Group 1: Guocera Materials - The company is developing both oxide and sulfide solid electrolyte technologies and has established a joint venture focused on sulfide [1] - The honeycomb ceramic products have shown steady growth, covering domestic automotive brands and entering the supply chains of international leading car manufacturers [1] - The subsidiary Guocera Saichuang has mass-produced and sold ceramic substrates for optical modules, with plans for increased investment after the completion of the second-phase factory [1] - The company is expanding its market share in automotive and server MLCCs, with limited impact from rare earth regulations [1] Group 2: Rabbit Baby - The distribution channels for decorative materials are composed of 38.5% from distributors, 49.6% from furniture factories, 8.1% from home decoration companies, and 3.8% from engineering [2] - The company has seen growth in rural channels, with 847 new stores opened and 600,000 sales of decorative boards in the first half of the year [2] - Gross margins in the decorative materials business have improved due to cost control measures and a 9.9% increase in auxiliary material sales [2] - The custom home business has shown stable growth, with a 46.5% year-on-year increase in sales through home decoration company channels [2] Group 3: Meihua Medical - In the first half of 2025, the company achieved revenue of 733 million yuan and a net profit of 114 million yuan, with adjusted net profit of 129 million yuan [3] - The company has increased R&D investment, with home and consumer electronics components revenue growing by 35.69% and other medical product components by 54.41% [3] - The company is advancing its investment and acquisition efforts while focusing on risk control [3] - The company has begun mass deliveries of injection pens and CGM products, and is exploring the humanoid robot industry [3]

根据市场公开信息及8月19日披露的机构调研信息，知名私募盘京投资近期对2家上市公司进行了调研， 相关名单如下： 机构简介： 盘京投资成立于2016年，是中国优秀的私募证券投资基金管理人之一，在中国证券投资基金业协会登记 注册的私募证券投资基金管理人编号为P1034296。公司由多位长期业绩卓越、并且具备相同价值观的 资深投资人创办，是一家以合伙人制度为基础，平台化运营的投资管理机构。盘京投资立足中国证券市 场，聚焦中国上市公司投资机会，同时在海外市场尤其是中概股有广泛布局。xa0公司的建设以投研为 导向，以深度产业和个股研究为投资决策唯一依据，搭建领先于同行的内部研究团队。同时，公司拥有 广泛的外部研究资源，与国内各大顶级券商研究所建立了良好的投研服务关系，通过深入研究发掘并收 获根植中国经济的商业和投资机会，依靠扎实的价值判断穿越不同市场周期，坚持运用产业资本思维投 资，期望为客户创造长期可持续的稳定良好回报。 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。 2）美好医疗 （上海盘京投资管理中心(有限合伙)参与公司电话会议） 调研纪 ...

"苏超"赛事激战至第八轮，绿茵场上的精彩对决引得无数目光聚焦。而在欢呼声与呐喊声之外，依 托"苏超"搭建的广阔平台，江苏城市间的联结不断深化，其影响力更辐射至国际舞台，不断扩容的国 际"朋友圈"，正为各地经济社会发展带来更多的机遇和资源。 热力开球——"苏超"吸引外企探城 8月3日，盐城队对阵常州队比赛当天，一个特殊的"后援团"出现在盐城奥体中心看台上。通过盐城 市举办的跟着"苏超"看盐城——百家名企盐城行活动，跨国公司高管、上市公司高层和全国异地商协会 组织相关负责人等100人来到盐城，观球赛、谈投资、促发展。 德国亚曼集团中国区总经理弗兰克是出现在看台上的外国面孔，第一次观看"苏超"比赛的他对盐城 队的精彩表现给予肯定。他表示，盐城的自信和活力给他留下深刻印象，期待与这座城市产生更多的共 鸣。 近年来，盐城与跨国公司的合作从零星化向多元化转变。合作对象从基础较好的韩国逐步拓展到欧 美、东南亚、日本等地，越来越多世界500强、知名跨国公司关注盐城、走进盐城。 盐城市商务局投资促进处处长郑波告诉记者，盐城市商务局敏锐捕捉到"以赛促投"的契机，7月初 就开始策划跟着"苏超"看盐城活动。这次活动也得到盐城市各驻外 ...

Group 1 - The "Su Super" league is enhancing connections between cities in Jiangsu, expanding its influence internationally and creating more opportunities for economic and social development [1] - The event attracted over 100 executives from multinational companies and associations to Salt City, showcasing the city's potential for investment and collaboration [1][2] - Salt City has shifted its collaboration with multinational companies from sporadic to diversified, attracting attention from global firms [1][2] Group 2 - The "Su Super" league has facilitated communication and cultural connections among foreign professionals, enhancing their integration into local communities [2][3] - The league has become a popular topic for social interactions among expatriates, fostering friendships and potential business collaborations [3] - The event has been recognized as an innovative practice for promoting international cooperation through sports [3] Group 3 - The league has led to successful collaborations between companies, exemplified by a partnership between medical device manufacturer Medtronic and SMC, which resulted in expedited service due to their proximity [5][6] - Companies like Medtronic and SMC are increasing their investments in Changzhou, reflecting the city's growing appeal for foreign investment [6] - In the first half of the year, Changzhou attracted $739 million in foreign investment, marking an 8.3% year-on-year increase [6] Group 4 - The "Su Super" league has stimulated local consumption and investment, with significant increases in visitor numbers and sales during the event [9] - Salt City reported a 20.1% increase in sales and a 22.1% rise in visitor numbers during the league's eighth round [9] - Companies are leveraging the league's popularity to enhance their brand presence and sales, as seen with Yueda Kia's sponsorship [9] Group 5 - Changzhou is planning to host a "Global CEO Watch 'Su Super'" event to attract potential investors and enhance its investment appeal [10] - The league serves as a platform for cultural exchange and economic integration, reflecting the city's commitment to fostering long-term business relationships [10] - The ongoing success of the league is seen as a catalyst for sustained economic development in Jiangsu [10]