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【私募调研记录】相聚资本调研冰轮环境
Zheng Quan Zhi Xing· 2025-07-21 00:08
机构简介: 相携行远,聚惠未来。相聚资本成立于2015年1月,是中国基金业协会颁布的"中国私募基金年鉴"入选 会员。公司核心团队深耕投资二十余载,善于以时间为友,擅长用GARP组合策略把握市场先机,与具 备长期增长潜力的优秀企业相伴而行、共同成长。多年来,相聚资本行稳致远的风格获得各大金融机构 认同,已经成为四大国有银行、股份制银行、大型保险公司、头部券商等金融机构的重点合作伙伴。企 业使命:跨越 与有潜力的优秀企业共同成长xa0企业文化:穿越 在周期的惊涛骇浪中保持定力企业愿 景:卓越 值得信赖一生的资产管理公司 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18日披露的机构调研信息,知名私募相聚资本近期对1家上市公司进行了调研, 相关名单如下: 1)冰轮环境 (相聚资本参与公司路演活动) 调研纪要:公司致力于在能源和动力领域提供先进的系统解决方案和全生命周期服务,主要产品形式为 压缩机和换热装置,覆盖-271℃-200℃温度区间。公司产品应用于食品冷冻、化工生产、轨道交通等多 个领域。数据中心方面,公司为数 ...
【私募调研记录】星石投资调研冰轮环境
Zheng Quan Zhi Xing· 2025-07-10 00:14
Group 1 - Star Stone Investment recently conducted research on a listed company, Ice Wheel Environment, which focuses on providing advanced system solutions and lifecycle services in the energy and power sectors [1] - Ice Wheel Environment's main products include compressors and heat exchange devices, which manage thermal energy functions across a temperature range of -271℃ to 200℃ [1] - The company has successfully developed a helium compressor for ultra-low temperatures, used in superconducting magnet cooling systems for magnetic confinement nuclear fusion devices [1] - Ice Wheel Environment provides cooling equipment and heat exchange devices for data centers, with products listed in the national directory of advanced applicable technologies for green data centers [1] - The company is involved in the cooling and heating technologies for nuclear power plants and has participated in setting standards for nuclear refrigeration equipment [1] - Ice Wheel Environment has launched comprehensive thermal control solutions for industrial applications, focusing on efficient recovery and utilization of residual energy [1] - The company is also developing green energy system solutions for marine applications, including BOG re-liquefaction devices and ship carbon capture systems [1] - The company's competitive advantage lies in continuous technological innovation, supported by a nationally recognized enterprise technology center and multiple national awards [1] Group 2 - Star Stone Investment Management Co., Ltd. was established in 2007 and is one of the top private equity investment management companies in China [2] - The company has received numerous awards, including being the first Chinese private equity firm to win the Morningstar China Hedge Fund Award and to be included in the MSCI Global Hedge Fund Index [2] - Star Stone Investment focuses on long-only equity strategies and has built a strong research team of 40 professionals, employing a multi-faceted driving factor investment approach [2] - The investment decision-making process is led by a committee, with nine fund managers collaboratively managing all products to identify high-quality investment targets [2] - The company emphasizes talent development through a model of nurturing elite graduates, ensuring high team stability and strong cultural alignment [2] - Star Stone Investment has established a comprehensive company structure that includes investment research, market services, back-office operations, and compliance risk control [2] - The firm has been recognized by mainstream financial institutions and is the first private equity fund to serve as an investment advisor for bank wealth management products [2] - Star Stone Investment has developed a unique investment methodology tailored to the Chinese A-share market, focusing on multi-layered driving factors to achieve consistent excess returns [2]