【私募调研记录】天猊投资调研国机精工

Group 1 - Tianyi Investment recently conducted research on a listed company, Guojijiangong, which operates in the bearing and abrasive tools industry, covering five major sectors: new materials, basic components, machine tools, high-end equipment, and supply chain management and services [1] - The company specializes in special bearings used in aerospace and aviation, with a robust order book in the wind power bearing business, and aims to rank among the top tier in precision machine bearings [1] - The ultra-hard materials grinding tools business is projected to generate approximately 580 million yuan in revenue in 2024, with significant growth in the semiconductor sector [1] - The company is actively seeking merger and acquisition opportunities, focusing on product development, leveraging its R&D capabilities, and aiming for domestic substitution while aligning with international top-tier standards [1]