智通财经12月31日讯（记者 黄路）钨涨刀贵，今年尤其是四季度以来，硬质合金刀具成本上升，国内 外刀具厂商相继提价。 多位业内人士对智通财经记者表示，行业经历过洗牌后，对明年增长预期增强，尤其是高端领域国产替 代空间较大。在需求端，新兴产业与高端制造需求放量，包括AI领域、人形机器人、半导体设备等技 术突破带来新增量，带动高附加值产品销量增长；对于成本端的钨价上涨，通过主动提价能够有效转移 至下游，并通过调整产品结构，提升整体毛利率。 钨涨刀贵，2025年提价成主旋律 受原料涨价推动，刀具厂商2025年内多次集中调价。其中，中钨高新（000657.SZ）刀片类产品今年以 来已四次调价，公司相关人士对智通财经记者表示，公司下游硬质合金产品种类较多，不同品类的价格 调整幅度存在差异，主要受原材料成本占比、产品议价能力及下游客户接受度等多因素影响。 多位刀具行业人士向智通财经记者透露，今年调价已覆盖大部分产品，能有效应对成本上升压力。随着 高端制造的持续升级，下游需求增长，包括AI领域、机器人加工、航空航天等领域的刀具需求均呈上 升趋势，公司产能将聚焦在附加值更高的产业领域。 以AI应用领域为例，AI服务器、高速交 ...

Group 1: Company Overview - Jinzhou Precision Engineering, a subsidiary of Zhongtung High-tech Materials Co., is a leading global supplier of precision micro-drills and tools for PCB applications [2] - The company focuses on continuous technological innovation and responds actively to customer needs, aiming to develop competitive high-end products [3] Group 2: Production Capacity and Expansion Plans - In the first half of this year, the average monthly production capacity was over 60 million units, which increased to an average of 70 million units from July to September, and is expected to exceed 80 million units by the end of October [3] - The board approved a capacity expansion project for Jinzhou Company to increase micro-drill production by 140 million units, with implementation closely tied to market demand [3] Group 3: Market Demand and Risks - The demand for AI PCB drill needles has surged, prompting the company to maintain a good balance between production and sales [3] - Investors are advised to closely monitor market changes that may pose potential risks related to capacity expansion [3] Group 4: Product Specifics - The company has not yet provided statistics on the proportion of AIPCB drill needles or pricing details for m8/m9 drill needles [3]