数控机床产品
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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
Core Viewpoint - The fluctuations in revenue and profit are primarily attributed to the amortization of the 2024 restricted stock incentive plan, the temporary impact of international policy, and insufficient production capacity [1] Group 1: Financial Performance - The company has experienced significant growth in new orders in the third quarter compared to the second quarter, indicating a positive market response [1] - The company is confident that as production capacity gradually increases, the scale effect will become more apparent, leading to simultaneous growth in revenue and profit margins [1] Group 2: Market Strategy and Diversification - The company is actively adjusting its market strategy and has made breakthroughs in new fields such as healthcare, semiconductors, and low-altitude economy, resulting in a more diversified customer base [1] - The current order backlog is sufficient, and new product development continues to receive market orders, enhancing the competitiveness of the company's products [1]
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]