【私募调研记录】和聚投资调研明新旭腾

Group 1 - The core viewpoint of the news is that Mingxin Xuteng is actively participating in both domestic and international market competition through its diversified materials platform, particularly in the context of the electrification wave in the automotive industry [1] - Mingxin Xuteng is deepening collaboration with new energy vehicle companies to innovate and transition traditional interiors to intelligent interactive interfaces, enhancing the automotive supply chain's capabilities into high value-added areas [1] - The company is exploring various technological paths in the field of flexible sensing technology, although it has not yet selected a specific path, and its bionic electronic skin business is still in the early stages, currently not impacting the company's performance [1] Group 2 - Heju Investment Management Co., Ltd. was established in 2009 and has managed over ten private equity products, being one of the first special members of the China Securities Investment Fund Association [2] - The investment team at Heju consists of professionals with over ten years of experience from well-known securities research and investment institutions, focusing on active management and steady progress in the Chinese securities market [2] - Heju Investment has received multiple industry awards, including the "Golden Bull Award" for private equity management companies, reflecting its strong governance structure and commitment to professional investment practices [2]