机构简介： 上海湘禾投资有限公司成立于2012年2月5日，注册资本1000万元人民币。湘禾投资以专业、严谨的投资 研究为基础，运用各种规范的金融工具为客户管理金融财富。以管理资产的可持续成长为己任，致力于 成为国内资本市场上有重要影响力的、受人尊敬的资产管理公司。 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7月1日披露的机构调研信息，知名私募湘禾投资近期对1家上市公司进行了调研， 相关名单如下： 1）东芯股份 （湘禾投资参与公司路演活动&策略会） 调研纪要：东芯股份在车规级存储产品方面取得显著进展，SLC NND、NOR 及 MCP 等产品陆续通过 EC-Q100 验证，适用于更严苛的应用环境。公司已完成国内多家整车厂及境内外一级汽车供应商的供 应商资质导入，并开始向境外知名的一级汽车供应商销售车规产品。砺算的 G100 芯片于2025年5月24 日收到首批封装完成的芯片，随即启动功能测试，结果符合预期，接下来将继续进行性能测试和优化。 I 终端需求目前处于初级发展阶段，但未来有望迎来井喷式增长，公司正积极布局 ...

Group 1 - The company has successfully passed AEC-Q100 certification for various automotive-grade storage products, including SLC NAND, NOR, and MCP, indicating readiness for stringent automotive applications [2] - In 2024, the company plans to complete the whitelist onboarding for several domestic automakers and gain supplier qualifications from multiple Tier 1 automotive suppliers, including well-known international ones [2] - Revenue growth in 2024 is primarily driven by increased shipment volumes, with significant year-on-year sales growth and improved gross margins due to optimized product structure and operational efficiency [2] Group 2 - The market for NAND-based MCP is expected to reach a scale of tens of billions of dollars, with applications in industrial controllers and automotive ADAS due to its high reliability and performance [3] - The first quarter revenue growth was mainly attributed to the recovery in demand from networking and consumer electronics, while the second quarter is expected to see sustained demand growth in the networking sector [3] - The demand in the Internet of Things (IoT) and Vehicle-to-Everything (V2X) sectors remains stable, with gradual recovery anticipated in the surveillance and security market in the third quarter [3]