Group 1 - The core viewpoint of the news is that Hesheng Asset recently conducted research on a listed company, Yunjigroup, indicating a stable outlook for the company with no plans for significant share reductions in the near term [1] - Yunjigroup has a contract delivery period of 442 days for a $400 million contract, expected to be completed by June next year, with a focus on the fourth quarter for the delivery of the Silver Valley International contract [1] - The Silver Valley International project is confirmed to be legitimate and is progressing as planned, unaffected by the Guinean government's restructuring [1] Group 2 - Yunjigroup's downstream customers are primarily in the mining sector, aligning with the national "Belt and Road" strategy, which is expected to enhance revenue through expanded operational services [1] - The company may consider acquisitions or mergers with hard-tech enterprises in the same industry to promote its development in the future [1]
【私募调研记录】合晟资产调研运机集团