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Cailianshe News, August 17 (Editor: Ruoyu)According to Choice data, as of press time, the second half of the year hasHuachuang Testing, Hongfa Group, Montage Technology, Espressif Technology, Crystal Optech, Sinovel Precision, Zhongji Innolight, Ninebot-WD, Huaming Equipment, Satellite Chemistry, Naipu Mining, United Imaging Healthcare, HeartMed, Shengmei Shanghai, Weixing Group, Boya Bio, Zoli Pharmaceuticals, Maiwei Bio-U, Zhaochi Group, Yuntianhua and Shengyi ElectronicsThe number of visits from 21 listed companies including the above companies exceeded 200. See the figure below for details:

It is worth mentioning that the companies that appeared on the July institutional survey listCrystal Optech also has the popular concept of "AI glasses"Crystal Optech, a leader in the domestic optical and optoelectronic industry, said in an institutional survey on July 12 that with the advent of the AI ​​era, especially the combination of AI and AR glasses, if everyone recognizes that AR glasses are the best carrier of AI, looking forward to the trend in the next 10 years,Crystal Optech can provide multiple times of product value for AR glasses, opening up multiple times of growth space, increasing both volume and price, and entering a better stage of competitiveness improvement and optimization.The company said,In the era of AR glasses, crystal has already achieved a good strategic position. Whether it is reflective waveguide or diffractive waveguide crystal, it will continue to pay attention.In addition, Crystal Optech responded on May 6th:Holographic waveguides are mainly used for optical waveguide AR glassesThe company has been in the AR field for many years and has maintained close cooperation with world-renowned high-tech companies.We have technical layout in diffraction optical waveguide, reflection optical waveguide and other solutions, can provide customers with various optical components and a full set of optical solutions according to customer needs.

A leading domestic private third-party testing companyDuring the same period, Huachuang Testing received 485 visits from institutions, ranking firstThe company announced on August 11 that its operating income in the first half of the year was about 2.791 billion yuan, a year-on-year increase of 9.20%; the net profit attributable to shareholders of the listed company was about 437 million yuan, a year-on-year increase of 1.97%. Huachuang Testing disclosed on August 15 that due to the continued deepening of the special rectification campaign for medical care and the intensified competition in the subdivided tracks, the pharmaceutical and medical sector was under short-term pressure, and its operating income and gross profit margin declined year-on-year.As the proportion of drug testing, medical devices, pharmaceutical CMC and other businesses continues to increase, CRO business is gradually improvingThe pharmaceutical and medical sector is expected to gradually improve. The company also stated in the survey thatThe bidding results of soil survey business are satisfactory, and won the bid for the three-population testing projects in many provinces and cities including Jiangsu, Sichuan, Hunan, Hubei, Guangdong, Fujian, etc. The signing situation was in line with the company's expectations.The number of Chinese labels ranked first in the industryThe "three surveys" of soil, namely the routine physical property test, chemical composition analysis and biological index test, are effective ways to understand and grasp the status of soil pollution.

Leading enterprise in China's relay industryDuring the same period, Hongfa Holdings received 428 institutional visits, ranking second.The company announced on August 8 that its operating income in the first half of the year was 7.231 billion yuan, a year-on-year increase of 8.89%; the net profit attributable to shareholders of the listed company was 844 million yuan, a year-on-year increase of 15.33%. Hongfa shares disclosed an institutional survey on August 14, and the company firmlyImplementing the “75+” strategy, while promoting the high-quality development of the main relay business,Promote the solid development of five new categories of products: low-voltage electrical appliances, film capacitors, connectors, current sensors, and fusesZeng Duohong and others from Soochow Securities expressed optimism about the company in their research report on August 9.Benefiting from the recovery and accelerated growth of many industries. Electric vehicles and fuel vehicles exceeded expectations in Q2, new products accelerated their sales, and new energy sources improved significantly. High-voltage direct current benefited from the increase in global electric vehicle penetration and the expansion of new charging and energy storage markets. The company seized the opportunity of fast charging and consolidated its market position; automobiles benefited from the rapid growth of the domestic market and independent brands, and the market share increased significantly. The current orders on hand are full, which supports the continuation of subsequent growth.

Domestic advanced cemented carbide cutting tool manufacturerDuring the same period, Huarui Precision received 356 visiting institutions.The company announced on August 5 that its operating income in the first half of the year was 410 million yuan, a year-on-year increase of 14.93%; the net profit attributable to shareholders of the listed company was 71.9377 million yuan, a year-on-year increase of 15.35%. Huarui Precision accepted an institutional survey on August 13 and said that the company has studied the relationship between the composition and performance of nano-coating materials, accurately calculated the ratio of each element in the coating, developed coating materials with balanced material properties, established a rich PVD coating material and coating structure process system, realized the development of coating structures for different application requirements, and improved the comprehensive performance of the product.As of June 30, 2024, the company has successfully developed 17 PVD coating materials and 32 PVD coating processesIn addition, the companyMore than 70 groove structures have been designed and developed for different processing applications, covering turning, milling, drilling and other productsAmong them, there are more than 60 kinds of groove structures used in CNC blades and more than 10 kinds of groove structures used in integral tools.

It is worth noting that the global innovative short-distance transportation and robotics industry innovator, Xiaomi balance car supplierNinebot-WDA leading enterprise in the domestic tap-changer industry and a leading enterprise in special CNC complete sets of processing equipmentHuaming Equipment both have robot concepts, and the number of institutional visits received during the same period were 329 and 302 respectively.Ninebot-WD announced on August 6 that its operating income in the first half of the year was 6.666 billion yuan, a year-on-year increase of 52.20%;The net profit attributable to shareholders of the listed company was 596 million yuan, a year-on-year increase of 167.82%.The company disclosed an institutional survey on August 8, and in terms of revenue by product type in the second quarter, the service robot business achieved revenue of 282 million yuan.Year-on-year growth of 319.09%The company said,Currently, the demand for lawn mowing robots mainly comes from EuropeIn the past, the US market had low acceptance due to insufficient product strength and low labor costs. In the second half of the year, due to seasonal factors, the weather turned cold and the demand for mowing decreased. The third quarter is the off-season for sales of mowing-related products.

Huaming Equipment responded to the interactive message in October last year.The "Dual Robot Plasma Cutting Equipment Research and Development" project was completed and accepted 10 years agoThe company announced on August 8 that its operating income in the first half of the year was 1.121 billion yuan, a year-on-year increase of 23.24%; the net profit attributable to shareholders of the listed company was 315 million yuan, a year-on-year increase of 9.64%. The company plans to pay a cash dividend of 2.70 yuan (including tax) per 10 shares to all shareholders. Huaming Equipment said in an institutional survey on August 11 thatThe power equipment business is the company's core profit source, contributing more than 90% of gross profitIn addition, Europe is currently the company's largest overseas revenue market, and the rest are mainly Southeast Asia, America and other regions where the company has a presence, where it has generated stable revenue. The company currently has strong business cash flow, low debt ratio and sufficient cash reserves on its account, and has the ability to achieve high dividends.