【私募调研记录】泓澄投资调研中材国际

Group 1 - The core viewpoint of the news highlights that Hongcheng Investment has recently conducted research on a listed company, specifically focusing on China National Materials International, which is noted for its complete industrial chain in the global cement technology equipment and engineering services market [1] - China National Materials International has maintained a good cooperative relationship with cement and building material enterprises in Tibet for many years in the engineering technology service business [1] - The company has officially completed the localization deployment of DeepSeek, providing large model applications across all levels and opening enterprise knowledge base scenarios [1] Group 2 - Hongcheng Investment was founded in April 2015 by Zhang Tao and several colleagues, with a complementary work experience and knowledge structure among the founders [2] - The long-term vision of Hongcheng Investment is to create an attractive platform for excellent fund managers through a substantive partner culture, aiming to generate long-term stable returns for the general public investors [2] - The company culture emphasizes openness, equality, sharing, and inclusiveness [2]