机构视角扫描北交所：调研聚焦出海、赛道与未来业绩

Core Insights - Recent institutional research activities indicate a strong focus on the performance, asset acquisitions, and strategic positioning of companies in popular sectors [1] Group 1: Overseas Business Development - Companies are increasingly focusing on overseas market expansion, with Tongli Co. reporting stable operations in international markets but acknowledging a gap between current performance and targets [2] - Tongli plans to enhance its overseas market efforts, viewing it as a key growth area, while prioritizing quality and profitability over mere scale [2] - Gaisi Foods has achieved a balanced sales distribution between domestic and international markets, selling products in nearly 70 countries, and aims to strengthen both overseas and domestic market channels [2] Group 2: Strategic Acquisitions - Awei Te's acquisition of German company Keuerleber GmbH is aimed at deepening global presence and mitigating market risks by diversifying export channels [3] - The acquisition is expected to enhance customer loyalty and satisfaction while leveraging regional advantages to expand overseas business [3] Group 3: Focus on Hot Sectors - Companies are being scrutinized for their positioning in trending sectors, with Guangsha Environmental Energy investing in automation and smart manufacturing to improve efficiency and reduce costs [4] - Kelong New Materials is advancing its liquid cooling systems, with products designed for extreme temperature ranges and undergoing development for new applications in data centers [4] Group 4: Capacity Enhancement - Huayuan Co. is enhancing production capacity through technological upgrades and the construction of a smart manufacturing base, expected to be completed by October 2025 [5] - Jiexian Co. is implementing a dual strategy of stabilizing traditional business while expanding emerging sectors, particularly in photolithography materials [5] Group 5: Profitability Concerns - Companies are facing scrutiny regarding their revenue and profit forecasts for the fourth quarter, with Guangsha Environmental Energy noting potential fluctuations due to industry cycles and project progress [6] - Haosheng Electronics highlights its diverse application scenarios in consumer electronics and emerging technologies, indicating a broad market potential [6][7]