【私募调研记录】趣时资产调研日久光电

Group 1 - The core focus of the company Rihou Optoelectronics is on expanding its dimmable conductive film and optical film business in 2024, particularly for automotive applications such as panoramic roofs, side windows, and rearview mirrors [1] - The expected growth in the dimmable conductive film and optical film business in 2024 is driven by an increase in market demand, influenced by the penetration rate of panoramic roofs in new energy vehicles, with an anticipated adoption rate of over 25% for smart dimmable glass [1] - The company has made a significant investment of 82.2 million yuan in expansion projects, which will be implemented in phases, and is experiencing good cash flow due to adjustments in product sales structure and increased market share of OC optical adhesive [1] Group 2 - Shanghai Qushi Asset Management Co., Ltd. was established in September 2015 with a registered capital of 10 million yuan and has been recognized as a private securities investment fund manager since April 2016 [2] - The company focuses on asset management and securities investment funds, with over 90% of its employees holding master's degrees or higher from prestigious institutions [2] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, and the company has received multiple awards for its performance and investment strategies, indicating a strong reputation in the industry [2]