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国机精工(002046) - 002046国机精工投资者关系管理信息20251113
2025-11-14 08:46
Group 1: Diamond Heat Dissipation Business - The company began its diamond heat dissipation business in 2015, focusing on the MPCVD method for producing heat sinks and optical window pieces, with initial revenue starting in 2023 from non-civilian applications [2][3] - The company currently has no plans to invest in the hot wire method for diamond production but will monitor advancements in this area [2][3] - MPCVD method offers high quality and strong compatibility with various product lines, including optical window pieces [2][3] Group 2: Cost Reduction Strategies - The company aims to reduce costs through innovations across the entire supply chain, including seed plates, equipment, deposition processes, and processing stages [2][3] Group 3: Future Development Plans - The company holds a 67% stake in the National Machine Diamond Company, which operates the superhard materials business, with future plans for "one center and three industrial parks" layout [3] - The superhard materials grinding tools business is projected to generate approximately 580 million yuan in revenue in 2024, with significant growth in semiconductor applications [3] Group 4: Sales Channels and Market Position - Cultivated diamond rough is primarily sold through distributors, with the company also operating its own retail brand "Daino" with three stores in Shanghai [3] - The company holds over 90% market share in domestic aerospace bearings, with products used in rocket fuel turbine pump bearings and satellite components [3]