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【机构调研记录】银河基金调研环旭电子
Zheng Quan Zhi Xing· 2025-07-30 00:07
Group 1 - The core viewpoint of the article highlights recent developments in Huanxu Electronics, particularly in 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, with plans for 800V DC power supply to be mass-produced by 2028 [1] Group 2 - Among the five major business segments, revenue from smart glasses is expected to increase significantly, while industrial products are experiencing slow inventory turnover [1] - The company aims for a 30% growth in I acceleration card market share and plans to expand its mainboard business in the future [1] Group 3 - Galaxy Fund, established in 2002, has an asset management scale of 105.976 billion yuan, ranking 58th out of 210 [1] - The fund's non-monetary public fund management scale is 75.871 billion yuan, ranking 56th out of 210 [1] - The best-performing public fund product in the past year is Galaxy Innovation Growth Mixed A, with a latest unit net value of 6.79 and a growth of 63.88% over the past year [1]