科德数控前三季度新签订单同比增近四成 功能部件业务收入同比增逾七成

Core Viewpoint - Kede CNC is a leading company in China specializing in high-end CNC systems and machine tools, achieving significant growth in revenue and profit in the third quarter of 2024, while actively expanding its market presence across various industries [1][2][3][4] Financial Performance - In the first three quarters of 2024, Kede CNC achieved operating revenue of 381 million yuan, a year-on-year increase of 30.32% [1] - The net profit reached 72.26 million yuan, reflecting a year-on-year growth of 11.53% [1] - The non-net profit was 56.79 million yuan, with a year-on-year increase of 26.34% [1] - Basic earnings per share stood at 0.74 yuan [1] Market Expansion and Product Development - The company is leveraging its full industry chain and core technology advantages to actively explore market opportunities, particularly in aerospace, energy, automotive, and machinery sectors [2] - Kede CNC's functional components business saw a revenue growth rate of approximately 76% in the first three quarters [2] - The company has diversified its product offerings, with motor orders accounting for about 36% and rotary table orders for about 51% of total orders [2] Order Growth and Industry Impact - Kede CNC reported a year-on-year order growth of approximately 37% in new contracts signed from January to September 2024 [3] - The aerospace sector accounted for about 58% of new domestic orders, with significant contributions from higher education and research institutions [3] Infrastructure Development - Construction of new factories in Shenyang and Yinchuan is progressing well, with the Yinchuan facility expected to partially commence operations in the second quarter of next year [3] - The Shenyang factory will focus on the large-scale production of five-axis machining centers and is expected to start operations in the second half of 2025 [3] Future Strategy - Kede CNC plans to continue enhancing its production capacity, technological innovation, and market expansion, focusing on high-end CNC machine tools and key functional components [4] - The company aims to address critical challenges in high-end equipment manufacturing and promote the development of new production capabilities [4]