四川双马(000935) - 四川双马调研活动信息(1)

Group 1: Company Overview - Sichuan Shuangma Cement Co., Ltd. is a publicly listed company primarily engaged in cement production, with a stable operational performance and good cash flow [1] - The company has a cement production capacity of approximately 2.5 million tons per year and an aggregate production line with an annual capacity of about 6 million tons [1] - The company has initiated two investment funds with a total scale of 17.5 billion RMB, focusing on various sectors including advanced manufacturing and new energy [2] Group 2: Investment Funds - The two funds, He Xie Jin Hong and He Xie Jin Yu, have investment directions that include internet, cultural consumption, and advanced manufacturing sectors [2] - The company earns management fees of 2% based on the subscribed capital of the funds, a 10% performance share as a GP, and investment returns as an LP [2] - The company has invested 1.08 billion RMB in He Xie Jin Hong and 1 billion RMB in He Xie Jin Yu [2] Group 3: Future Plans and Strategy - The company plans to continue developing its cement business while focusing on industries that meet the needs of the public [3] - The investment team consists of over 40 experienced professionals, indicating strong operational capabilities [3] - Future fund management will follow a dual GP model, with ongoing development of new funds based on market needs [3]