以下文章来源于数据宝 ，作者陈见南 数据宝 . 数据宝——证券时报智能原创新媒体，中国股市大数据新媒体领先品牌，依托证券时报财经数据库和证监会指定信息披露媒体的权 威信息，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股少烦恼！ 安集科技（688019）成为近一周调研机构数量最多的股票，近一周合计有241家机构参与，包括56家基金公司、50家证券公司、53家阳光 私募等。 本周A股继续反弹，上证指数周涨0.76%，盘中突破3400点。 在调研中，安集科技称在电镀液及添加剂领域，公司已完成了应用于集成电路制造及先进封装领域的电镀 液及添加剂产品系列平台的搭建， 巩固晶圆级封装领域的同时进 一步向前道延伸扩展。2024年度，电镀液本地化的生产供应进展顺利，持续上量；集成电路大马士革电镀、硅 通孔电镀、先进封装锡银电镀开发及验证按计划进行。 在功能性湿电子化学品方面，安集科技称从几年前开始战略升级，定位于技术和市场的领导者，致力于攻克领先技术节点难关并提供相应的 产品和解决方案，持续拓展产品线布局。在经历了战略升级、持续研发论证两个阶段后，已进入产业化增长阶段，增长较快的产品主要为刻 蚀后清洗液和 ...

3）安集科技 （淡水泉(北京)投资管理有限公司参与公司业绩说明会） 调研纪要：安集科技在电镀液及添加剂领域持续研发，2024年本地化生产进展顺利，大马士革电镀等开 发按计划进行。功能性湿电子化学品增长显著，特别是刻蚀后清洗液和抛光后清洗液，先进制程产品占 比提高。公司坚持全球化战略，海外客户合作项目正常开展。2024年毛利率提升得益于产品结构多元化 和生产效率提升。2025年一季度收入与部分客户业绩不匹配，因业务面广、客户集中度低，下半年需求 谨慎观望。公司加强核心原材料自主可控供应能力，按外资客户节奏推进合作。产品价格由市场机制决 定，结合客户需求等因素。核心原材料自主供应重点在于提升产品稳定性和竞争力。 机构简介： 2）晶升股份 （淡水泉投资参与公司特定对象调研） 调研纪要：晶升股份在24年四季度及23年一季度利润下滑，主要由于销售产品结构变化及光伏业务毛利 下降。公司通过提升控制系统自动化水平和推进设备改造升级应对。尽管利润下降，公司2024年研发费 用较2023年上升16.39%，认为研发投入是提升核心竞争力的基础，将继续保持投入，同时通过成本优 化和效率提升平衡长期投入和短期利益。面对碳化硅行业的成 ...

Group 1: Anji Technology - Anji Technology continues to research and develop in the fields of electroplating solutions and additives, with smooth progress in local production for 2024 [1] - Significant growth in functional wet electronic chemicals, particularly in post-etch cleaning and post-polishing cleaning solutions, with an increase in the proportion of advanced process products [1] - The company adheres to a globalization strategy, with normal development of overseas customer cooperation projects [1] - The gross margin is expected to improve in 2024 due to product diversification and enhanced production efficiency [1] - Revenue in Q1 2025 may not align with some customers' performance due to broad business scope and low customer concentration, leading to cautious demand outlook in the second half of the year [1] - The company is strengthening its core raw material supply capabilities to ensure stability and competitiveness [1] Group 2: Haineng Industrial - Haineng Industrial has established a factory in Vietnam since 2018 to mitigate the impact of US tariffs, primarily handling export orders to the US [2] - The company focuses on technological innovation in mid-to-high-end fully functional sweeping and mopping robots, addressing issues like hair entanglement and smart cleaning [2] - To improve profitability, the company plans to enhance the scale of its incubated product lines and pursue vertical integration [2] - Projected revenue for 2024 is 2.213 billion yuan, representing a year-on-year growth of 16.26%, while Q1 2025 revenue is expected to reach 679 million yuan, a 66.60% increase [2] - New product categories such as cleaning robots, smart security products, and energy storage systems have achieved initial breakthroughs [2] - Future profit growth will depend on product line expansion and achieving scale, particularly in gaming power supplies, smart security, cleaning robots, and energy storage systems [2] - The chairman believes that faster speeds, higher power, and smarter technological breakthroughs will drive the development of the electronics industry [2] Group 3: Company Overview - Shenzhen Kaifeng Investment Management Co., Ltd. is a macro-hedge fund management company investing in global commodities, bonds, equity assets, and derivatives [3] - The company is a member of the China Fund Industry Association and the China Futures Association, with private fund management qualifications approved by the China Securities Investment Fund Association [3] - Kaifeng Investment has received multiple awards for its performance and scale in the domestic market, including "2014 Golden Bull Private Fund Management Company (Macro Futures Strategy)" [3] - The company emphasizes the investment philosophy of "details hide industrial codes, research discovers value core," focusing on macro and industrial fundamental research [3] - The research covers major trading varieties in domestic and international futures markets, utilizing in-depth industry chain research and quantitative methods to assist trading decisions [3] - In 2016, the company aimed to strengthen communication and cooperation with real enterprises, providing comprehensive solutions including industry consulting and cooperative hedging [3]