Kode CNC (688305) recently held a roadshow event, attracting the participation of China Universal Fund, GF Fund, CITIC Asset Management and other institutions.
The company’s main business focuses on five-axis linkage CNC machine tools, high-end CNC systems, key functional components and flexible automated production lines.
Kode CNC has a complete talent chain, technology chain, and industrial chain, and is the only listed company in China with dual R&D systems for high-end CNC systems and high-end CNC machine tools.
It has successfully applied its self-developed, domestically produced high-end CNC machine tools to strategic emerging industries such as aerospace, energy and nuclear power, automobiles, ships, machinery and equipment, ordnance and weapons, medical care, molds, and electronic semiconductors.
The company has achieved independent control of the core components of five-axis high-end CNC machine tools, covering five-axis CNC systems, servo drives, motors, turntables, swing heads, electric spindles and serial sensors.
For non-self-made components such as guide rails, screws, grating rulers and bearings, the company also has domestic alternatives that can be selected according to user needs.
Kode CNC’s products include high-end KD series and lean Dechuang series, both of which are general-purpose models and can be used in military and civilian fields.
The KD series pursues the ultimate in machining accuracy, reliability and supply chain security, and superimposes high value-added special platforms, such as a six-axis five-linkage blisk machining center, a high-speed blade tip grinding center, a five-axis flap milling machining center, a five-axis blade machining center, etc., breaking through the “stuck neck” technology, realizing import substitution, and ensuring independent controllability in key strategic areas.
The Dechuang series is highly cost-effective, inherits the common technology of the KD series, and its performance matches the diverse civilian market needs.
For example, Dechuang’s DMC series products have served the fields of low-altitude economy, semiconductors, and medical care, and are used to process drone pods, semiconductor ultrapure fluorine materials, and medical equipment.
In terms of industry development prospects, Code CNC believes that five-axis linkage CNC machine tools, as the core of high-end equipment manufacturing industry, are the key fulcrum to break through complex manufacturing bottlenecks and build independent and controllable industrial chains, which are related to national security and strategic industry protection.
With the rapid development of aerospace, military industry, and other fields, as well as low-altitude economy, robotics, semiconductors, new energy vehicles, and medical industries, the demand for high-precision, high-efficiency processing equipment and functional components continues to rise. In the future, the demand for key components such as large, medium, and small-sized five-axis linkage CNC machine tools and motors will have broad and lasting application prospects.
Previously, Code CNC introduced at the 2025 annual performance and cash dividend briefing meeting that in 2025, the company’s high-end CNC machine tool business revenue accounted for approximately 60%, and automated production line business revenue accounted for approximately 33%.
Automated production lines have been an important part of the company’s business in recent years. Its core is to integrate various standardized automation equipment (including CNC machine tools, robots, sensors, etc.) with software systems to form a complete, coordinated and efficient production system that can provide users with intelligent solutions that can quickly adapt to multiple varieties and changing batch production needs.
In this business, the company is mainly responsible for organizing production line design, system integration and five-axis linkage CNC machine tool production, and providing high-end CNC machine tools to the market in a more diversified manner according to user needs.
Among the company’s new domestic orders in 2025, aerospace accounts for about 50%, mechanical equipment accounts for about 14%, energy accounts for about 12%, universities and colleges account for about 8%, ordnance/weapons accounts for about 4%, electronic semiconductors account for about 4%, cutting tools account for about 3%, and other fields such as automobiles, molds, medical equipment, and ships account for about 5% in total.
