【私募调研记录】煜德投资调研潮宏基、星云股份等3只个股（附名单）

Group 1: Chao Hong Ji - The company has launched high-weight series products such as Zhenjin Zhenzuan and Fanhua to enhance customer price and will continue to focus on customer needs for product development [1] - The online subsidiary's net profit increased by 70.64% year-on-year, promoting the integration of online and offline operations [1] - As of June, the number of stores reached 1,540, with a net increase of 72 stores, including openings in overseas markets like Kuala Lumpur, Thailand, and Cambodia [1] Group 2: Xingyun Co., Ltd. - The company aims to improve operational quality and focus on its main business, with continuous improvement in gross profit margin and reduced expenses [2] - The lithium battery industry is experiencing growth, benefiting from demand increases and advancements in solid-state battery technology [2] - The company is expanding into European and Southeast Asian markets, collaborating with major automotive and testing companies [2] Group 3: Tianfu Communication - 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% [3] - The growth in active business is driven by the increased delivery of high-speed active products, with a focus on new customer acquisition [3] - The company is investing heavily in R&D to support customer product development and is expanding production capacity in Thailand [3]