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【私募调研记录】驭秉投资调研环旭电子
Zheng Quan Zhi Xing· 2025-07-30 00:11
Group 1 - The core viewpoint of the news is that Yu Bing Investment has conducted research on a listed company, Huanxu Electronics, which has made significant progress in various fields such as SiP modules, AI glasses, servers, and optical modules [1] - Huanxu Electronics has new applications for SiP modules in mobile phones and AI glasses, with the L10 server JDM project already delivered [1] - The company is developing a 1.6T optical module as a research product, and the 800V DC power supply is expected to be mass-produced by 2028 [1] Group 2 - Among the five major business segments, the revenue from smart glasses is expected to increase significantly, while the industrial products are experiencing slow inventory reduction, and competition in the automotive electronics sector is intense [1] - Huanxu Electronics aims to accelerate the growth of its I-accelerator card to capture a 30% market share and plans to expand its mainboard business in the future [1]
【私募调研记录】睿郡资产调研环旭电子
Zheng Quan Zhi Xing· 2025-07-30 00:11
Group 1 - The core viewpoint of the news is that Ruijun Asset has conducted research on a listed company, specifically focusing on Huanxu Electronics, which has made progress in various fields such as SiP modules, AI glasses, servers, and optical modules [1] - Huanxu Electronics has new applications for SiP modules in mobile phones and AI glasses, with the L10 server JDM project already delivered, and a 1.6T optical module currently in the research phase [1] - The company anticipates mass production of 800V DC power supply by 2028, with significant revenue growth expected from smart glasses, while industrial products are experiencing slow inventory turnover and intense competition in the automotive electronics sector [1] Group 2 - Huanxu Electronics aims to accelerate its growth in the I-card segment to capture a 30% market share and is also looking to expand its mainboard business in the future [1]
【私募调研记录】仁桥资产调研环旭电子
Zheng Quan Zhi Xing· 2025-07-30 00:11
调研纪要:环旭电子在SiP模组、AI眼镜、服务器、光模块等领域有新进展。SiP模组在手机和AI眼镜上 有新应用,L10服务器JDM项目已交付,1.6T光模块为研发产品,800V直流供电预计2028年量产。公司 五大业务中,智能眼镜收入将放量,工业类产品去库存慢,车电竞争激烈。公司目标是I加速卡成长 30%份额,未来争取主板业务。 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。 根据市场公开信息及7月29日披露的机构调研信息,知名私募仁桥资产近期对1家上市公司进行了调研, 相关名单如下: 1)环旭电子 (仁桥资产参与公司特定对象调研) 仁桥(北京)资产管理有限公司成立于2017年5月,中国证券投资基金业协会登记备案的仁桥(北京) 资产管理有限公司成立于2017年5月,由原诺安基金事业部投资总监夏俊杰先生创立。"仁桥"即通往仁 心的桥梁。"仁"是我们的长期愿景,是需要不断为之奋斗的目标;"桥"是人与水的完美融合,代表对财 富的态度,本质上是一种取之于社会用之于社会的态度。仁桥资产的核心团队均来自国内大型商业银 行、公募和私募基 ...
【机构调研记录】金鹰基金调研环旭电子
Zheng Quan Zhi Xing· 2025-07-30 00:07
调研纪要:环旭电子在SiP模组、AI眼镜、服务器、光模块等领域有新进展。SiP模组在手机和AI眼镜上 有新应用,L10服务器JDM项目已交付,1.6T光模块为研发产品,800V直流供电预计2028年量产。公司 五大业务中,智能眼镜收入将放量,工业类产品去库存慢,车电竞争激烈。公司目标是I加速卡成长 30%份额,未来争取主板业务。 1)环旭电子(601231)(金鹰基金参与公司特定对象调研) 证券之星消息,根据市场公开信息及7月29日披露的机构调研信息,金鹰基金近期对1家上市公司进行了 调研,相关名单如下: 金鹰基金成立于2002年,截至目前,资产管理规模(全部公募基金)680.25亿元,排名74/210;资产管理 规模(非货币公募基金)436.44亿元,排名80/210;管理公募基金数150只,排名51/210;旗下公募基金经 理21人,排名66/210。旗下最近一年表现最佳的公募基金产品为金鹰科技致远混合A,最新单位净值为 1.68,近一年增长67.53%。 ...