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【私募调研记录】杜兹投资调研晶丰明源
Zheng Quan Zhi Xing· 2025-08-13 00:06
Group 1 - The core viewpoint of the news highlights the recent performance and strategic developments of Jingfeng Mingyuan, a listed company, following an institutional survey by Duzi Investment [1] - In the first half of 2025, Jingfeng Mingyuan achieved a sales revenue of 731 million yuan and a net profit of 15.76 million yuan, representing a year-on-year growth of 151.67% [1] - The overall gross margin increased to 39.60%, attributed to process iteration, supply chain management, and product structure optimization [1] Group 2 - The high-performance computing power chip business saw a revenue increase of 419.81%, while the motor control driver chip revenue grew by 24.30% [1] - The company launched an intelligent automotive-grade MCU, indicating a focus on innovation and product development [1] - Although the AC/DC power chip business experienced a slight decline, progress was made in the major and small household appliance sectors [1] Group 3 - The LED lighting business revenue decreased by 15.02%, but the market layout for smart LED lighting products has expanded [1] - The restructuring work for the acquisition of Sichuan Yichong is progressing, with an expected delay of no more than one month for submitting the response [1]