研报掘金丨浙商证券:维持金沃股份“买入”评级,丝杠、绝缘轴承套圈有望打开空间
Ge Long Hui A P P·2026-01-19 06:34

Core Viewpoint - Jinwo Co., Ltd. is expected to see a 87% year-on-year increase in its performance center for 2025, with potential growth in the screw rod and insulating bearing ring segments [1] Company Summary - The company has received approval from the China Securities Regulatory Commission for a private placement, aiming to raise no more than 721 million yuan within the next 12 months [1] - The raised funds will be allocated to the expansion and upgrading of the intelligent manufacturing production base for bearing rings and the enhancement of forging capacity [1] - Jinwo Co., Ltd. has established long-term and stable partnerships with major global bearing companies such as Schaeffler, SKF, NSK, NTN, and JTEKT, showcasing its strong technological leadership and robust R&D capabilities [1] Industry Summary - The bearing ring market has a large scale and low industry concentration, indicating that there is still room for the company to increase its market share [1] - The industry is expected to experience explosive growth in both complete machines and components by 2026, marking a significant opportunity for the company [1]

Zheshang Securities-研报掘金丨浙商证券:维持金沃股份“买入”评级,丝杠、绝缘轴承套圈有望打开空间 - Reportify