证券日报网讯国机精工（002046）9月24日在互动平台回答投资者提问时表示，截至2025年9月20日，公 司股东人数为56188户。 ...

Group 1 - The company, Guojijiangong, has incorporated robot bearings into its "14th Five-Year" business plan, indicating a strategic focus on high value-added products [1] - The company plans to concentrate on specific types of bearings, including crossed roller bearings, thin-walled bearings, and angular contact bearings [1] - Currently, the company has not established any direct business relationships with humanoid robot companies [1]

Group 1: 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 sources of profit, with wind power bearings being the fastest-growing segment [2][3] Group 2: Bearing Business - 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 the first domestically produced 8 MW, 18 MW, and the world's first 26 MW series main shaft bearings [3] - Precision machine tool bearings are stable, primarily consisting of spindle bearings and ball screw bearings [3] Group 3: Abrasive Tools Business - Superhard material tools have a strong market competitive advantage, breaking foreign monopolies and serving sectors like semiconductors and automotive [4] - Composite superhard materials focus on specialized fields such as oil and gas drilling [4] - Diamond functional application products are being developed for major national projects and emerging industries, with potential breakthroughs in semiconductor materials [4] Group 4: Financial Performance and Market Position - The special bearing business has seen an increase in orders but faces pricing pressure affecting profitability [5] - The company holds a 90% market share in domestic aerospace bearings, with commercial aerospace development expected to create new growth opportunities [5] - The superhard materials tools business is projected to generate approximately 580 million yuan in revenue in 2024, with significant growth in semiconductor applications [5] Group 5: Future Development Strategy - The company aims to leverage its technological advantages and focus on niche markets, adopting a multi-variety, small-batch production model [5]

Group 1 - The company has developed a diamond-copper hybrid heat dissipation product, which shows a significant improvement in thermal conductivity compared to pure copper [2] - The thermal conductivity of diamond-copper is approximately 800 W/m·K, while that of copper is about 400 W/m·K, indicating a 100% increase in efficiency [2] - The company has been questioned about the price increase of pure copper and its impact on the new product's competitiveness [2]

Group 1 - The company has included humanoid robot bearings in its "14th Five-Year Plan" [2] - The main types of bearings planned for production are cross roller bearings, thin-walled bearings, and angular contact bearings [2]

Group 1 - The core point of the announcement is the lifting of the trading restrictions on specific shares issued by the company, allowing for their circulation starting from September 19, 2025 [2][3][6] - The total number of restricted shares being released is 1,618,122 shares, which accounts for 0.3017% of the company's total share capital [2][6] - The shares were originally issued to four specific entities at a price of 15.29 RMB per share, totaling 7,504,321 shares, which increased the company's total share capital to 536,266,835 shares [4][5] Group 2 - The shareholders involved in the lifting of restrictions have adhered to their commitments, with no violations reported as of the announcement date [7] - The sponsor has confirmed that the application for lifting the trading restrictions complies with relevant regulations and that the information disclosed is accurate and complete [7]

证券代码：002046 证券简称：国机精工 公告编号：2025-059 国机精工集团股份有限公司 关于向特定对象发行股份解除限售 并上市流通的提示性公告 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。 特别提示： 1、国机精工集团股份有限公司（以下简称"公司"）本次解除 限售的限售股份为公司 2022 年度向特定对象发行股票的限售流通股, 股份数量为 1,618,122 股，占公司股份总数的 0.3017%。于解禁日实 际可上市流通限售股份数量为 1,618,122 股，占公司总股本的 0.3017%。 2、本次有限售条件的流通股上市流通日为 2025 年 9 月 19 日。 一、本次解除限售股份取得的基本情况 经中国证券监督管理委员会《关于同意国机精工集团股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2025〕227 号）同 意注册，公司向中国机械工业集团有限公司（以下简称"国机集团"）、 国机资本控股有限公司（以下简称"国机资本"）、武汉华实汇添私 募股权投资基金合伙企业（有限合伙）（以下简称"华实汇添"）、 诺德基金管理有限公司（以下简称"诺德 ...

光大证券股份有限公司关于国机精工集团股份有限公司 向特定对象发行股票 部分限售股解除限售并上市流通的核查意见 1 本次向特定对象发行股份后至本核查意见出具日，公司未发生因股份增发、 回购注销及派发股票股利或用资本公积金转增股本等导致需要对本次拟解除限 售的股东持有的限售股份数量进行调整的事项。 二、本次限售股份可上市流通安排 光大证券股份有限公司（以下简称"光大证券""保荐人"）作为国机精工 集团股份有限公司（以下简称"国机精工""公司"）2022 年度向特定对象发 行 A 股股票的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》等相关法律、法规和规范性文件的规定，对国机精工向特定对 象发行股票解除限售上市流通事项进行了审慎核查，核查情况如下： 一、本次解除限售股份取得的基本情况 经中国证券监督管理委员会《关于同意国机精工集团股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2025〕227 号）同意注册，公司向中国机 械工业集团有限公司（以下简称"国机集团"）、国机资本控股有限公司（以下 简称"国机资 ...

Group 1: Diamond Applications - Diamond has excellent heat dissipation properties, but cost issues limit its functional applications. As high-power devices and high-performance chips develop, the demand for diamond as a heat dissipation material may increase [1] - The industry has introduced diamond-copper composite materials, which have heat dissipation performance between copper and diamond but at a lower cost, showing good application prospects. The company has successfully developed diamond-copper products and is currently promoting them in the market [1] Group 2: Industry Challenges - The main challenge for the industrialization of diamond heat dissipation products is cost, which restricts the expansion of application scenarios. Currently, the industrialization of diamond heat dissipation applications is in its early stages, with demand expected to gradually open up [1] Group 3: Aerospace Sector Impact - The company holds over 90% market share in the domestic aerospace bearing sector, with products including rocket fuel turbine pump bearings and satellite momentum wheel bearing components. The development of commercial aerospace will provide new business growth opportunities for the company [2] Group 4: Business Performance - The recovery of special bearing product business volume is below expectations, while wind power bearings are growing rapidly. The relocation to a new industrial park is expected to enhance capacity and support more business [2] - In 2024, the revenue from superhard grinding tools is projected to be around 580 million yuan, with downstream applications in both semiconductor and non-semiconductor fields. Products for the semiconductor sector have seen significant growth in recent years [2]

Company Overview - Guoji Precision Engineering Co., Ltd. is located in Zhengzhou, Henan Province, established on December 9, 2001, and listed on May 26, 2005. The company specializes in the research, production, and sales of bearings and electric spindles, as well as technology development services commissioned by governments and other enterprises [2]. Business Performance - For the first half of 2025, Guoji Precision achieved operating revenue of 1.608 billion yuan, representing a year-on-year growth of 25.14%. However, the net profit attributable to the parent company was 174 million yuan, showing a slight decrease of 1.69% year-on-year [3]. - The company's main business revenue composition includes: basic components (29.82%), special and precision bearings (29.40%), machine tools (9.99%), and other segments [2]. Stock Performance - As of September 16, Guoji Precision's stock price increased by 2.05%, reaching 33.32 yuan per share, with a trading volume of 239 million yuan and a turnover rate of 1.38%. The total market capitalization is 17.868 billion yuan [1]. - Year-to-date, the stock price has risen by 141.62%, but it has seen a slight decline of 0.18% over the last five trading days and a 9.48% drop over the last 20 days [1]. Shareholder Information - As of September 10, the number of shareholders for Guoji Precision was 57,800, a decrease of 6.44% from the previous period. The average number of circulating shares per person increased by 6.89% to 9,119 shares [3]. - The company has distributed a total of 513 million yuan in dividends since its A-share listing, with 312 million yuan distributed in the last three years [4]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 2.1 million shares, which is a decrease of 3.7803 million shares from the previous period [4].