A-shares fluctuation丨Jiangsu Toland Alloy has risen for 6 consecutive days, with its stock price reaching a 2-month high. Tianfeng maintains its "Buy" rating.

Gelonghui, December 12 | Jiangsu Toland Alloy (300855.SZ) once again surged over 6%, marking a six-day increase of nearly 25%, reaching a new two-month high at 28.9 yuan, with a total market value of 11.3 billion yuan. The company is a core supplier of advanced metal materials for military and high-end civilian products. Tianfeng maintains a "Buy" rating for Jiangsu Toland Alloy, believing that with the recovery of the Aviation engine Industry Chain, the company's advantages in aftermarket repairs and its Shenyang subsidiary's Alpha capabilities may further emerge, promising to maintain a good growth trend. Due to changes in the delivery rhythm within the Aviation propulsion Industry Chain, profit forecasts have been revised downwards, but the "Buy" rating is maintained. (Gelonghui)

Gelonghui FinanceDec 12, 2024 10:36

Research Reports to uncover opportunities | Tianfeng: Maintains the "Buy" rating for Jiangsu Toland Alloy, steadily advancing with decades of continuous growth.

On December 11, Gelonghui reported that Tianfeng's Research Reports pointed out that Jiangsu Toland Alloy (300855.SZ) is a core supplier of advanced Metal materials for military and high-end civilian products, steadily growing for decades. The year 2025 marks the end of the "14th Five-Year Plan," and many new models in the Aviation engine Industry Chain are expected to enter the equipping and replacement stage, with the model-driven Industry Chain likely returning to a fast growth path. It is believed that as the Aviation engine Industry Chain recovers in profitability, the company's advantages in backend maintenance and its Shenyang subsidiary's Alpha may further stand out, showing good growth momentum. Due to changes in the delivery rhythm of the Aviation engine Industry Chain, profit forecasts have been lowered.

Gelonghui FinanceDec 11, 2024 15:21 · Ratings

Jiangsu Toland Alloy (300855): A core supplier of high-temperature alloys for aviation, steadily progressing with a multi-business layout, achieving sustainable performance that is expected to continue surpassing expectations.

A core supplier of advanced Metal materials for military and high-end civilian products, the company has steadily grown for decades. The main products include cast high-temperature Alloy, deformed high-temperature Alloy, special stainless steel, and other high-performance Alloy materials and their products, primarily used in Aviation.

TianfengDec 11, 2024 07:22

Founder Securities: The inventory of the military industry sector has gradually bottomed out, and attention is still needed on the follow-up pace of order placement.

The military industry sector inventory has gradually bottomed out, the industry will open a new round of inventory cycle with the subsequent orders, and the full industry chain recovery is imminent.

Zhitong FinanceNov 6, 2024 13:37

Express News | Jiangsu Toland Alloy: Precision casting products have formed a stable supply capability for aviation engine manufacturers.

BreakingsOct 21, 2024 10:37

Jiangsu Toland Alloy (300855): Increasing research and development focusing on core business; significant improvement in operational cash flow.

Event: On October 17, the company released the third quarter report of 2024, with revenue of 1.08 billion yuan in the first three quarters of 2024, YOY +1.3%; net income attributable to the parent company was 0.258 billion yuan, YOY -1.0%.

Minsheng SecuritiesOct 20, 2024 16:06