【机构调研记录】鹏扬基金调研立讯精密、德赛西威等3只个股(附名单)
Sou Hu Cai Jing·2025-11-27 00:15

Group 1: Lixun Precision - The company has developed core capabilities across the entire industrial chain in the humanoid robot sector, capable of independently completing precision machining 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 sector, having established its business for many years, with good development momentum globally in high and low voltage wiring harnesses, high-speed wiring harnesses, special wiring harnesses, and fast charging guns [1] - The company's office is located at 313 Beihuan Road, Qingxi Town, Dongguan City, Guangdong Province [1] Group 2: Desay SV - The company possesses globally leading capabilities in the intelligent sector and has gained recognition from numerous overseas clients, with plans to systematically and steadily enter various regional markets [2] - Desay SV adheres to a value proposition of "open, full-stack, and rapid realization," focusing on innovation and collaboration to create first-case examples and accumulate full-stack system capabilities, thereby expanding its ecosystem and strengthening competitive barriers [2] - With the trend of integration between intelligent cockpits and intelligent driving, the company aims to enhance its overall competitiveness and drive continuous business growth [2] Group 3: Century Huatong - The games launched in 2023 are still reaching new highs, with no observed peak in their lifecycle, and the game Kingshot is breaking overseas records previously set by Whiteout Survival, indicating a larger overseas market with more users [3] - The company has tested multiple products at high speed and low cost, releasing no fewer than 20 products since 2023, with hit products driven by data [3] - The profit from minor products accounts for about two-thirds of the company's total profit, and the incentive mechanism combines cash and equity [3] Group 4: Pengyang Fund - Established in 2016, the fund has an asset management scale of 145.324 billion yuan, ranking 49th out of 211 in total public funds [4] - The fund's scale for non-monetary public funds is 124.996 billion yuan, ranking 41st out of 211 [4] - The best-performing public fund product in the past year is the Pengyang Zhongzheng Kechuang Chuangye 50 ETF, with a latest unit net value of 1.35 and a growth of 57.5% over the past year [4]