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【私募调研记录】高毅资产调研牧原股份、中密控股等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-04-28 00:04
Group 1 - Gao Yi Asset recently conducted research on three listed companies, including Muyuan Foods, Zhongmi Holdings, and Taiji Group [1][2][3] - Muyuan Foods has partnered with Element Driven to establish Henan Muyuan Anliang Company, with a synthetic biology project that has commenced production at an annual capacity of 30,000 tons [1] - Zhongmi Holdings holds an 11.11% stake in Chengdu Chuanha Robot and Intelligent Equipment Research Institute, and has technological advantages in the field of sealing components for new energy vehicle batteries [2] - Zhongmi Holdings has won bids for water conservancy projects in Yunnan, marking its first breakthroughs in flow regulation valves with a diameter of DN1000 [2] - Taiji Group has developed "Taiji Acute Support Health" smart body and collaborated on the "Herbal Intelligence Library · Traditional Chinese Medicine Model" with several institutions [3] - Taiji Group's subsidiary, Sichuan Nanchong Pharmaceutical Co., produces pediatric hepatitis granules for clearing heat and dampness, and relieving pain [3] Group 2 - Gao Yi Asset Management is a prominent private equity fund management company in China, known for its strong research capabilities and large management scale [4] - The company focuses on capital markets and aims to provide top-notch research support and resources to outstanding investment managers [4] - The research team consists of over 30 members, including experienced investment managers and award-winning fund managers from leading firms [4]
【私募调研记录】明汯投资调研葵花药业、太极集团
Zheng Quan Zhi Xing· 2025-04-28 00:04
Group 1 - Mingyuan Investment recently conducted research on two listed companies: Kewang Pharmaceutical and Taiji Group [1] - Kewang Pharmaceutical signed a cooperation intention letter with Peking University Medical Department to establish a joint laboratory for enzyme sources and innovative drugs in 2024 [1] - Taiji Group has developed a smart health product called "Taiji Acute Support Health" and collaborated on a traditional Chinese medicine model with several institutions [1] Group 2 - Mingyuan Investment Management Co., Ltd. was established in 2014 with a registered capital of 10 million yuan and focuses on quantitative investment [2] - The company has a strong team for strategy development and risk management, utilizing advanced data mining and statistical analysis [2] - Mingyuan Investment aims to explore and research quantitative investment strategies suitable for the Chinese capital market, leveraging international experience [2]