根据市场公开信息及8月11日披露的机构调研信息，知名私募敦颐资产近期对1家上市公司进行了调研， 相关名单如下： 1）德龙激光 （上海敦颐资产管理有限公司参与公司特定对象调研&线上会议） 机构简介： 上海敦颐资产管理有限公司（基金业协会登记编号：P1066741）成立于2015年6月，致力于成为优秀的 长期价值投资机构，追求持有人长期利益最大化。公司与拥有30年全球证券投资经验的台湾礼正投顾进 行深度合作，共享双边研究成果，双方投研团队人数逾20人。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。 调研纪要：德龙激光在固态电池制造工艺方面提供多种激光解决方案，已推出激光制痕绝缘方案并获得 小批量订单。在传统锂电领域，公司提供全自动激光除蓝膜、激光烘烤和辊压清洗等解决方案，已实现 量产交付。公司核心竞争力在于激光器技术、激光加工工艺技术和高精度运动系统。公司正在江阴高新 技术产业开发区建设新能源高端装备制造项目，计划2026年投入生产。除锂电业务外，公司还聚焦激光 精细微加工在半导体、电子和新能源等行业的应用，重点发展精密激光加工设 ...

Group 1 - The core viewpoint is that DeLong Laser is actively involved in the solid-state battery manufacturing process, providing various laser solutions and has received small batch orders for its laser marking insulation solution [1] - DeLong Laser has achieved mass production delivery in the traditional lithium battery sector, offering fully automated laser blue film removal, laser baking, and roller cleaning solutions [1] - The company's core competencies lie in laser technology, laser processing technology, and high-precision motion systems [1] Group 2 - DeLong Laser is constructing a new energy high-end equipment manufacturing project in Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - In addition to its lithium battery business, the company is focusing on precision laser micro-processing applications in the semiconductor, electronics, and new energy industries, emphasizing the development of precision laser processing equipment and solutions [1]

Group 1 - The core focus of Delong Laser is on providing various laser solutions for solid-state battery manufacturing, including a laser marking insulation solution that has received small batch orders [1] - In the traditional lithium battery sector, the company offers fully automated laser blue film removal, laser baking, and roller cleaning solutions, which have achieved mass production and delivery [1] - Delong Laser's core competencies lie in laser technology, laser processing technology, and high-precision motion systems [1] Group 2 - Delong Laser is constructing a high-end equipment manufacturing project for new energy in Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond lithium battery applications, the company is also focusing on precision laser processing in semiconductor, electronics, and new energy industries, emphasizing the development of precision laser processing equipment and solutions [1] Group 3 - Shanghai Chengrui Investment Management Co., Ltd. was established in May 2010 with a registered capital of 11 million [2] - The company has been recognized for its stable development and diverse client base, which includes banks, private banks, securities firms, insurance companies, trusts, various FOF institutions, and state-owned enterprises [2] - The investment research team consists of 33 highly qualified professionals with strong educational backgrounds and extensive investment experience from prestigious universities [2]

Group 1 - The private equity firm Haoze Zhiyuan recently conducted research on the listed company Delong Laser, focusing on its solid-state battery manufacturing solutions and laser technology [1] - Delong Laser has launched a laser marking insulation solution and received small batch orders, indicating its market traction [1] - The company has achieved mass production delivery in traditional lithium battery sectors, providing automated laser solutions for blue film removal, laser baking, and roller cleaning [1] Group 2 - Delong Laser's core competencies include laser technology, laser processing technology, and high-precision motion systems, positioning it well in the competitive landscape [1] - The company is constructing a new energy high-end equipment manufacturing project in Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond lithium battery applications, Delong Laser is also focusing on precision laser processing in semiconductor, electronics, and new energy sectors, aiming to develop advanced laser processing equipment and solutions [1]

Group 1 - The core focus of Delong Laser is on providing various laser solutions for solid-state battery manufacturing processes, including a laser marking insulation solution that has received small batch orders [1] - In the traditional lithium battery sector, Delong Laser offers fully automated laser blue film removal, laser baking, and roller cleaning solutions, which have achieved mass production and delivery [1] - The company's core competencies lie in laser technology, laser processing technology, and high-precision motion systems [1] Group 2 - Delong Laser is constructing a new energy high-end equipment manufacturing project in Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond lithium battery applications, the company is also focusing on precision laser micro-processing in industries such as semiconductors, electronics, and new energy, with an emphasis on developing precision laser processing equipment and solutions [1]

调研纪要：德龙激光在固态电池制造工艺方面提供多种激光解决方案，已推出激光制痕绝缘方案并获得 小批量订单。在传统锂电领域，公司提供全自动激光除蓝膜、激光烘烤和辊压清洗等解决方案，已实现 量产交付。公司核心竞争力在于激光器技术、激光加工工艺技术和高精度运动系统。公司正在江阴高新 技术产业开发区建设新能源高端装备制造项目，计划2026年投入生产。除锂电业务外，公司还聚焦激光 精细微加工在半导体、电子和新能源等行业的应用，重点发展精密激光加工设备和解决方案。 根据市场公开信息及8月11日披露的机构调研信息，知名私募泾溪投资近期对1家上市公司进行了调研， 相关名单如下： 1）德龙激光 （上海泾溪投资管理合伙企业(有限合伙)参与公司特定对象调研&线上会议） 上海泾溪投资管理合伙企业(有限合伙)成立于2015年1月，主要从事二级市场股票投资业务。公司秉承 研究创造价值的理念，以自身的专业研究团队以及与各大券商研究部的紧密合作为支撑，凭借专业化的 投资方法、稳健的风险控制体系和前瞻性的投资视野，致力于为客户创造可持续的绝对收益。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3101043457103012 ...

Group 1 - The core viewpoint of the news is that Yihoyuan Asset Management recently conducted research on Delong Laser, which specializes in laser solutions for solid-state battery manufacturing and has received small batch orders for its laser insulation solutions [1] - Delong Laser provides fully automated laser solutions for traditional lithium batteries, including laser blue film removal, laser baking, and roller cleaning, and has achieved mass production delivery [1] - The company's core competencies lie in laser technology, laser processing technology, and high-precision motion systems, with plans to start production in 2026 for a new energy high-end equipment manufacturing project in Jiangyin High-tech Industrial Development Zone [1] Group 2 - Yihoyuan Asset Management, established in January 2014 and officially operational since June 2015, focuses primarily on secondary stock market investments and aims to expand into primary market PE equity investments and comprehensive asset management [2] - The company's vision is to become a world-class investment firm that benefits society, with a mission centered on natural principles and societal enrichment [2] - The company's values emphasize client returns, mutual achievement, and societal benefit [2]

Group 1 - The core focus of Delong Laser is on providing various laser solutions for solid-state battery manufacturing processes, including a laser marking insulation solution that has received small batch orders [1] - In the traditional lithium battery sector, Delong Laser offers fully automated laser blue film removal, laser baking, and roller cleaning solutions, which have achieved mass production and delivery [1] - The company's core competencies lie in laser technology, laser processing technology, and high-precision motion systems [1] Group 2 - Delong Laser is constructing a new energy high-end equipment manufacturing project in Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond lithium battery applications, the company is also focusing on precision laser processing in semiconductor, electronics, and new energy industries, emphasizing the development of precision laser processing equipment and solutions [1]

Group 1 - The core viewpoint of the news is that Hongdao Investment has conducted research on Delong Laser, which specializes in laser solutions for solid-state battery manufacturing and traditional lithium battery sectors [1] - Delong Laser has launched a laser marking insulation solution and received small batch orders, indicating initial market traction [1] - The company has achieved mass production delivery for its automated laser solutions in the traditional lithium battery field, showcasing its operational capabilities [1] Group 2 - Delong Laser's core competitive advantages lie in its laser technology, laser processing technology, and high-precision motion systems, which are critical for its product offerings [1] - The company is constructing a new energy high-end equipment manufacturing project in Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond lithium batteries, Delong Laser is focusing on precision laser processing applications in semiconductor, electronics, and new energy industries, aiming to develop advanced laser processing equipment and solutions [1]

1）德龙激光 （誉辉资本管理(北京)有限责任公司参与公司特定对象调研&线上会议） 誉辉资本管理（北京）有限责任公司成立于2015年10月22日，注册资本1000万元人民币，为私募证券投 资基金管理人。 调研纪要：德龙激光在固态电池制造工艺方面提供多种激光解决方案，已推出激光制痕绝缘方案并获得 小批量订单。在传统锂电领域，公司提供全自动激光除蓝膜、激光烘烤和辊压清洗等解决方案，已实现 量产交付。公司核心竞争力在于激光器技术、激光加工工艺技术和高精度运动系统。公司正在江阴高新 技术产业开发区建设新能源高端装备制造项目，计划2026年投入生产。除锂电业务外，公司还聚焦激光 精细微加工在半导体、电子和新能源等行业的应用，重点发展精密激光加工设备和解决方案。 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11日披露的机构调研信息，知名私募誉辉资本近期对1家上市公司进行了调研， 相关名单如下： 机构简介： ...