Core Viewpoint - KedaLi has experienced a decline in stock price for four consecutive trading days, with a cumulative drop of -4.33% [1] Company Overview - KedaLi, established in 1996, is a manufacturer and developer of precision structural components for lithium batteries and automotive structures, listed on the Shenzhen Stock Exchange since March 2017 [1] - The company's products are widely used in various industries, including automotive and new energy vehicles, portable communications and electronic products, power tools, and energy storage stations [1] Financial Performance - The financial report indicates that the fund "QuanGuo XuYuan Three-Year Holding Period Mixed A" under QuanGuo Fund has reduced its holdings in KedaLi during the first quarter of this year [1] - The fund has achieved a year-to-date return of 1.78%, ranking 2782 out of 4536 in its category [1] Fund Management - The fund manager of "QuanGuo XuYuan Three-Year Holding Period Mixed A" is Zhao Yi, who has a background in engineering and extensive experience in investment management [3][4] - Zhao Yi has managed the fund since its inception and has a total tenure of over 7 years in the industry [4]

Core Viewpoint - The company,潮宏基, has shown strong performance in the first quarter of 2025, with net profit growth outpacing revenue growth, attributed to its strategic focus on becoming a favored brand among young consumers and effective product differentiation [1] Company Overview - 泉果基金, established on February 8, 2022, manages assets totaling 16.838 billion yuan across six funds, with five fund managers [1] - The company has reported a net increase of 129 stores in 2024, despite a broader industry trend of store closures, indicating robust growth [1] Financial Performance - In the first quarter of 2025,潮宏基's net profit growth exceeded expectations, driven by enhanced product strength and refined terminal operations [1] - The company maintains a stable dividend policy, with expectations for gradual increases in per-share dividends as the company scales and performance improves [1] Strategic Focus - The company aims to navigate a complex external environment in 2025 with a strategy centered on "focusing on core business, 1+N brand strategy, all-channel marketing, and internationalization" [1] - The brand strategy includes enhancing product strength and operational management to improve store performance, alongside a digital transformation to solidify core competitive advantages [1] Product Development and Brand Building -潮宏基 emphasizes a systematic approach to product development, focusing on consumer preferences and utilizing both internal and external design teams [1] - The company has successfully launched new product lines, including collaborations with popular IPs, which have been well-received by customers [1] International Expansion -潮宏基 has opened two overseas stores in Southeast Asia, which have performed well, indicating promising market opportunities for future international expansion [1] - The company plans to accelerate its overseas market layout, leveraging its brand presence in new regions [1]