证券日报网讯欧科亿11月24日在互动平台回答投资者提问时表示，公司在机器人核心零件加工刀具方面 已有较多布局。公司已有刀具产品可用于机器人零部件加工，例如丝杠、减速器、行星轮等零件的加 工；公司研发的旋风铣刀具，可用于人形机器人丝杠加工，如用于行星滚柱丝杠等高精度丝杠的加工， 能提高生产效率和加工精度；用于齿轮加工的齿轮滚刀已通过下游客户验证并进入供货阶段；公司在减 速器龙头企业已完成刀具测试。此外，公司将持续优化和开发相关刀具产品，并加大在机器人核心零件 加工的整体解决方案方面的布局。 （文章来源：证券日报） ...

证券日报网讯欧科亿11月24日在互动平台回答投资者提问时表示，刀具作为钨下游的深加工产品，价格 持续上涨。根据公司10月份出货情况来看，刀具价格环比大幅提升，可以覆盖原材料的涨价成本。 ...

格隆汇11月24日｜有投资者在互动平台向欧科亿提问：公司在机器人领域有何布局？近期有没有什么新 的进展？未来发展空间如何？ 欧科亿回复称，公司在机器人核心零件加工刀具方面已有较多布局。公 司已有刀具产品可用于机器人零部件加工，例如丝杠、减速器、行星轮等零件的加工；公司研发的旋风 铣刀具，可用于人形机器人丝杠加工，如用于行星滚柱丝杠等高精度丝杠的加工，能提高生产效率和加 工精度；用于齿轮加工的齿轮滚刀已通过下游客户验证并进入供货阶段；公司在减速器龙头企业已完成 刀具测试。此外，公司将持续优化和开发相关刀具产品，并加大在机器人核心零件加工的整体解决方案 方面的布局。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688308 证券简称：欧科亿 公告编号：2025-040 株洲欧科亿数控精密刀具股份有限公司 关于召开2025年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025年11月27日 （星期四） 14:00-15:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年11月20日（星期四）至11月26日（星期三）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱oke_info@oke-carbide.com进行提问。公司将在说明会上对投资者 普遍关注的问题进行回答。 株洲欧科亿数控精密刀具股份有限公司（以下简称"公司"）已于2025年10月24日发布公司2025年第三季 度报告，为便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划于 202 ...

[Table_Info1] 机械设备 [Table_Date] 发布时间：2025-11-18 [Table_Title] 证券研究报告 / 行业动态报告 关注 PCB 钻针景气周期的机遇 报告摘要： [Table_Summary] PCB 钻针用于 PCB 钻孔工序，有多种规格。钻针为 PCB 刀具之一（还 包括铣刀、V 槽刀、切割刀、清洁刀等），钻针主要用于 PCB 的钻孔工 序，理论上可以用于钻通孔、盲孔，或者扩孔等。PCB 钻针产业链以上 游钨钢棒材/金刚石微粉、CVD 涂层设备，中游微钻研磨、涂层与检测， 下游高阶 PCB 及 AI 服务器、封装基板厂为主线，贯穿"材料—刀具— 设 备 — 板 厂 — 终 端 " 五 环 节 。 钻 针 按 照 型 制 可 分 为 UC 型 式 （UnderCutDrill）、ST 型式（StraightDrill）及 ID 型式（InverseDrill）；通 常由高速钢、硬质合金为原料制备，高端产品也有金刚石材料，最常见 的是硬质合金材料刀具。0.2mm 及以内的钻针通常称为 PCB 微钻。 AI 快速发展背景下，PCB 钻针需求有望持续增长。PCB 下游包括通 ...

根据披露的机构调研信息2025年11月11日，泉果基金对上市公司沃尔德进行了调研。 基金市场数据显示，泉果基金成立于2022年2月8日。截至目前，其管理资产规模为237.87亿元，管理基 金数6个，旗下基金经理共5位。旗下最近一年表现最佳的基金产品为泉果旭源三年持有期混合A （016709），近一年收益录得34.32%。 截至2025年11月13日，泉果基金近1年回报前9非货币基金业绩表现如下所示： 基金代码基金简称近一年收益成立时间基金经理016709泉果旭源三年持有期混合A34.322022年10月18日 赵诣 016710泉果旭源三年持有期混合C33.792022年10月18日赵诣 022223泉果消费机遇混合发起式 A30.632024年9月27日孙伟 018329泉果思源三年持有期混合A27.122023年6月2日刚登峰 018330泉果思源 三年持有期混合C26.602023年6月2日刚登峰 019624泉果嘉源三年持有期混合A23.702023年12月5日钱思 佳 019625泉果嘉源三年持有期混合C23.222023年12月5日钱思佳 020855泉果泰然30天持有期债券 A3.992024年 ...

内容概要：刀具是机械制造中完成切削加工的工具，是最活跃的生产要素，也是工业母机进行切削加工 的最终执行部件，被称为工业母机的"牙齿"，现代制造业对先进精密刀具有着显著的依存，刀具技术在 制造业中有着重要、不可或缺的地位，近年来，随着国家制造业的高速发展，各类零部件越来越精密， 对刀具需求也与日俱增，尤其是汽车、航空航天等高端制造领域对精密刀具需求显著提升，螺纹加工刀 具作为刀具重要细分市场，也迎来快速发展的黄金时期，据统计，2024年我国螺纹加工刀具行业市场规 模达33.23亿元，同比增长7.40%。 相关上市企业：中钨高新（000657）、欧科亿（688308）、恒锋工具（300488）、秦川机床（000837） 相关企业：厦门金鹭特种合金有限公司、汉江工具有限责任公司、哈尔滨第一工具制造有限公司、杭州 杭刃工具有限公司、苏州阿诺精密切削技术有限公司、山特维克（中国）投资有限公司、肯纳金属（中 国）有限公司、伊斯卡刀具国际贸易（上海）有限公司 关键词：螺纹加工刀具市场政策、螺纹加工刀具产业链图谱、螺纹加工刀具市场规模、螺纹加工刀具竞 争格局、螺纹加工刀具发展趋势 一、概述 螺纹加工刀具是专门用于在金属、塑料 ...

Group 1 - The core business of the company is the research, production, and sales of ultra-high precision, high precision cutting tools, and superhard material products [1] - Recently, certain products, particularly diamond micro-drills used in PCB board hole processing, have gained attention; however, these products are still in the research and testing phase and have not generated revenue [1] - From January to September 2025, the diamond micro-drill achieved revenue of 9.5265 million yuan in other application areas [1] Group 2 - For the same period, the revenue from screw and RV reducer processing tools and diamond heat sink products is very small, accounting for no more than 1% of the company's total revenue [1] - The impact of these products on the company's overall revenue for 2025 is limited, and their development prospects are influenced by multiple factors, including industry trends and market conditions, which introduce uncertainty [1] - The relevant market is still in the early cultivation stage, and future market expansion may face challenges, including potential lower-than-expected downstream demand [1]

Core Viewpoint - The company, Ding Tai Gao Ke (301377), is focused on the research and innovation of PCB precision tools, aligning with downstream technological trends and actively seizing market opportunities [1] Group 1 - The company emphasizes its commitment to the development and innovation of PCB precision tools [1] - The company is closely following downstream technological trends [1] - The company is actively capturing relevant market opportunities [1]

Summary of Huari Precision's Conference Call Company Overview - **Company**: Huari Precision - **Industry**: Tool manufacturing, specifically focusing on CNC cutting tools Key Points and Arguments Financial Performance - In the first three quarters, net profit increased by 1,041% year-on-year to 40 million yuan [2][3] - CNC blade revenue reached 203 million yuan, while overall tool revenue was 35 million yuan [2][3] - Comprehensive gross margin improved to 43.6%, up 11 percentage points year-on-year and 5 percentage points quarter-on-quarter [2][4] Market Demand and Growth - The company benefited from a recovery in downstream demand, enhanced product performance, and channel expansion [2][3] - Significant growth in distribution channels in automotive, general machinery, and mold industries, with direct sales in military, aerospace, wind power, engineering machinery, and 3C sectors showing notable increases [2][5] - Military and engineering machinery sectors experienced a doubling in growth [2][5] Raw Material Price Impact - Tungsten raw material prices surged from approximately 300 yuan/kg at the beginning of the year to 660-670 yuan/kg currently, leading to strong replenishment demand from distributors [2][6] - Huari Precision's ample inventory provides a competitive advantage, while smaller companies may face production halts due to funding issues [2][6][7] Production Capacity and Expansion Plans - Current production capacity utilization is around 80%, with high-end blade capacity fully operational [3][10] - Plans to expand production lines by 35 million pieces, with potential to double output through key process equipment additions [3][11][12] Product Development and Innovation - New products, including high-hard steel processing series, are set to launch with an 80% price increase over standard products, expected gross margins of 30%-40% [3][13] - Focus on humanoid robots and PCB sectors, with plans to complete harmonic gear tool development by mid-2026 [3][17] Competitive Landscape - Domestic companies are expected to focus more on quality competition due to rising costs, while international competitors like Japanese firms may start raising prices in early 2026 [7][8][9] - The tightening of tungsten resources and increased demand for high-end tools in the Korean market present new opportunities for Huari Precision [8] Pricing Strategy - Anticipation of a price increase of 15%-20% in December due to rising raw material costs, with domestic clients gradually accepting these increases [16][24] - The company is considering further price adjustments if raw material prices stabilize at higher levels [24] Future Industry Trends - The tool industry is expected to undergo significant changes due to rising raw material prices and market environment shifts, with a trend towards consolidation [26] - Huari Precision aims to transition from merely providing tools to offering comprehensive solutions, including tool management and digital management software [26] Software Development - The company has launched industrial software with positive feedback and secured a major project worth 97 million yuan [20][21][22] - The software's pricing strategy is flexible, with high gross margins expected due to lower cost constraints compared to hardware [22] Additional Important Insights - Inventory write-downs were recorded due to cautious principles, with potential for reversal if sales prices increase in the future [19] - The company is actively engaging with multiple clients in the PCB sector, not limited to a single partnership [25] - The overall market for cutting tools is driven by both rising raw material costs and improved demand in high-end sectors like aerospace and military [25]