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【机构调研记录】长城基金调研德福科技、佳驰科技等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-01 00:11
Group 1: 德福科技 (DeFu Technology) - DeFu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil production. Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons. Its core products include HVLP and DTH [1] - The projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000. In Q1 2025, the expected revenue is €45 million, with a net profit of €1.67 million, indicating a quarterly turnaround [1] - DeFu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally. The company plans to enhance its profitability through technology resource integration and has allocated ¥183 million for R&D in 2024, resulting in 17 new invention patents [1] Group 2: 佳驰科技 (Jiachi Technology) - Jiachi Technology is focusing on YS functional structural components in the structural parts sector, with clients including the Aviation Industry Corporation of China. The fundraising projects are aimed at supporting capacity expansion [1] - The company has established the largest YS functional coating material production base in China, meeting current and future demand. It emphasizes technology and customer focus, increasing R&D investment to maintain technological leadership [1] - Jiachi Technology has won multiple significant awards for its research projects and has secured several contracts in the EMMS field, enhancing its testing service capabilities [1] Group 3: 日月股份 (Riyue Co., Ltd.) - Riyue Co., Ltd. employs a pricing framework based on "material cost + processing fee + profit," adjusting prices according to market dynamics. The company is actively expanding into deep-sea wind power and exploring new technologies like floating platforms [2] - The company is also working on the industrialization of nuclear fuel transfer and storage tanks and developing new materials such as high-temperature alloys to optimize its product line and enhance risk resilience [2] - Riyue Co., Ltd. plans to accelerate its overseas market expansion to increase its global market share. The establishment of a joint venture with Zhejiang Ningbo Zhuhai Wind Port Equipment Development Co., Ltd. will enhance its influence and competitiveness in the wind power and casting industries [2] - The company anticipates a positive trend in the wind power industry, projecting that by June 2025, the cumulative installed capacity of wind power in the country will reach 573 million kilowatts [2] Group 4: 长城基金 (Great Wall Fund) - Great Wall Fund, established in 2001, has an asset management scale of ¥347.694 billion across all public funds, ranking 29th out of 210. For non-monetary public funds, the scale is ¥139.427 billion, ranking 37th [3] - The fund manages 235 public funds, ranking 27th, with 37 fund managers, ranking 32nd. The best-performing public fund in the past year is the Great Wall Health Mixed A, with a net value of 1.21 and a growth of 97.6% [3] - The latest public fund product launched is the Great Wall National Index Free Cash Flow A, which is an index-type equity fund, with a subscription period from July 14, 2025, to August 1, 2025 [3]
【机构调研记录】宏利基金调研爱乐达、德福科技等4只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-01 00:11
证券之星消息,根据市场公开信息及7月31日披露的机构调研信息,宏利基金近期对4家上市公司进行了 调研,相关名单如下: 1)爱乐达(300696)(宏利基金参与公司特定对象调研&现场参观) 调研纪要:佳驰科技在结构件领域布局YS功能结构件,客户涵盖航空工业集团等,募投项目支持产能 扩张。民品业务围绕EMMS领域,布局新一代电波暗室和电磁测控,已中标多个项目,具备测试服务能 力。公司已建成国内最大YS功能涂层材料生产基地,产能满足当前及未来需求。公司坚持技术为本、 客户为先,加大研发投入,确保技术领先,承接多项科研项目,获多项重大成果奖项。 4)晶科能源(宏利基金参与公司路演活动) 调研纪要:晶科能源表示,要解决光伏行业内卷式竞争需严控新增产能,引导价格归理性,推动前沿技 术创新。公司高功率产品改造进展顺利,640W以上产品今年三季度已部分交付,明年大部分订单将切 换为640W以上产品。公司预计明年TOPCon产能功率将达670W,未来2-3年有望实现680-700W,电池 量产效率提升至28%以上。下半年全球光伏市场需求稳健,中国市场需求回归正常,海外新兴市场快速 增长,组件价格趋稳。公司三季度排产整体环比保持 ...
【机构调研记录】安联基金调研佳驰科技
Zheng Quan Zhi Xing· 2025-08-01 00:08
Group 1 - Allianz Fund recently conducted research on a listed company, Jiachitech, focusing on its layout in the structural components sector, particularly YS functional structural components, with clients including the Aviation Industry Corporation of China [1] - Jiachitech's civil product business is centered around the EMMS field, with plans for a new generation of electromagnetic dark rooms and electromagnetic measurement and control, having won multiple project bids and demonstrating testing service capabilities [1] - The company has established the largest YS functional coating material production base in China, with production capacity meeting current and future demands [1] Group 2 - Jiachitech emphasizes technology and customer focus, increasing R&D investment to ensure technological leadership and has undertaken multiple scientific research projects, receiving several major achievement awards [1] - Allianz Fund was established in 2023, with a total asset management scale of 685 million yuan, ranking 183rd out of 210 in public funds and 162nd out of 210 in non-monetary public funds [1] - The best-performing public fund product under Allianz Fund in the past year is Allianz Anyu Bond A, with a latest unit net value of 1.01, showing a growth of - in the past year [1]
【私募调研记录】中睿合银调研爱乐达、佳驰科技
Zheng Quan Zhi Xing· 2025-08-01 00:06
Group 1: Company Insights - Aileda's main business includes CNC precision machining, special process treatment, component assembly, and finished product R&D, with a gradual extension into finished product R&D projects [1] - Aileda has four production sites, with the Kangqiang plant being the primary expansion area [1] - Aileda's gross margin is expected to decline significantly in 2024 due to various factors, but it has recovered to 22% in Q1 2025 through customer expansion and cost reduction measures [1] - Aileda has introduced strategic shareholders in new material technology R&D to support its strategic layout in new materials and technologies [1] Group 2: Industry Developments - Jiachitech focuses on YS functional structural components, serving clients including the Aviation Industry Corporation, with fundraising projects supporting capacity expansion [2] - Jiachitech's civilian product business is centered around the EMMS field, with developments in next-generation electromagnetic anechoic chambers and electromagnetic measurement and control, having won multiple project bids [2] - Jiachitech has established the largest YS functional coating material production base in China, with capacity meeting current and future demands [2] - Jiachitech emphasizes technology and customer focus, increasing R&D investment to ensure technological leadership and has undertaken multiple scientific research projects, receiving several major achievement awards [2]
佳驰科技接待10家机构调研,包括富国基金、鼎兴量子、国盛证券等
Jin Rong Jie· 2025-07-11 13:47
Core Viewpoint - Jiachi Technology is actively expanding its presence in the civilian market, focusing on the development of next-generation electromagnetic wave anechoic chambers and key absorbing materials, as well as the electromagnetic measurement and control sector [1][2][3] Group 1: Civilian Market Expansion - The company is heavily investing in the civilian sector, particularly in two areas: the next-generation electromagnetic wave anechoic chamber system integration and key absorbing materials, and the electromagnetic measurement and control field [2][3] - The new generation electromagnetic wave anechoic chamber has completed the development of key absorbing materials and system integration design capabilities, showcasing significant advantages in low-frequency performance, lifespan, and operational costs, with multiple projects won amounting to several million yuan [2][3] Group 2: Electromagnetic Measurement and Control - The company has established a subsidiary, Chengdu Haojing Electromagnetic Measurement and Control Technology Co., Ltd., to focus on the EMMS (Electromagnetic Functional Materials and Structures) field, addressing the significant demand for testing technology and capabilities in both military and civilian high-density integrated electronic information sectors [3][4] - The establishment of the electromagnetic measurement and control subsidiary is a strategic move to enhance business focus and capability integration, forming a core competitive advantage in the civilian market [3][4] Group 3: Production Capacity and R&D - The company has built the largest YS functional coating material production base in the country, with production capacity meeting current and future order demands, while the YS functional structural components' production capacity is in high demand [3][4] - The company is committed to increasing R&D investment and has formed a competitive talent team in the EMMS field, continuously attracting graduates from well-known universities and nurturing various levels of young talent [4]
直击佳驰科技股东大会 总经理陈良:以激励方案形成持续稳定的人才培养机制
Core Viewpoint - The company, Jiachitech, is implementing an incentive plan to foster talent development and align employee interests with company growth, aiming to enhance long-term shareholder value [1][5]. Group 1: Company Overview - Jiachitech, established in 2008, is a leading provider of Electromagnetic Functional Materials and Structures (EMMS) in China and was listed on the STAR Market in December 2022 [3]. - In its first year post-listing, the company reported a revenue of 957 million yuan and a net profit of 517 million yuan [3]. Group 2: Incentive Plan Details - The incentive plan involves granting 1.48375 million restricted stocks at a price of 27.86 yuan per share, with 1.187 million shares allocated to 62 key personnel, including executives and core technical staff [3]. - The plan received overwhelming support from minority shareholders, with over 98.8% voting in favor [1]. Group 3: R&D and Talent Development - The company has significantly increased its R&D investment, with R&D personnel numbering 148, accounting for 33.18% of the total workforce [4]. - The EMMS industry faces a talent shortage due to limited educational programs and experienced companies, making talent development a critical barrier to entry [4]. Group 4: Performance Targets - The performance targets for the company from 2025 to 2027 are set at 1.1 billion yuan, 1.37 billion yuan, and 1.6 billion yuan in revenue, with trigger values of 1.06 billion yuan, 1.25 billion yuan, and 1.41 billion yuan respectively [5]. - If performance targets are not met, the granted restricted stocks may become void [5]. Group 5: Market Strategy - The company plans to deepen its focus on the aviation sector while expanding into naval, aerospace, and weaponry markets to provide high-performance products and services [6]. - In the civilian market, Jiachitech aims to develop EMC and OTA testing systems to capture opportunities in the emerging smart electric vehicle sector [6].