【私募调研记录】丰岭资本调研国机精工

Group 1 - Fengling Capital 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] - Guojijiangong's special bearings are applied in aerospace and aviation fields, with a full order book for wind power bearings, and aims to rank among the top tier in precision machine tool 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 continuously exploring merger and acquisition opportunities, focusing on product-centric strategies, leveraging R&D capabilities, and aiming for domestic substitution while aligning with international top-tier standards [1] Group 2 - Shenzhen Fengling Capital Management Co., Ltd. was established in August 2013 with a registered capital of 11.11 million yuan, primarily engaged in entrusted asset management and investment management [2]