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【机构调研记录】方正富邦基金调研德赛西威
Sou Hu Cai Jing· 2025-11-20 00:14
证券之星消息,根据市场公开信息及11月19日披露的机构调研信息,方正富邦基金近期对1家上市公司进行了调研,相关名单如下: 方正富邦基金成立于2011年,截至目前,资产管理规模(全部公募基金)894.03亿元,排名66/211;资产管理规模(非货币公募基金)495.8亿元,排名 77/211;管理公募基金数91只,排名74/211;旗下公募基金经理13人,排名94/211。旗下最近一年表现最佳的公募基金产品为方正富邦信泓混合 A,最新单位净值为0.93,近一年增长58.52%。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 1)德赛西威 (方正富邦基金参与公司特定对象调研&实地调研) 调研纪要:智能驾驶法规带来更高更严的要求,推动更高性能、更有安全保障的配置上车。公司已获得TOYOT、STELLNTIS、VOLKSWGEN等 国际车企新项目订单,德国工厂正常运营,西班牙工厂预计今年底竣工,2026年开始供货。公司发布机器人智能基座ICube,将车规级冗余设计应 用于机器人场景,提升耐久性与可靠性,支持模型快速部署与计算加速优化。 ...
【机构调研记录】金信基金调研德赛西威
Sou Hu Cai Jing· 2025-11-20 00:14
Group 1 - The core viewpoint of the article highlights the recent research conducted by Jinxin Fund on Desay SV, emphasizing the impact of intelligent driving regulations on the automotive industry, leading to higher performance and safety requirements for vehicle configurations [1] - Desay SV has secured new project orders from international automotive companies such as Toyota, Stellantis, and Volkswagen, indicating strong demand for its products [1] - The company's German factory is operating normally, while the Spanish factory is expected to be completed by the end of this year, with supply starting in 2026 [1] - Desay SV has launched a robotic intelligent base ICube, which applies automotive-grade redundant design to robotic scenarios, enhancing durability and reliability, and supporting rapid model deployment and computational optimization [1] Group 2 - Jinxin Fund, established in 2015, has an asset management scale of 15.995 billion yuan, ranking 131 out of 211 in total public funds [2] - The fund's non-monetary public fund asset management scale is 13.324 billion yuan, ranking 115 out of 211 [2] - Jinxin Fund manages 47 public funds, ranking 109 out of 211, with 8 public fund managers, ranking 116 out of 211 [2] - The best-performing public fund product in the past year is Jinxin Value Selection Mixed A, with a latest unit net value of 1.69 and a growth of 49.26% over the past year [2] - The latest public fund product launched is Jinxin CSI Interbank Certificate of Deposit AAA Index 7-Day Holding, which is an index-type fixed income fund, with a subscription period from November 19, 2025, to December 2, 2025 [2]
【机构调研记录】长信基金调研德赛西威
Sou Hu Cai Jing· 2025-11-20 00:14
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 调研纪要:智能驾驶法规带来更高更严的要求,推动更高性能、更有安全保障的配置上车。公司已获得TOYOT、STELLNTIS、VOLKSWGEN等 国际车企新项目订单,德国工厂正常运营,西班牙工厂预计今年底竣工,2026年开始供货。公司发布机器人智能基座ICube,将车规级冗余设计应 用于机器人场景,提升耐久性与可靠性,支持模型快速部署与计算加速优化。 长信基金成立于2003年,截至目前,资产管理规模(全部公募基金)1937.34亿元,排名41/211;资产管理规模(非货币公募基金)868.86亿元,排名 52/211;管理公募基金数181只,排名41/211;旗下公募基金经理33人,排名38/211。旗下最近一年表现最佳的公募基金产品为长信创新驱动股 票,最新单位净值为2.12,近一年增长65.96%。旗下最新募集公募基金产品为长信上证科创板综合指数增强A,类型为指数型-股票,集中认购期 2025年11月17日至2025年12月15日。 证券之星消息,根据市场公开信息及11月19日披露的机 ...
【机构调研记录】招商基金调研航宇科技、中航重机等4只个股(附名单)
Sou Hu Cai Jing· 2025-11-20 00:14
Group 1: Company Insights - Aerospace Technology reported Q3 revenue of 603 million, a year-on-year increase of 46.60%, and net profit growth of 26.45%, driven by increased orders for aircraft engines and gas turbines [1] - The company has a backlog of orders amounting to 5.968 billion, primarily from international clients, and has signed long-term agreements to expand its global market presence [1] - Aerospace Technology has received the GE Aviation 2025 Innovation Award for its NISP technology and is experiencing strong demand in the gas turbine market, with rising equipment prices [1] Group 2: Industry Developments - AVIC Heavy Machinery is actively expanding into high-growth sectors such as commercial aerospace, civil aviation, and gas turbines, leveraging its expertise in forging, casting, and hydraulic systems [2] - The company has established stable supply relationships with key players in the commercial aerospace sector and is integrating into the domestic large aircraft supply chain [2] - AVIC Heavy Machinery's gas turbine business is projected to exceed 100 million in revenue by Q3 2025, with clients including GE and Siemens Energy [2] Group 3: Infrastructure and Robotics - Hongrun Construction is focusing on urban infrastructure in the Yangtze River Delta, with an increase in new business volume in Q3 [3] - The company has formed a joint venture to develop humanoid robots and aims to achieve commercialization by 2026, with a target team size of 60-100 [3] - The company is also investing in technology for quadruped robots and plans to expand production capabilities in response to demand [3] Group 4: Smart Driving Technology - Desay SV Automotive is responding to stricter smart driving regulations by enhancing performance and safety features in its products [4] - The company has secured new project orders from major international automotive manufacturers and is expanding its production facilities in Germany and Spain [4] - Desay SV has launched a robot smart base ICube, designed for durability and reliability in robotic applications [4]