【私募调研记录】乐瑞资产调研伊之密

Group 1 - The core viewpoint of the news is that Le Rui Asset has conducted research on a listed company, Yi Zhi Mi, highlighting its strong sales growth and global expansion efforts [1] - In 2024, Yi Zhi Mi's injection molding machine sales revenue is projected to be 3,555.20 million yuan, representing a year-on-year growth of 28.80%, accounting for 70.22% of the company's total sales [1] - The company's export revenue is expected to reach 1,394.56 million yuan, with a year-on-year increase of 27.45%, supported by the establishment of multiple overseas factories and service centers [1] Group 2 - Yi Zhi Mi emphasizes research and development, with R&D expenses projected at 245.86 million yuan in 2024, which is 4.86% of total revenue [1] - The company is committed to providing intelligent manufacturing solutions, with its third factory's automation level being industry-leading [1] - The primary downstream industry for Yi Zhi Mi is the automotive sector, while the 3C, home appliance, and daily necessities industries are also showing steady growth [1] Group 3 - The revenue from the U.S. market accounts for less than 3% of Yi Zhi Mi's total revenue, indicating a minimal impact on the company's overall performance [1] - The company has a well-established global layout, which supports its international sales strategy [1]