【机构调研记录】长信基金调研国机精工

Group 1 - The core focus of the article is on the recent research conducted by Changxin Fund on Guojijinggong, a listed company engaged in the bearing and abrasive tools industry, highlighting its business segments and growth prospects [1] - Guojijinggong operates in 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 bearings [1] Group 2 - The revenue from the superhard materials grinding tools business is projected to be approximately 580 million yuan in 2024, with significant growth in the semiconductor sector [1] - Guojijinggong is actively seeking merger and acquisition opportunities, focusing on product development and leveraging its R&D capabilities to align with international standards [1] - Changxin Fund, established in 2003, has an asset management scale of 190.639 billion yuan, ranking 38th out of 210 in total public funds [1]