霸刀分享-2025年10月数控行业的重要动态
科德数控、大族数控表现活跃，格力为特斯拉提供服务，中国数控机床出口持续增长。
2025年10月，中国数控机床行业在企业业绩、海外市场拓展和技术应用方面均有重要进展。多家上市公司披露最新经营数据，行业整体呈现结构性增长态势，尤其在高端设备与AI驱动需求推动下，部分企业实现盈利大幅跃升。
科德数控（688305）：10月23日盘中下跌2.01%，报61.54元/股，成交额1512.45万元。今年以来股价上涨17.78%，但近5日下跌5.25%。公司主营五轴联动数控机床、高档数控系统等，2025年上半年营收2.95亿元（+15.24%），归母净利润4905.64万元（+1.27%）。
大族数控（301200.SZ）：受益于AI算力带动PCB需求，2025年前三季度毛利率达31.73%（+3.74个百分点），第三季度净利率达14.90%（+7.25个百分点）。公司主推AIPCB专用设备，钻孔类设备收入占比达71.02%。截至10月21日，年内股价上涨184.88%，总市值达428亿元，已超过母公司大族激光（376亿元）。
格力电器：董明珠透露，格力已为特斯拉提供数控机床服务，并成功研制超100款数控机床产品，涵盖多个外部领域，体现国产工业母机对外资高端制造企业的渗透能力。
Important developments in the CNC industry in October 2025
Kede CNC and Han's CNC have been performing actively. Gree provides services for Tesla. The export of Chinese CNC machine tools has continued to grow.
In October 2025, China's CNC machine tool industry made significant progress in terms of enterprise performance, overseas market expansion and technology application. Several listed companies have disclosed their latest operating data. The industry as a whole shows a structural growth trend, especially driven by the demand for high-end equipment and AI-driven technologies, some enterprises have achieved a significant increase in profits.
Kede Numerical Control (688305) : On October 23rd, it dropped by 2.01% during trading, closing at 61.54 yuan per share, with a trading volume of 15.1245 million yuan. The stock price has risen by 17.78% so far this year, but has dropped by 5.25% in the past five days. The company mainly deals in five-axis linkage CNC machine tools, high-end CNC systems, etc. In the first half of 2025, its revenue was 295 million yuan (+15.24%), and its net profit attributable to the parent company was 49.0564 million yuan (+1.27%).
Han's CNC (30120.SZ) : Benefiting from the demand for PCBS driven by AI computing power, its gross profit margin reached 31.73% (+3.74 percentage points) in the first three quarters of 2025, and its net profit margin reached 14.90% (+7.25 percentage points) in the third quarter. The company mainly promotes AIPCB-specific equipment, and the revenue from drilling equipment accounts for 71.02%. As of October 21st, the stock price has risen by 184.88% within the year, with a total market value reaching 42.8 billion yuan, surpassing its parent company, Han's Laser (37.6 billion yuan).
Dong Mingzhu of Gree Electric Appliances disclosed that Gree has provided CNC machine tool services to Tesla and successfully developed over 100 types of CNC machine tool products, covering multiple external fields, demonstrating the penetration ability of domestic industrial mother machines into foreign high-end manufacturing enterprises.