根据市场公开信息及9月2日披露的机构调研信息，知名私募鸿道投资近期对2家上市公司进行了调研， 相关名单如下： 调研纪要：2025年上半年，公司经营稳健，实现营业收入30.47亿元，同比增加11.10%；净利润4.51亿 元，同比增加21.34%。主营业务收入29.48亿元，其中国内销售18.01亿元，国外销售11.48亿元。前五大 终端客户营收占比63.95%，大众集团占比46.39%，理想汽车超10%。新获定点项目生命周期销售额超70 亿元，获国际知名整车厂中央域控产品定点。能源管理产品销售收入3.8亿元，域控产品占82%。研发 费用2.07亿元，占营收6.81%。捷克IMI公司已完成交割，更名为KEBOD Czech Republic s.r.o。 机构简介： 北京鸿道投资管理有限责任公司创立于2010年3月，由原华夏元老级明星基金经理孙建冬创办，基金业 协会登记备案号P1000280，拥有证券私募基金"3+3"投资顾问资格。公司已成功发行过鸿道全球优选、 创新改革系列等六十几只私募基金产品，是国内知名的私募证券投资基金。公司核心人员来自国内大型 基金管理公司、资产管理公司和证券公司，具有丰富的投资研究和 ...

Core Viewpoint - The fourth China International Energy Storage Exhibition showcased Huichuan Technology's "Zero Carbon Equation: 1+4+X=0" industrial carbon neutrality strategy, positioning the company as a provider of comprehensive solutions for deep decarbonization in high-energy-consuming industries [1] Group 1: Industrial Carbon Neutral Strategy - Huichuan Technology's strategy emphasizes a four-dimensional collaboration of equipment flow, process flow, energy flow, and information flow to create a "dual funnel" ecosystem, promoting deep integration of industrial automation and energy management [1] - The company aims to optimize energy usage in high-energy-consuming enterprises through automation and process technology, which is central to its digital and low-carbon transformation strategy [2] Group 2: Energy and Automation Integration - The future direction of automation development is seen as the integration of energy, automation, and intelligent manufacturing to achieve efficient and low-carbon manufacturing processes [2] - Huichuan Technology's core advantage lies in its ability to deeply integrate automation technology with energy management, focusing on customized industrial scenarios [6][7] Group 3: Energy Storage Industry Insights - The energy storage industry is characterized by a concentrated upstream and downstream structure and strong policy guidance, necessitating breakthroughs through technological, solution, and business model innovations [6] - The release of the "Notice on Deepening the Market-Oriented Reform of New Energy Grid Connection Prices" is expected to lead the energy storage industry from disorder to order, emphasizing cost, performance, and scenario collaboration [6] Group 4: Collaborative Ecosystem Strategy - Huichuan Technology positions itself as an enabler rather than a full-chain participant, aiming to cover more scenarios through partnerships based on resource complementarity and technological collaboration [7] - The company plans to expand cooperation with partners to implement segmented scenarios, such as energy storage systems in coal mine ventilation, promoting the integration of "automation + energy" solutions [7]