【私募调研记录】丹羿投资调研亚辉龙、三诺生物

Group 1 - Dan Yi Investment recently conducted research on two listed companies: YHLO and Sinocare [1] - YHLO has completed the prototype of its second-generation sequencing system, achieving full self-research and production of core reagents, auxiliary reagents, and auxiliary enzyme reagents [1] - YHLO is integrating its product matrix, technology research and development, customer service, and data with AI platforms like DeepSeek, enhancing its laboratory automation solutions [1] - Sinocare's medical AI platform, SinoGPT, has integrated with DeepSeek to scale intelligent services, focusing on diabetes management [1] - Sinocare plans to leverage DeepSeek's reasoning capabilities to develop a specialized model for the diabetes vertical [1] Group 2 - Shanghai Dan Yi Investment Management Partnership is a domestic private investment management institution established in April 2015 with a paid-in capital of 10 million [2] - The core executives of Dan Yi Investment have over ten years of experience in investment research, having worked at prominent institutions like Huabao Xingye Fund and Guotou Ruijin Fund [2] - During their careers, the executives managed funds totaling several billion, ranking among the top in the industry [2]