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歐科億(688308.SH):國產刀具在下游各行業接受度越來越高
格隆匯 08-03 15:09

格隆匯8月3日丨有投資者向歐科億(688308.SH)提問:航空航天、軍工領域對國產刀具品牌的接受度如何?

歐科億回覆:航空航天、軍工作為數控刀具的重要應用領域,刀具消耗量大,目前主要還是以進口刀具為主。中高端刀具,尤其是大型終端主機廠,對刀具的切削壽命、穩定性和加工精度的一致性要求較高,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,也面臨一些機遇,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的核心零部件方面,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。

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