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【私募调研记录】价远投资调研鸿泉物联
Zheng Quan Zhi Xing· 2025-08-08 00:11
Group 1 - The core viewpoint of the news is that Hongquan Wulian's performance in the first half of the year has significantly improved due to the growth in heavy truck sales and rapid revenue growth from new business segments [1] - Hongquan Wulian's eCall product has obtained EU certification, applicable to M1 and N1 vehicles, indicating a strong product and customer base [1] - The company has a high market share in the heavy truck sector and has signed cooperation agreements with mainstream customers in the two-wheeler intelligentization trend, showing clear market demand [1] Group 2 - The company expects a significant improvement in performance this year, driven by the rapid growth of its intelligent cockpit and controller business [1] - The purpose of share repurchase has been changed to cancellation to enhance per-share value [1]