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Zhuzhou Times New Material Technology (600458.SH): DeepSeek has not yet been deployed.
Gelonghui reported on March 20 that Zhuzhou Times New Material Technology (600458.SH) stated on the interactive platform that the company has not yet deployed DeepSeek, but the relevant team is advancing technical evaluation and scenario planning. If deployed in the future, it is intended to be primarily applied in data analysis, knowledge management, Asia Vets customer service, supply chain optimization, and research and development assistance. In addition, the company will strictly evaluate the cost of Hardware adaptation, model iteration investment, Business empowerment effects, and technical compatibility, proceeding with caution in implementation. We will continue to pay attention to the development of AI technology, exploring its deep integration with the main Business to strive to create greater value for Shareholders.
Zhuzhou Times New Material Technology (600458.SH): Advanced organic silicon material products are currently mainly used in the production of energy storage Battery organic silicon foam.
Gelonghui reported on March 20 that Zhuzhou Times New Material Technology (600458.SH) stated on the interactive platform that the New Materials division is involved in the development of new material products, which mainly include high-end polyurethane damping products, wear-resistant products, HP-RTM composites, and advanced organic silicon material products. (1) High-end polyurethane damping pad products are benchmarked against leading international companies, offering excellent performance and can gradually replace Rubbers in the high-end damping field of Autos; (2) High-end polyurethane wear-resistant products are currently mainly used in the field of protective films for wind power Blades, being high-end imported substitute products that effectively extend the lifespan of wind power Blades; (3) HP-
China Securities Co.,Ltd.: The capacity utilization rate in the heavy asset segment of wind power has improved. Pay attention to leading companies in submarine cables, tower tubes, and the main machine and offshore wind Sector.
In 2025, the Industry catalysis will drive the Sector upwards, it is recommended to focus on leading companies in submarine cables and tower tubes, with a strong recommendation for main engines and offshore wind Sectors.
GF SEC: Under the background of high bidding, the certainty of 2025 being a big year for wind power installation is high.
The persistence of offshore wind power is expected to exceed expectations, and domestic equipment manufacturers have seen a significant increase in overseas Orders.
Guosheng Securities' strategy for the wind power Industry in 2025: A new round of high demand for wind power, with dual seas, complete machines, and large MW as the main focus.
After experiencing intense competition, the current host prices are expected to stabilize and rebound in terms of price and profitability, and overseas wind power demand is increasing. The high profitability overseas is expected to improve the profit structure of the domestic wind turbine Industry Chain.
Zhuzhou Times New Material Technology (600458.SH): plans to increase capital by 33.79 million yuan to its jilin subsidiary.
On December 3, Glonghui reported that zhuzhou times new material technology (600458.SH) announced its plan to raise RMB 33.79 million through self-financing to increase its investment in its jilin subsidiary. This move aims to improve the national layout of the wind power blade industry for zhuzhou times new material technology, promote the development of the company's industry, and enhance product competitiveness.