沃爾德(688028.SH):進入第四季度鑫金泉超硬刀具訂單仍保持較好的趨勢
格隆匯11月9日丨沃爾德(688028.SH)接受特定對象調研時表示,鑫金泉1-9月份,營業收入、淨利潤保持雙位數增長,特別是第三季度增長非常明顯。進入第四季度,鑫金泉超硬刀具訂單仍保持較好的趨勢,整體硬質合金刀具市場需求相比第三季度較為緩和。
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等相關材料,高端3C產品需求較為旺盛,加之消費電子開始復甦,公司積極推進惠州募投項目的投入,設備投資約1億元,預計明年一季度開始。
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