhong)(zhong)，中(zhong)(zhong)信建投表示，智能(neng)制(zhi)(zhi)造(zao)(zao)和(he)服(fu)務(wu)(wu)型(xing)制(zhi)(zhi)造(zao)(zao)是(shi)(shi)中(zhong)(zhong)國(guo)制(zhi)(zhi)造(zao)(zao)業(ye)(ye)由大到(dao)強的(de)(de)主(zhu)線(xian)。以數(shu)字(zi)化(hua)、智能(neng)化(hua)為(wei)代表的(de)(de)制(zhi)(zhi)造(zao)(zao)技術是(shi)(shi)提(ti)升中(zhong)(zhong)國(guo)制(zhi)(zhi)造(zao)(zao)業(ye)(ye)整體效率的(de)(de)關鍵;而發展(zhan)服(fu)務(wu)(wu)型(xing)制(zhi)(zhi)造(zao)(zao)是(shi)(shi)提(ti)升制(zhi)(zhi)造(zao)(zao)業(ye)(ye)核心競爭力(li)的(de)(de)必然趨勢。智能(neng)制(zhi)(zhi)造(zao)(zao)和(he)服(fu)務(wu)(wu)型(xing)制(zhi)(zhi)造(zao)(zao)適用于中(zhong)(zhong)國(guo)制(zhi)(zhi)造(zao)(zao)業(ye)(ye)的(de)(de)所有行(xing)業(ye)(ye)，未來(lai)將貫(guan)穿(chuan)中(zhong)(zhong)國(guo)制(zhi)(zhi)造(zao)(zao)業(ye)(ye)“由大變(bian)強”的(de)(de)整個(ge)過程。

　　在(zai)此趨(qu)勢下，投資機會來自于三(san)方面：一是(shi)智(zhi)能(neng)控(kong)制(zhi)裝置，即(ji)工(gong)業自動控(kong)制(zhi)裝置發展趨(qu)向于數字化(hua)、智(zhi)能(neng)化(hua);二是(shi)智(zhi)能(neng)制(zhi)造機器，即(ji)工(gong)業機器人(ren)[-4.60% 資金 研報(bao)]、數控(kong)機床及智(zhi)能(neng)化(hua)成套裝備(bei);三(san)是(shi)智(zhi)能(neng)終(zhong)端產品，即(ji)能(neng)夠(gou)融入智(zhi)能(neng)化(hua)與網絡(luo)化(hua)的智(zhi)能(neng)型產品。

　　作為《中(zhong)國(guo)制(zhi)造2025》的(de)(de)重要抓手，智(zhi)能制(zhi)造助力(li)不(bu)斷(duan)，可以預見(jian)的(de)(de)是(shi)，“中(zhong)國(guo)智(zhi)造”將真正進入政(zheng)策黃金時期。有消息稱(cheng)，“國(guo)家制(zhi)造強國(guo)領(ling)(ling)導(dao)(dao)(dao)小組(zu)”將于近期組(zu)建，相(xiang)關報批很(hen)快(kuai)會通過。“國(guo)家制(zhi)造強國(guo)領(ling)(ling)導(dao)(dao)(dao)小組(zu)”是(shi)“中(zhong)國(guo)制(zhi)造2025”戰略頂(ding)級領(ling)(ling)導(dao)(dao)(dao)機構，由國(guo)務院(yuan)相(xiang)關領(ling)(ling)導(dao)(dao)(dao)擔任組(zu)長，成(cheng)員(yuan)由國(guo)務院(yuan)相(xiang)關部門和單位負責人組(zu)成(cheng)。

　　對(dui)此(ci)，國泰君(jun)安表示，小(xiao)組(zu)設立后，“中(zhong)國制(zhi)(zhi)造(zao)2025”即將邁出實踐的第(di)一步(bu)。市場的關(guan)注將持續(xu)發(fa)酵。建(jian)議圍繞智能制(zhi)(zhi)造(zao)、工(gong)業互(hu)聯(lian)網(wang)和創(chuang)(chuang)新(xin)應用(yong)三大(da)主線(xian)進行布局。智能制(zhi)(zhi)造(zao)利好軍工(gong)、機械，相關(guan)受(shou)益標的：航(hang)天長峰[1.46% 資(zi)(zi)金 研報]、航(hang)天動力[5.29% 資(zi)(zi)金 研報]、博(bo)云新(xin)材(cai)、康力電梯、華中(zhong)數(shu)控(kong)、華麗家族、科遠股(gu)份、慈星股(gu)份等(deng);工(gong)業互(hu)聯(lian)網(wang)仍是成(cheng)長大(da)風口(kou)，相關(guan)受(shou)益標的：光環新(xin)網(wang)、中(zhong)恒電氣、漢得信息、長盈精密(mi)、漢威電子等(deng);創(chuang)(chuang)新(xin)應用(yong)聚焦(jiao)能源互(hu)聯(lian)網(wang)、車聯(lian)網(wang)以(yi)及生物(wu)醫(yi)藥(yao)，相關(guan)受(shou)益標的：積(ji)成(cheng)電子、歐(ou)菲光、保千(qian)里、北(bei)陸藥(yao)業等(deng)。