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【私募调研记录】同威投资调研远 望 谷
Zheng Quan Zhi Xing· 2025-08-11 00:11
前身为同威资产管理公司成立于1999年,是一家国际性的私募投资管理公司,主要从事金融资产投资管 理业务。注册资本2000万元。同威投资管理有限公司主要投资于中国大陆、香港证券市场、外汇市场等 资本市场,客户群遍布中国香港、日本、中国内地以及北美地区。同威投资以"价值投资,风险控制, 集中投资"为理念,2001-2016年实现净资产回报超过50倍。资产管理模式:证券资金集合信托、专户理 财等等。长期以来,同威投资坚持为股东和客户取得满意的投资回报,在业内赢得了良好的声誉,同威 投资已取得中国证券投资基金业协会颁发的私募投资基金管理人登记证书(P1004879)。xa0所获市场 荣誉:1、2007-2008年度"中国十佳私募基金管理机构"xa02、2008-2009年度"中国本土最佳PE投资 人"xa03、2009年国金证券第二届"中国最佳私募基金"年度最佳奖xa04、2014年"格上理财中国阳光私募 基金巅峰榜"深广地区第二名xa05、2016年,"排排网·最全私募榜"股票策略夏普组广深地区前十名6、 2017年,基金产品-同威3期获得私募排排网"一年期的五星基金评级"xa07、2017年,基金产品-同威海源 ...
远望谷:5月8日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-05-09 10:14
Core Viewpoint - The IoT industry is experiencing significant growth driven by policy support and technological advancements, with the company aiming to leverage AI and IoT integration to expand its market presence and product offerings [2][3][8]. Financial Performance - The company reported total revenue of 545.68 million yuan, a decrease of 9.25% year-on-year, and a net profit attributable to shareholders of 27.85 million yuan, down 0.95% from the previous year [2]. - In the first quarter of 2025, the company’s main revenue was 91.39 million yuan, a year-on-year decline of 16.24%, with a net profit of -24.23 million yuan, a decrease of 127.98% [11]. Growth Drivers - The company aims to become a world-class IoT solution provider centered on RFID technology, focusing on three main sectors: railway, smart culture, and apparel retail [3][9]. - Key growth factors include core technology advantages, a complete RFID product chain, and strong market opportunities supported by government policies [4][5][6]. Market Opportunities - The global IoT market is projected to exceed 4.55 trillion yuan by 2025, driven by policy support, technological upgrades, and expanding demand [8]. - The company is positioned to capitalize on the growing application of IoT technologies across various sectors, including logistics, retail, and smart manufacturing [6][8]. Strategic Focus - The company plans to enhance its core business profitability through targeted strategies in its three main sectors, including technological innovation, market expansion, and product development [9][10]. - Specific initiatives include integrating AI with RFID for smart solutions in the railway sector, expanding market share in the smart culture sector, and deepening collaboration in the apparel retail sector [9][10].