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【私募调研记录】泓澄投资调研山石网科
Zheng Quan Zhi Xing· 2025-09-04 00:09
Core Viewpoint - The recent research conducted by Hongcheng Investment on a listed company highlights significant developments in the company's technology and partnerships, indicating potential growth opportunities in the market [1] Group 1: Company Developments - The company, Shanshi Network Technology, is set to conduct its first tape-out of ASIC chip technology, with a successful outcome potentially leading to the launch of a firewall product featuring this technology in 2024 [1] - The company has released the DeepSeek large model application integrated machine solution, aiming to provide users with a one-stop service capability of "computing power + large model + security applications" [1] - Shanshi Network Technology has established strong partnerships with major domestic cloud service providers, including Huawei Cloud, Tianyi Cloud, Alibaba Cloud, and Inspur Cloud [1] Group 2: Institutional Overview - Hongcheng Investment was founded in April 2015 by Zhang Tao and several peers, with a complementary work experience and knowledge structure among the founders [1] - The long-term vision of the company is to create an attractive platform for excellent fund managers through a substantial partnership culture, aiming to generate long-term stable returns for the general public investors [1] - The company culture emphasizes openness, equality, sharing, and inclusiveness [1]