【私募调研记录】仁桥资产调研中触媒

Group 1 - The core viewpoint of the article highlights the recent research conducted by Renqiao Asset on a listed company, focusing on the growth potential of mobile source denitration molecular sieve products, particularly in the European and American markets under strict emission standards [1] - The company, Zhongchumei, reported a revenue of 199 million yuan in Q1 2025, representing a year-on-year growth of 0.05%, and a net profit of 40.71 million yuan, which is a 16.10% increase [1] - The research team at Zhongchumei consists of 143 members, including 5 PhDs and 13 Masters, and the company has implemented various incentive measures [1] Group 2 - Zhongchumei is actively managing its market value through share buybacks, increased holdings by controlling shareholders, and cash dividends [1] - The replacement cycle of mobile source denitration molecular sieve products depends on driving mileage and fuel quality, ensuring that exhaust emissions meet standards [1]