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Kehua Data Co.,Ltd. (002335): The Datacenter is about to make a significant effort, and the New energy Fund is expected to resume growth.
Event: The company released its 2024 annual report and 2025 first-quarter report, achieving a revenue of 7.757 billion yuan in 2024, a year-on-year decrease of 4.71%, and a net profit attributable to shareholders of 0.315 billion yuan, a year-on-year decrease of 37.90%.
Express News | DeepSeek released the Prover-V2 model, with a parameter count reaching 671 billion.
Kehua Data Co.,Ltd. (002335): Revenue and performance steadily increase together, with overseas expansion and AIDC expected to contribute additional growth.
Investment highlights: The company's revenue in 2024 was 7.76 billion yuan, a year-on-year decrease of 4.7%, with a net income attributable to the parent company of 0.32 billion yuan, down 37.9% year-on-year; among them, the revenue in Q4 2024 was 2.36 billion yuan, down 10.4% month-on-month/year-on-year.
SWHY: Vertiv (VRT.US) Earnings Reports greatly exceeded expectations, and the domestic Industry Chain is embracing the AI wave and cloud revaluation.
Vertiv (VRT.US) greatly exceeded expectations in Q1 of 2025, with Vertiv being a global leader in IT Infrastructure, its performance can serve as an important leading indicator. AIDC is an important theme throughout 2025, expected to be repeatedly interpreted, and the benefits to the local Industry Chain may exceed expectations.
Kehua Data Co.,Ltd. (002335): Performance meets market expectations, Datacenter business is expected to maintain high growth.
Performance Review: The performance for 2024 and Q1 2025 meets market expectations. The company announced its performance for 2024: Revenue of 7.76 billion yuan, a year-on-year decrease of 4.7%; Net income of 0.315 billion yuan.
A-shares fluctuate丨Nuclear Power stocks rise collectively, Datang Huayin Electric Power hits the limit up, the State Council approves 10 new units.
On April 28, according to Gelonghui, approvals for domestic nuclear power projects in 2025 have begun, leading to a collective rise in nuclear power stocks in the A-share market. Among them, Datang Huayin Electric Power hit the trading limit, Kehua Data Co., Ltd. increased by over 8%, Changfu Co., Ltd. and Jiusheng Electric rose by more than 7%, Liyuan Technology and Ruqi Intelligent Manufacturing gained over 6%, and Tianwo Technology and RongFa Nuclear Equipment rose by over 4%. According to news from the evening news on April 27, the State Council's executive meeting held that day decided to approve nuclear power projects, including the Zhejiang Sanmen Phase III project. It is reported that the new projects approved at the State Council meeting include Guangxi Fangchenggang Nuclear Power Phase III (units 5 and 6), Guangdong Taishan Nuclear Power Phase II (units 3 and 4), Zhejiang Sanmen.