【私募调研记录】鸿道投资调研微光股份

Group 1 - The core viewpoint of the news is that Micro Light Co., Ltd. is experiencing steady growth in revenue and profit, with significant advancements in its emerging humanoid robot business and other sectors [1] - In the first half of 2025, Micro Light Co., Ltd. expects a net profit of 36 million yuan, having achieved a net profit of 17.24 million yuan in the first half of the year [1] - The company has developed multiple products in the humanoid robot sector, including hollow cup motors and frameless torque motors, with some products already in mass production [1] Group 2 - ECM motors accounted for 19.07% of sales in the first half of the year, and the company plans to increase investment in research and industrialization [1] - Micro Light Co., Ltd. has made progress in various fields such as energy storage, data centers, modern agriculture, and industrial automation [1] - The company participated in a stock issuance of Songfa Co., Ltd. at a price of 36.67 yuan per share, acquiring 3,272,429 shares [1]