Workflow
【机构调研记录】东吴基金调研潮宏基、天孚通信
Zheng Quan Zhi Xing·2025-08-27 00:08

Group 1: Chao Hong Ji (潮宏基) - The company has launched high-weight series products such as Zhenjin Zhenzuan, Fanhua, Huang Caishen, and Palace Culture to enhance customer price and will continue to focus on customer needs for product development [1] - Soufflé, positioned as a gift expert, has opened 60 stores, complementing the main brand, which has introduced non-heritage series products [1] - The online subsidiary's net profit increased by 70.64% year-on-year, driving the integration of online and offline sales [1] Group 2: Tianfu Communication (天孚通信) - In the first half of 2025, the company achieved revenue of 2.456 billion yuan, a year-on-year increase of 57.84%, and a net profit of 899 million yuan, up 37.46% [1] - Growth in active business is driven by the increased delivery of high-speed active products, with strong demand for these products [1] - The company's Thailand factory is in the first phase of production, with the second phase in R&D and customer verification, expecting large-scale production next year [1] Group 3: Dongwu Fund (东吴基金) - As of now, the total asset management scale of the company is 34.515 billion yuan, ranking 97 out of 210 [2] - The best-performing public fund product in the past year is Dongwu Jiahe Advantage Selected Mixed A, with a latest net value of 1.48 and a growth of 103.01% in the past year [2]