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【私募调研记录】景林资产调研中国瑞林
Zheng Quan Zhi Xing· 2025-07-14 00:08
Group 1 - The core focus of the news is on the recent investor meeting held by China Ruilin Engineering Technology Co., Ltd., where the company discussed its business performance and future projects [1] - China Ruilin's main business includes providing technical solutions and services across the entire non-ferrous metal industry chain, with key technologies in open-pit and deep well mining, mineral processing, and leaching [1] - In 2024, the company's overseas revenue accounted for 41.02%, while domestic revenue made up 58.98%, indicating a year-on-year growth in overseas business [1] - Notable overseas projects include the Abuja Water Supply Project in Nigeria, the expansion of the Bor Copper Smelting Plant in Serbia, and the Kamativi Lithium Mine Project in Zimbabwe [1] - The company is progressing with its fundraising projects, which are expected to enhance its R&D capabilities and core competitiveness upon completion [1] Group 2 - Shanghai Jinglin Asset Management Company is a private fund management company registered with the Asset Management Association of China, focusing on investments in domestic and foreign listed company stocks [2] - The company has a strong track record of performance, with its Jinglin Stable Trust achieving a compound annual return of 26.84% as of April 30, 2015, compared to the 14.85% return of the CSI 300 Index during the same period [2] - Jinglin Asset Management employs a value investment philosophy, emphasizing fundamental analysis and stock valuation based on industry structure and the company's position in the value chain [2] - The firm has a team of over 50 professionals with extensive experience in various industries, enabling a deeper understanding of industry dynamics and company operations [2] - Jinglin's overseas funds, such as the Golden China Fund, have also delivered impressive returns, with a cumulative return of 1408.35% over 12 years, significantly outperforming relevant indices [2]
【私募调研记录】景林资产调研微芯生物
Zheng Quan Zhi Xing· 2025-06-23 00:10
上海景林资产管理公司("上海景林")是一家以投资境内、外上市公司股票为主的资产管理公司,是在 中国证券投资基金业协会登记注册的私募基金管理公司,持有香港9号牌。上海景林从2006年开始管理 专注于投资A股的景林稳健、景林丰收等A股信托投资计划,以优秀的业绩和专业的管理赢得了来自大 型机构投资者和高净值个人客户的信任,国内机构客户包括几大银行的总行在内的多家银行和知名企 业。秉承"价值投资"的投资理念,上海景林的投资常常采用PE股权基金的研究方法。基金经理的投资决 定大多基于对公司的基本面分析和股票估值。对公司进行估值的时候,上海景林注重的是其行业结构和 公司在产业价值链中的地位,偏好进入门槛较高、与供应商和客户谈判能力强,并且管理层积极向上且 富有能力的公司。这些考虑是上海景林做投资决定和估值过程中的核心。xa0另外,上海景林还在不同 行业都有研究专家,这些行业专家对于行业和公司的理解很大程度上都要深于大多数金融机构的研究 员,因此可以更清楚地了解各行业的最新变化。在中国经济高速增长的阶段,行业及监管政策也在不断 变化,企业运作环境变化的速度比发达国家快得多。为此上海景林相信自己有得天独厚的优势去深入了 解不 ...