【私募调研记录】恒盈基金调研正弦电气

Group 1 - The core viewpoint of the news highlights that Hengying Fund has conducted research on a listed company, focusing on its strategic developments and market positioning [1] - Zhengxian Electric has completed the relocation of its headquarters and R&D center, with manufacturing operations now based in Wuhan [1] - The company specializes in inverters, integrated special machines, and servo systems, aiming to deepen technological innovation and market expansion [1] Group 2 - Following the acquisition of Tenghe Motor, Zhengxian Electric is enhancing business synergy and supply chain efficiency to strengthen its competitive edge [1] - Tenghe Motor possesses technological advantages in the servo motor sector, with future focus areas including automotive electronics and robotics [1] - The company is adopting a differentiated layout strategy in overseas markets, covering regions such as Europe and Southeast Asia, while optimizing product localization and service systems [1] Group 3 - Zhengxian Electric's new energy business is concentrating on user-side energy storage solutions, integrating storage, frequency conversion, and power conversion technologies [1] - The company is implementing a talent strategy that combines recruitment and training, promoting a mentorship program to attract industry solution experts [1]