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科德数控:公司通过积极调整市场策略,实现三季度新签订单环比二季度显著增长
Zheng Quan Ri Bao Wang· 2025-11-04 12:50
证券日报网讯科德数控11月4日在互动平台回答投资者提问时表示,当前收入和利润的波动,主要与摊 销2024年限制性股票激励计划的股份支付费用、国际政策大环境的阶段性影响以及产能不足等因素相 关。公司通过积极调整市场策略,实现三季度新签订单环比二季度显著增长,并在医疗、半导体及低空 经济等新领域持续突破,客户结构日趋多元化。目前公司在手订单充足,研发新品持续获得市场化订 单,产品市场竞争力强。公司坚信,随着产能的逐步释放,公司规模化效应将逐步显现,带动营收增长 与利润空间同步扩张。 ...
乔锋智能(301603.SZ):公司部分机床产品已经应用于人形机器人零部件制造
Ge Long Hui· 2025-09-05 01:24
Core Viewpoint - Qiaofeng Intelligent (301603.SZ) is a leading domestic CNC machine tool enterprise, focusing on the development and investment of CNC machine tools for humanoid robot components manufacturing [1] Group 1: Company Overview - The company has already applied some of its machine tool products in the manufacturing of humanoid robot components, with corresponding application cases and clients [1] - The company places high importance on the research and development of CNC machine tool products and technologies used in the humanoid robot field [1] Group 2: Strategic Partnerships - Through equity investment and business cooperation with Kepler Robotics, the company aims to be closer to the core processing scenarios of robot components, such as precision metal parts like roller screws and planetary gearbox housings [1] - This partnership will enable the company to gain immediate insights into frontline market demands and data feedback, facilitating the development and iteration of CNC machine tools suitable for the robotics industry [1]