科德数控(688305) - 2024年6月投资者关系活动记录表

Product Development and Expansion - The company's five-axis vertical machining center is the most mature and mass-produced product [4] - The five-axis horizontal milling-turning machining center and five-axis horizontal machining center are expected to become the next mass-produced models [4] - The five-axis horizontal milling-turning machining center has a high technical difficulty and complex process, with an average price of around 3.5 million RMB [4] - The company has established a production base for five-axis horizontal machining centers in Shenyang to enhance production capacity [4] - The company launched the new GMC3060 model in 2023, which is suitable for processing large aerospace titanium alloys, aluminum alloys, and non-metallic composite materials [5] - The GMU2040 product was developed to meet customer needs for high-speed and efficient processing of large aluminum alloy structural parts [5] Cost and Profitability - The procurement costs for the five-axis horizontal milling-turning machining center and five-axis horizontal machining center are expected to be significantly optimized after mass production [5] - The adoption of standardized production management models will reduce production management costs for the entire machine [5] - The product gross margin is expected to further increase in the medium to short term [5] Export and Market Strategy - High-end CNC machine tools are an important part of the intelligent equipment manufacturing industry [6] - The company has established a development model covering the entire industry chain, talent chain, and technology chain [6] - The company's high-end CNC machine tools meet the processing needs of customers while offering competitive prices and efficient after-sales feedback [6] - The company is strengthening its efforts to expand overseas markets, focusing on product performance optimization and technological upgrades [6] - Domestic high-end CNC machine tools are expected to gain a significant competitive advantage in overseas markets due to their high cost-performance ratio [7] Investor Relations - The investor relations event was held on June 5, 2024, in Dalian, with participation from CICC Asset Management and Puxin Capital [3] - The event included a Q&A session focusing on product development, cost optimization, and market strategies [4][5][6]