Group 1 - The core viewpoint of the article highlights that Guanfuh Asset Management has recently conducted research on a listed company, specifically focusing on Cuihua Jewelry, which has developed popular jewelry products leveraging cultural themes such as "Palace Museum IP," "Intangible Cultural Heritage," and "National Trend" [1] - Cuihua Jewelry has launched fashionable jewelry product lines targeting the infant market, including "Angel Gifts" and "Fashion IP" series [1] - Guanfuh Asset Management, established in 2015, emphasizes a contrarian investment approach and value assessment, aiming to select high-quality investment targets amidst market noise [1] Group 2 - Guanfuh Asset Management is led by experienced partners who have held significant management roles in major public fund companies, focusing on rigorous risk management and investment processes to create long-term excess returns for investors [1]

根据市场公开信息及7月29日披露的机构调研信息，知名私募望正资产近期对1家上市公司进行了调研， 相关名单如下： 个股亮点：公司打造了备受消费者欢迎的"故宫IP"、"非遗"、"国潮"、"跨界"等系列珠宝产品；公司针 对婴童市场推出的天使之礼、时尚IP等时尚珠宝产品系列 深圳望正资产管理有限公司（简称"望正资本"）是由证券市场风云人物王鹏辉先生领衔，汇集众多明星 基金经理和专业人士的私募基金管理公司。公司致力于构建一个完整的治理体系，融合全市场各类顶尖 金融人才，搭建一个具有私募市场化机制和完整公募管理功能的资产管理平台。 1）萃华珠宝 （望正资产参与公司现场参观&电话会议） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 机构简介： ...

Core Insights - Renowned private equity firm Hongliwan Investment recently conducted research on a listed company, highlighting its innovative product lines and market strategies [1] Group 1: Company Highlights - The company has developed popular jewelry products under the "Palace Museum IP," "Intangible Cultural Heritage," "Guochao," and "Cross-border" series, appealing to consumer preferences [1] - The company has launched fashionable jewelry product lines targeting the infant and children market, including "Angel Gifts" and "Fashion IP" series [1]

个股亮点：公司打造了备受消费者欢迎的"故宫IP"、"非遗"、"国潮"、"跨界"等系列珠宝产品；公司针 对婴童市场推出的天使之礼、时尚IP等时尚珠宝产品系列 西部利得基金成立于2010年，截至目前，资产管理规模(全部公募基金)1163.05亿元，排名55/210；资产 管理规模(非货币公募基金)929.97亿元，排名50/210；管理公募基金数147只，排名52/210；旗下公募基 金经理29人，排名46/210。旗下最近一年表现最佳的公募基金产品为西部利得数字产业混合A，最新单 位净值为1.43，近一年增长72.96%。旗下最新募集公募基金产品为西部利得中证A500指数增强A，类型 为指数型-股票，集中认购期2025年5月23日至2025年8月22日。 1)萃华珠宝（002731）(西部利得基金参与公司现场参观&电话会议) 证券之星消息，根据市场公开信息及7月29日披露的机构调研信息，西部利得基金近期对1家上市公司进 行了调研，相关名单如下： ...

Group 1 - The core viewpoint of the article highlights the recent performance and strategic initiatives of Cuihua Jewelry, including its focus on high-end luxury products and cultural heritage [1] - As of July 29, 2025, Cuihua Jewelry's stock price was 12.97 yuan, down 0.54% from the previous trading day, with a trading volume of 90 million yuan [1] - The company is hosting the "Centennial Legend" intangible cultural heritage flower silk treasure exhibition in Shenyang from July 25 to August 10, showcasing 130 national treasure-level art pieces to enhance brand cultural attributes [1] - Cuihua Jewelry has launched the "Centennial Joy Accessories" product line, which covers wedding and family heirloom consumption scenarios, deepening the integration of traditional culture and modern design [1] - On July 28, the company was investigated by 11 fund institutions, indicating an increase in market attention [1] Group 2 - On July 29, the net outflow of main funds was 2.1237 million yuan, accounting for 0.07% of the circulating market value [2]

证券日报网讯 萃华珠宝（002731）7月29日发布公告，在公司回答调研者提问时表示，"萃华珠宝"定位 高端奢侈品，以北京为核心发展区域，秉持"工艺与文化"双驱动理念。工艺上，依托国大师团队并成立 非遗黄金专项基金，深入研发顶级技艺；文化方面，凭借与北京故宫、沈阳故宫的深度合作，萃取宫廷 美学精华，将花丝镶嵌、錾刻等非遗工艺以及故宫文物元素融入产品，构建起以"国大师系列"为核心的 产品架构。目前正推进2.0版升级，聚焦"大雅"美学，联合院校与设计团队深度解构东方美学基因，重 塑中国文化的高级质感。同时，在线下打造"产品+服务"的沉浸式体验集合空间，让消费者切实感受工 艺的魅力与文化的韵味。在品牌130周年之际，成立专项战略团队，整合欧美巡展经验，打造"萃华珠宝 ·皇室工艺全球巡展"文化IP，并启动"萃华·国宝回家"全球寻宝计划，构建全方位传播矩阵，推动品牌向 更高维度进阶。 ...

Core Viewpoint - The company has launched a new cultural jewelry series called "Centennial Joy Jewelry," which integrates traditional Chinese culture with contemporary design aesthetics [1] Group 1: Product Innovation - The "Centennial Joy Jewelry" series is deeply rooted in Chinese joy culture, family culture, and gift culture, showcasing a blend of national trends, Palace Museum cultural IP, and intangible cultural heritage craftsmanship [1] - The product line features five thematic series: "Emotional Gifts, Engagement Gifts, Wedding Gifts, Congratulatory Gifts, and Inheritance Gifts," covering significant life milestones from romance to family legacy [1] Group 2: Consumer Experience - Each piece in the collection embodies rich emotional value and cultural connotation, aiming to create a jewelry experience that resonates emotionally and culturally with consumers [1]

Core Viewpoint - The company, Cuihua Jewelry, emphasizes its commitment to traditional craftsmanship and cultural heritage while modernizing its product offerings in the gold jewelry market [1] Group 1: Company Strategy - Cuihua Jewelry is rooted in ancient gold craftsmanship and focuses on the national intangible cultural heritage of "flower silk inlay" technology [1] - The company has developed a diversified gold product matrix that includes both daily wear and collectible investment items [1] - The strategy of "modernizing traditional craftsmanship" is being implemented through the launch of gold pieces that blend cultural depth with contemporary aesthetics [1] Group 2: Product Offerings - The daily wear series includes delicate accessories such as pendants, bracelets, rings, and earrings, showcasing refined craftsmanship that interprets Eastern aesthetics [1] - The collectible series focuses on playable gold items, daily-use gold products, and artistic ornaments, crafted using engraving and other intangible heritage techniques [1] - The gold inlay product line innovatively combines engraving with diamond inlay techniques, skillfully embedding diamonds and colored gemstones into solid gold settings, achieving a dialogue between traditional and modern aesthetics [1] Group 3: Artistic Philosophy - Each piece of jewelry adheres to the ancient principle of "gold as silk, skillful hands weave," reconstructing intangible heritage techniques with modern design language [1] - The company aims to present a fusion of heritage and innovation in its gold art offerings [1]

Group 1 - On July 28, a total of 13 companies were investigated by institutions, with 9 companies being surveyed by funds, indicating a strong interest in these firms [1] - Among the surveyed companies, Shenghong Technology received the most attention, with 31 funds participating in its investigation, while Cuihua Jewelry and Maidi Technology were investigated by 11 and 10 funds respectively [1] - The surveyed companies included 3 from the Shenzhen Main Board, 5 from the ChiNext, and 1 from the Shanghai Main Board [1] Group 2 - The total market capitalization of the surveyed companies included 1 company with a market cap over 500 billion, and Shenghong Technology had a market cap exceeding 1 trillion [1] - In terms of market performance, 3 out of the surveyed stocks increased in value over the past 5 days, with Shenghong Technology leading at a rise of 15.79%, followed by Hengshuai Co. and Fengmao Co. with increases of 7.14% and 4.62% respectively [1] - Conversely, 6 stocks experienced declines, with Maidi Technology, Zhongmi Holdings, and Cuihua Jewelry seeing drops of 5.65%, 3.46%, and 0.76% respectively [1] Group 3 - Among the surveyed stocks, 4 experienced net capital inflows over the past 5 days, with Shenghong Technology attracting 1.014 billion yuan, the highest among them [2] - Other companies with significant net inflows included Hengshuai Co. and Cuihua Jewelry, with inflows of 36.95 million yuan and 19.90 million yuan respectively [2] - In terms of performance forecasts, only one company provided a half-year earnings forecast, with Maidi Technology expecting a net profit of 26 million yuan, reflecting a year-on-year increase of 134.06% [2]

Group 1: Investor Relations Activities - A total of 38 investors participated in the investor relations activities, including representatives from major securities and asset management firms [1] - The activities included a site visit and a telephone conference [1][2] Group 2: Exhibition Overview - The "Centennial Legend" and "Tribute to the 400th Anniversary of the Shenyang Palace Museum" exhibition took place from July 25 to August 10, 2025, featuring 130 national-level art treasures [2] - The exhibition was organized by the Beijing Intangible Cultural Heritage Development Foundation and supported by the Shenyang Palace Museum, enhancing brand authority and cultural recognition [2] Group 3: Brand Positioning and Development - "Cuihua Jewelry" is positioned as a high-end luxury brand, focusing on craftsmanship and culture, with a core product structure centered around the "National Master Series" [3] - The brand is undergoing a 2.0 upgrade, emphasizing "Daya" aesthetics and collaborating with design teams to reshape Chinese cultural sophistication [3] Group 4: Product Offerings - The "Hundred Years of Joy" cultural jewelry series explores Chinese joy culture and integrates contemporary design aesthetics, covering five major themes related to significant life events [4] - The company has developed a diverse range of gold products based on ancient goldsmithing techniques, including daily wear and collectible items [5][6]