【私募调研记录】景林资产调研微芯生物

Group 1 - Shanghai Jinglin Asset Management Company is a private equity fund management company focused on investing in listed companies in China and abroad, registered with the Asset Management Association of China [2] - The company has a strong track record of performance, with its Jinglin Stable Trust achieving a compound annual return of 26.84% as of April 30, 2015, compared to the 14.85% return of the CSI 300 Index during the same period [2] - Jinglin Asset employs a value investment philosophy, emphasizing fundamental analysis and stock valuation, with a preference for companies with high entry barriers and strong negotiation power with suppliers and customers [2] Group 2 - Jinglin Asset has a specialized team of over 50 professionals with extensive educational backgrounds and practical experience in various industries, allowing for a deeper understanding of market dynamics [2] - The company manages multiple private equity funds, focusing on sectors such as consumer services, healthcare, TMT (Technology, Media, and Telecommunications), and advanced manufacturing, having invested in over 60 enterprises [2] - Jinglin's overseas affiliate manages the "Golden China Fund," which has achieved a cumulative return of 1408.35% over 12 years, significantly outperforming benchmarks like the MSCI China Dollar Index [2]