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【机构调研记录】银华基金调研立讯精密、海陆重工等4只个股(附名单)
Sou Hu Cai Jing· 2025-11-27 00:15
Group 1: Company Insights - Lixun Precision has developed core capabilities in the humanoid robot industry, capable of independently completing precision processing of key components like harmonic gears, except for batteries and some joint modules [1] - The automotive business of Lixun Precision has a rich product matrix, including high and low voltage harnesses, special harnesses, and fast charging guns, achieving good development momentum globally [1] - Hailu Heavy Industry focuses on manufacturing industrial waste heat boilers, large and special pressure vessels, and nuclear safety equipment, with ongoing investment in fourth-generation nuclear equipment projects to meet manufacturing capacity demands [2] - Nopoxin is confident in the long-term development of the blueberry industry, with 85% of funds from a planned private placement allocated for blueberry base and R&D center construction [3] - Century Huatong's gaming products launched in 2023 are performing well, with no signs of reaching their lifecycle peak, and the company has released at least 20 products this year [4] Group 2: Market Trends and Performance - The blueberry market is experiencing a positive trend, with exports to Japan performing well, and the company aims for growth through scale expansion and efficiency improvements [3] - Century Huatong's overseas market has a user overlap of about 20%, indicating potential for growth in international markets [4] - The company has seen a 91.21% growth in its best-performing public fund product over the past year, reflecting strong market performance [4]