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【私募调研记录】淡水泉调研巨星科技、扬杰科技等3只个股(附名单)
002444GreatStar(002444) 证券之星·2025-04-04 00:11

Group 1: Company Insights - Giant Star Technology anticipates industry-wide price increases and has already begun raising prices following tariff changes, with a focus on Southeast Asia for new production capacity due to its low-cost advantages [1] - Yangjie Technology is implementing cost control measures to offset short-term pressure on gross margins from price adjustments, with optimistic growth in automotive electronics and a focus on expanding its Vietnam factory [2] - Kidswant plans to open 30 franchise stores by March 2025, aiming for a total of 500, and is collaborating with various partners to enhance its product offerings and services in the maternal and infant industry [3] Group 2: Market Trends - The shift towards domestic alternatives in low-voltage power chips is expected to drive market growth in the coming years, despite strict verification cycles [2] - The collaboration between Kidswant and partners in the live-streaming and AI technology sectors aims to improve service quality and promote healthy industry development [3]