【私募调研记录】高毅资产调研久立特材

Group 1 - The core viewpoint of the news is that Gao Yi Asset recently conducted research on a listed company, Jiu Li Special Materials, highlighting its growth in the nuclear power product market and plans for global expansion [1] - Jiu Li Special Materials emphasized its position as a major global supplier and its increased investment in R&D for nuclear-grade products following the acquisition of EBK [1] - The company aims to enhance its market competitiveness through organizational optimization, brand improvement, and customer recognition [1] Group 2 - Future capital expenditures will focus on smart manufacturing and digital transformation, with investments in high-end material R&D and intelligent production lines [1] - The company plans to balance ordinary and high-end products to increase product added value and international market share [1] - Key factors for improving profitability include technological innovation, product structure optimization, market expansion, and business synergy [1]