根据市场公开信息及8月20日披露的机构调研信息，知名私募神农投资近期对2家上市公司进行了调研， 相关名单如下： 1）普洛药业 （北京神农投资参与公司投资者电话交流会） 调研纪要：普洛药业预计CDMO业务到2030年规模达六七十亿，中美市场各占35%，欧日占30%。行业 底部明确，预计明年逐步回升，但不是V型反转。项目结构优化，毛利率提升至45%-55%，商业化项目 增多。多肽平台承接大量项目，液相合成降低成本，新产线明年三季度建成。研发人员将增至2000人以 上，已引进多位海外核心科学家。抗生素、动保、特色原料药价格企稳，毛利率提升至30%以上。每年 十个左右品种获批，工业端业务规模预计达70亿元。海外收入占比40%-50%，关税影响不大。CDMO业 务快速增长，核心竞争力在于效率、成本、服务、交付及质量系统方面的全球优势。 2）纳芯微 （神农投资参与公司业绩说明会） 调研纪要：今年以来,公司各下游应用领域整体保持良好发展态势,景气度稳中有升。汽车电子领域新能 源汽车渗透率持续提升，带动市场稳健增长；泛能源领域工业市场自去年末起复苏，光伏市场从今年第 二季度开始显著复苏。AI服务器电源成为电源模块业务的重要增 ...

Group 1 - Shennong Investment recently conducted research on Aladdin, focusing on the operation of the Kasima platform, competitiveness, revenue structure, profit fluctuations, delivery times, sales models, platform differentiation, and investment mergers and acquisitions [1] - The Kasima platform operates independently from the Chinese Academy of Sciences, covering a wide range of businesses with 247,000 registered members, over 1,800 research institutions, and 10,218 suppliers, achieving an annual transaction volume of nearly 4 billion [1] - Revenue sources for the Kasima platform include store fees, bridge fees, value-added service fees, and advertising fees, with 2023 profits being high due to non-recurring income, while a decline in 2024 profits is not attributed to core business operations [1] Group 2 - Shennong Investment Management Co., Ltd. was founded in 2009, focusing on the pharmaceutical, technology, and consumer sectors, and has won multiple awards for its investment performance [2] - The company has developed into a significant asset management firm with a strong team and long-term excellent performance, recognized for its influence in the industry [2]