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【机构调研记录】财信基金调研立讯精密
Sou Hu Cai Jing· 2025-11-27 00:15
证券之星消息,根据市场公开信息及11月26日披露的机构调研信息,财信基金近期对1家上市公司进行了调研,相关名单如下: 1)立讯精密 (财信基金参与公司特定对象调研&现场参观) 个股亮点:公司在人形机器人领域已具备全产业链核心能力,除电池与部分关节模组外,可自主完成谐波齿轮等关键部件的精加工。;公司的汽 车业务已布局多年,产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束,还是闪充充电枪等,均在全球范围内都取得了良好的发展势 头。;公司办公地址为广东省东莞市清溪镇北环路313号。 财信基金成立于2024年,旗下管理共4只公募基金,拥有1位公募基金经理。旗下最近一年表现最佳的公募基金产品为财信30天持有债券C,最新 单位净值为1.05,近一年增长--。 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。 ...
【机构调研记录】淳厚基金调研立讯精密
Sou Hu Cai Jing· 2025-11-27 00:15
证券之星消息,根据市场公开信息及11月26日披露的机构调研信息,淳厚基金近期对1家上市公司进行了调研,相关名单如下: 1)立讯精密 (淳厚基金参与公司特定对象调研&现场参观) 个股亮点:公司在人形机器人领域已具备全产业链核心能力,除电池与部分关节模组外,可自主完成谐波齿轮等关键部件的精加工。;公司的汽 车业务已布局多年,产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束,还是闪充充电枪等,均在全球范围内都取得了良好的发展势 头。;公司办公地址为广东省东莞市清溪镇北环路313号。 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。 淳厚基金成立于2018年,截至目前,资产管理规模(全部公募基金)199.12亿元,排名124/211;资产管理规模(非货币公募基金)199.11亿元,排名 106/211;管理公募基金数33只,排名122/211;旗下公募基金经理10人,排名109/211。旗下最近一年表现最佳的公募基金产品为淳厚鑫悦混合A, 最新单位净值为1.0,近一年增长70.27%。 ...
【机构调研记录】鑫元基金调研立讯精密
Sou Hu Cai Jing· 2025-11-27 00:15
鑫元基金成立于2013年,截至目前,资产管理规模(全部公募基金)2295.54亿元,排名35/211;资产管理规模(非货币公募基金)1408.46亿元,排名 34/211;管理公募基金数174只,排名46/211;旗下公募基金经理22人,排名64/211。旗下最近一年表现最佳的公募基金产品为鑫元欣享灵活配置 混合A,最新单位净值为1.31,近一年增长30.61%。旗下最新募集公募基金产品为鑫元港股通领航混合C,类型为混合型-偏股,集中认购期2025 年11月5日至2026年2月4日。 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。 证券之星消息,根据市场公开信息及11月26日披露的机构调研信息,鑫元基金近期对1家上市公司进行了调研,相关名单如下: 1)立讯精密 (鑫元基金参与公司特定对象调研&现场参观) 个股亮点:公司在人形机器人领域已具备全产业链核心能力,除电池与部分关节模组外,可自主完成谐波齿轮等关键部件的精加工。;公司的汽 车业务已布局多年,产品矩阵非常丰富。无论是高低压线束、高速线束、特种线束,还是闪充充电枪等,均在全球范围内 ...
【机构调研记录】银华基金调研立讯精密、海陆重工等4只个股(附名单)
Sou Hu Cai Jing· 2025-11-27 00:15
Group 1: Company Insights - Lixun Precision has developed core capabilities in the humanoid robot industry, capable of independently completing precision processing of key components like harmonic gears, except for batteries and some joint modules [1] - The automotive business of Lixun Precision has a rich product matrix, including high and low voltage harnesses, special harnesses, and fast charging guns, achieving good development momentum globally [1] - Hailu Heavy Industry focuses on manufacturing industrial waste heat boilers, large and special pressure vessels, and nuclear safety equipment, with ongoing investment in fourth-generation nuclear equipment projects to meet manufacturing capacity demands [2] - Nopoxin is confident in the long-term development of the blueberry industry, with 85% of funds from a planned private placement allocated for blueberry base and R&D center construction [3] - Century Huatong's gaming products launched in 2023 are performing well, with no signs of reaching their lifecycle peak, and the company has released at least 20 products this year [4] Group 2: Market Trends and Performance - The blueberry market is experiencing a positive trend, with exports to Japan performing well, and the company aims for growth through scale expansion and efficiency improvements [3] - Century Huatong's overseas market has a user overlap of about 20%, indicating potential for growth in international markets [4] - The company has seen a 91.21% growth in its best-performing public fund product over the past year, reflecting strong market performance [4]
【机构调研记录】长城基金调研立讯精密、川能动力等4只个股(附名单)
Sou Hu Cai Jing· 2025-11-27 00:15
Group 1: Company Insights - Longhua Fund recently conducted research on four listed companies, highlighting their strengths and market positions [1] - Luxshare Precision has developed core capabilities in the humanoid robot sector, with a comprehensive product matrix in the automotive business, achieving good global growth [1] - Chuaneng Power focuses on green energy, with a total installed capacity of approximately 1.45 million kilowatts in renewable energy, including wind and solar power [2] - Desay SV Automotive is recognized globally for its capabilities in the intelligent sector, aiming to enhance competitiveness through innovation and collaboration [3] - Century Huatong's gaming products launched in 2023 continue to perform well, with significant contributions from data-driven hit products [4] Group 2: Financial Performance - Longhua Fund's total asset management scale is 356.08 billion yuan, ranking 29th among 211 funds, with a non-monetary public fund scale of 132.17 billion yuan [5] - The best-performing fund in the past year is the Longhua Medical Industry Selected Mixed Fund A, with a net value increase of 88.75% [5] - The latest public fund product launched is the Longhua Fengze Bond A, with a subscription period from September 30, 2025, to November 28, 2025 [5]