Industry Overview - The 2025 Cultivated Diamond Industry Conference was held in Zhengzhou, signing 30 projects across the entire industry chain with a total investment of no less than 15 billion yuan [1] - The conference released the "2025 Cultivated Diamond Industry Development Report" and hosted industry dialogue and education integration meetings [1] - The cultivated diamond market in China is currently valued at approximately 14 billion yuan, expected to exceed 102.5 billion yuan by 2030, indicating a rapidly growing market [1] Technological Advancements - Zhengzhou continues to lead in key technologies such as high-temperature high-pressure methods and high-power chemical vapor deposition, expanding into high-end applications like heat dissipation and optics [1] - The demand for heat dissipation solutions is increasing due to the exponential growth of technologies like 5G, artificial intelligence, and cloud computing, with diamond heat dissipation offering significant advantages [1] Company Developments - Guojijinggong has been focusing on diamond functional applications since 2015, with a product line compatible with the MPCVD route, capable of producing heat sinks, optical window pieces, and future synthetic semiconductor chip materials [1] - Sifangda has developed the capability for mass production of large-size (inch-level) diamond substrates and films, and will continue to monitor market opportunities in the diamond heat dissipation sector [2]

Group 1 - The robotics actuator sector experienced a decline of 1.08% [1] - Heng Erda saw a drop of 3.46% [1] - Hanyu Group decreased by 2.39% [1] - Guojijiangong fell by 2.3% [1]

证券日报网讯12月5日，国机精工（002046）在互动平台回答投资者提问时表示，公司航天类轴承仅在 国内销售，头部的民营火箭公司基本都是公司客户。 ...

Group 1 - The company has products and technologies applicable to humanoid robots and other machines, including cross roller bearings, angular contact bearings, and thin-walled bearings [2] - The business scale of the company's robot bearings, including industrial robots, is approximately several million yuan [2] - The company acknowledged interest in collaboration with leading domestic manufacturers like Yushun, Zhiyuan, and Ubtech, as well as international firms like Tesla [2]

国机精工（002046.SZ）12月5日在投资者互动平台表示，您好，我公司轴承在我国火箭和卫星领域的客 户覆盖率较高，在该领域的相当部分厂商为公司客户，感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘先生，请问贵公司在火箭和卫星领域的下游客户 有哪些？ ...

Group 1 - The cultivated diamond index has shown a significant adjustment, with most constituent stocks declining [1] - Strength Diamond experienced the largest drop, falling by 4.04% [1] - Other stocks such as Sifangda and World, as well as Guoji Precision and Huanghe Xunfeng, also saw declines [1]

Group 1 - The company is a global leader in special bearings, holding over 90% market share in rocket and satellite bearings [2] - The company confirmed that its aerospace bearings are sold only domestically, and major private rocket companies are primarily its clients [2]

Group 1 - The first phase of the Yibin Technology Industrial Park is expected to be fully operational by 2025 [2] - The second phase of the new high-power MPCVD single crystal diamond project will have some equipment ready for use by 2026 [2] - The equipment from the second phase will primarily produce cultivated diamond roughs, diamond heat sinks, and diamond optical window pieces, with the current market for diamond heat sinks and optical windows still developing [2]

格隆汇12月5日丨国机精工(002046.SZ)在投资者互动平台表示，公司航天类轴承仅在国内销售，头部的 民营火箭公司基本都是公司客户。 ...

Core Viewpoint - The company Guojijinggong (002046.SZ) announced that the Yibin Technology Industrial Park (Phase I) construction project is expected to be fully operational by 2025, while the new high-power MPCVD single crystal diamond project (Phase II) will have some equipment ready for use by 2026 [1] Group 1 - The Yibin Technology Industrial Park (Phase I) is projected to be fully operational by 2025 [1] - The new high-power MPCVD single crystal diamond project (Phase II) will have some equipment available by 2026 [1] - The equipment from the Phase II project will be used to produce cultivated diamond rough, diamond heat sinks, and diamond optical window pieces [1] Group 2 - The market for diamond heat sinks and diamond optical window pieces is still developing, resulting in limited market capacity [1] - Currently, the majority of products produced by existing equipment are cultivated diamond rough [1]