Zheng Quan Zhi Xing·2025-09-01 00:08Group 1 - Qushi Asset Management recently conducted research on two listed companies, Luxshare Precision and Huatong Cable [1][2] - Luxshare Precision's key product lines include smart glasses, AI glasses, AR/VR/XR glasses, smart wristbands, and smartwatches, with Jiangsu Luxshare Robotics as a controlling subsidiary [1] - Huatong Cable expects its revenue to reach 3.425 billion yuan in the first half of 2025, a year-on-year increase of 12.95%, while profits are expected to decline due to early-stage investments in construction projects [2] Group 2 - Huatong Cable is expanding its local production and sales in Africa, specifically in Tanzania and Cameroon, while also developing the electrolytic aluminum industry chain in Angola [2] - The company has a high proportion of overseas trade and is implementing a "domestic and international market balance" strategy to mitigate the impact of international trade fluctuations [2] - Huatong Cable completed a share buyback of 6.48 million shares, investing 77.898 million yuan, and has implemented stock incentive plans for 2022 and 2025 [2] Group 3 - Shanghai Qushi Asset Management was established in September 2015 with a registered capital of 10 million yuan and has been recognized as a private securities investment fund manager since April 2016 [3] - The company focuses on asset management and securities investment funds, with over 90% of its employees holding master's degrees or higher from prestigious institutions [3] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, and the company has received multiple awards for its performance and investment strategies [3]