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【机构调研记录】达诚基金调研太辰光

Group 1 - The core viewpoint of the article highlights that Dacheng Fund recently conducted research on a listed company, focusing on its operational performance and market strategies [1] Group 2 - The company Tai Chen Guang (300570) specializes in passive optical devices, with over 90% of its revenue coming from this segment and maintaining a gross margin of around 30% [1] - The company has significantly expanded its MT connector production capacity and possesses advanced cutting and testing technologies [1] - Progress in the research and development of CPO-related products is on track, and the company maintains a leading position in flexible optical boards [1] - A close supply relationship has been established with the company's largest client, leading to market gains through new product development and application expansion [1] - The company emphasizes capital operations and employee incentives, aiming for continued positive development in the future [1] Group 3 - Dacheng Fund was established in 2019, with a total asset management scale of 1.455 billion yuan, ranking 174 out of 210 in the public fund category [1] - The fund's non-monetary public fund asset management scale is 1.454 billion yuan, ranking 151 out of 210 [1] - The fund manages 17 public funds, ranking 142 out of 210, with 4 fund managers, ranking 155 out of 210 [1] - The best-performing public fund product in the past year is Dacheng Value Pioneer Flexible Allocation A, with a latest net value of 0.74 and a growth of 23.79% over the past year [1]