【机构调研记录】申万菱信基金调研立讯精密

Group 1 - The core focus of the article is on the recent research conducted by Shenwan Hongyuan 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 development momentum globally [1] Group 2 - Shenwan Hongyuan Fund was established in 2004 and currently manages a total asset scale of 81.205 billion yuan, ranking 71st out of 211 in the public fund industry [1] - The fund's non-monetary public fund asset scale is 68.63 billion yuan, ranking 62nd out of 211 [1] - The fund manages 149 public funds, ranking 52nd out of 211, with 26 fund managers, ranking 53rd out of 211 [1] - The best-performing public fund product in the past year is Shenwan Hongyuan Intelligent Driving Stock A, with a latest unit net value of 4.38 and a growth of 68.69% over the past year [1]