【私募调研记录】正圆投资调研金橙子

Group 1 - The core viewpoint of the news is that Zhengyuan Investment has conducted research on a listed company, focusing on the acquisition of Samit, which is expected to enhance the competitive capabilities in the high-end precision mirror sector due to significant synergies in product systems, customer resources, technology development, and supply chain [1] - The acquisition of Samit is motivated by the alignment of both companies in the optical control field, with Samit specializing in precision optoelectronic control products, including high-precision fast mirrors and high-precision vibrating mirrors, possessing key technologies and multiple patents [1] - The expected financial impact of the acquisition includes an increase in total assets, operating income, and net profit for the listed company, with Samit's projected operating income for 2024 being 57.55 million yuan and net profit being 21.05 million yuan (unaudited) [1] Group 2 - Zhengyuan Investment, established in 2015 in Shenzhen Qianhai Free Trade Zone, holds a private securities investment fund license and has a professional investment research team with rich investment experience and a sound risk management system [2] - The company aims to serve the development of China's real economy by acting as a bridge between social capital and quality industries, focusing on asset allocation in high-quality companies that align with development trends to achieve asset preservation and appreciation for clients [2]