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科德数控业绩说明会:核心技术自主可控,不断开拓航天科工领域新用户

Core Viewpoint - The company, Kede CNC, focuses on breakthroughs in five-axis CNC machine tools, high-end CNC systems, and key functional components, aiming to enhance its technological capabilities and market presence in strategic emerging industries such as aerospace and automotive [1][2]. Group 1: Business Overview - Kede CNC specializes in five-axis CNC machine tools, high-end CNC systems, key functional components, and flexible automation production lines [1]. - The company possesses a complete talent chain, technology chain, and industry chain, being the only listed company in China with dual R&D systems for high-end CNC systems and machine tools [1]. - The company has achieved an 85% self-sufficiency rate in core functional components, including the GNC series high-end CNC systems and various servo drives and sensors [2]. Group 2: Market Applications - Kede CNC's five-axis CNC machine tools are widely used in nearly 50 user units under major aerospace groups, including Aerospace Science and Industry and Aviation Industry Corporation of China [2]. - The company’s products are crucial for the mass production of the C919 aircraft, with various machine types already in bulk use for aircraft and engine manufacturing [2][3]. - The company has established a "large aircraft structural component process verification pilot base" in collaboration with Shenyang Aerospace Industry Group, focusing on precision machining for domestic large aircraft and drones [3]. Group 3: Technological Advancements - Kede CNC is advancing AI applications in machining processes, significantly improving efficiency and precision while reducing tool wear [4]. - The company is collaborating with Longxin Zhongke to integrate AI into CNC systems, aiming for a deep fusion of AI capabilities with manufacturing processes [4]. - The company is also exploring new markets in low-altitude economy and humanoid robots, promoting the intelligent and digital transformation of the manufacturing industry [4].