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国机精工:商业航天轴承、人形机器人轴承等产品将成为公司塑造第二增长曲线的主力军
Zheng Quan Ri Bao Wang· 2025-12-23 10:42
Core Viewpoint - The company aims to enhance its offerings in the bearing sector to support China's commercial aerospace development and expand into high-value products for humanoid robots and superhard materials [1] Group 1: Bearing Sector - The company is focusing on providing components that better serve the needs of commercial aerospace, particularly for key host equipment [1] - There is an emphasis on developing bearings for humanoid robots, specifically targeting high-value products like crossed roller bearings [1] Group 2: Superhard Materials - The company is accelerating its entry into the functional application era of diamond materials, optimizing diamond-copper composite materials [1] - Breakthroughs are being pursued in large-sized optical-grade diamond products [1] Group 3: Future Growth Drivers - Products such as commercial aerospace bearings, humanoid robot bearings, diamond heat sinks, and diamond optical window pieces are expected to be the main drivers of the company's second growth curve [1]
国机精工:2025年前三季度公司经营业绩稳中有升
Zheng Quan Ri Bao Wang· 2025-12-23 10:42
Core Viewpoint - The company, Guojijinggong, reported steady growth in operating performance for the first three quarters of 2025, driven primarily by the wind power bearing business [1] Revenue Summary - The company achieved operating revenue of 2.296 billion yuan, an increase of 490 million yuan, representing a year-on-year growth of 27% [1] - The core products, special and precision bearings, and superhard material grinding tools, saw a combined revenue growth of over 50% year-on-year, mainly due to the growth in the wind power bearing business [1] Profit Summary - The total gross profit for the first three quarters was 797 million yuan, an increase of 130 million yuan, reflecting a year-on-year growth of 20% [1] - The net profit reached 245 million yuan, an increase of 32.65 million yuan, with a year-on-year growth of 15.4% [1] - The attributable net profit to the parent company was 206 million yuan, showing a slight increase compared to the same period last year, affected by the reduction of equity in the superhard materials business from 100% to 67% after the business was injected into Guoji Diamond [1]
8.42亿元资金抢筹英维克,机构狂买多氟多(名单)丨龙虎榜
12月23日,上证指数上涨0.07%,深证成指上涨0.27%,创业板指上涨0.41%。盘后龙虎榜数据显示,共有58只个 股因当日异动登上龙虎榜,资金净流入最多的是英维克(002837.SZ),达8.42亿元。 据21投资通智能监测,35只个股龙虎榜出现了机构的身影,北向资金参与龙虎榜中的个股共涉及25只。 8.42亿元资金抢筹英维克,5.15亿元资金出逃航天机电 58只上榜的龙虎榜个股中,28只个股被净买入,30只个股被净卖出。其中,资金净买入最多的是英维克,达8.42 亿元,占总成交金额的11.07%。英维克当日收盘上涨10%,换手率为9.03%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 英维克 | 10% | 84184 | 11.07% | 9.03% | 1家机构买入,成功 | | | | | | | 率35.82% | | 多氟多 | 10.02% | 28002 | 5.07% | 16.22% | 3家机构买入,成功 | | | ...
国机精工振幅15.06%,机构龙虎榜净买入2.00亿元
国机精工今日下跌6.33%,全天换手率16.90%,成交额38.47亿元,振幅15.06%。龙虎榜数据显示,机构 净买入2.00亿元,深股通净买入2.38亿元,营业部席位合计净卖出3.58亿元。 深交所公开信息显示,当日该股因日振幅值达15.06%上榜,机构专用席位净买入2.00亿元,深股通净买 入2.38亿元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交13.18亿元,其中,买入成交额为6.99亿 元,卖出成交额为6.19亿元,合计净买入7952.90万元。 资金流向方面,今日该股主力资金净流出6.23亿元,其中,特大单净流出4.96亿元,大单资金净流出 1.27亿元。近5日主力资金净流出3.47亿元。 融资融券数据显示,该股最新(12月22日)两融余额为11.03亿元,其中,融资余额为11.03亿元,融券 余额为3.05万元。近5日融资余额合计减少7141.83万元,降幅为6.08%,融券余额合计增加337.00元,增 幅1.12%。(数据宝) 国机精工12月23日交易公开信息 | 买/卖 | 会员营业部名称 | | 买入金额(万元) | 卖出金额(万元) | | --- | --- | - ...
龙虎榜丨国机精工跌6.33%,深股通净买入2.38亿元,四机构净买入2亿元
Ge Long Hui A P P· 2025-12-23 08:57
格隆汇12月23日|国机精工(002046.SZ)今日跌6.33%,换手率16.9%,成交额38.47亿元。龙虎榜数据显示,深股通买入3.55亿元,卖出1.18亿元,净买入2.38 亿元;四家机构买入3.43亿元,卖出1.44亿元,净买入2亿元;游资"量化打板"位列卖三席位,净卖出8953万元。(格隆汇) | | 买入金额最大的前5名 | | | | | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | 686次 44.31% 2 | 35528.80 | 9.23% | | 2 | easimoney.com 机构专用 | 1567次 41.10% | 10152.57 | 2.64% | | 3 | 机构专用 | 1567次 41.10% | 9476.93 | 2.46% | | 4 | 机构专用 | 1567次 41.10% | 7821.90 | 2.03% | | 5 | 机构专用 | 1567次 41.10% | 6865.15 | 1.78% | | 序号 | 交易营业部名称 | ...
118股股东户数连降 筹码持续集中
投资者可以在交易所互动平台上通过提问方式了解部分公司更及时(每月10日、20日、月末)的股东户 数信息。证券时报·数据宝统计显示,513家公司公布了截至12月20日最新股东户数,相比之前各期,有 118股股东户数连续减少3期以上,股东户数最多已连降12期。也就是说筹码呈持续集中趋势。 股东户数连续下降个股中,连降时间较长的有逸豪新材、酷特智能等,其中,逸豪新材最新股东户数为 14402户,已连续减少12期,累计降幅为37.94%,酷特智能股东户数连降11期,最新户数为32185户, 累计降幅20.89%,股东户数连降期数较多的还有大东南、金时科技、东软载波等。从最新一期的股东 户数下降幅度看,降幅较大的有禾望电气、国机精工、大连重工等,最新股东户数分别下降15.15%、 13.33%、11.90%。 市场表现方面,股东户数连降股中,筹码集中以来股价上涨的有27只,下跌的有91只,累计涨幅较高的 有实朴检测、国机精工、翔鹭钨业等,分别上涨64.58%、45.98%、30.68%。相对沪指来说,其间股价 跑赢大盘的有29只,占比24.58%,超额收益率较高的有实朴检测、国机精工、翔鹭钨业等,股东户数 连降以来相对 ...
国机精工(002046) - 002046国机精工投资者关系管理信息20251222
2025-12-23 06:58
Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 2.296 billion yuan, an increase of 490 million yuan, representing a year-on-year growth of 27% [2] - The total gross profit reached 797 million yuan, up by 130 million yuan, with a year-on-year increase of 20% [2] - Net profit was 245 million yuan, an increase of 32.65 million yuan, reflecting a year-on-year growth of 15.4% [2] - The attributable net profit to shareholders was 206 million yuan, showing slight growth compared to the same period last year, impacted by a reduction in equity from 100% to 67% in the superhard materials business [2] Strategic Planning - The company aims to enhance its bearing products to support China's commercial aerospace development and expand into high-value products like cross-roller bearings for humanoid robots [2][3] - In the superhard materials sector, the focus is on advancing diamond functional applications, optimizing diamond-copper composite materials, and breaking through large-size optical-grade diamond production [2][3] Diamond Heat Dissipation Business - The diamond industry is divided into structural and functional applications, with functional applications including heat sinks and optical window pieces [3] - The diamond heat dissipation sector is expected to see growth due to high heat dissipation demands driven by AI, transitioning diamond from an optional to a necessary material [3] - The company began generating revenue from heat dissipation and optical windows in 2023, with expectations to exceed 10 million yuan in 2025, primarily in non-civilian sectors [3] MPCVD Product Development - The development plan for MPCVD products includes three phases: 1. Cultivating diamond rough products (mature stage) 2. Developing diamond heat sinks, optical window pieces, and acoustic membranes (starting phase) 3. Long-term planning for semiconductor materials to replace silicon [3] - Cost reduction strategies include utilizing low-cost electricity in the Xinjiang Hami industrial park and advancing technology across the entire supply chain [3]
超硬材料指数盘中走强,四方达涨超7%
Mei Ri Jing Ji Xin Wen· 2025-12-23 02:15
Group 1 - The superhard materials index increased by 2% during intraday trading [1] - Among the constituent stocks, Sifangda rose over 7% [1] - World gained 4.12%, Huifeng Diamond increased by 3.86%, Guoji Precision Engineering rose by 3.30%, and Huanghe Xuanfeng went up by 3.05% [1]
国机精工:截至2025年12月19日公司股东人数为44088户
Zheng Quan Ri Bao Wang· 2025-12-22 13:44
证券日报网讯12月22日,国机精工(002046)在互动平台回答投资者提问时表示,截至2025年12月19 日,公司股东人数为44088户。 ...
国机精工(002046) - 关于股票交易异常波动的公告
2025-12-22 11:47
2.公司未发现近期公共传媒报道了可能或已经对公司股票交易 价格产生较大影响的未公开重大信息。 证券代码:002046 证券简称:国机精工 公告编号:2025-068 国机精工集团股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整,没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况介绍 国机精工集团股份有限公司(以下简称"公司")股票(证券简 称:国机精工,证券代码:002046)于 2025 年 12 月 18 日、12 月 19 日、12月22日连续三个交易日内日收盘价格涨幅偏离值累计超过20%, 根据《深圳证券交易所交易规则》的有关规定,属于股票交易异常波 动情况。 二、公司关注及核实情况的说明 针对公司股票交易异常波动,公司对有关事项进行了核查,有关 情况说明如下: 1.公司前期披露的信息不存在需要更正、补充之处。 3.近期公司经营情况及内外部经营环境未发生重大变化。 4.经核查,公司及控股股东、实际控制人不存在关于公司的应披 露而未披露的重大事项或处于筹划阶段的重大事项。 5.经核查,公司控股股东、实际控制人在公司股票交易异常波动 期间不存 ...