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沃爾德(688028.SH):公司在3C行業精密結構件加工領域主要是由子公司鑫金泉實施
格隆匯 10-12 18:26

格隆匯10月12日丨沃爾德(688028.SH)接受特定對象調研時表示,公司在3C行業精密結構件加工領域主要是由子公司鑫金泉實施。

根據艾邦高分子數據,鈦合金手機中框整體良率約為30%-40%,遠低於鋁合金中框的80%;且加工時間長,約為鋁合金的3-4倍;同時,由於鈦合金的特殊性質,對刀具也提出了嚴苛要求。鑫金泉在2021年開始研發鈦合金材料加工的刀具,2022年某國際品牌高端智能手錶的鈦合金錶殼生產中,已經開始使用鑫金泉刀具,同時更多的智能手機品牌也開始大量使用鈦合金材料,2023年第二季度相應刀具需求開始大幅度增加,鑫金泉第二季度營業收入環比第一季度增長50%以上;加之消費電子的復甦,有利於鑫金泉刀具下半年及未來業務的拓展。

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