【私募调研记录】睿郡资产调研云图控股、麦澜德等3只个股（附名单）

Group 1: Yuntu Holdings - Yuntu Holdings introduced its integrated development strategy for nitrogen and phosphate fertilizer supply chains, aiming for stable growth in compound fertilizer sales during the spring farming season in Q1 2025 [1] - The company has nearly 6,000 first-level distributors and is enhancing channel construction and marketing integration [1] - The production of various phosphate compound fertilizer products through graded utilization of phosphoric acid is expected to become a new profit point, with a 700,000-ton synthetic ammonia project enhancing the nitrogen fertilizer supply chain and adding 1 million tons of compound fertilizer capacity [1] Group 2: Mcland - Mcland is collaborating with benchmark hospitals in the urology market, anticipating that the male prostate disease market will become a new growth point in the next 2-3 years [2] - The gross margin of the pelvic floor business has declined due to low margins in the initial phase of new product promotion, but margins are expected to gradually recover [2] - The company is focusing on non-invasive brain-computer interface technology for neurodegenerative diseases and plans to expand application scenarios, with nearly half of its R&D investment directed towards AI-related projects [2] Group 3: Lier Chemical - Lier Chemical expects a recovery in Q1 2025, with some product sales and prices increasing year-on-year, and cost reduction and efficiency improvement measures yielding results [3] - The pesticide industry supply-demand situation is improving, although competition remains fierce, with growing demand for glyphosate but prices at low levels [3] - The company is optimistic about the market prospects for refined glyphosate, with ongoing discussions regarding an incentive plan and due diligence on the acquisition of Shandong Huimeng [3]