Group 1: Galaxy Fund Research on Listed Companies - Galaxy Fund recently conducted research on two listed companies: Luxshare Precision and Century Huatong [1][2] Group 2: Luxshare Precision Highlights - Luxshare Precision has developed core capabilities across the entire supply chain in the humanoid robot sector, capable of independently processing key components such as harmonic gears, except for batteries and some joint modules [1] - The company has a rich product matrix in the automotive sector, including high and low voltage wiring harnesses, special wiring harnesses, and fast-charging guns, all of which have shown strong growth globally [1] - The company's office is located at 313 Beihuan Road, Qingxi Town, Dongguan City, Guangdong Province [1] Group 3: Century Huatong Insights - Century Huatong's games launched in 2023 are still reaching new highs, with no observed peak in their lifecycle; the game Kingshot is breaking overseas records [2] - The company has released at least 20 products in 2023, driven by data, with point profits accounting for about two-thirds of total profits [2] - The adjustment in mini-program commission rates is expected to impact company revenue by approximately 2 percentage points but is anticipated to enhance user retention and payment rates [2] Group 4: Galaxy Fund Overview - As of now, Galaxy Fund has an asset management scale of 107.995 billion yuan, ranking 57th out of 211 in total public funds [3] - The fund has 151 public funds under management, ranking 50th out of 211, and employs 24 public fund managers, ranking 59th out of 211 [3] - The best-performing public fund product in the past year is the Galaxy CSI Communication Equipment Theme Index Fund A, with a net value of 1.76 and a growth of 79.53% over the past year [3]
【机构调研记录】银河基金调研立讯精密、世纪华通