【私募调研记录】珠池资产调研联化科技

Group 1 - The core viewpoint of the news is that Zhuchi Asset has conducted research on a listed company, Lianhua Technology, indicating improvements in its business operations and strategic focus areas for growth [1] Group 2 - Lianhua Technology's agricultural protection segment has stabilized its gross margin, while the pharmaceutical segment is steadily developing, with an increase in foreign exchange gains [1] - The company is focusing on a major client strategy in its pharmaceutical business, enhancing cooperation with European pharmaceutical companies, and expanding client development in the US, Japan, South Korea, and domestically [1] - The new energy business is facing challenges but is expected to achieve revenue breakthroughs, with stable supply of electrolyte products and successful commercialization of electrolytes, additives, and cathode materials [1] - The utilization rate of the UK factory is increasing, with expected profitability, while the Malaysian factory is in the construction phase and actively negotiating product orders [1]