喬鋒智能(301603.SZ):核心部件公司已基本完成自制或以國內供應商供貨為主
格隆匯10月15日丨喬鋒智能(301603.SZ)在投資者關係活動上表示,公司綜合機牀性能需求、匹配度、下游市場客户偏好及供應週期等多方面因素自主決定選配的數控系統、絲桿、線軌等核心零部件品牌。數控系統方面主要選擇發那科、三菱、西門子,同時已與華中數控、凱恩帝、廣州數控等國產數控系統品牌建立合作,積極在多款機型上進行研發測試及優化,部分新研發高端機牀亦開始採用國產數控系統。核心部件絲桿、線軌方面主要選擇PMI等境外品牌,相關品牌在中國境內均有製造工廠,公司與前述供應商或其代理商合作穩定。同時公司已與凱特等國產絲桿、線軌品牌建立合作或聯繫,公司會加大開發國產絲桿、線軌供應商,保障相關部件供應安全。除上述外,其他核心部件如主軸、動力刀塔、精密轉枱等核心部件公司已基本完成自制或以國內供應商供貨為主。
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