【机构调研记录】诺德基金调研新益昌

Group 1 - The core viewpoint is that the Mini LED industry is experiencing accelerated growth due to major manufacturers' strategic investments, leading to increased market penetration and reduced costs [1] - The company, Xinyi Chang, is positioned as a leading player in the LED and new display solid crystal equipment sector, expected to benefit from industry expansion and strengthen its market position in packaging equipment [1] - The company has developed its own robotic technology, including the "Xiao Nao" robot, with key components like drivers and high-precision DDR motors produced in-house, allowing for quick customer response and cost advantages [1] - New robotic products are set to launch by the end of September and around New Year's, including a bipedal humanoid robot [1] - In the semiconductor sector, the company is moving from mid-range to high-end equipment, with several devices currently undergoing validation and optimization [1] - The Mini LED and semiconductor segments are anticipated to be the main growth drivers for the company, with improvements in the performance of new Mini LED solid crystal machines and preparations for Micro LED technology [1] Group 2 - The company, Nord Fund, was established in 2006 and currently manages a total asset scale of 34.606 billion yuan, ranking 95th out of 210 in the public fund management industry [2] - The non-monetary public fund asset scale is 27.708 billion yuan, ranking 92nd out of 210 [2] - The company manages 61 public funds, ranking 90th out of 210, with 18 fund managers, ranking 75th out of 210 [2] - The best-performing public fund product in the past year is Nord New Life Mixed A, with a latest net value of 1.67 and a growth of 102.62% over the past year [2]