From June 17 to 18, 2026, the A-share machinery and equipment sector showed a lively scene.
Xi’an Blit Additive Technology Co., Ltd. (688333) has hit the daily limit for two consecutive days, with increases of 20.00% and 19.99% respectively; Suzhou Xinrui Alloy Tools Co., Ltd. (688257) has set a historical record for 14 trading days in the past month. As of 09:40 on June 18, the stock price was reported at 104.39 yuan, with a total market value of 36.994 billion yuan.
The outstanding performance of the two companies on the Science and Technology Innovation Board is not an isolated incident, but the epitome of high-end manufacturing under the resonance of policy support and industrial demand, reflecting the structural opportunities driven by domestic substitution and emerging tracks.
Blite: Two-wheel drive for commercial aerospace and humanoid robots
Blite, as a leading domestic company in metal additive manufacturing (3D printing), has seen its stock price explode thanks to substantial progress and performance support in emerging tracks.
Commercial aerospace has arrived, and the global commercial aerospace industry has entered a period of rapid development.
SpaceX’s stock price continues to rise, with its market value surpassing Amazon. Founder Elon Musk predicts that the company’s revenue will reach trillions of dollars in 2030.
Domestically, the Lijian-1 Y14 launch vehicle successfully launched eight satellites, and Space Navigation Star completed nearly 2 billion yuan in financing and became a 10-billion-dollar “unicorn.”
Bright is deeply involved in commercial aerospace projects, manufacturing core parts such as turbine pumps and pipelines for customers such as Blue Arrow Aerospace and Interstellar Glory. Many projects have entered the mass production stage.
The implementation of the humanoid robot industry is accelerating. The Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission of the State Council jointly launched the “2026 Special Action for Real-time Training of Humanoid Robots and Embodied Intelligence”, with the goal of promoting the implementation capacity of 10,000 units.
Platinum Technology recently announced that its metal additive manufacturing technology has helped Huali Technology achieve a breakthrough in the mass production of “miniature multi-dimensional force sensors”. The number of single-batch printing has increased from dozens to 972 pieces. This sensor is one of the core components of humanoid robots.
With high performance growth and favorable institutional outlook, the company will achieve operating income of 1.863 billion yuan in 2025, a year-on-year increase of 40.54%; net profit is 210 million yuan, a year-on-year increase of 100.99%.
Revenue increased by 43.57% in the first quarter of 2026, successfully turning losses into profits.
In the past month, Guohai Securities and Bohai Securities gave “buy” and “overweight” ratings respectively.
The Dragon and Tiger List on June 17 showed that institutions had a net purchase of 70.722 million yuan in dedicated seats and a net purchase of 82.513 million yuan in Shanghai-Hong Kong Stock Connect.
Xinrui Shares: The leader in PCB cutting tools under the wave of AI computing power
Xinrui Shares’ stock price continues to hit new highs. The core logic lies in the explosion of demand for AI servers and the opening of the domestic substitution window, coupled with the strong support of performance.
Acquisition and integration strengthen competitiveness. The company’s acquisition of Huilian Electronics’ PCB tool business is progressing smoothly, and the separation and industrial and commercial changes have been completed.
Huilian Electronics has core competitiveness in the field of PCB drill bits/milling cutters. Its milling cutter sales volume ranks first in the world, and it has achieved independent research and development of full-process equipment from raw materials to finished products, without being restricted by overseas equipment.
Diamond coating technology brings disruptive cost performance. When Wired Electronics’ diamond-coated PCB drill bits are applied to high-end PCB boards such as M8 and M9, the lifespan is 4.5 to 15 times longer than that of ordinary products.
Although the price is 3-10 times that of ordinary drill bits, it can reduce the single-hole processing cost of downstream customers by nearly 30%.
Deeply bound to AI computing power requirements, AI servers’ requirements for PCB boards have evolved towards high-level, high-hardness, and micro-holes, which has greatly increased the consumption of high-end drill bits.
Xinrui’s 0.15-0.2mm micro-drill products are mature and can be adapted to AI server boards, and diamond-coated PCB micro-drills have been supplied to leading PCB companies.
As the demand for AI servers grows, the company’s products will continue to increase in volume.
Performance has grown explosively. The company expects net profit in the first quarter of 2026 to be 265 million yuan to 325 million yuan, a year-on-year increase of 473.74% to 603.64%.
In the first quarter, operating income was 1.118 billion yuan, a year-on-year increase of 111.57%.
Industry Resonance: Policies and Capital Boost High-end Manufacturing
The strong performance of the two companies reflects the improvement in the prosperity of the entire machinery and equipment industry, especially the high-end equipment sector of the Science and Technology Innovation Board. Behind this is the multi-dimensional drive of policies, capital and industrial trends.
Strong policy support and the launch of a special action for real-life training of humanoid robots have provided a clear growth path for the industry chain.
At the same time, the logic of domestic substitution of PCB drill bits continues to ferment. Japan’s leading companies have reduced production capacity due to shortage of raw materials, and domestic manufacturers are expected to undertake the transfer of orders.
Capital continues to pay attention. On June 17, the machinery and equipment industry received a net inflow of 954 million yuan from major funds.
From the perspective of capital flow, the market favors high-end manufacturing companies with core core capabilities.
Emerging tracks have become new growth areas, and emerging fields such as AI liquid cooling, humanoid robots, semiconductors, and commercial aerospace are gradually becoming new growth points for the machine tool and mechanical equipment industry.
The specialized and new enterprises on the Science and Technology Innovation Board have an advantage in domestic substitution by virtue of their technical barriers and rapid iteration capabilities.
The research report of GF Securities pointed out that the science and technology machinery sector also benefits from the triple industrial dividends of domestic substitution, AI automation equipment, and humanoid robots, and is suitable for long-term allocation.
Driven by the dual drive of policy support and industrial demand, the trends of Blit and Xinrui shares outline the main line of investment in high-end equipment manufacturing: closely following the national strategy, embracing the industrial revolution, and cultivating core technologies.
While investors are paying attention to short-term market sentiment, they should also focus on the company’s technical barriers, order fulfillment status and long-term growth space.
Industry competition, technology iterations and fluctuations in downstream demand are still potential risks, but structural opportunities under the dividend of new productivity have already emerged.
