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【私募调研记录】趣时资产调研蓝思科技
Zheng Quan Zhi Xing·2025-09-02 00:09

Group 1 - The core viewpoint of the article highlights that Qushi Asset Management has recently conducted research on a listed company, Lens Technology, indicating potential growth opportunities in the 3D printing sector and solar energy [1] - Lens Technology (H-share: 06613) is set to be listed on July 9, 2025, and has engaged in joint R&D with leading companies in the 3D printing industry, with some products expected to achieve mass production next year [1] - The company’s wholly-owned subsidiary, Hunan Lens New Energy Co., Ltd., has a registered capital of 1 billion yuan and focuses on photovoltaic glass products, photovoltaic equipment and components, and photovoltaic power generation projects [1] Group 2 - Qushi Asset Management, established in September 2015, has a paid-in registered capital of 10 million yuan and received private securities investment fund management qualifications in April 2016 [1] - The company specializes in asset management with over 90% of its employees holding master's degrees or higher from prestigious domestic and international institutions [1] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, having received multiple awards, including the "Fund Golden Ding Award" [1]