KEDE Numerical (688305)2024-11-25 07:35Group 1: Company Overview - Company Code: 688305, Company Name: Kede CNC [1] - Investor Relations Activity Record Number: 2024-033 [1] Group 2: Event Details - Event Date: November 21, 2024, from 09:30 to 11:20 [3] - Event Type: On-site Research [3] - Participating Institutions: Taikang Asset, Kaiyuan Securities [3] - Location: Dalian [3] - Company Representative: Ms. Zhuli Hua, Board Secretary [3] Group 3: Key Discussion Points - The push for large-scale equipment upgrades is driven by national policies encouraging the replacement of old equipment with five-axis machines, enhancing manufacturing efficiency and reducing costs [5] - Kede CNC's five-axis machines are priced at 50% to 67% of similar foreign equipment, providing a competitive edge in terms of cost-performance ratio [7] - The automotive sector's demand for five-axis machines is expected to grow due to the shift towards lightweight and integrated designs, with new opportunities arising from the production of components for electric vehicles [7][8] Group 4: Future Outlook - Kede CNC has developed high-dynamic direct-drive five-axis machining centers tailored for electric vehicle components, indicating a proactive approach to market needs [8] - The company has established deep collaborations with automotive clients for processing various components, positioning itself strongly against high-priced imported equipment [8]