Workflow
【机构调研记录】朱雀基金调研兆易创新、赛分科技等3只个股(附名单)
Sou Hu Cai Jing·2025-08-26 00:06

Group 1: Zhaoyi Innovation - Zhaoyi Innovation reported good growth across all business lines in Q2 2024, with NOR Flash experiencing high single-digit growth, niche DRAM growing over 50%, MCU close to 20%, and sensor chips growing about 10% [1] - The company expects a quarter-on-quarter growth in Q3, with overall demand increasing and a tight supply for niche DRAM expected to last throughout the year [1] - The gross margin remains stable, with a moderate price increase anticipated for Flash and an improvement in DRAM gross margin [1] Group 2: Saifen Technology - Saifen Technology's fillers are primarily used in the biopolymer field, with strong demand recovery from downstream customers, particularly driven by domestic substitution [2] - The company anticipates steady growth in overall performance for 2025, with significant year-on-year increases in the antibody and peptide sectors [2] - The market for GLP-1 drugs is promising, with substantial sales growth for related filler products [2] Group 3: Lepu Medical - Lepu Medical's subsidiary, Lepu Ruikang, focuses on elderly care services, holding a 70.18% stake in the company [3] - The company has received regulatory approval for its self-developed polylactic acid facial filler, commonly known as "youthful needle" [3] - Lepu Medical's AI products include various hardware for monitoring vital signs, adaptable to different applications [3]