券商中国·2025-07-15 13:43Core Viewpoint - The future movements of high-tech companies continue to attract investor attention, particularly in the fields of smart manufacturing, AI chips, and humanoid robots [1][2]. Group 1: Company Research - Leading public funds such as China Europe Fund, E Fund, and Huatai-PB Fund have recently conducted intensive research on companies like Taotao Automotive, Juguang Technology, and Lexin Technology, focusing on their advancements in cutting-edge fields [2]. - Taotao Automotive, a high-tech enterprise specializing in electric vehicles and related products, is entering the humanoid robot industry to support its smart transformation [3][4]. - Juguang Technology, established in 2002, provides high-end analytical instruments and solutions across various industries, with a focus on the demand for mass spectrometers and the impact of "dual carbon" policies [5][6]. - Lexin Technology, a global fabless semiconductor company, has seen significant interest in its AI edge chips, which have generated revenues in the hundreds of millions, and emphasizes a diversified product strategy [7][8][9]. Group 2: Industry Trends - The investment community is particularly interested in the technological upgrade paths, policy implementation timelines, and the commercialization potential of new businesses in the high-tech sector [2]. - Companies are committed to steadily advancing their strategies while focusing on long-term technological accumulation and industry collaboration [2].