Economic Observation Network The fundamentals of East China CNC (002248) are supported by industry supply and demand, and institutions have shown a net buying trend under recent stock price fluctuations

Company fundamentals:
On the supply side, Fanuc and Mitsubishi CNC systems have experienced stock shortages and significantly extended delivery times since April, and the window for domestic independent controllability has arrived; On the demand side, there is strong capital expenditure on AI computing power, semiconductors, and new energy vehicle components. In June 2026, the production of metal cutting machine tools increased by 18.1% year-on-year 。

Stock price and fund performance:
On August 13th, there was a divergence, with a decline of 3.53% and a turnover rate of 32.79%. The main force had a net outflow of 52.43 million yuan, but institutional dedicated seats had a net purchase of 55.08 million yuan - chips were changing hands

The above content is based on publicly available information and does not constitute investment advice.