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科德數控(688305.SH):1-11月新增訂單同比增速85%以上
格隆匯 12-08 08:41

格隆匯12月8日丨科德數控(688305.SH)近期披露投資者關係活動記錄表顯示,2023年公司訂單保持快速增長,1-11月新增訂單同比增速85%以上,覆蓋航空航天、機械設備、能源、汽車等行業需求,產品類型包括五軸立式加工中心、卧式加工中心、卧式銑車複合加工中心、高速葉尖磨削中心、工具磨削中心等高端數控機牀,以及高檔數控系統、關鍵功能部件及自動化產線業務。

2023年,公司基於下游行業需求分析和公司可持續發展的長遠佈局,深耕客户加工領域。在高端機牀進口替代、五軸設備替代三軸設備、下游行業自身產品轉型升級等發展趨勢推動下,公司訂單保持高速增長。同時,近年來公司注重持續深耕既有客户領域的加工需求,整機產品復購率近40%。隨着整機產品的性能不斷提高,加工工藝不斷精進,客户與公司的緊密度將不斷增強。後續公司會結合產能釋放節奏,響應國家及行業需求,佈局產能、有序簽單,在保障重點行業需求的基礎上,滿足更多領域客户的加工需求。

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