【私募调研记录】高毅资产调研成都先导、小商品城

Group 1: Chengdu Xian Dao - Chengdu Xian Dao is a global leader in DNA-encoded library (DEL) technology development and application, having established the world's first DEL alliance with several international pharmaceutical companies [1] - The company has advantages such as an early start, high molecular diversity in its library, and mature screening technology, ensuring no conflicts of interest among clients [1] - Notable clients like BioAge and Pfizer have utilized Chengdu Xian Dao's DEL technology to identify novel molecules that have entered various stages of research and development [1] - The DEL technology has been widely applied in the discovery of protein-protein interaction (PPI) inhibitors, employing customized screening strategies effectively in PPI drug development [1] Group 2: Small Commodity City - The Chinagoods platform leverages resources from 75,000 physical shops to serve 2.1 million small and micro enterprises in the supply chain, focusing on trade data integration [2] - The platform offers not only product display and transaction functions but also deeply integrates trade fulfillment services, creating a complete trade loop [2] - Recent reforms in international trade import policies show significant advantages over existing methods, including simplified customs processes, full traceability, reduced transaction costs, expanded product circulation, and enhanced supply chain competitiveness [2] - The global digital trade center has attracted 10,000 clients, nearly three times the number of initially opened shops, indicating a positive overall recruitment situation [2]