Group 1 - The core viewpoint of the news is that Reiyang Investment has conducted research on a listed company, focusing on its performance and market position in the storage products sector [1] - The company, Purun Co., has reported that its storage product line accounts for approximately 74% of its revenue, while the "storage+" product line contributes about 26%, indicating a continuous improvement in the latter [1] - The gross margin has declined due to industry cycles, competitive landscape, and company strategies, highlighting the challenges faced by the company [1] Group 2 - ETOX process NOR Flash revenue share is continuously increasing, with large-capacity products already delivered to industrial and communication clients [1] - The shipment volume of medium and large-capacity NOR Flash has grown, which is a strategic focus for the company [1] - The company has achieved a global market share ranking of fifth and is expanding into industrial and automotive sectors [1] Group 3 - The gross margin for EEPROM remains stable as the company expands into automotive applications and SPD products [1] - MCU shipment volume has increased by over 50% year-on-year, making up a significant portion of the "storage+" category [1] - The company plans to expand into industrial and energy markets while promoting large clients and overseas markets [1]

根据市场公开信息及8月27日披露的机构调研信息，知名私募盘京投资近期对3家上市公司进行了调研， 相关名单如下： 机构简介： 盘京投资成立于2016年，是中国优秀的私募证券投资基金管理人之一，在中国证券投资基金业协会登记 注册的私募证券投资基金管理人编号为P1034296。公司由多位长期业绩卓越、并且具备相同价值观的 资深投资人创办，是一家以合伙人制度为基础，平台化运营的投资管理机构。盘京投资立足中国证券市 场，聚焦中国上市公司投资机会，同时在海外市场尤其是中概股有广泛布局。xa0公司的建设以投研为 导向，以深度产业和个股研究为投资决策唯一依据，搭建领先于同行的内部研究团队。同时，公司拥有 广泛的外部研究资源，与国内各大顶级券商研究所建立了良好的投研服务关系，通过深入研究发掘并收 获根植中国经济的商业和投资机会，依靠扎实的价值判断穿越不同市场周期，坚持运用产业资本思维投 资，期望为客户创造长期可持续的稳定良好回报。 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：中船特气介绍了三氟甲磺酸系列产品应用场景及销售情况，上半年实现营 ...