根据市场公开信息及9月1日披露的机构调研信息，知名私募中欧瑞博近期对6家上市公司进行了调研， 相关名单如下： 1）长春高新 （中欧瑞博参与公司电话会议） 个股亮点：公司在使用AI大模型设计极度耐碱单域抗体方面取得了突破性进展，成功完成了经大模型 设计且进入5000升放大生产、落地应用的蛋白质产品的开发。 2）欧科亿 （深圳市中欧瑞博投资管理股份有限公司参与公司电话会议） 调研纪要：2025年上半年，公司实现营业收入60,347.90万元，同比增长4.17%，但净利润同比下降 98.71%，主要因产能利用率低、折旧增加、材料成本上升及费用率上升。公司加大原材料库存备货至 约3-4个月，并适时调整价格传导成本。已开设近30家国内外运营中心，推动新能源汽车、航空航天等 领域整体解决方案落地。坚持"技术驱动、系统服务"战略，聚焦涂层与精密结构研发。制造业恢复带动 新能源汽车、航空航天、消费电子等领域刀具需求增长。通过丰富产品线应对周期波动，国产刀具在高 端领域加速替代进口。与欧美相比，国产刀具在涂层与结构适配性上仍有差距，终端模式利于长期客户 粘性建设。行业处于发展的黄金阶段，国产替代空间大，海外市场潜力巨大。 3） ...

Macro Analysis - The upcoming National People's Congress (NPC) is expected to maintain an economic growth target of around 5%[11] - Key focuses include boosting consumption, fiscal and monetary policy coordination, and structural reforms to improve the business environment[11] - Five major industry themes for 2025 are identified: AI and AI+, quality consumption, new urbanization, infrastructure overseas, and food security[11] Market Impact - The NPC is anticipated to establish industry trends with policies supporting AI and AI+ as the most significant trends for 2025[16] - Enhancing consumer sentiment and happiness is a core policy concern, with current consumption performance being relatively weak[16] - The transition from old to new economic drivers will take time, with price rather than volume being a key factor influencing major asset changes in 2025[16] Investment Highlights - Jiufeng Energy (605090.SH) shows steady growth in clean energy with LNG domestic sales increasing, and the company’s gross profit per ton is improving[17] - Solid growth in the traditional Chinese medicine sector is noted for Guoshengtang (02273.HK), with a CAGR of 26.2% from 2018 to 2023[21] - Ximai Food (002956.SZ) has seen a steady increase in revenue, with a 5-year CAGR of 13.1% despite profit fluctuations[24] Risk Considerations - Risks include potential underperformance of policy support, slower-than-expected economic recovery, and competition in various sectors[7][12][30]