Group 1: Hanbell Precise Machinery - The company expects a revenue of 3.674 billion yuan in 2024, a decrease of 4.62% year-on-year, and a net profit of 863 million yuan, down 0.28% [1] - In Q1 2025, revenue is projected to be 606 million yuan, a decline of 19.09%, with a net profit of 118 million yuan, down 19.58% [1] - The main business includes compressors and vacuum pumps, with applications in various fields such as commercial air conditioning and food cold chain [1] Group 2: Zhongke Lanyun - In Q1 2025, net profit decreased by 18.21% due to a 53.59% increase in R&D investment [2] - The company is expanding its product lines to ten categories, including Bluetooth headset chips and smart speaker chips [2] - The impact of U.S. tariff policies on the company's overall business is minimal [2] Group 3: Jinhaitong - In Q1 2025, the company achieved a revenue of 129 million yuan, a year-on-year increase of 45.21%, and a net profit of 25.66 million yuan, up 72.29% [3] - The growth is attributed to the recovery in demand for semiconductor packaging and testing equipment [3] - The company plans to enhance operational efficiency and focus on testing machines with more applications [3] Group 4: Huaxiang Co., Ltd. - In 2024, the company reported a core business sales volume of 451,000 tons, a year-on-year increase of 23.7%, and an overall revenue of 3.83 billion yuan, up 17.3% [4] - The net profit margin was 11.8%, with a net profit of 470 million yuan, an increase of 20.9% [4] - In Q1 2025, revenue continued to grow to 980 million yuan, a 3.5% increase, with a net profit margin of 13.2% [4]

根据市场公开信息及4月11日披露的机构调研信息，知名私募盘京投资近期对4家上市公司进行了调研， 相关名单如下： 调研纪要：科德数控表示，其核心技术及零部件采购未涉及美国原产地商品，受关税影响甚微。公司致 力于关键功能部件自主研发，已实现五轴数控系统、伺服驱动、电机等关键零部件的自主可控，供应链 本土化布局有效规避国际贸易摩擦风险。订单来源为老机型复购与新产品拓展双驱动，传统五轴立式加 工中心订单增长13%，机床产品复购率达40%，新机型在多个领域获得关注。五轴卧式加工中心和五轴 卧式铣车复合加工中心产品规格丰富，适用于多种复杂结构零件的加工，部分产品集成了车、铣、钻、 镗、攻丝等功能于一体，极大提高了加工效率和精度。叶尖磨产品有助于提升航空发动机的国产化率， 推动航空产业核心技术自主可控的高速高质量发展。 4）许继电气 （上海盘京投资管理中心(有限合伙)参与公司分析师会议&线上电话会议） 调研纪要：2024年，许继电气基于"调结构、提两效"等经营思路，实现营业收入170.89亿元，净利润 11.17亿元，同比增长11.09%。2025年一季度，实现营业收入23.48亿元，净利润2.08亿元。公司收入结 构优化 ...

调研纪要：中科蓝讯在2024年的机构调研中表示，公司产品线扩展到包含蓝牙耳机芯片、蓝牙音箱芯片 等十大产品线。公司2024年度扣非净利润同比增长40.44%，主要因产品种类丰富、出货量及营业收入 增长，政府补助减少。2025年，公司将在现有TWS耳机芯片基础上，开发适用于智能音箱、智能手 表、R/VR设备等领域的音频芯片，推出Wi-Fi和视频产品线。公司与字节跳动旗下火山引擎合作，推出 适配豆包大模型的软、硬件解决方案。产品已进入小米、realme真我、百度等品牌供应体系，讯龙三代 芯片已应用于FIIL GS Links I耳机。公司全线产品均支持蓝牙6.0规范，已通过蓝牙技术联盟认证。智能 穿戴类产品营收有较大幅度提升，B568x、B569x系列迅速起量。公司积极探索以外延方式吸收具有技 术及研发能力的企业或团队。 机构简介： 根据市场公开信息及4月11日披露的机构调研信息，知名私募丹羿投资近期对1家上市公司进行了调研， 相关名单如下： 1）中科蓝讯 （上海丹羿投资参与公司特定对象调研&电话会议） 以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构 ...