宇环数控(002903) - 2025年5月13日投资者关系活动记录表

Group 1: Business Development - The company's main products include CNC grinding machines, CNC polishing machines, CNC drawing machines, and intelligent equipment, widely used in various industries such as consumer electronics, automotive, aerospace, and semiconductors [2] - In 2024, all business segments are expected to develop evenly, with continuous optimization of product and market structure [2] - Orders from high-end manufacturing sectors, including aerospace and semiconductors, have increased, with the precision composite vertical grinding machine successfully entering these fields [2] Group 2: Application in Consumer Electronics - The consumer electronics sector is a primary application area for the company's products, serving major clients like Apple, Huawei, and Samsung [2] - The company's products are used for processing exterior components of 3C products, including mobile phones and tablets, involving materials such as glass, sapphire, ceramics, and aluminum alloys [3] Group 3: Import Substitution - In 2024, China's grinding machine imports amounted to $1.2 billion, with a year-on-year growth of 7.7%, ranking among the top three in imported metal processing machines [3] - The company is advancing in the high-end CNC drawing machine sector, following the acquisition of Hunan Southern Machine Tool Co., which enhances its import substitution efforts [3] Group 4: Future Prospects - The domestic economic transformation emphasizes the importance of high-end manufacturing and self-sufficiency in China's manufacturing industry [3] - The export of CNC machine tools is increasing, and the pace of import substitution is accelerating, indicating strong growth potential for high-end CNC machines [3] - The company aims to strengthen its core competitiveness and focus on high-end equipment import substitution and overseas market development [3]