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【私募调研记录】银叶投资调研远光软件
Zheng Quan Zhi Xing· 2025-07-16 00:05
根据市场公开信息及7月15日披露的机构调研信息,知名私募银叶投资近期对1家上市公司进行了调研, 相关名单如下: 上海银叶投资有限公司成立于2009年2月,注册资本11800万元,是一家平台型、综合型专业资产管理机 构。公司总部设在上海,并在北京、杭州、深圳等城市设有分支机构。依靠长期深耕中国资本市场积累 的专业优势,银叶已经形成覆盖固定收益、宏观对冲、权益投资、量化及衍生品策略等多元化的投资体 系。公司是中国证券投资基金业协会首批会员、中国银行间市场交易商协会会员和人民币利率互换市场 和远期利率市场成员。公司愿景是成为顶尖的基金管理人,秉承专业、诚信、责任、创新的企业理念, 为机构投资者和高净值客户提供多策略资产配置方案,实现绝对收益基础上的长期稳定回报,为资产管 理事业贡献力量。 1)远光软件 (银叶投资参与公司特定对象调研) 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:远光软件自2015年布局区块链业务,构建了全方位能力,打造了自研区块链企业应用服务平 台。该平台围绕'建链、上链、用链'全环节提供技术支持,降低应用门 ...
远光软件(002063) - 002063远光软件投资者关系管理信息20250715
2025-07-15 01:26
Group 1: Blockchain Business Overview - The company began its blockchain business layout in 2015, developing a comprehensive capability covering R&D, application scenarios, product operations, intellectual property protection, standard construction, and talent cultivation [2][3] - The core product system is based on a self-developed "Blockchain Enterprise Application Service Platform," which provides technology, tools, and services across the entire blockchain application process [2][3] Group 2: Project Implementation and Client Applications - The company has developed a series of products and solutions based on blockchain technology in areas such as digital enterprises, smart energy, and social interconnectivity, including supply chain finance, electronic documents, and clean energy traceability [4] - Successful implementations in multiple power enterprises have led to rich industry application experience, aiding digital transformation and trustworthy data circulation [4] Group 3: Future Development Plans - The company plans to continue investing in blockchain business, focusing on technological innovation, scenario deepening, and ecological collaboration to enhance products and solutions [5] - Although the company has not yet implemented RWA (Real World Assets) business, it is prepared with relevant technologies and business models for potential applications in asset confirmation, circulation, and traceability [5] Group 4: Competitive Advantages - The company maintains ongoing R&D investment in blockchain, possessing a self-controlled technology platform and multiple innovative products and solutions [6][7] - It has accumulated 14 blockchain information services approved by the National Internet Information Office and has been recognized as one of the top 50 blockchain enterprises for four consecutive years [7]