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【私募调研记录】景林资产调研立讯精密、迈瑞医疗等4只个股(附名单)
Zheng Quan Zhi Xing·2025-09-01 00:09

Group 1: Company Highlights - Luxshare Precision is focusing on smart glasses as a key product line in its consumer electronics business, with offerings including AI glasses and smart wearables [1] - Mindray Medical has launched the world's first clinically implemented critical care AI model and established an animal healthcare subsidiary [2] - YTO Express is embracing high-quality development amid industry regulations, with a significant increase in single ticket transportation cost savings and a 112% year-on-year growth in reverse logistics [3] - Sanhua Intelligent Controls reported a revenue of 16.263 billion yuan for the first half of 2025, an 18.91% increase year-on-year, driven by rising global temperature control demand [4] Group 2: Financial Performance - Mindray Medical's AI solutions in medical imaging have been developed in collaboration with DeepSeek [2] - YTO Express plans to invest over 4.4 billion yuan in capital expenditures for automation and logistics centers by mid-2025 [3] - Sanhua Intelligent Controls' net profit increased by 39.31% year-on-year, attributed to operational improvements and a focus on high-quality management [4] Group 3: Strategic Initiatives - Luxshare Precision's subsidiary, Jiangsu Luxshare Robotics, is part of its strategy to enhance its product offerings in the robotics sector [1] - YTO Express is expanding its international business into Central Asia and enhancing its air freight capabilities with new aircraft [3] - Sanhua Intelligent Controls is establishing a robotics division to focus on electromechanical actuators and is leveraging existing thermal management technologies for data centers [4]