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王亚伟首度现身调研记录 明星私募流行“亲赴现场”

2017-09-18 08:26:47   新华网

而海康威视在上述调研中被问及“如何看待未来视频监控行业”时称,整体来看,未来视频监控行业的门槛会进一步提高。过去主要以硬件为主的竞争相对来说门槛较低。接下来随着智能化进程的推进,软件平台包括一些算法在硬件产品中的影响力将逐步提升,项目不光是由硬件来决定,而会更多考虑一个完整的系统。软件方面的竞争对小厂商来说是有挑战的,但对于海康威视这种规模较大、各方面发展比较综合的公司来说反而比较有利。

除了年初调研的大华股份、海康威视,赵丹阳之后再未出现在上市公司公开披露的调研记录中。而从股价走势来看,两家公司年初至今可谓稳步上行,累计涨幅已相当可观。

孙建冬调研钢铁股

除了王亚伟和赵丹阳,主要关注医疗保健领域的姜广策时隔一年也再度调研,分别于6月13日、7月26日调研了正海生物(300653)、楚天科技(300358)。

另外,鸿道投资的孙建冬继2016年调研两家上市公司后,今年再度亲身到访*ST华菱(000932)、东易日盛(002713)。其中,*ST华菱在回答“此轮钢铁行业盈利能否持续”时表示,综合钢铁供给端的有效收缩、钢铁产业链盈利能力的变化,钢铁制造环节在钢铁上下游产业链上的话语权在增强。而且,钢铁行业上半年销售利润率仍然不高,与工业领域的平均值还有较大差距。记者 翁健

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