根据市场公开信息及6月11日披露的机构调研信息，知名私募煜德投资近期对2家上市公司进行了调研，相关名单如下： 1）北化股份 （煜德投资参与公司特定对象调研&现场方式进行投资者交流） 调研纪要：北化股份在2024年和2025年的经营状况和战略规划进行了详细说明。2024年，公司西安生产线关停导致硝化棉产销量减少，同时防化 及环保产业受专项订货及审价退款等因素影响，营业收入及利润水平出现下滑。2025年，公司预计硝化棉市场需求保持稳定，油墨行业高端彩印 市场增长，含能棉市场需求有所增长。公司持续推进硝化棉产品结构优化，定价机制灵活，随行就市。公司注重安全环保投入，通过多种措施确 保产线安全风险可控。公司2025年一季度营业收入和利润总额分别增加14,690万元和4,572万元。公司计划聚焦主责主业，内生与外延发展并重， 积极论证闲置募集资金投向规划。 上海煜德投资管理中心（有限合伙）由长期业绩卓越、专注价值成长投资的资深基金经理靳天珍先生创办。公司打造出专家型投研团队和复合型 运营团队，2017年为创造新时代业绩再次出发。煜德投资及所管理的基金立足中国证券市场，聚焦A股上市公司投资机会，同时在海外市场及对 冲基金 ...

Group 1 - The core viewpoint of the article highlights the recent research conducted by Yongjin Investment on a listed company, Xingyuan Zhuomei, which specializes in magnesium alloy die-casting products primarily for the automotive sector [1] - In 2024, global primary magnesium production is projected to reach 1.12 million tons, representing a 12% year-on-year increase, while China's primary magnesium production is expected to be 1.0258 million tons, up 24.73% year-on-year [1] - The production of magnesium alloys is anticipated to be 396,800 tons, reflecting a year-on-year growth of 14.95% [1] - The automotive industry, particularly the new energy vehicle sector, has a high demand for lightweight materials, with magnesium alloys being approximately two-thirds the density of aluminum alloys and one-fourth that of steel, offering excellent damping and electromagnetic shielding properties [1] - The company provides integrated services including product design optimization, mold manufacturing, die-casting, precision machining, and surface treatment [1] - Future plans include utilizing both semi-solid forming and high-pressure die-casting processes to leverage their respective advantages [1] - The company has already secured new projects in the first half of the year, focusing on components for new energy vehicle powertrains and automotive display systems [1] - The product structure planned for the Fenghua factory will primarily focus on large precision magnesium alloy components for automotive applications [1]