Group 1 - The well-known private equity firm Zhengyuan Investment recently conducted research on three listed companies [1] - The companies researched include Chip Motion Technology, Meirui New Materials, and Tianfu Communication [1] - Chip Motion Technology focuses on chip design and has its own packaging and testing capabilities, with external foundries for wafer fabrication [1] - Meirui New Materials has implemented an industry-leading intelligent manufacturing plan that significantly enhances production efficiency [1] - Tianfu Communication positions itself as a provider of overall solutions for optical communication devices and advanced optoelectronic packaging services [1] Group 2 - Chip Motion Technology's high-performance MEMS inertial sensors are primarily used in attitude stabilization and positioning navigation, with applications in industrial robotics [1] - Meirui New Materials' intelligent manufacturing plan spans all production stages, greatly improving manufacturing efficiency [1] - Tianfu Communication's products are widely used in telecommunications, data centers, fiber optic connections, and automotive auxiliary driving laser radar [1] - Zhengyuan Investment was established in 2015 in Shenzhen Qianhai Free Trade Zone and has a professional investment research team [1] - The firm aims to serve the development of China's real economy by connecting social capital with quality industries [1]
【私募调研记录】正圆投资调研芯动联科、美瑞新材等3只个股（附名单）