根据市场公开信息及8月13日披露的机构调研信息，知名私募玖歌投资近期对1家上市公司进行了调研， 相关名单如下： 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。 机构简介： 上海玖歌投资管理有限公司成立于2002年，注册资本1亿元，是国内成立最早的证券投资基金-私募基金 公司之一，投资领域涵盖证券投资、股票大宗交易、定向增发，并购基金，PE私募股权投资和固定收 益类投资，综合管理资产总规模超过五十亿元人民币。玖歌投资于2014年4月获得中国证券投资基金协 会颁发的证券投资基金管理人资格。玖歌投资多年坚持价值投资理念，公司历经多轮牛熊考验，追求稳 健成长。公司秉承通过基本面研究和主动管理获取超额回报的理念，持续为客户创造超额收益；团队内 部采取类合伙人激励机制，坚持"快乐投资"理念。 1）佰维存储 （上海玖歌投资管理有限公司参与公司2025年半年度业绩交流会） 调研纪要：佰维存储在2025年上半年业务取得多项突破，包括手机、PC、智能穿戴、企业级和智能汽 车领域。存储行业价格企稳回升，公司首款国产自研eMMC主控芯片已量产，UFS主控研发 ...

Core Viewpoint - Shenzhen Baiwei Storage Technology Co., Ltd. has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on optimizing operations, improving governance, and strengthening investor relations to boost investor confidence and market activity [1]. Group 1: Business Focus and Development - The company has established a comprehensive business model centered around the semiconductor storage industry, emphasizing R&D, packaging, and testing capabilities [1]. - In the storage solutions sector, the company aims to enhance product competitiveness in performance, power consumption, reliability, and capacity, with a strong focus on expanding into the "AI+" market in 2025 [1]. - The first domestically developed eMMC controller (SP1800) has been successfully mass-produced and delivered to leading wearable technology clients, with ongoing development of UFS controllers to enhance self-developed capabilities [1][4]. Group 2: Advanced Packaging and Testing Capabilities - The company is constructing a wafer-level advanced packaging facility in Dongguan, with the main structure completed and cleanroom construction underway, expected to be operational in the second half of 2025 [1][5]. - The company has achieved mass production of high-end storage chip testing equipment, which has passed authoritative certification from leading domestic manufacturers, ensuring compliance with industry standards [5]. Group 3: Financial Management and Efficiency - The company has increased R&D investment, with R&D expenses reaching approximately 27.29 million yuan in the first half of 2025, a year-on-year increase of 29.77% [6]. - The number of R&D personnel has grown to 1,054, representing a 40.53% increase compared to the previous year, indicating a strong commitment to innovation [6]. Group 4: Corporate Governance and Compliance - The company has updated its internal control systems in line with regulatory requirements, enhancing risk management and ensuring compliance with corporate governance standards [8]. - The company has conducted multiple board meetings and training sessions to strengthen the awareness of compliance and responsibilities among key personnel [9]. Group 5: Investor Relations and Communication - The company has established a comprehensive investor communication mechanism, organizing performance briefings and institutional research activities to engage with investors effectively [10]. - The company received the "China Listed Company Investor Relations Management Tianma Award," reflecting its commitment to transparency and effective communication with investors [10]. Group 6: Shareholder Returns and Incentives - The company plans to repurchase shares using 20 to 40 million yuan of its own or raised funds, pending shareholder approval, to enhance shareholder value [11]. - The 2024 stock incentive plan includes performance targets linked to revenue and market capitalization, aligning management interests with those of shareholders [11].