【机构调研记录】金鹰基金调研环旭电子

Core Insights - The article discusses recent developments in Huanxu Electronics (环旭电子) as reported by Jinying Fund, highlighting advancements in various technology sectors including SiP modules, AI glasses, servers, and optical modules [1] Company Developments - Huanxu Electronics has made progress in SiP modules and AI glasses, with new applications emerging in mobile phones and AI glasses [1] - The L10 server JDM project has been delivered, indicating successful project execution [1] - A 1.6T optical module is currently in the research and development phase, while an 800V direct current power supply is expected to be mass-produced by 2028 [1] - Among the company's five major business segments, revenue from smart glasses is anticipated to increase significantly, while inventory reduction in industrial products is progressing slowly [1] - The competitive landscape in the automotive electronics sector is described as intense [1] - The company aims to accelerate the growth of its I-accelerator card to capture a 30% market share and is also targeting expansion in its mainboard business [1] Fund Overview - Jinying Fund, established in 2002, has an asset management scale of 68.025 billion yuan, ranking 74th out of 210 [1] - The non-monetary public fund asset management scale is 43.644 billion yuan, ranking 80th out of 210 [1] - The fund manages 150 public funds, ranking 51st out of 210, with 21 fund managers, ranking 66th out of 210 [1] - The best-performing public fund product in the past year is Jinying Technology Zhi Yuan Mixed A, with a latest net value of 1.68 and a growth of 67.53% over the past year [1]