KEDE Numerical (SH:688305) Xin Hua Cai Jing·2025-10-13 14:20Core Viewpoint - The development of high-quality manufacturing is heavily reliant on domestic high-end industrial mother machines, with Kede CNC Co., Ltd. emerging as a key player in this transformation through comprehensive independent innovation and technology breakthroughs [2][3]. Group 1: Technological Breakthroughs - Kede CNC has achieved a full-chain technological breakthrough from the "brain" to the "body" of industrial mother machines, with its GNC60 open high-end CNC system being the only one in China to have all source codes independently mastered [3]. - The company has developed key components such as servo drives, servo motors, and high-end five-axis machine tools, achieving an 85% self-manufacturing rate for core components and over 90% for domestic autonomy [3][4]. - Kede CNC has filed for 390 effective patents, including 227 invention patents, and has led or participated in over 80 national and local R&D projects, establishing a comprehensive innovation system [4]. Group 2: Market Applications and Growth - Kede CNC's products are not only used in aerospace but have also expanded into the new energy vehicle and precision mold sectors, demonstrating versatility in high-end precision processing [5]. - The company reported a new order value of approximately 78.08 million yuan in 2024, marking a 24% year-on-year increase and a 233.85% growth compared to pre-IPO levels [6]. - The annual production capacity of high-end five-axis machine tools has increased from over 10 units a decade ago to 500 units currently, with over 1,600 units applied in key domestic sectors [6]. Group 3: Collaborative Innovation - Kede CNC emphasizes the importance of collaboration in its strategic planning, partnering with universities like Tsinghua and Harbin Institute of Technology to form an innovation system that spans basic research to industrial application [7]. - The company has established a test base for processing verification of key structural components for domestic large aircraft, supporting projects like C919 and C929 [7]. - Future plans include enhancing market capabilities through increased R&D investment, upgrading production systems, and improving supply chain and service capabilities to contribute to the high-quality development of China's equipment manufacturing industry [7].