【私募调研记录】聚鸣投资调研上海沿浦

Group 1 - The core viewpoint of the news is that Shanghai Yanpu is expected to achieve significant revenue and profit growth in 2024, driven by new project production and cost control measures [1] - Shanghai Yanpu's projected revenue for 2024 is 2.276 billion yuan, representing a year-on-year increase of 49.9%, primarily due to the notable sales growth of automotive seat frame assembly products [1] - The company's net profit is anticipated to reach 137 million yuan in 2024, reflecting a year-on-year growth of 50.31%, supported by stable raw material prices and effective cost management [1] Group 2 - Shanghai Yanpu has initiated a refinancing plan in 2024, receiving approval from the Shanghai Stock Exchange in April and the China Securities Regulatory Commission in May, ultimately raising 381 million yuan through successful issuance and listing in December [1] - These developments are expected to enhance the company's operational stability and risk resilience in the future [1]