Group 1 - The core viewpoint of the news is that He Yong Investment has conducted research on a listed company, focusing on its growth in various business segments, particularly in security and smart home products [1] - The security segment of the company is performing well, with product lines expanding from zoom lenses to fixed-focus lenses, and applications extending from ball cameras to IPC and ITS fields [1] - The company is experiencing rapid growth in areas beyond security, including drones, projection, video conferencing, and smart home products, with the main revenue currently coming from robotic vacuum cleaners [1] - The company is also developing smart wearable products, primarily smartwatches, which are still in the small-scale production phase [1] - Dais Optoelectronics, a subsidiary, focuses on the R&D, production, and sales of precision optical components and modules, with applications in laser processing equipment and optical communication devices, and has made progress in the semiconductor testing field [1] - Dais Optoelectronics expects to achieve a total net profit of 90 million yuan over the three years from 2025 to 2027 [1] Group 2 - He Yong Investment Management (Beijing) Co., Ltd. was established on November 27, 2014, with a registered capital of 10 million yuan [2] - The company is a private securities investment fund manager and an observer member of the China Securities Investment Fund Industry Association, with the association registration number P1006557 [2] - He Yong Investment was founded by renowned fund manager Gu Yihe and has gathered professionals from well-known domestic investment institutions [2] - The company has launched various financial products since its inception, including the first third-party wealth distribution product and the first bank-distributed product [2]
【私募调研记录】禾永投资调研中润光学