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宇环数控(002903) - 2025年3月4日、3月5日投资者关系活动记录表

Group 1: Company Overview and Market Position - YuHuan CNC Machine Tool Co., Ltd. focuses on the research, production, and sales of CNC grinding and polishing equipment, primarily serving the consumer electronics sector, including major brands like Apple, Huawei, and Xiaomi [2][5] - The company aims to enhance its competitive capabilities and brand influence by responding to customer technical demands and maintaining technological collaboration [2] Group 2: Product Offerings - The main products include various types of pull machines, such as vertical hydraulic pull machines and CNC spiral vertical pull machines, which are widely used in industries like automotive, aerospace, and engineering machinery [3][2] - High-end CNC grinding machines, including high-precision flat grinding machines and composite vertical grinding machines, have been developed and are being marketed to various sectors [6] Group 3: Industry Trends and Future Outlook - In 2024, China's machine tool industry is expected to see a slight decline in imports (USD 10.16 billion) while exports are projected to grow (USD 21.72 billion), indicating a trade surplus [4] - The semiconductor sector is identified as a key growth area, with the company’s grinding products being utilized in critical material processing, including silicon carbide and sapphire [5] Group 4: Technological Innovations - The company is committed to innovation in high-end grinding equipment, with plans to increase R&D efforts to create new business growth points [6][7] - The integration of 3D printing technology is seen as beneficial for product innovation and quality enhancement, with the company leveraging its expertise in grinding technology to meet market demands [7]