3)中矿资源（002738）(睿远基金管理有限公司参与公司路演活动&电话会议) 1)莱特光电(睿远基金参与公司特定对象调研&现场参观&电话会议) 调研纪要：2025年上半年，莱特光电实现营业收入2.92亿元，同比增长18.84%，归母净利润1.26亿元， 同比增长36.74%。业绩增长得益于下游OLED市场需求攀升和公司降本增效。公司OLED终端材料产品 覆盖红、绿、蓝三色发光层材料及核心功能层材料，新产品逐步量产。钙钛矿项目在材料研发、客户协 同、知识产权及团队建设多方面推进。中间体业务涵盖OLED中间体与医药中间体，与多家知名企业合 作。OLED在IT及车载显示等中尺寸领域加速渗透，预计未来几年渗透率将大幅提升。8.6代线建设加 速，将显著提升OLED有机发光材料需求，公司材料业务迎广阔发展空间。叠层OLED器件提升发光效 率，延长使用寿命，推动OLED有机发光材料需求显著提升。公司通过业绩增长、股份回购及现金分红 等方式回馈股东。下半年出货量有望提升，公司将继续加大研发投入，拓展新业务。 2)福瑞股份（300049）(睿远基金参与公司业绩说明会) 调研纪要：福瑞股份在机构调研中表示，诺和诺德批准司美格鲁 ...

1)小商品城（600415）(西部利得基金参与公司电话会议) 调研纪要：全球数贸中心市场部分1-3层已投入使用，第四层明年招商；5栋写字楼去年预售，剩余2栋 建设中；商业招商今年启动，公寓出租准备中。公司对下半年出口持乐观态度，预计保持高速增长。跨 境支付牌照预计明年落地，获批后将履行信息披露义务。香港业务拓展配合品牌出海战略，整体建设按 计划推进。Chinagoods平台推出商贸大模型，应用前景广泛，实现快速增长。会员费有增量，I应用展 示多层级效果，深入业务流程。 2)巴比食品（605338）(西部利得基金参与公司特定对象调研&线上电话会议) 证券之星消息，根据市场公开信息及8月22日披露的机构调研信息，西部利得基金近期对9家上市公司进 行了调研，相关名单如下： 调研纪要：2025年上半年，巴比食品实现营业收入8.35亿元，同比增长9.31%，净利润1.32亿元，同比 增长18.08%。公司通过优化单店模型、外延并购、团餐业务拓展等措施，推动业绩增长。单店收入修 复，新开店1027家，其中456家为新开门店。外区单店收入与华东比例一致，华南和华中单店收入约为 华东的50%-60%。公司并购步伐加快，青露品 ...

Group 1: Ice Wheel Environment (冰轮环境) - The company aims to promote global sustainable development, focusing on artificial environment control technology and energy utilization technology [1] - In the first half of 2025, the company achieved operating revenue of 3.12 billion yuan, a year-on-year decline of 7%, and a net profit attributable to shareholders of 266 million yuan, down 20% year-on-year [1] - Main products include compressors and heat exchangers, with a full range of magnetic suspension compressor products covering a temperature range of -271℃ to 200℃ [1] - The company provides cooling equipment for data centers and has developed technologies for nuclear power cooling and waste heat recovery [1] - Successfully developed a helium compressor for controlled nuclear fusion applications [1] Group 2: Sanwei Chemical (三维化学) - The company is a technology-driven chemical group involved in chemical and petrochemical technology R&D, engineering services, and catalyst production [1] - In the first half of 2025, the company reported total revenue of 1.25 billion yuan, a year-on-year increase of 21.81%, and a net profit of 120.36 million yuan, up 42.54% year-on-year [1] - The company has signed uncompleted orders worth 1.63 billion yuan in its engineering business [1] - It employs a flexible production model and is advancing projects to optimize cellulose acetate products and upgrade cellulose derivatives [1] - The company plans to distribute cash dividends of 1.00 yuan per 10 shares, totaling 64.89 million yuan [1] Group 3: Furuya Co., Ltd. (福瑞股份) - The company announced a strategic collaboration with Novo Nordisk to promote the early diagnosis and treatment of MASH following the approval of semaglutide for a new indication [2] - Orders are sufficient despite not yet receiving feedback from distributors and hospitals regarding the new indication [2] - The company is focused on its established goals and will not adjust its strategies or action plans [2] - The North American market is experiencing good growth, driven by the new drug approval and increased awareness [2] - The performance in traditional Chinese medicine has improved mainly due to e-commerce growth and increased demand for liver protection [2] Group 4: Jin Ying Fund (金鹰基金) - As of now, the fund has an asset management scale of 68.025 billion yuan, ranking 74th among 210 [3] - The fund has 156 public funds under management, ranking 50th among 210 [3] - The best-performing fund in the past year is Jin Ying Technology Zhi Yuan Mixed A, with a net value of 1.88 and a growth of 95.67% [3] - The latest public fund product launched is Jin Ying Zhong Zheng Quan Zhi Zi You Xian Jin Liu Zhi Shu A, which is an index-type stock fund [3]