（三）精密机床轴承 精密机床轴承近几年发展稳定，产品种类主要为精密机床主 轴轴承和滚珠丝杠轴承。 二、磨料磨具业务领域 国机精工集团股份有限公司投资者关系活动记录表 编号：2025—017 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □电话会议 | | | □其他 | | 参与单位名称 | 东兴证券：石伟晶 | | 及人员姓名 | | | 时间 2025 | 年 9 月 23 日 | | 地点 | 国机精工 会议室 | | 上市公司接待 | 董事会秘书：赵祥功 | | 人员姓名 | 投资者关系助理：汪智婷 | | | 1.问：请简单介绍一下公司的主营业务。 | | | 答：国机精工在轴承行业和磨料磨具行业开展业务，提供满 | | | 足国家战略需求的产品、技术和服务，业务涵盖"新材料、基础 | | | 零部件、机床工具、高端装备、供应链管理与服务"五大业务板 | | | 块。总体来看，目前，特种轴承以及超硬材料磨具业务是公司利 | | | 润的主要来源，风电轴承是增 ...

Group 1: Main Business Overview - The company operates in the bearing and abrasive tools industries, providing products, technologies, and services that meet national strategic needs, covering five major business segments: new materials, basic components, machine tools, high-end equipment, and supply chain management [2]. - The bearing business includes special bearings, wind power bearings, and precision machine tool bearings, with a focus on special bearings used in aerospace, military, and nuclear industries, achieving a domestic monopoly with a key product matching rate of over 90% [2][3]. Group 2: Key Product Developments - In the wind power bearing sector, the company has developed the first domestically produced 8 MW, 18 MW, and the world's first 26 MW series main shaft bearings, continuously setting new product records [3]. - The precision machine tool bearing segment has shown stable growth, primarily producing precision spindle bearings and ball screw bearings [3]. Group 3: Abrasive Tools Business - The ultra-hard material abrasive tools are a core business with strong market competitiveness, breaking foreign monopolies and serving sectors like semiconductors, automotive, and optics, with semiconductor cutting wheels recognized as a "Manufacturing Industry Single Champion Product" [4][5]. - The company focuses on composite ultra-hard materials for specialized fields, maintaining leading core technology and becoming a significant supplier of high-end composite ultra-hard materials in China [4]. Group 4: Financial Performance - In 2024, the revenue from the ultra-hard abrasive tools business is approximately 580 million yuan, with significant growth in semiconductor-related products [5]. - The company's profits primarily stem from special bearings, high-end civilian product bearings, and ultra-hard material abrasive tools, which are the main contributors to profitability and growth [5]. Group 5: Diamond Cultivation Business - The company has launched its own diamond brand "DEINO" and is actively expanding offline channels, with three stores currently in operation, focusing on high-consumption and environmentally conscious first- and second-tier cities for future store openings [5].

Group 1: Main Business Overview - The company operates in the bearing and abrasive tools industries, providing products, technologies, and services that meet national strategic needs, covering five major business segments: new materials, basic components, machine tools, high-end equipment, and supply chain management [1] - The bearing business includes special bearings, wind power bearings, and precision machine tool bearings, with a focus on high-tech applications in aerospace, wind energy, and precision machinery [1][2] Group 2: Special Bearings - Special bearings are used in aerospace, aviation, weaponry, ships, and nuclear industries, with a domestic monopoly in the aerospace sector, achieving over 90% matching rate for key products [1][2] - The company has successfully supported significant milestones in China's space development, including the "Oriental Red," "Long March," "Shenzhou," "Chang'e," and "Tianwen" missions [1] Group 3: Wind Power Bearings - The company has developed the first domestically produced 8 MW, 18 MW, and the world's first 26 MW series main shaft bearings and gear box bearings, enhancing domestic production capabilities [2] - The wind power bearing business has seen a high growth rate in orders and revenue, with plans to increase the revenue share of main shaft and gear box bearings [4] Group 4: Precision Machine Tool Bearings - The precision machine tool bearing segment has shown stable growth, primarily focusing on precision spindle bearings and ball screw bearings [2] Group 5: Abrasive Tools Business - The abrasive tools segment includes superhard material products, composite superhard materials, and diamond functional application products, with a strong market competitive advantage [2][3] - The superhard material grinding wheels for semiconductor chip cutting have been recognized as a "Manufacturing Industry Single Champion Product" [2] Group 6: Diamond Functional Application Products - Single crystal diamonds are recognized for their superior properties and are being applied in major national projects and emerging strategic industries, with potential breakthroughs in key technologies [3] - The company has developed key technologies for synthesizing diamonds and has successfully transitioned from laboratory research to practical applications [3][4] Group 7: Corporate Developments - As of now, several assets have been injected into the diamond company, with the exception of 100% ownership of China Machinery Industry International Cooperation Co., Ltd. [4] - The diamond company aims to lead the high-quality development of the superhard materials industry, focusing on enhancing international competitiveness across the entire industry chain [4]