机构视角扫描北交所： 调研聚焦出海、赛道与未来业绩

Group 1: Focus on Overseas Business Development - Many listed companies are experiencing increased institutional interest in their overseas business performance and expansion strategies [1] - Tongli Co. reported stable operations in overseas markets but acknowledged a gap between current achievements and targets, planning to enhance overseas market efforts in the coming years [1] - Gaisi Foods has balanced domestic and international sales, reaching nearly 70 countries and regions, and aims to strengthen both overseas channels and domestic market investments [1] Group 2: Acquisition Strategies - Aweit's acquisition of German company Keuerleber GmbH is aimed at deepening global presence and expanding overseas markets, leveraging Europe's manufacturing expertise [2] - The acquisition is also a strategic move to mitigate market risks by diversifying export channels and reducing reliance on a single market [2] Group 3: Layout in Hot Sectors - Companies are focusing on smart manufacturing, with Guangsha Huaneng investing in automation technologies to enhance efficiency and reduce costs [3] - Kelong New Materials is developing liquid cooling systems with advanced materials, aiming to meet the demands of data centers and computing power [3] Group 4: Capacity Enhancement - Huayuan Co. is improving production capacity through technological upgrades and the construction of a smart manufacturing base, expected to be completed by October 2025 [4] - Jiexian Co. is implementing a dual strategy of stabilizing traditional business while expanding new business areas, including the development of acetylacetone salt products [4][5] Group 5: Profitability Concerns - Guangsha Huaneng highlighted potential revenue and profit fluctuations due to industry cycles and project progress, indicating uneven quarterly performance [6] - Haosheng Electronics sees opportunities in diverse applications for its micro-acoustic components, driven by advancements in AI and emerging technologies [6]