Group 1: Lixun Precision - The company has developed core capabilities across the entire industry chain in the humanoid robot sector, capable of independently completing precision processing of key components such as harmonic gears, except for batteries and some joint modules [1] - Lixun Precision has a rich product matrix in the automotive business, having established its presence for many years, with good development momentum globally in high and low voltage harnesses, high-speed harnesses, special harnesses, and fast-charging guns [1] - The company's office is located at No. 313, Beihuan Road, Qingxi Town, Dongguan City, Guangdong Province [1] Group 2: Century Huatong - The games launched in 2023 are still reaching new highs, with no observed peak in their lifecycle; Kingshot is breaking overseas records previously set by Whiteout Survival, indicating a larger overseas market with more users [2] - The company has released no fewer than 20 products since 2023, driven by data, with hit products contributing approximately two-thirds of total profits; the incentive mechanism combines cash and equity [2] - The adjustment in mini-program commission rates is expected to impact the company's revenue by about 2 percentage points but is beneficial for improving user retention and payment rates [2] Group 3: Jin Ying Fund - Established in 2002, Jin Ying Fund has an asset management scale of 75 billion and ranks 74th out of 211 in total public fund management [2] - The fund's non-monetary public fund management scale is 43.23 billion, ranking 83rd out of 211 [2] - The best-performing public fund product in the past year is Jin Ying Information Industry Stock A, with a latest unit net value of 3.49 and a growth of 42.28% over the past year [2]
【机构调研记录】金鹰基金调研立讯精密、世纪华通