Last year, electromagnetic wire contributed over 40% of the profits. Gold cup Electric Apparatus: it is expected that the new capacity of 6,000 tons for the flat electromagnetic wire Phase III will be added in Q2 | Interpretations.

① The demand for electromagnetic wire is strong, and the company's revenue in 2024 is expected to grow by 15.54% year-on-year; the Net income attributable to the parent company is expected to grow by 8.78% year-on-year. ② The expansion of production capacity for the special flat electromagnetic wire for New energy Fund Electric Machine by Jinbei is progressing, with the first batch of 6000 tons of capacity expected to be gradually released in Q2 of this year.

cls.cnMar 28 22:44

Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.

Track the entire lifecycle of the main Sector.

cls.cnMar 25 09:20

The Shanghai Auto Show will be held in April, the Bullish automotive consumption policies continue, and these Concept stocks frequently receive research.

The 21st Shanghai International Autos Industry Exhibition (2025 Shanghai Auto Show) will be held from April 23 to May 2.

cls.cnMar 25 08:46

The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.

With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.

Guosheng SecuritiesMar 24 11:06

This week, 9 more companies! Zhengzhou Coal Mining Machinery Group and several other stocks disclosed plans for shareholding repurchase and relending, a list of A-share companies.

① According to incomplete statistics from the Financial Association, 9 A-share listed companies announced their shareholding related to repurchase and re-loan this week (see attached table); ② Zhengzhou Coal Mining Machinery Group received a loan commitment letter from China CITIC Bank Corporation for no more than 0.17 billion yuan for the purpose of repurchasing A-share Stocks.

cls.cnMar 22 18:35

Three departments are promoting the update of New energy Fund bus equipment, and the bus industry is expected to enter a renewal cycle.

The General Office of the Ministry of Transportation, the General Office of the National Development and Reform Commission, and the General Office of the Ministry of Finance issued the "Implementation Rules for the 2025 New Energy City Bus and Battery Replacement Subsidies." Utilizing ultra-long-term special national debt funds, city bus companies will receive fixed subsidies for updating new energy city buses and replacing batteries.

cls.cnMar 20 08:02