【私募调研记录】趣时资产调研华培动力

Group 1 - The core viewpoint of the article highlights that Huapei Power has shown resilience against U.S. tariff policies, which are perceived to have little to no negative impact on the company, and may even be beneficial [1] - The company is experiencing a positive growth trend due to the increase in IDC mass production, which supports its business expansion [1] - Huapei Power possesses strong technical reserves and craftsmanship in robotics, indicating a solid foundation for future developments in this area [1] Group 2 - The company is preparing to establish a robotics subsidiary, which will enhance technical communication and collaboration with clients [1] - Huapei Power has significant technological advantages in turbocharging and sensor products, maintained through international management and R&D capabilities [1] - The company's stock price fluctuations are attributed to market influences rather than operational issues [1] Group 3 - The 2024 annual report is scheduled to be disclosed by the end of April 2025 [1]