【机构调研记录】金鹰基金调研国机精工

Group 1 - The core focus of Guojijinggong is on 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 has a strong order backlog in wind power bearings and aims to rank among the top tier in precision machine tool bearings [1] - The revenue from superhard material tools is projected to be approximately 580 million yuan in 2024, with significant growth in the semiconductor sector [1] Group 2 - Guojijinggong is actively seeking merger and acquisition opportunities, focusing on product development and leveraging its R&D capabilities [1] - The company emphasizes domestic substitution and aims to align with international first-class standards [1] Group 3 - Jinying Fund, established in 2002, has an asset management scale of 68.025 billion yuan, ranking 74th out of 210 in total public funds [1] - The fund's non-monetary public fund management scale is 43.644 billion yuan, ranking 80th out of 210 [1] - The best-performing public fund product in the past year is Jinying Technology Zhiyuan Mixed A, with a latest net value of 1.67 and a growth of 66.85% over the past year [1]