证券之星消息，根据市场公开信息及11月26日披露的机构调研信息，淳厚基金近期对1家上市公司进行了调研，相关名单如下： 1）立讯精密 （淳厚基金参与公司特定对象调研&现场参观） 个股亮点：公司在人形机器人领域已具备全产业链核心能力，除电池与部分关节模组外，可自主完成谐波齿轮等关键部件的精加工。；公司的汽 车业务已布局多年，产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束，还是闪充充电枪等，均在全球范围内都取得了良好的发展势 头。；公司办公地址为广东省东莞市清溪镇北环路313号。 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。 淳厚基金成立于2018年，截至目前，资产管理规模(全部公募基金)199.12亿元，排名124/211；资产管理规模(非货币公募基金)199.11亿元，排名 106/211；管理公募基金数33只，排名122/211；旗下公募基金经理10人，排名109/211。旗下最近一年表现最佳的公募基金产品为淳厚鑫悦混合A， 最新单位净值为1.0，近一年增长70.27%。 ...

Group 1: Fund Overview - Chunhou Xinyue Mixed A Fund, established on October 22, 2021, has a total management scale of 2.117 billion yuan [1] - The fund has achieved a return of 16.53% over the past six months, outperforming its benchmark growth rate of -1.25% and the CSI Mixed Fund Index return of -2.61%, ranking in the top 5% among mixed funds [1] - As of March 31, 2025, the fund's scale reached 0.95 billion yuan, with a growth of 7.0156 million yuan in the past three months, representing an 8.01% growth rate [1] Group 2: Company Research - On April 27, 2025, Chunhou Fund conducted a research meeting with Tongli Risheng, focusing on the elevator and new energy business [2][3] - The elevator business faced challenges in 2024 but showed positive structural changes, with a significant increase in replacement demand, accounting for approximately 15%-20% of total shipments [3] - The company plans to expand its non-standard elevator exports and diversify its product offerings to drive performance growth in 2025 [3] Group 3: New Energy Business Progress - Several wind and energy storage projects have made progress, including the 300MW wind project in Chengde, which was connected to the grid by the end of 2024, and the 100MW wind project in Tianjin, which was connected in January 2025 [3] - The company is set to start construction on a 500MW wind-solar-storage hydrogen complementary project in Chengde this year [3] - The company has signed strategic cooperation agreements for a new green data center with the government of Qingyang and with Hangzhou Xinfeng for collaborative energy storage [3] Group 4: Investor Q&A Insights - The company aims to achieve a power supply reliability of 99.99% for its data center projects by replacing traditional diesel generators with green electricity and energy storage systems [3] - The company is focusing on long-term stable loads, particularly data centers, as a key area for future development in the new energy sector [3] - The company anticipates a recovery in elevator business performance in 2025, driven by increased domestic replacement demand and expansion into high-margin non-standard products [3][4]

Group 1: Fund Overview - Chunhou Xinyue Mixed A Fund, established on October 22, 2021, has a total management scale of 2.398 billion yuan [1] - The fund has achieved a return of 11.97% over the past six months, outperforming its benchmark growth rate of -0.45% and the CSI Mixed Fund Index return of -0.31% [1] - As of December 31, 2024, the fund's scale reached 0.088 billion yuan, with a total of 14.5 million shares [1] Group 2: Economic Outlook - The fund manager anticipates a stable growth tone in domestic economic policies, with potential recovery in the real estate market by 2025 [2] - New economic sectors such as AI, new energy vehicles, and semiconductors are showing significant vitality [2] - The fund is focused on balanced allocation across multiple industries to achieve positive returns for investors [2] Group 3: Company Insights - Xinjie Electric - Xinjie Electric specializes in industrial control automation, with core products including PLCs, servo systems, and human-machine interfaces [3] - The company has achieved a 20% compound annual growth rate in revenue since its listing, with net profit growing over 10% annually [3] - The gross margin for the company was 38.6% in the first nine months of 2024, an increase of 5 percentage points year-on-year [3] Group 4: Strategic Development - Xinjie Electric is actively exploring the humanoid robot sector while focusing on core areas of expertise [4] - The company plans to enhance its product gross margin through cost optimization and production efficiency improvements [4] - Xinjie aims to expand its customer base in both traditional and emerging industries, including new energy and semiconductors [4] Group 5: Market Trends and Challenges - The industrial automation sector is expected to benefit from supportive government policies and a shift towards domestic innovation [4] - Xinjie Electric has a low exposure to international trade risks, with only 2% of its revenue coming from overseas [4] - The company is committed to maintaining a stable growth trajectory despite complex domestic and international environments [4]