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【私募调研记录】颐和久富投资调研国机精工
Zheng Quan Zhi Xing· 2025-07-31 00:06
Group 1 - The core focus of GuoJi JingGong is on the bearing and abrasive tools industry, covering five major sectors: new materials, basic components, machine tools, high-end equipment, and supply chain management and services [1] - The company has a strong order backlog in wind power bearings and aims to rank among the top tier in precision machine bearings [1] - The revenue from superhard material grinding tools is projected to be approximately 580 million yuan in 2024, with significant growth in the semiconductor sector [1] - GuoJi JingGong is actively seeking merger and acquisition opportunities, focusing on product development and relying on its R&D capabilities to align with international standards [1] Group 2 - Beijing YiHe JiuFu Investment Management Co., Ltd. was established in March 2011 with a registered capital of 10.02 million yuan [2] - The company has 11 employees, including 2 management personnel, 6 investment research staff, and 3 administrative support [2] - The core members of the company are seasoned professionals in the securities market, with extensive experience in proprietary asset management and private equity funds [2]