【机构调研记录】鑫元基金调研立讯精密

Group 1 - The core focus of the article is on the recent research conducted by Xinyuan Fund on a listed company, Luxshare Precision, highlighting its capabilities in the humanoid robot sector and automotive business [1] - Luxshare Precision has developed core competencies across the entire supply chain in humanoid robotics, being able to independently complete precision processing of key components such as harmonic gears, except for batteries and some joint modules [1] - The company has a diverse product matrix in the automotive sector, including high and low voltage wiring harnesses, high-speed wiring harnesses, special wiring harnesses, and fast-charging guns, all of which have shown strong growth globally [1] Group 2 - Xinyuan Fund was established in 2013 and currently manages a total asset scale of 229.554 billion yuan, ranking 35th out of 211 in the public fund industry [1] - The fund's non-monetary public fund asset scale is 140.846 billion yuan, ranking 34th out of 211 [1] - The fund manages 174 public funds, ranking 46th out of 211, and has 22 fund managers, ranking 64th out of 211 [1] - The best-performing public fund product in the past year is Xinyuan Xinxing Flexible Allocation Mixed A, with a latest unit net value of 1.31 and a growth of 30.61% over the past year [1] - The latest public fund product raised by Xinyuan is Xinyuan Hong Kong Stock Connect Navigation Mixed C, which is a mixed equity fund with a subscription period from November 5, 2025, to February 4, 2026 [1]