机构简介： 北京汉和汉华资本管理有限公司（中国证券投资基金业协会会员，简称"汉和资本"）成立于2013年1 月，于2014年6月取得私募投资基金管理人牌照。秉承超长期价值投资的理念：没有长期，就没有胜 利。汉和资本致力于以超长期的思考维度来构筑投资哲学，通过伴随优秀企业的持续成长，实现与企业 的长期共赢。汉和价值观：超长期、极精致、可持续。汉和资本坚持超长期，极精致，可持续的价值 观，管理产品均不收取固定管理费用,从产品设计上保证了管理人和投资者的利益高度一致，同时力求 为投资者获取长期优质的投资体验。xa0 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 根据市场公开信息及8月27日披露的机构调研信息，知名私募汉和资本近期对1家上市公司进行了调研， 相关名单如下： 1）大金重工 （北京汉和资本参与公司业绩说明会） 调研纪要：大金重工表示，公司自2022年首次取得海外海工订单以来，产品价格持续走高，不断拓展一 体化相关配套服务，实现多点开花的良好局面。公司战略性布局环渤海湾三大国际海工基地，计划在欧 洲建造深远海总装基地，打通国内外全 ...

Group 1 - The core viewpoint of the news is that Sichuan Chengyu is implementing various measures to optimize costs and increase profits in 2024, with significant growth in traffic and toll revenue due to the completion of the Chengle Expressway expansion [1] - The company is focusing on cost control and financial optimization to reduce losses in the Suiguang-Suixi project, while still achieving profitability in the Rongcheng Second Ring Road despite macroeconomic challenges [1] - The company is benefiting from the growth of the new energy vehicle market and internal management improvements, leading to a turnaround in profitability for Shudao New Energy [1] - The profits of Zhonglu Energy and Chengya Oil Company have improved due to increased oil sales and refined management practices [1] - The company plans to focus on its core business, enhance maintenance management, and expand comprehensive energy development and service-oriented businesses, while maintaining a high dividend payout ratio and steadily advancing asset injections [1] Group 2 - Beijing Hanhe Capital Management Co., Ltd. is a member of the China Securities Investment Fund Industry Association, established in January 2013, and obtained a private investment fund management license in June 2014 [2] - Hanhe Capital adheres to a long-term value investment philosophy, emphasizing that without a long-term perspective, there can be no victory [2] - The company aims to build an investment philosophy based on long-term thinking, achieving long-term win-win outcomes with excellent enterprises [2] - Hanhe Capital's value proposition includes ultra-long-term, exquisite, and sustainable principles, ensuring alignment of interests between the management and investors by not charging fixed management fees [2]