半年24次！机构扎堆调研河南这家上市公司

Core Viewpoint - Guojijinggong (stock code: 002046.SZ) has become the most attractive listed company in Henan in the second half of this year, receiving a total of 24 institutional research visits and attracting 208 institutions in the past six months, indicating strong investor interest [2][12]. Group 1: Institutional Interest - The company has hosted an average of four institutional research visits per month since June 20, with 24 research reports announced [2][12]. - In a single day, the company received 23 institutions on October 30, and conducted two research sessions on September 11, showcasing high engagement from investors [3][13]. - The company is seen as a technology-driven and innovative enterprise, operating in the bearing and abrasive tools industry, with products used in key sectors such as aerospace, military, electronics, and renewable energy [3][13]. Group 2: Product Focus - Institutions are particularly interested in the company's product innovations, especially in functional applications of diamond products and specific types of bearings such as wind power, aerospace, and robotics [3][13]. - The diamond product line includes diamond tools, composite diamond materials, and functional applications, with a focus on high-quality production methods like MPCVD [4][15]. - The company has begun generating revenue from diamond functional applications in 2023, with expectations to exceed 10 million yuan by 2025 [5][15]. Group 3: Business Growth and Performance - The wind power bearing segment has seen significant growth, with an increase of over 200% this year, driven by the demand for large-scale products [6][16]. - The company has successfully developed key technologies in wind power bearings, including the first domestically produced 8MW and 18MW products, and the world's first 26MW main shaft bearing [6][16]. - In the first three quarters of this year, the company achieved revenue of 2.296 billion yuan, a year-on-year increase of 27.17%, and a net profit of 206 million yuan, marking a 0.79% increase [8][18]. Group 4: Future Outlook - The company aims to enhance its bearing products for commercial aerospace and expand into high-value products for humanoid robots, indicating a strategic focus on emerging markets [7][17]. - The diamond functional applications, commercial aerospace bearings, and humanoid robot bearings are expected to become significant growth drivers in the next 3-5 years [7][17]. - Foreign investment interest is also notable, with significant share purchases by foreign institutions, indicating confidence in the company's future prospects [10][20].