【私募调研记录】复胜资产调研炬光科技

Group 1 - The core focus of the article is on the recent research conducted by the well-known private equity firm, Fusheng Asset Management, on a listed company, Juguang Technology, which specializes in semiconductor laser components and materials [1] - Juguang Technology's main products include semiconductor laser components, optical components, automotive application modules, and health modules, with significant advancements in fiber amplifier gain values from 20-25 dB to a groundbreaking 40-50 dB [1] - The company has also made deep investments in the storage chip wafer annealing module business, indicating a strategic expansion in its product offerings [1] Group 2 - Fusheng Asset Management, established in 2015, is one of the first research-driven private equity fund management companies in China, managing over 6 billion in pure equity [1] - The core investment research team at Fusheng has over 16 years of investment experience across mainland China, Hong Kong, and the United States, with fund managers having top-tier public fund experience [1] - The company adheres to a principle of "winning through compound interest," focusing on sustainable investment to achieve long-term stable returns for investors, and has received multiple awards for its performance in the private equity sector [1]