Group 1 - The core viewpoint of the news is that DingSa Investment has conducted research on a listed company, focusing on its future revenue and strategic direction [1] - Sichuan Electronics aims to achieve a revenue of 1.603 billion yuan in 2024, with a projected net loss of 245.88 million yuan [1] - The company is concentrating on low-altitude flight security and safety control, planning to expand its radar product line and explore defense and military sectors [1] Group 2 - The revenue target for 2025 is set at 2 billion yuan, with growth expected in the perception infrastructure and product areas [1] - DingSa Investment, established in March 2012, has a history of successful investment strategies and has received multiple awards for its performance [2] - The founder, Mr. Peng Xu, is recognized as a prominent investment director and has consistently applied a "value + growth" stock selection strategy [2]
【私募调研记录】鼎萨投资调研四创电子