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【私募调研记录】永安国富调研盐湖股份
Zheng Quan Zhi Xing· 2025-09-05 00:12
Group 1 - Yong'an Guofu recently conducted research on a listed company, Salt Lake Co., which operates the Chaka Salt Lake scenic area through its subsidiary, Dream Tourism Company [1] - Salt Lake Co. is involved in the production of lithium resources for electric vehicle batteries, supporting the development of the new energy vehicle sector [1] Group 2 - Yong'an Futures Co., Ltd. is a New Third Board listed company with a registered capital of 1.31 billion RMB, maintaining a strong market position in Zhejiang Province [2] - The company has been ranked among the top ten futures companies in China for eighteen consecutive years, indicating its stability and market presence [2] - Yong'an Futures operates in various business areas including commodity futures brokerage, financial futures brokerage, investment consulting, asset management, and fund sales, with a focus on becoming a leading comprehensive financial derivatives service provider [2]
【私募调研记录】大朴资产调研盐湖股份、中望软件等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-05 00:12
Group 1 - Dapu Asset Management recently conducted research on three listed companies, focusing on their operational highlights and growth potential [1][2][3] - Yanhai Co., Ltd. operates the Chaqi Lake scenic area through its subsidiary, Dream Tourism, and is involved in the production of lithium resources for electric vehicle batteries [1] - Zhongwang Software showcased its CAD software compatible with Huawei's Harmony OS, marking a significant milestone in multi-terminal adaptation [2] - Weichuang Electric reported a revenue of 897 million yuan for the first half of 2025, a year-on-year increase of 16.39%, and a net profit of 141 million yuan, up 4.87%, with steady growth in its three main business segments [2] Group 2 - Weichuang Electric is strategically investing in the robotics industry and green energy solutions, including energy storage and hydrogen production technologies [2] - The company has achieved breakthroughs in hybrid power and battery transfer technologies in the port sector, indicating a strong focus on innovation and sustainability [2] - Dapu Asset Management, established in January 2012, emphasizes active management and a stable investment approach, supported by a well-structured governance model [3]