Xin Lang Cai Jing·2025-10-23 10:33Core Viewpoint - Luoyang Xinqianglian's recent institutional research meeting highlighted the company's capacity utilization, product advantages, and market outlook for wind power and shield machine bearings, indicating a stable growth trajectory and strong order backlog. Group 1: Capacity and Production - The company stated that its current capacity utilization is at a reasonable level, with potential for further enhancement through equipment adjustments and production line upgrades [3] - The gearbox bearing project is progressing steadily, with plans to increase capacity utilization in line with market demand and order schedules [3] Group 2: Product Advantages - Luoyang Xinqianglian's bearing products are noted for their cost-effectiveness, responsiveness, and service quality, achieved through vertical integration of the supply chain [4] - The company has established a robust quality control system, gaining recognition from leading downstream customers for product stability [4] Group 3: Market Outlook - For the fourth quarter, despite being a traditional off-season for wind power bearings, the company reported a sufficient backlog of orders, with production and delivery on track [5] - The shield machine bearing segment is progressing well, with established partnerships in various tunnel engineering projects, closely linked to infrastructure investment trends [6]