格隆汇12月10日丨国机精工(002046.SZ)在投资者互动平台表示，航天轴承主要包括卫星和运载火箭所 用轴承，目前无研发高铁轴承计划。 ...

国机精工（002046.SZ）12月10日在投资者互动平台表示，公司是我国长征系列火箭所用特种轴承的重 要供应商，在商业航天领域，有相当部分的火箭公司是公司客户。 ...

格隆汇12月10日丨国机精工(002046.SZ)在投资者互动平台表示，公司是我国长征系列火箭所用特种轴 承的重要供应商，在商业航天领域，有相当部分的火箭公司是公司客户。 ...

格隆汇12月10日丨国机精工(002046.SZ)在投资者互动平台表示，公司是我国长征系列火箭所用特种轴 承的重要供应商，在商业航天领域，有相当部分的火箭公司是公司客户。 ...

国机精工（002046.SZ）12月10日在投资者互动平台表示，公司是我国长征系列火箭所用特种轴承的重 要供应商，在商业航天领域，有相当部分的火箭公司是公司客户。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司作为航天科技集团旗下长征系列火箭的特种轴 承独家供应商，请问贵公司在航天科技集团以外，还和蓝箭，天兵，中科宇航等民营火箭公司有合作 吗？ ...

Group 1 - The core viewpoint of the article highlights that Guojijinggong (国机精工) holds over 90% market share in the domestic aerospace bearing sector [1] - The company produces specific products such as rocket fuel turbine pump bearings, satellite momentum wheel bearing assemblies, and satellite battery sailboard bearings [1] - The development of commercial aerospace is expected to provide new business growth opportunities for the company [1]

证券日报网讯 12月9日，国机精工在互动平台回答投资者提问时表示，截至2025年11月30日，公司股东 人数为56363户。 （文章来源：证券日报） ...

Group 1: Core Business Overview - The company operates in the bearing and abrasive tools industries, focusing on five main business segments: new materials, basic components, machine tools, high-end equipment, and supply chain management [2] - Special bearings and superhard materials are the primary profit sources, with wind power bearings being the fastest-growing segment [2][3] Group 2: Bearing Business - The bearing business includes special bearings, wind power bearings, and precision machine tool bearings [2] - Special bearings are used in aerospace, military, and nuclear industries, with a leading domestic technology level [3] - Wind power bearings have seen significant advancements, including the development of domestically produced 8 MW, 18 MW, and the world's first 26 MW series main shaft bearings [3] Group 3: Abrasive Tools Business - The abrasive tools segment includes superhard materials, composite superhard materials, and diamond functional application products [3] - Superhard materials have a strong market competitive advantage, primarily serving the semiconductor and automotive industries [3] - Diamond functional application products are expected to play a crucial role in national strategic projects and emerging industries, with potential breakthroughs in key technologies [3] Group 4: Diamond Business Development - The diamond business is divided into structured and functional applications, with functional applications including heat dissipation materials and optical window pieces [4] - The first phase of diamond products has been commercialized, with small batch sales starting in 2023 [4] - The company aims to reduce costs through innovations across the entire supply chain, including seed crystals and deposition processes [6] Group 5: Market Outlook and Growth Opportunities - The wind power bearing business is expected to maintain a high order volume in 2025, with plans to expand production capacity by the end of 2026 [5] - The company holds a 90% market share in domestic aerospace bearings, presenting new growth opportunities with the rise of commercial aerospace [5] - The superhard materials business is projected to generate approximately 580 million yuan in revenue in 2024, with significant growth in the semiconductor sector [5]

Group 1: Pharmaceutical Industry - In December 2025, the National Medical Insurance Catalog successfully added 114 new drugs, including 50 innovative Class A drugs such as Teriparatide and the domestic ADC drug Lukanosatuzumab [1] - The commercial insurance innovative drug catalog includes 5 domestic CAR-T cell therapies, 2 imported Alzheimer's drugs, and rare disease medications, with CAR-T therapy costing over 1 million yuan per treatment if paid out of pocket [1] Group 2: Satellite Internet Industry - On December 4-5, the 2025 Satellite Internet Industry Ecosystem Conference was held, where Yuanxin Satellite signed a cooperation agreement with Airbus for low-orbit satellite aircraft connectivity [2] - The satellite internet industry is expected to reach a market size of 200-400 billion yuan by 2030, with an annual compound growth rate of 10%-28% [3] Group 3: Cultured Diamond Industry - The 2025 Cultured Diamond Industry Conference was held on December 6, signing 30 projects with a total investment of no less than 15 billion yuan [4] - The current market size of China's cultured diamond industry is approximately 14 billion yuan, projected to exceed 102.5 billion yuan by 2030 [4] Group 4: Optical Fiber Communication Industry - On December 5, China Telecom launched the world's first cross-border hollow-core optical fiber and ultra-low latency commercial transmission system [5] - The hollow-core optical fiber technology is expected to achieve a compound annual growth rate of 56.52% over the next six years [5]

Industry Overview - The 2025 Cultivated Diamond Industry Conference was held in Zhengzhou, signing 30 projects across the entire industry chain with a total investment of no less than 15 billion yuan [1] - The conference released the "2025 Cultivated Diamond Industry Development Report" and hosted industry dialogue and education integration meetings [1] - The cultivated diamond market in China is currently valued at approximately 14 billion yuan, expected to exceed 102.5 billion yuan by 2030, indicating a rapidly growing market [1] Technological Advancements - Zhengzhou continues to lead in key technologies such as high-temperature high-pressure methods and high-power chemical vapor deposition, expanding into high-end applications like heat dissipation and optics [1] - The demand for heat dissipation solutions is increasing due to the exponential growth of technologies like 5G, artificial intelligence, and cloud computing, with diamond heat dissipation offering significant advantages [1] Company Developments - Guojijinggong has been focusing on diamond functional applications since 2015, with a product line compatible with the MPCVD route, capable of producing heat sinks, optical window pieces, and future synthetic semiconductor chip materials [1] - Sifangda has developed the capability for mass production of large-size (inch-level) diamond substrates and films, and will continue to monitor market opportunities in the diamond heat dissipation sector [2]