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。 机构简介： 聚鸣投资是中国新锐的私募基金管理人代表，公司追求专注、简单、求实为企业文化，专注于"逆向投 资"和"成长投资"的股票多头价值投资，追求稳定、可持续增长的投资收益。公司核心团队来自于国内 一流公募基金、资管行业，投研团队来自于清华大学等国内外高等学府。公司目前管理规模超过300 亿，董事长、投资总监刘晓龙毕业于清华大学机械工程专业。2007-2017年曾任广发基金权益投资总 监、基金经理，期间个人基金管理规模超300亿，拥有管理150亿的社保基金经验（绝对收益），且社保 账户排同类第一（2015年）。公募期间揽获金牛奖和英华奖（均为三年期和五年期）等权威认可。私募 期间业绩稳定突出，个人基金管理规模超300亿。代表产品于2017年年底成立，2018年获得7.6%的绝对 正收益、2019年收益65.06%、2020年收益97.13%。揽获金牛奖、金阳光奖（均为一年期和三年期）、 英华奖（一年期）等业内权威奖项。 根据市场公开信息及6月6日披露的机构调研信息，知名私募聚鸣投资近期对 ...

Group 1: Foreign Trade Resilience - Foreign trade is a crucial component of China's open economy and plays a key role in facilitating domestic and international dual circulation [4] - Despite external uncertainties, foreign trade enterprises are actively exploring new markets and developing new business models to maintain steady growth [4][5] - In Linyi, Shandong, the daily export cargo volume reached 680 standard containers, with a 20% increase in cargo volume following recent trade talks [5][6] Group 2: Market Diversification Strategies - Linyi foreign trade companies are accelerating their market diversification strategies, targeting emerging markets in Southeast Asia and enhancing domestic market presence [6] - Companies are increasing investments in e-commerce and redesigning products to cater to domestic consumer preferences [6] - Linyi organized events to help foreign trade enterprises expand into domestic markets, resulting in significant order acquisitions [6] Group 3: Economic Growth Predictions - Several international investment banks, including Goldman Sachs and Morgan Stanley, have raised their forecasts for China's economic growth due to effective macro policies and progress in Sino-U.S. trade talks [30][31] - Goldman Sachs increased its 2025 GDP growth forecast by 0.6 percentage points, while Morgan Stanley raised it by 0.3 percentage points [30][31] - The positive outlook is supported by strong retail sales data and government policies aimed at boosting consumption and investment [31][32] Group 4: Automotive Industry Competition - The China Automobile Manufacturers Association has issued an initiative to oppose chaotic price wars in the automotive industry, emphasizing the need for fair competition [35][38] - The Ministry of Industry and Information Technology supports this initiative, highlighting that price wars negatively impact production and industry sustainability [36][38] - The ministry plans to enhance oversight of the automotive sector to maintain a healthy competitive environment and protect consumer interests [36][40] Group 5: Employment Services Enhancement - The government is focusing on improving employment services for graduates, with a projected increase in the number of graduates in 2025 [41] - Initiatives include personalized employment guidance and the use of AI technology to assist students in job preparation [45] - The aim is to create a comprehensive employment service system that connects talent with job opportunities effectively [46]

证券代码：300952 证券简称：恒辉安防 江苏恒辉安防股份有限公司 投资者关系活动 类别 特定对象调研 ☐分析师会议 ☐媒体采访 ☐业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观☐其他（请文字说明其他活动内容） 形式 现场 ☐网上 ☐电话会议 参与单位名称及 人员姓名 东北证券：濮阳、唐凯 华福证券：汪俊哲、鲁星泽 华鑫证券：罗笛箫 林锐基金：姬永锋 惠畅资本：冯越 硬球管理咨询：牛国浩 东方马拉松基金：金澳凯 云岫资本：葛洪 上海尚颀投资：宋明 华泰证券：施舒舒、刘浩 Super：管祺 开源证券：高汇鹏 时间 2025年5月23日 地点 公司会议室、展厅 上市公司接待人 员姓名 副总经理、董事会秘书：张武芬 证券事务代表：林旭金 投资者关系活动 公司于2025年5月23日，通过现场会议座谈及参观的形式与部分机构 投资者、券商研究员进行深入交流，会议不涉及应披露的重大信息。 本次活动主要沟通内容如下： | 主要内容介绍 | 1、公司目前安防手套订单如何？以及二季度订单整体情况？ | | --- | --- | | | 回复： | | | 公司生产运营态势稳健向好,目前在手订单符合预期。4月份受美国 | | ...