【私募调研记录】益和源资产调研盛美上海

Group 1 - The core viewpoint of the article highlights that 盛美上海 is focusing on expanding its overseas market presence and has confidence in increasing its sales share internationally [1] - 盛美上海 has raised its addressable market in China to $7 billion, based on the assumption of a $40 billion semiconductor equipment market size in China by 2030 [1] - The company reported nearly 40% revenue growth in Q2, driven by strong equipment sales and demand [1] - 盛美上海 maintains its full-year performance guidance unchanged, with contract liabilities reflecting prepayments after product debugging acceptance [1] - The discrepancy in financial reports is attributed to different accounting standards, and the existing capacity at the 临港 plant supports the annual performance guidance, with plans for additional capacity next year [1] Group 2 - 益和源资产, established in January 2014 and officially operational since June 2015, is a professional asset management company primarily focused on secondary stock market investments [2] - The future business scope of 益和源资产 will also include primary market private equity investments and comprehensive asset management services [2] - The company's vision is to become a world-class investment firm that benefits society, with a mission centered on natural principles and societal enrichment [2]