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歐科億(688308.SH):將推動公司在更多中高端領域刀具產品的快速替代
格隆匯 06-05 13:50

格隆匯6月5日丨有投資者向歐科億(688308.SH)提問:下游中高端刀具對國產品牌的接受度有哪些變化?

歐科億回覆:中高端刀具,尤其是大型終端主機廠,對國產刀片主要是考慮切削壽命、穩定性和刀具加工精度的一致性,對於高價值零部件領域以前很少開放給國產刀具試刀。隨着國產刀具不斷向中高端升級,技術水平提升,這種局面在改善,存在較多機遇,很多行業有提升國產化率的內部要求,同時在軍工、航空航天等高端領域,也有刀具供應安全性的考量,國產刀具在下游各行業接受度越來越高。隨着國產刀具在終端應用領域的接受程度提升,具備渠道和終端佈局的企業將抓住機遇脱穎而出。

公司在航空航天、軌道交通等高端領域均有產品加工場景突破,將推動公司在更多中高端領域刀具產品的快速替代。

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