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科德数控(688305.SH):基于在航天领域深厚的技术和应用积累,扩大在商用航天领域的覆盖面
Ge Long Hui· 2025-12-26 07:35
Core Viewpoint - The company aims to deepen its autonomy in key sectors such as aerospace and energy by 2026, leveraging its technological expertise in aerospace to expand its presence in the commercial aerospace sector [1] Group 1: Strategic Focus - The company plans to capitalize on national strategic opportunities, such as the domestic large aircraft initiative, to enhance its industrial chain [1] - It is accelerating the development of pilot test bases and innovation centers to promote the application of five-axis CNC equipment in critical components like fuselage structure parts, wings, and engine components [1] Group 2: Product Expansion - The company is actively exploring applications of its products in emerging fields such as medical, semiconductor, low-altitude economy, and humanoid robots [1] - As the overall production capacity is released, the company will further advance its business in high-end CNC systems, key functional components, and after-sales services to continuously expand its market share [1]
科德数控:公司在手订单充足
Zheng Quan Ri Bao Wang· 2025-12-25 11:42
Group 1 - The core viewpoint of the article is that the company, Kede CNC, has a sufficient backlog of orders, indicating strong demand and operational stability [1] Group 2 - The company responded to investor inquiries on an interactive platform, reinforcing confidence in its order fulfillment capabilities [1] - The overall order situation for the company is described as full, suggesting a positive outlook for future revenue generation [1]
科德数控:轴向磁通电机的研发正按计划有序推进
Core Viewpoint - The company is making steady progress in the research and development of its axial flux motor, leveraging its technological expertise in precision control motors to engage with potential clients in relevant application fields [1] Group 1 - The research and development of the axial flux motor is proceeding as planned [1] - The company has utilized its technological accumulation in precision control motors to initiate discussions with potential application field clients [1]
12月25日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-25 10:18
Group 1 - Guangdong Construction signed an EPC contract worth 416 million yuan, with a total construction area of 99,595.6 square meters and a construction period of 640 calendar days [1] - Hekang New Energy's subsidiary received a government subsidy of 6 million yuan, accounting for 58.27% of the company's latest audited net profit attributable to shareholders [2] - Jinbei Automotive signed a memorandum of understanding with E-Works to establish a research and development center for electric light commercial vehicles [3] Group 2 - Hongsheng Huayuan is expected to win approximately 569 million yuan in procurement projects from the State Grid, which represents about 5.61% of the company's projected revenue for 2024 [4] - Zhongding Co. plans to establish a joint venture for humanoid robot manufacturing with a registered capital of 50 million yuan [5] - Kede CNC's new factory in Shenyang is expected to achieve an annual production capacity of about 60 units [6] Group 3 - Hongbo Pharmaceutical's share transfer price is set at 25.27 yuan per share [7] - ST Jinglan plans to sign a letter of intent for the acquisition of Xinlian Environmental Technology Co., enhancing its core technology competitiveness [8][9] - Hato Co. announced the resignation of its general manager due to job relocation [10] Group 4 - Meibang Co. plans to apply for a new bank credit line of up to 160 million yuan [11] - Southern Media's general manager resigned due to job relocation [12] - Dalian Electric Porcelain's subsidiary is expected to win procurement projects from the State Grid worth approximately 70.7 million yuan [13] Group 5 - Sinopharm Modern's subsidiary received a drug registration certificate for a new medication [14] - ST Meigu plans to implement a capital reserve transfer to increase share capital, leading to a one-day stock suspension [15] - Ruisheng Intelligent confirmed a transaction of 152 million yuan for domestic computing equipment procurement [16] Group 6 - Jinguang Electric won three procurement packages from the State Grid, totaling 37.43 million yuan [17] - Guangju Energy increased its stake in Mawan Power to 14.42% by acquiring an 8% share for 680 million yuan [18][19] - ST Lingda announced a stock suspension due to capital reserve transfer related to its restructuring plan [20] Group 7 - Suli Co. plans to increase its investment in Suli Ningxia by 76.63 million yuan [21] - Dalian Shengya's subsidiary plans to reduce its registered capital by 32.37 million yuan [22] - Yinxin Technology received a cash dividend of 11.05 million yuan from its subsidiary [23] Group 8 - Haike New Source signed a three-year supply agreement for 270,000 tons of electrolyte materials [24] - Xinhua Medical received registration certificates for several medical devices [25] - Wantai Bio received a registration certificate for an HIV antibody testing kit [26] Group 9 - Beilu Pharmaceutical obtained a drug registration certificate for a new erectile dysfunction treatment [31] - Zhongwei Company is planning to issue shares to acquire assets, leading to a stock suspension [32] - Zhejiang Haideman plans to purchase land for strategic development, with a budget of up to 260 million yuan [33] Group 10 - Ningbo Ocean announced the resignation of its deputy general manager due to job adjustments [34] - Tongguang Cable is expected to win procurement projects from the State Grid worth over 139 million yuan [35]
科德数控:公司已有交付航空航天领域客户并稳定运行超过十年的设备实例
Zheng Quan Ri Bao· 2025-12-23 14:15
Core Viewpoint - Kede CNC emphasizes the reliability and durability of its machine tools, which have been successfully operating for over ten years in the aerospace sector, showcasing the company's commitment to high-quality products and customer satisfaction [2] Group 1: Product Reliability and Longevity - The typical usage cycle of machine tools is around ten years, influenced by factors such as usage frequency, environment, and maintenance [2] - Kede CNC has delivered equipment to aerospace clients that has been in stable operation for over ten years, validating the reliability and durability of its products [2] Group 2: Competitive Advantages - Kede CNC's diverse product portfolio, micron-level precision, excellent cost-performance ratio, and rapid response in after-sales service have led to recognition and repeat purchases from high-end manufacturing clients [2] - The company aims to learn from the market reputation accumulated by international top brands over a longer time frame [2]
科德数控:已参与运载火箭等航天器制造
Mei Ri Jing Ji Xin Wen· 2025-12-23 09:45
每经AI快讯,12月23日,科德数控在互动平台表示,科德数控是国内极少数建立"高档数控系统及五轴 高端数控机床"双研发体系的企业,在航天制造领域拥有深厚的技术积淀,产品已在航天科工、航天科 技(000901)集团项下数十家用户单位获得广泛应用,参与了运载火箭、卫星等各类航天器及其配套系 统的制造。 ...
科德数控:产品已参与运载火箭等航天器制造
Xin Lang Cai Jing· 2025-12-23 09:44
Core Viewpoint - Kode CNC is one of the few companies in China that has established a dual R&D system for high-end CNC systems and five-axis high-end CNC machine tools, with a strong technical foundation in aerospace manufacturing [1] Group 1: Company Overview - Kode CNC has a deep technical accumulation in the aerospace manufacturing sector [1] - The company's products have been widely applied in dozens of user units under the China Aerospace Science and Industry Corporation and China Aerospace Science and Technology Corporation [1] Group 2: Industry Application - Kode CNC has participated in the manufacturing of various aerospace vehicles and their supporting systems, including launch vehicles and satellites [1]
科德数控:公司始终保持着对全球技术资源的关注与研究
Zheng Quan Ri Bao Wang· 2025-12-17 13:17
Core Viewpoint - The company emphasizes that true domestic substitution is not just a slogan but requires durability, stability, and reliability to withstand market scrutiny [1] Group 1: Company Strategy - The company maintains a focus on global technological resources while developing its own supply chain [1] - The company will pursue both independent innovation and supply chain cultivation as dual strategies [1] - The company aims to collaborate deeply with top domestic partners in research and development to build a secure and high-level local supply chain system [1] Group 2: Technological Development - The company believes that achieving self-control over core technologies and extreme craftsmanship is essential for qualitative leaps [1]
科德数控:银川新厂区已经部分投入使用
Zheng Quan Ri Bao· 2025-12-17 13:12
Group 1 - The company has partially put its new factory in Yinchuan into operation, and the Shenyang factory has completed its main construction and is undergoing internal decoration [2] - The successful progress of these projects will provide a solid capacity guarantee for the company's future development [2]
科德数控:公司内在价值持续提升是实现股东回报的根本
Zheng Quan Ri Bao Wang· 2025-12-17 13:12
证券日报网讯12月17日,科德数控在互动平台回答投资者提问时表示,公司内在价值持续提升是实现股 东回报的根本。当前公司正处在发展的关键加速期。公司加速推进与沈阳航产集团、沈飞民机共建工艺 验证的中试基地和与上飞公司共建的卓越创新中心项目的进程,深度融入大飞机供应链体系,为大飞机 核心结构件的精密加工提供国产高端五轴数控装备与工艺解决方案。同时,随着银川、沈阳新厂的产能 的释放,可快速支撑业绩增长。此外,公司正将自主可控的核心技术优势,积极开拓至低空经济、医 疗、半导体等全新赛道。管理层与全体股东目标一致,正全力以赴抓住国产替代的历史机遇,以扎实的 成长兑现长期价值。 ...