【私募调研记录】景林资产调研当虹科技

Group 1 - The core viewpoint of the news is that Jinglin Asset Management has conducted research on a listed company, focusing on its technological advancements and growth prospects [1] - The company, Dahong Technology, has achieved a 50% year-on-year revenue growth in the second quarter, driven by its self-developed BlackEye multimodal model technology [1] - Dahong Technology plans to establish 50 ultra-high-definition channels by 2025, with a target of 650 million terminal devices [1] - The upcoming release of BlackEye 2.0 on September 19 will enhance video technology capabilities, enabling interactive and comprehensible video processing [1] - The company is collaborating with military-civilian integration institutions to advance its remote control systems, which can operate in various network modes, including satellite links in offline environments [1] - Dahong Technology is focusing on high value-added transformation through standardization and AI efficiency improvements while continuing to invest in new technology directions [1] Group 2 - Shanghai Jinglin Asset Management is a private equity fund management company registered with the Asset Management Association of China, primarily investing in domestic and foreign listed company stocks [2] - The company has a strong track record of performance, with its Jinglin Stable Trust achieving a compound annual return of 26.84% as of April 30, 2015, significantly outperforming the CSI 300 Index [2] - Jinglin Asset Management employs a value investment philosophy, emphasizing fundamental analysis and stock valuation based on industry structure and the company's position in the value chain [2] - The firm has a specialized team of over 50 professionals with extensive experience in various industries, enabling a deeper understanding of market dynamics and investment opportunities [2] - Jinglin Asset Management has been recognized as one of the top private equity investment institutions in China, consistently delivering substantial returns to investors [2]