根据市场公开信息及6月27日披露的机构调研信息，知名私募大朴资产近期对2家上市公司进行了调研， 相关名单如下： 1）银龙股份 （大朴资产管理有限公司参与公司反路演） 调研纪要：康希通信2025年上半年经营状况良好，订单充沛，已覆盖至2025年第四季度。受益于Wi-Fi 7订单持续放量，上半年营收同比增长可观。营收增长点包括Wi-Fi 7产品需求强劲、工业IoT产品切入 智能水表电表领域、超高效率大功率无人机产品对接头部客户。337调查首次正式开庭将于2025年7月进 行，预计年底有初裁结果。Wi-Fi 8技术标准预计2027年年底确立，2028年发布，公司已开始Wi-Fi 8产 品的预研工作，预计2026年推出样品。 机构简介： 上海大朴资产管理有限公司，创立于2012年1月。大朴资产的投资团队均来自于国内知名的证券研究机 构和投资机构，具有丰富的研究和投资经验。团队专注于中国证券市场的投资和研究，并保持主动管 理、稳中求进的投资风格。公司秉持规范经营和专业投资的理念，完整的公司治理结构充分体现了激励 充分、投资独立、专业分工、持续经营的原则，为公司的持续稳健发展打下了坚实基础。 以上内容为证券之星据公开信息 ...

调研纪要：银龙股份在机构调研中介绍了2200-2400MPa超高强钢绞线的优势及其在多条高铁建设中的 应用，该产品能优化结构尺寸和材料用量，节省钢材用量。公司出口业务账期通常短于国内业务，1年 内账期客户比例分别为90%和80%。产品主要应用于铁路、水利、桥梁、公路、新能源基建、民用建筑 等领域，铁路市场为核心基石。轨道交通用混凝土制品板块聚焦高附加值产品并提供配套服务，有效提 升盈利能力。每公里高铁建设约需铺设360块高铁轨道板，100公里约需3.6万块。公司未来可能涉及厂 房升级改造及产能扩充，已提请授权董事会办理简易程序向特定对象发行股票事宜。合同执行周期因产 品类型和合同金额而异，轨道交通用混凝土制品合同执行周期较长。预应力材料有运输半径要求，轨道 交通用混凝土制品需建设在高铁新项目附近。 1)银龙股份(泓德基金管理有限公司参与公司特定对象调研) 证券之星消息，根据市场公开信息及6月19日披露的机构调研信息，泓德基金近期对1家上市公司进行了 调研，相关名单如下： 泓德基金成立于2015年，截至目前，资产管理规模(全部公募基金)463.4亿元，排名86/210；资产管理规 模(非货币公募基金)444.3 ...

Core Viewpoint - The company held an earnings briefing for the fiscal year 2024 and the first quarter of 2025, highlighting significant profit growth despite lower revenue compared to 2021, driven by strategic market expansion and product innovation [1][2]. Group 1: Earnings Performance - In 2024, the company achieved a net profit of 237 million yuan, a year-on-year increase of 37.94%, while revenue was 3.054 billion yuan, up 11.10% [1][6]. - The company’s cash flow showed a net outflow due to increased production and sales volumes, particularly for high-speed rail projects [1][5]. - The gross profit margin for prestressed materials was approximately 16.23%, while the margin for rail transit concrete products was 29.11% [2][3]. Group 2: Product and Market Development - The company has focused on optimizing product structure and enhancing technological capabilities, leading to increased market share in high-value products [3][4]. - Sales of intelligent production equipment grew by 148.87% year-on-year, indicating a strong demand for automation in concrete component production [4][5]. - The company has established a comprehensive supply chain for prestressed materials, with production bases strategically located to meet regional demands [6][7]. Group 3: International Expansion - Approximately 20%-30% of the company’s revenue comes from exports, with products supplied to over 90 countries, including major infrastructure projects in Southeast Asia and the Middle East [5][6]. - The company is actively pursuing opportunities in international projects, such as the China-Kyrgyzstan-Uzbekistan railway, leveraging its production base in Xinjiang [5][6]. Group 4: Future Growth Strategies - The company plans to continue focusing on core business areas, including prestressed materials and rail transit concrete products, while also exploring opportunities in the renewable energy sector [6][7]. - The company aims to enhance its competitive edge through technological innovation and strategic collaborations, positioning itself for sustainable growth in the evolving market landscape [6][7].