【私募调研记录】寿宁投资调研神通科技

Group 1 - The core viewpoint of the news is that Shentong Technology has achieved a 9% year-on-year growth in net profit attributable to shareholders in the first half of 2025, despite only a 46% increase in revenue [1] - Shentong Technology is actively launching its Jiguang brand series products in the consumer electronics sector, which is currently in the market introduction phase [1] - The construction of the optical lens production base has been completed, and the project progress is in line with expectations, indicating a strong focus on the development of optical business [1] Group 2 - The company is enhancing its profitability in the automotive parts industry by optimizing production management, innovating in research and development, expanding market reach, and promoting cost reduction and efficiency improvement [1] - The "anti-involution" policy in the automotive industry is seen as beneficial for the company's operating environment, and it has established a comprehensive credit management and accounts receivable system [1]