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恒而达:目前机床滚珠丝杠主要外购,量产将优先自用验证
Xin Lang Cai Jing· 2025-11-13 08:31
Core Viewpoint - The company is currently sourcing ball screws from external suppliers as its production line is still under construction, but plans to prioritize in-house production once initial mass production conditions are met [1] Group 1: Current Sourcing and Production Plans - The company's intelligent CNC equipment products primarily use externally sourced ball screws at this stage [1] - The ball screw products are a crucial part of the company's rolling functional components business strategy, with ongoing R&D and industrialization efforts [1] - Once the company achieves preliminary mass production capabilities for ball screws, it will first consider using them in self-produced or self-used machine tools for validation and application [1] Group 2: Strategic Benefits of In-House Production - In-house production of ball screws will help achieve autonomy over key components and optimize the product cost structure [1] - This move is expected to effectively validate the performance of the company's products, enhancing their market competitiveness [1]
恒而达(300946.SZ):目前智能数控装备产品所使用滚珠丝杠主要为外部采购
Ge Long Hui· 2025-11-13 08:06
Core Viewpoint - The company is currently in the process of constructing its ball screw production line, which is crucial for its rolling functional components business strategy. The company is actively advancing related R&D and industrialization efforts [1] Group 1 - The company's smart CNC equipment products are currently relying on externally sourced ball screws due to the ongoing construction of its production line [1] - The ball screw products are a significant part of the company's strategic planning for rolling functional components [1] - Once the ball screw products reach preliminary mass production conditions, the company will prioritize their verification and application in self-produced or self-used machine tools [1] Group 2 - This approach will not only help achieve autonomy in key components but also optimize the product cost structure [1] - The verification of product performance through this initiative will contribute to enhancing the company's market competitiveness [1]
恒而达:目前智能数控装备产品所使用滚珠丝杠主要为外部采购
Ge Long Hui· 2025-11-13 08:04
Core Viewpoint - The company is currently in the process of constructing its ball screw production line, leading to reliance on external procurement for its smart CNC equipment products [1] Group 1 - The ball screw products are a crucial part of the company's strategic planning for rolling functional components, with ongoing research and industrialization efforts [1] - Once the company achieves initial mass production conditions for its ball screw products, it will prioritize verification and application in self-produced or self-used machine tools [1] - This strategy aims to enhance the autonomy of key components, optimize product cost structure, and effectively validate product performance, thereby improving the company's market competitiveness [1]