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【私募调研记录】同犇投资调研奕东电子

Group 1 - The core viewpoint of the article highlights that Tongben Investment has conducted research on a listed company, Yidong Electronics, which reported significant revenue growth and profitability improvements in the first half of 2025 [1] - Yidong Electronics achieved an operating income of 1.009 billion yuan, representing a year-on-year increase of 27.77%, marking a historical high for the same period [1] - The company has successfully expanded its product offerings, including high-speed connectors and cooling components for computing chips, and has begun mass shipments in various sectors such as smart terminals and robotics [1] Group 2 - Tongben Investment is a distinctive private equity firm established in January 2014, with a registered capital of 10 million yuan, and is recognized for its expertise in consumer investment [2] - The firm was founded by a team of analysts who have received accolades in the industry, including the New Fortune Best Analyst award in the food and beverage sector [2]