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【私募调研记录】景林资产调研立讯精密、迈瑞医疗等4只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-01 00:09
Group 1: Company Highlights - Luxshare Precision is focusing on smart glasses as a key product line in its consumer electronics business, with offerings including AI glasses and smart wearables [1] - Mindray Medical has launched the world's first clinically implemented critical care AI model and established an animal healthcare subsidiary [2] - YTO Express is embracing high-quality development amid industry regulations, with a significant increase in single ticket transportation cost savings and a 112% year-on-year growth in reverse logistics [3] - Sanhua Intelligent Controls reported a revenue of 16.263 billion yuan for the first half of 2025, an 18.91% increase year-on-year, driven by rising global temperature control demand [4] Group 2: Financial Performance - Mindray Medical's AI solutions in medical imaging have been developed in collaboration with DeepSeek [2] - YTO Express plans to invest over 4.4 billion yuan in capital expenditures for automation and logistics centers by mid-2025 [3] - Sanhua Intelligent Controls' net profit increased by 39.31% year-on-year, attributed to operational improvements and a focus on high-quality management [4] Group 3: Strategic Initiatives - Luxshare Precision's subsidiary, Jiangsu Luxshare Robotics, is part of its strategy to enhance its product offerings in the robotics sector [1] - YTO Express is expanding its international business into Central Asia and enhancing its air freight capabilities with new aircraft [3] - Sanhua Intelligent Controls is establishing a robotics division to focus on electromechanical actuators and is leveraging existing thermal management technologies for data centers [4]
【私募调研记录】宽远资产调研立讯精密
Zheng Quan Zhi Xing· 2025-09-01 00:08
根据市场公开信息及8月29日披露的机构调研信息,知名私募宽远资产近期对1家上市公司进行了调研,相关名单如下: 1)立讯精密 (上海宽远资产管理有限公司参与公司电话会议) 个股亮点:智能眼镜类产品是公司消费电子业务重要的产品线;公司系统集成类产品包括 AI 眼镜、 AR/VR/XR 眼镜、智能手环、智能手表 等。;江苏立讯机器人有限公司是公司控股子公司。 机构简介: 上海宽远资产管理有限公司(以下简称"宽远资产")成立于2014年5月,注册资本1000万元,实收资本1000万元。主要经营范围是:资产管理,实 业投资,企业资产重组,收购兼并及策划,投资咨询,财务咨询,商务咨询,市场营销策划。宽远资产核心投研团队具有10年以上的成功二级市 场投资经验,历经数轮牛熊,长期过往业绩排名业界前列。依靠选股优势取得长期超越市场的超额收益是宽远资产的优势所在。宽远资产秉承价 值投资的理念,以寻找确定性增长和分享上市公司成长果实为核心出发点,重视长期业绩的稳定成长。 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。 ...
【私募调研记录】红筹投资调研立讯精密
Zheng Quan Zhi Xing· 2025-09-01 00:08
深圳市红筹投资有限公司(简称"深圳红筹投资"或"红筹投资")成立于1997年6月16日,坐落于深圳蛇口海上世界,注册资本9497万元人民币, 2020年底净资产超6亿元。2014年5月完成基协私募投资基金管理人备案(编号:P1002489),以二级证券市场投资为主,目前管理证券私募基金 总规模超100亿元。红筹投资坚持"善意,包容,团结,守信"的企业价值文化,20多年来长期看多中国、做多中国核心资产,价值为本、顺势而 为,行稳致远、厚积薄发,以团队的智慧、努力、坚守和信心,让资本助力中国腾飞,携投资人分享盛世红利。 根据市场公开信息及8月29日披露的机构调研信息,知名私募红筹投资近期对1家上市公司进行了调研,相关名单如下: 1)立讯精密 (深圳市红筹投资有限公司参与公司电话会议) 个股亮点:智能眼镜类产品是公司消费电子业务重要的产品线;公司系统集成类产品包括 AI 眼镜、 AR/VR/XR 眼镜、智能手环、智能手表 等。;江苏立讯机器人有限公司是公司控股子公司。 机构简介: 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。 ...