【机构调研记录】南华基金调研科大讯飞、利元亨等3只个股(附名单)
Sou Hu Cai Jing·2025-10-23 00:05

Group 1: Company Insights - Keda Xunfei has accumulated over 50TB of industry corpus and over 1 billion daily user interactions, enhancing its data quality across multiple sectors [1] - The company has upgraded its "Xunfei Spark Model" to version 4.0, which significantly improves its multimodal and intelligent agent capabilities, comparable to GPT-4 Turbo [1] - Liyuanheng has delivered full solid-state battery production line equipment to a leading automotive company, currently in the debugging and process validation stages [2] - The company reported a revenue of 2.424 billion yuan for the first nine months of 2025, a year-on-year increase of 4.37%, with a net profit of 47.49 million yuan [2] - Prolo Pharmaceutical has established long-term partnerships with several leading global pet medicine companies and has products targeting aging populations [3] - The company has over 200 million yuan in business related to medical beauty raw materials, focusing on cosmetics and collagen products in the short term [3] Group 2: Fund Management Insights - Nanhua Fund, established in 2016, has an asset management scale of 21.526 billion yuan, ranking 121 out of 210 in total public funds [3] - The fund's best-performing public fund product in the past year is Nanhua Fenghui Mixed A, with a latest net value of 1.86 and a growth of 49.35% over the past year [3]