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【机构调研记录】长城基金调研立讯精密、川能动力等4只个股(附名单)
Sou Hu Cai Jing· 2025-11-27 00:15
Group 1: Company Insights - Longhua Fund recently conducted research on four listed companies, highlighting their strengths and market positions [1] - Luxshare Precision has developed core capabilities in the humanoid robot sector, with a comprehensive product matrix in the automotive business, achieving good global growth [1] - Chuaneng Power focuses on green energy, with a total installed capacity of approximately 1.45 million kilowatts in renewable energy, including wind and solar power [2] - Desay SV Automotive is recognized globally for its capabilities in the intelligent sector, aiming to enhance competitiveness through innovation and collaboration [3] - Century Huatong's gaming products launched in 2023 continue to perform well, with significant contributions from data-driven hit products [4] Group 2: Financial Performance - Longhua Fund's total asset management scale is 356.08 billion yuan, ranking 29th among 211 funds, with a non-monetary public fund scale of 132.17 billion yuan [5] - The best-performing fund in the past year is the Longhua Medical Industry Selected Mixed Fund A, with a net value increase of 88.75% [5] - The latest public fund product launched is the Longhua Fengze Bond A, with a subscription period from September 30, 2025, to November 28, 2025 [5]