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【私募调研记录】重阳投资调研兴森科技、视源股份
Zheng Quan Zhi Xing· 2025-04-28 00:04
Group 1 - Renowned private equity firm Chongyang Investment recently conducted research on two listed companies [1] - The first company, Xingsen Technology, specializes in PCB products used in industrial control and robotics, with IC packaging substrate business targeting chip design companies and packaging plants [1] - The second company, Shiyuan Co., has integrated its education brand Xihuo with the DeepSeek large model, and is evaluating its adaptation across various business areas [2] Group 2 - Xingsen Technology's products are applicable in CPU, GPU, FPGA, ASIC, storage chips, and RF chips [1] - Shiyuan Co. has entered the automotive electronic components sector through the acquisition of Shenzhen Zhangrui [2] - The Xihuo teaching large model enables interactive reading experiences through AI technology, including graded reading plans and AI companionship [2] Group 3 - Chongyang Investment was established in 2001 and transitioned to a limited liability company in 2009, focusing on sustainable asset growth and effective risk control [3] - The firm emphasizes research-driven investment and a rigorous scientific investment process [3]