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【私募调研记录】成泉资本调研杭可科技
Zheng Quan Zhi Xing· 2025-05-07 00:08
根据市场公开信息及5月6日披露的机构调研信息,知名私募成泉资本近期对1家上市公司进行了调研, 相关名单如下: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 1)杭可科技 (北京成泉资本管理参与公司线上路演) 北京成泉资本管理有限公司(简称"成泉资本")于2015年7月在北京注册成立,注册资本5000万元。 成 泉资本由资产管理行业名将、原中信证券执行总经理胡继光先生创立。胡继光先生历史投资业绩优秀, 具有28年证券、期货投资经验,经历了中国股市所有的牛熊市转换,见证了新中国资本市场的诞生与成 长。公司投研团队核心成员均来自国内最知名的大型证券公司和国内最具有影响力的研究机构,投资及 研究经验丰富、投资风格稳健、市场敏锐度极高、风险控制能力出色。团队核心成员共事多年、配合默 契,具有成熟的投资理念、共同的企业文化和强大的团队凝聚力。半数投研成员为公司创始合伙人,愿 景目标一致。 成泉资本拥有专业精深的投资研究能力、开放协作的企业文化、合作共赢的利益机制以 及完善的风险控制和基础设施,坚持以客户为中心,以客户资产保值增值为己任,致力于实 ...
【私募调研记录】淡水泉调研杭可科技
Zheng Quan Zhi Xing· 2025-05-07 00:07
Group 1 - The core viewpoint is that Hangke Technology is facing significant revenue and profit declines due to market demand slowdown, increased competition, extended acceptance cycles, and foreign exchange losses [1] - In 2024, Hangke Technology's revenue is projected to decrease by 24.18% and net profit by 59.67% [1] - In Q1 2025, the company anticipates a revenue decline of 23.07% and a net profit decline of 33.07% [1] Group 2 - The company is focusing on fulfilling existing orders and actively developing new technologies and products to meet market demands [1] - Over 30% of the company's revenue in 2024 is expected to come from exports, with growth in overseas orders, particularly from new customers in the automotive sector [1] - The company is expanding its presence in the solid-state battery sector and collaborating with various domestic and international battery firms to enhance R&D investment and optimize production processes [1]