证券之星消息，根据市场公开信息及8月25日披露的机构调研信息，长信基金近期对4家上市公司进行了调研，相关名单如下： 1）稳健医疗 （长信基金参与公司业绩说明会&线上调研） 调研纪要：全棉时代第二季度实现13%同比增长，7-8月销售增速回升，坚持四大战略推动业务发展。医疗板块成长空间大，将围绕三大战略展 开，重点提升产品结构和生产效率，推进海外供应链建设。棉柔巾业务增长持续好于大盘，下半年将推出多款新品，加强渠道建设。GRI上半年 受中美关税战影响，但供应链已全面恢复，预计下半年趋势向好。高端敷料、手术室耗材、健康个护业务增速较高，传统敷料业务保持稳定。全 棉时代上半年毛利率提升，下半年将继续优化商品组合和渠道结构，提升利润率。线下门店将聚焦高质量开店，提升同店同比，优化会员服务。 所得税率上升主要因业务结构变化和全棉时代子公司迁址导致。 2）兆易创新 调研纪要：兆易创新在2024年二季度各业务线增长情况良好，NOR Flash高个位数增长，利基型DRAM增长超50%，MCU接近20%，模拟芯片基数 低环比成长较高，传感器芯片增长约10%。预计第三季度环比增长，全年需求上涨，利基型DRAM供应偏紧缺至全年。下半 ...

证券之星消息，根据市场公开信息及8月25日披露的机构调研信息，诺德基金近期对4家上市公司进行了调研，相关名单如下： 1)兆易创新 调研纪要：兆易创新（603986）在2024年二季度各业务线增长情况良好，NOR Flash高个位数增长，利基型DRAM增长超50%，MCU接近20%，模 拟芯片基数低环比成长较高，传感器芯片增长约10%。预计第三季度环比增长，全年需求上涨，利基型DRAM供应偏紧缺至全年。下半年利基型 DRAM营收显著增长，合约价格上涨，第三季度继续上涨。公司毛利率整体平稳，未来Flash温和涨价，DRAM毛利率提升，整体毛利率保持稳 定。NOR Flash需求端电子产品代码量上升，供应端晶圆制造产能紧张，供给短缺将持续较长时间。看好定制化存储技术在产品性能的优势，未 来更多行业和客户选择该方案，具备先发优势和技术迭代。MCU增长点在工业控制、光储充、白电等高门槛国产化替代方向，新产品收入贡献提 升。DDR48Gb收入贡献全年有望达DRAM收入三分之一，LPDDR4小容量产品全年收入占比可能提升到两位数。公司研发投入大，市场空间弹性 大，目标是实现与标准接口利基存储可比的营收规模。具备先发优势和与 ...

Group 1: Galaxy Fund Research Insights - Galaxy Fund recently conducted research on six listed companies, focusing on their strategies to cope with market challenges and growth opportunities [1][2][3][4][5][6]. Group 2: Company-Specific Highlights - **Weixing New Materials (002372)**: The company is addressing industry demand pressure by enhancing product quality, accelerating business transformation, and implementing cost-saving measures. It has achieved channel penetration in Jiangsu, Zhejiang, and Shanghai, with plans for gradual expansion in other regions. The company anticipates a decline in product prices year-on-year in the first half of 2025, but a recovery in prices quarter-on-quarter is expected. The overall market demand remains weak, and the company aims for steady growth through new product combinations and a water ecosystem strategy [1]. - **Zhaoyi Innovation (603986)**: The company reported strong growth across its business lines in Q2 2024, with NOR Flash experiencing high single-digit growth and niche DRAM growing over 50%. The company expects significant revenue growth in niche DRAM in the second half of the year, driven by tight supply and rising contract prices. Overall gross margins are expected to remain stable, with a focus on customized storage technology and expanding into the automotive MCU market [2]. - **Tebao Bio**: The company is exploring combination therapies for hepatitis B treatment, focusing on optimizing drug strategies. It aims to enhance disease management through a comprehensive treatment network and is collaborating with Ligos for advanced solutions. New technologies like siRNA are entering clinical application stages, with a focus on optimizing combination therapy strategies [3]. - **Baili Tianheng**: The company is advancing its clinical trials for multiple cancer treatments in collaboration with BMS. It has submitted an IND application for its first nuclear medicine candidate and is progressing with several drug candidates in clinical trials. The company aims to become a leading player in oncology treatment within five years [4]. - **Stanley (002588)**: The company achieved steady growth in the first half of the year, with revenue reaching 6.391 billion yuan, a year-on-year increase of 12.66%. The compound fertilizer sales increased by 200,410 tons, up 9.68% year-on-year. Profit growth in Q2 was attributed to improved performance in new materials and better pricing strategies [5]. - **Reliable Co. (301009)**: The company experienced a decline in profits in Q2 due to promotional activities. It plans to expand its institutional and specialty channel business while launching its own brand. The company aims to increase its market share in baby care products despite facing intense competition [6].