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节能风电分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 01:09
节能风电分析师会议 调研日期:2025年02月26日 调研行业:电力行业 参与调研的机构:西部证券、瑞合资本、必达投资、财信证券、 国联民生证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START ...
兰剑智能分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 01:08
调研行业:通用设备 参与调研的机构:太平洋证券、海南海利、山东和合、山东融动 力等 兰剑智能分析师会议 调研日期:2025年02月28日 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHIL ...
天准科技分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 01:08
Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company being analyzed [1]. Core Insights - The company, Tianzhun Technology, is positioned as a leading visual equipment platform enterprise, focusing on the integration of artificial intelligence technology to promote industrial digitalization [16]. - Tianzhun serves various industrial sectors, including electronics, semiconductors, and new automotive industries, providing advanced visual measurement and detection equipment [16]. - The company has maintained a strong commitment to R&D since its establishment in 2005, developing two major technological systems: artificial intelligence and precision optomechanics [16]. - Tianzhun has established a customer-centric organizational structure and has served over 6,000 mid-to-high-end clients globally [16]. - The company has been involved in drafting national standards and has received multiple qualifications, including "National Enterprise Technology Center" and "National Major Instrument Special Project Undertaking Unit" [16]. Summary by Sections 1. Basic Research Information - The research was conducted on February 19, 2025, focusing on Tianzhun Technology within the general equipment industry [13]. 2. Detailed Research Institutions - Various institutions participated in the research, including Haitong Securities, Shenwan Hongyuan, Northeast Securities, Suzhou Zhenhe, and Kunyi Investment [14]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [15]. 4. Main Content Information - Tianzhun's product, Star Intelligence 001, launched in November 2024, is designed for humanoid robots and serves as a high-performance intelligent controller [16][17]. - The Star Intelligence 001 utilizes NVIDIA Jetson AGX Orin, achieving a computing power of 275 TOPS, suitable for complex scenarios such as high-definition image processing and real-time data analysis [17]. - The company has expanded its business into humanoid robot control, building on its previous experience in unmanned logistics vehicles and intelligent driving domain controllers [18]. - Tianzhun's laser drilling machines are primarily used for HDI boards, IC substrates, and flexible-rigid combined boards [19]. - The company is optimistic about the future of the photovoltaic industry, focusing on product improvement and technological reserves during industry downturns [20].
鼎龙科技分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 01:08
鼎龙科技分析师会议 调研日期:2025年02月21日 调研行业:化学原料 参与调研的机构:华泰资管、山西证券、华泰证券、国海富兰克 林、华安基金等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START ...
海新能科分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 01:08
Investment Rating - The report does not explicitly state an investment rating for the chemical products industry or the specific company, Hai Xin Energy Technology [1]. Core Insights - Hai Xin Energy Technology is focusing on sustainable aviation fuel (SAF) and biodiesel, aiming to become a leading green energy supplier and technology innovator in the next three years [17][20]. - The company is actively engaging in strategic partnerships, particularly with China Aviation Oil, to enhance its market position and ensure stable supply of bio-aviation fuel [17][20]. - The SAF market is expected to grow significantly due to regulatory support in regions like the EU and the UK, creating opportunities for domestic producers [20]. Summary by Sections 1. Basic Research Information - The research was conducted on Hai Xin Energy Technology, a company in the chemical products industry, on February 24, 2025 [13]. 2. Detailed Research Institutions - The research involved several institutions including CITIC Securities, People’s Insurance Asset Management, CITIC Jian Investment, Zhejiang Merchants Securities, and others [14]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [15]. 4. Main Content Information - Hai Xin Energy Technology's strategic focus includes: - Collaborating with government and industry partners to promote sustainable aviation fuel and biodiesel [17]. - Aiming for significant growth in the bioenergy sector, with a focus on technology innovation and operational excellence [18]. - Plans for mergers and acquisitions to expand its bioenergy business in response to market conditions [19]. - Ongoing projects, such as a 200,000-ton SAF project in Shandong, expected to be operational by Q2 2025, which will increase the company's SAF production capacity to 190,000 tons per year [20].
聚辰股份分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 01:05
聚辰股份分析师会议 调研日期:2025年02月27日 调研行业:半导体 参与调研的机构:中银基金、国泰基金、摩根资产、晨燕资产、 圆澄基金等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 构市场到 ...
威胜信息分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 01:04
威胜信息分析师会议 调研日期:2025年02月28日 调研行业:通信设备 参与调研的机构:汇添富、华夏基金、中汇人寿、招商信诺资 管、长江养老等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB WHER: AREE: 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 构市场到断信记 关注公众号即可体验 机构调 ...
天准科技分析师会议-20250319
Dong Jian Yan Bao· 2025-03-05 01:03
Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company being analyzed. Core Insights - The company, Tianzhun Technology, is positioned as a leading visual equipment platform enterprise, focusing on the integration of artificial intelligence technology to drive industrial digitalization [17] - The company serves various sectors including electronics, semiconductors, and new automotive industries, providing advanced visual measurement and detection equipment [17] - Tianzhun has maintained a high level of R&D investment since its establishment in 2005, developing two major technology systems: artificial intelligence and precision optomechanics [17] - The company has established a strong customer base, serving over 6,000 mid-to-high-end clients globally and actively participating in the formulation of national standards and industry norms [17] Summary by Sections 1. Basic Research Information - The research was conducted on February 18, 2025, focusing on Tianzhun Technology within the general equipment industry [13] 2. Detailed Research Institutions - The research involved institutions such as Rongsheng Investment and Shenzhen Jiaxin Tianshi Industrial [14] 3. Research Institution Proportion - The report does not provide specific data on the proportion of research institutions involved. 4. Main Content Information - Tianzhun Technology has launched the Star Intelligence 001 product, a high-performance intelligent controller designed for humanoid robots, which is a key component for understanding and executing complex tasks [18] - The Star Intelligence 001 is based on NVIDIA Jetson AGX Orin, offering a computing power of 275 TOPS, suitable for high-definition image processing and real-time data analysis [18] - The company has expanded its business into humanoid robot control since 2018, leveraging its existing technology foundation and application experience [19] - The company is preparing for a convertible bond issuance, with plans to submit the application materials soon [19] - The company remains optimistic about the future of the photovoltaic industry despite current challenges, focusing on product improvement and technological reserves [20]
上海银行分析师会议-20250319
Dong Jian Yan Bao· 2025-03-05 01:03
上海银行分析师会议 调研日期:2025年02月19日 调研行业:银行 参与调研的机构:中信证券、兴证全球基金、东方资管、中银证 券、宝盈基金等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START S ...
雅戈尔分析师会议-2025-03-05
Dong Jian Yan Bao· 2025-03-05 00:52
雅戈尔分析师会议 调研日期:2025年02月28日 调研行业:纺织服装 参与调研的机构:中信证券、新华保险、杉树资产等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | ...