证券之星消息，根据市场公开信息及9月3日披露的机构调研信息，国联安基金近期对2家上市公司进行了调研，相关名单如下： 1）乐鑫科技 （国联安基金参与公司特定对象调研&公开交流会） 个股亮点：公司推出的AI智能体开发板"喵伴"为例，它支持与火山引擎豆包大模型连接，能实现自然语义交互与意图识别功能。；公司受邀参加 火山引擎2024冬季FORCE原动力大会的消息，当天活动中，火山引擎将和乐鑫及 ToyCity 发布 AI+ 硬件智跃计划 2）澜起科技 （国联安基金管理有限公司参与公司业绩说明会&电话会议） 个股亮点：公司的主要产品为内存接口芯片、津逮服务器平台、消费电子芯片；公司的内存接口及模组配套芯片、PCIe Retimer芯片、MXC芯 片、津逮CPU等产品主要应用于数据中心和服务器 国联安基金成立于2003年，截至目前，资产管理规模(全部公募基金)1268.01亿元，排名52/210；资产管理规模(非货币公募基金)1103.45亿元，排 名46/210；管理公募基金数135只，排名60/210；旗下公募基金经理28人，排名48/210。旗下最近一年表现最佳的公募基金产品为国联安科技动 力，最新单位净值为2.3 ...

证券之星消息，根据市场公开信息及9月3日披露的机构调研信息，嘉实基金近期对7家上市公司进行了调研，相关名单如下： 1）普天科技 （嘉实基金管理有限公司参与公司特定对象调研&电话会议&中报业绩解读） 调研纪要：卫星互联网是公司战略方向之一，已与西电ISN成立联合实验室，布局低轨卫星通信产品研制、北斗应用及PCB制造服务。公司具备 5G端到端自主研发能力，拥有国产TETRA和PDT系统先例，专注高可靠性特种PCB制造及高端晶振芯片自主可控。发展数据治理业务，构建覆盖 数据全生命周期的核心平台，应用于智慧仓储、市场监管和交通数据安全等场景。6月与氦星光联、忆芯科技签署协议，成立联合研发中心，推动 空天智算技术突破，探索在轨数据处理与星间高速传输，服务国家卫星互联网战略建设。 2）乐鑫科技 （嘉实基金参与公司特定对象调研&公开交流会） 个股亮点：公司推出的AI智能体开发板"喵伴"为例，它支持与火山引擎豆包大模型连接，能实现自然语义交互与意图识别功能。；公司受邀参加 火山引擎2024冬季FORCE原动力大会的消息，当天活动中，火山引擎将和乐鑫及 ToyCity 发布 AI+ 硬件智跃计划 3）章源钨业 （嘉实基金参与公 ...

上海丹羿投资管理合伙企业是国内私募投资管理机构，成立于2015年4月，实缴资本金1000万。公司于 2015年在中国证券投资基金业协会管理备案编号：P1015236公司核心高管均从事投研工作十年以上， 在华宝兴业基金、国投瑞银基金、国金证券等机构担任过投资经理或首席研究员，期间管理基金规模数 十亿，名列前茅 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）乐鑫科技 （丹羿投资参与公司特定对象调研&公开交流会） 个股亮点：公司推出的AI智能体开发板"喵伴"为例，它支持与火山引擎豆包大模型连接，能实现自然语 义交互与意图识别功能。；公司受邀参加火山引擎2024冬季FORCE原动力大会的消息，当天活动中， 火山引擎将和乐鑫及 ToyCity 发布 AI+ 硬件智跃计划 机构简介： 根据市场公开信息及9月3日披露的机构调研信息，知名私募丹羿投资近期对1家上市公司进行了调研， 相关名单如下： ...

根据市场公开信息及9月3日披露的机构调研信息，知名私募中欧瑞博近期对1家上市公司进行了调研， 相关名单如下： 机构简介： 1）乐鑫科技 （中欧瑞博参与公司特定对象调研&公开交流会） 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。 个股亮点：公司推出的AI智能体开发板"喵伴"为例，它支持与火山引擎豆包大模型连接，能实现自然语 义交互与意图识别功能。；公司受邀参加火山引擎2024冬季FORCE原动力大会的消息，当天活动中， 火山引擎将和乐鑫及 ToyCity 发布 AI+ 硬件智跃计划 深圳市中欧瑞博投资管理股份有限公司于2007年成立，是中国最早的私募基金管理公司之一。中欧瑞博 从事证券私募基金管理业务，专注于二级市场证券投资。成立14年以来，与国内最优秀的金融机构合作 发行了50余只阳光私募产品。2014年，在中国基金业协会登记备案获得私募基金管理人资格，2016年发 行第一支海外基金。中欧瑞博的英文名是rabbitfund，兔子基金，兔子这种柔弱的小动物，是依靠良好 的风险管理，才能够在自然届中得以生存。取名"兔子基金"体现了中欧瑞 ...

Core Viewpoint - The article highlights the increasing interest of investors in high-tech companies, particularly in the fields of smart manufacturing, AI chips, and humanoid robots, as major fund companies conduct extensive research on these sectors [2][3][5][6]. Group 1: Company Research and Developments - Major fund companies, including China Europe Fund and E Fund, have been actively researching companies like Taotao Automotive, focusing on their advancements in smart manufacturing and AI technologies [2][3]. - Taotao Automotive is a high-tech enterprise specializing in electric vehicles and outdoor leisure vehicles, which is now entering the humanoid robot sector through a strategic partnership with K-Scale [3][4]. - The company has successfully launched its first humanoid robot prototype, marking a significant step in its smart manufacturing journey [4]. Group 2: Industry Trends and Market Performance - The research conducted by funds like Huatai-PB and GF Fund on companies such as 聚光科技 (Juguang Technology) indicates a focus on high-end instrument equipment and its applications across various industries, including environmental and industrial sectors [5]. - Juguang Technology reported a stronger demand for mass spectrometers in laboratory instruments, while semiconductor applications have seen a reduction in investment this year [5]. - 乐鑫科技 (Lexin Technology), a fabless semiconductor company, has seen significant interest in its AI edge chips, with revenues reaching several hundred million yuan, indicating a growing market for AI applications [6][7].

Core Viewpoint - The future movements of high-tech companies continue to attract investor attention, particularly in the fields of smart manufacturing, AI chips, and humanoid robots [1][2]. Group 1: Company Research - Leading public funds such as China Europe Fund, E Fund, and Huatai-PB Fund have recently conducted intensive research on companies like Taotao Automotive, Juguang Technology, and Lexin Technology, focusing on their advancements in cutting-edge fields [2]. - Taotao Automotive, a high-tech enterprise specializing in electric vehicles and related products, is entering the humanoid robot industry to support its smart transformation [3][4]. - Juguang Technology, established in 2002, provides high-end analytical instruments and solutions across various industries, with a focus on the demand for mass spectrometers and the impact of "dual carbon" policies [5][6]. - Lexin Technology, a global fabless semiconductor company, has seen significant interest in its AI edge chips, which have generated revenues in the hundreds of millions, and emphasizes a diversified product strategy [7][8][9]. Group 2: Industry Trends - The investment community is particularly interested in the technological upgrade paths, policy implementation timelines, and the commercialization potential of new businesses in the high-tech sector [2]. - Companies are committed to steadily advancing their strategies while focusing on long-term technological accumulation and industry collaboration [2].

Core Viewpoint - The future trends of high-tech companies, particularly in the fields of smart manufacturing, AI chips, and humanoid robots, are attracting significant investor attention as major public funds conduct intensive research on various electronic component companies [1][2]. Group 1: Company Developments - Taotao Automotive is focusing on the development and sales of electric vehicles and related products, with a recent investor meeting attracting over a hundred institutions [1][2]. - The company plans to enter the humanoid robot industry to support its smart transformation, having signed investment and strategic cooperation agreements with K-Scale Labs in the U.S. [2]. - Taotao Automotive's net profit for the first half of 2025 is projected to be between 310 million and 360 million yuan, representing a year-on-year increase of 70.34% to 97.81% [2]. Group 2: Market Performance - Taotao Automotive's stock price has surged from approximately 65 yuan to 133.66 yuan since late May, marking an overall increase of nearly 106% [2]. - 聚光科技 (Juguang Technology) is a high-tech platform company focusing on high-end instrument equipment, with a recent investor meeting also attracting significant interest [3][4]. - Juguang Technology's net profit for the first half of 2025 is expected to be a loss of 42 million to 52 million yuan, indicating challenges in the semiconductor application sector [3][4]. Group 3: AI and Semiconductor Focus - 乐鑫科技 (Lexin Technology) is a global fabless semiconductor company, with AI edge chip-related revenue reaching several hundred million yuan, primarily for applications requiring voice wake-up and interaction [4]. - The company anticipates a net profit of 250 million to 270 million yuan for the first half of 2025, reflecting a year-on-year increase of 65% to 78% [4]. - Lexin Technology emphasizes a diversified approach, focusing on providing reliable hardware and software infrastructure rather than relying on a single blockbuster product [4].

Core Viewpoint - The company has achieved significant revenue growth, with Q2 revenue reaching approximately 680 million, marking a historical high and a notable increase from previous quarters [2]. Revenue Performance - Q2 revenue is approximately 680 million, a historical high compared to previous quarters which were around 500 million [2]. - The company reported a year-on-year revenue increase of 44.08% in Q1, with a total revenue of 558 million [24]. Impact of Tariffs - Tariffs have had a limited impact on overall growth, with structural changes observed, particularly an increase in overseas revenue growth compared to domestic [3]. Gross Margin Trends - The company aims to maintain a gross margin of around 40%, currently exceeding this target due to cost optimization and scale effects [4]. Net Profit Margin Improvement - The increase in net profit margin is attributed to operational leverage, with revenue growth outpacing R&D expense growth [5]. Long-term Profitability Goals - The company has not set specific net profit margin targets, focusing instead on the stability and gradual improvement of gross margins [6]. R&D Investment and Talent Acquisition - R&D expenses are increasing due to personnel expansion, with ongoing recruitment efforts for both experienced hires and new graduates [7][8]. AI Toy Market Insights - The AI toy market is still in its early stages, with the company emphasizing a focus on ecosystem health rather than betting on specific verticals [9]. AI Edge Chip Revenue - Revenue from AI edge chips has reached several hundred million, primarily for applications requiring voice interaction [10]. Product Classification Changes - Recent adjustments in product classification indicate a shift of certain products into a growth phase, reflecting their scaling [12]. Future Demand Outlook - The company anticipates sustained demand driven by emerging markets and applications, despite macroeconomic challenges [13]. Market Strategy - The company adheres to a "processing + connectivity" strategy, relying on developer feedback for market direction [14]. Wi-Fi 7 Router Chip Development - Development of Wi-Fi 7 router chips is progressing well, with a high probability of success [15]. Capacity Utilization - The company operates under a light asset model, with no capacity bottlenecks anticipated [17]. R&D Expense Treatment - All R&D expenses are currently treated as operational costs without capitalization [18]. Office Expansion - A new office in Shanghai is set to open in September 2025, with an investment of approximately 440 million, expected to enhance operational efficiency [24]. Analyst Ratings - In the last 90 days, 11 institutions have rated the stock, with 8 buy ratings and 3 hold ratings, indicating positive market sentiment [25]. Financial Forecasts - Analysts have provided various profit forecasts for the upcoming years, with projected net profits increasing steadily [27]. Developer Ecosystem Investment - The company is committed to enhancing its developer ecosystem, participating in competitions and collaborations with universities [22]. EDA Tool Cooperation - Recent easing of restrictions on EDA tool cooperation with the U.S. is expected to restore normal business operations [23].