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].

证券之星消息，2025年7月9日乐鑫科技（688018）发布公告称公司于2025年7月7日接受机构调研，Brilliance Capital、丹羿投资、兴全基金、兴业基金、兴银基金、兴银理财、兴证全球基金、易米基金、银华基金、瀛 赐基金、永诚资产、永赢基金、道生资本、友邦人寿、域秀资本、运舟资本、长安基金、长安信托、长城证 券、长江资管、长信基金、招商基金、浙商资产、德邦基金、中大君悦、中庚基金、中海基金、中金公司、 中信保诚基金、中银基金、朱雀基金、砥俊资产、东方证券自营、东吴人寿、敦和资管、方以投资、蜂巢基 金、复胜资产、Point72、富安达基金、高毅资产、古曲基金、光证资管、广发证券、广发资管、国华兴益资 管、国联安基金、国联民生证券、国泰君安资管、百年保险资管、国投瑞银、国信证券、国信证券自营、国 信资管、海富通基金、海通资管、杭州银行、浩然资本、合远基金、恒泰证券、博道基金、华宝证券自营、 华泰柏瑞基金、华泰保兴基金、华夏基金、汇丰晋信基金、惠升基金、混沌投资、嘉合基金、嘉实基金、建 信保险资管、博时基金、江信基金、交银保险、交银施罗德基金、景林资产、玖鹏资产、聚鸣投资、凯石基 金、坤易投资、蓝墨 ...