Zheng Quan Zhi Xing·2025-08-04 00:08Group 1 - Penghua Fund recently conducted research on two listed companies, Aojie Technology and Dongxin Co., focusing on their advancements in technology and market strategies [1] - Aojie Technology has made significant progress in ASIC business, RedCap chips, and 4G/5G smartphone chips, with expectations of substantial revenue growth by 2026 [1] - The company is prioritizing its business segments and has plans to balance investment while controlling the growth of expenses and R&D costs to no more than 15% [1] Group 2 - Dongxin Co. introduced its self-developed GPU chip "7G100" and graphics card Lisuan eXtreme, targeting various applications including personal computers and cloud gaming [1] - The company has invested 200 million yuan in Shanghai Lishuan, holding a 37.88% stake, and is focusing on high bandwidth and low latency in its WiFi7 chip development [1] - Dongxin Co. is positioning itself in the integrated "storage, computing, and networking" field, enhancing its R&D capabilities and core competitiveness [1] Group 3 - As of now, Penghua Fund has an asset management scale of 944.023 billion yuan, ranking 10th among 210 funds, with 492.973 billion yuan in non-monetary public funds [2] - The fund manages 692 public funds and has 83 fund managers, ranking 8th and 11th respectively among 210 funds [2] - The best-performing fund in the past year is the Penghua Carbon Neutrality Theme Mixed A, with a net value of 1.53 and a growth of 111.22% [2]