【私募调研记录】林园投资调研海特高新

Group 1 - The core viewpoint of the news is that Lin Yuan Investment has conducted research on a listed company, Hai Te Gao Xin, which is expected to achieve significant revenue and profit growth by mid-2025 [1] - Hai Te Gao Xin aims to reach an operating income of 705.05 million yuan, representing a year-on-year increase of 14.08%, and a net profit of 63.70 million yuan, with a year-on-year growth of 35.31% [1] - The company has established a "three-in-one + industrial investment" strategy, focusing on areas such as engine control and rescue, and has successfully delivered products to address supply chain localization issues [1] Group 2 - Hai Te Gao Xin is the first third-party modification company globally for the EFW21 aircraft model, possessing the capability to convert nine narrow-body aircraft [1] - The company completed a strategic investment in "Ao Shi Technology" in July 2025, aiming to enter the low-altitude economy, and has delivered its first eVTOL simulator [1] - Hai Te Gao Xin is also developing a 600 kW drone engine control system, which has been delivered in small batches [1]