【私募调研记录】汐泰投资调研惠城环保、金盘科技

Group 1: Huicheng Environmental Protection - Huicheng Environmental Protection has made significant progress on its 200,000 tons/year mixed waste plastic resource utilization project, which has successfully ignited and is now moving to subsequent phases such as pipeline flushing and reactor heating [1] - The company operates nine storage sites, each covering 50 acres, with a production capacity of approximately 3,000 to 4,000 tons, sourcing raw materials from municipal waste collection and industrial paper mills in Jieyang City [1] - The company has obtained ISCC PLUS certification, which serves as a basis for pricing negotiations, and is currently constructing a 1,000 tons/year production facility in Jiujiang, Jiangxi Province [1] Group 2: Jinpan Technology - Jinpan Technology aims to build a three-dimensional driving model by 2025 to enhance the conversion and industrialization of technological achievements [2] - The company is expanding into the smart industrial robotics sector, focusing on smart welding, handling, and collaborative robots as a third growth curve [2] - In the data center sector, Jinpan Technology has seen a 603.68% year-on-year increase in orders for green energy-efficient and reliable power equipment for 2024 [2] Group 3: Investment Management Company Overview - Shanghai Xitai Investment Management Co., Ltd. is a newly emerging private equity fund manager in the Chinese market, established in July 2014 with a registered capital of 10 million RMB [3] - The company specializes in secondary market stock investment management and offers customized product services for investors with different risk preferences [3] - The research team consists of highly qualified employees, with 80% holding graduate degrees, and core investment personnel have extensive experience in public fund management [3]