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【私募调研记录】彤源投资调研长春高新、科锐国际
Zheng Quan Zhi Xing· 2025-09-02 00:09
Group 1 - Prominent private equity firm Tongyuan Investment recently conducted research on two listed companies [1] - Changchun High-tech has made significant progress in using AI large models to design highly alkaline single-domain antibodies, successfully completing the development of a protein product designed by the large model that has entered 5000-liter scale production [1] Group 2 - Core International has seen structural changes in the recruitment market this year, with real demand being high and a greater emphasis on professional consulting [2] - The company's performance growth is driven by internal factors, including technological investment, multi-product layout, and deepening vertical fields [2] - The demand for part-time experts is expanding, covering short-term projects and ERP positions, with the He Wa platform's offer growth outpacing revenue due to conversion cycle differences [2] - The flexible employment business relies on a strategy of large clients and expanding long-tail clients, with continuous optimization of the client structure [2] - AI Agent is being applied in various scenarios such as recruitment, payroll calculation, and automation to enhance productivity, currently undergoing internal testing [2] - The launch of He Wa I2.0 has led to significant data growth, which is expected to drive platformization and ecosystem development in the recruitment industry [2]
金斯瑞生物科技(01548) - 2024 H2 - 业绩电话会
2025-03-12 12:40
Genscript Biotech (01548) H2 2024 Earnings Call March 12, 2025 08:40 AM ET Company Participants Shiniu Wei - Chief Financial OfficerWeihui Shao - CEO & COORay Chen - President of GenScript Life Science Group Conference Call Participants Daisy Cheng - AnalystLinhai Percy Zhao - Equity Research AnalystNone - Analyst Operator Good day and thank you for standing by. Welcome to Gentscript BioTech twenty twenty four Annual Results Conference Call. At this time, all participants are in a listen only mode. After th ...