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Minsheng Securities: Under the drive of AI, the current datacenter industry continues to be the main driving force for the growth of PCB and copper interconnection.
Minsheng Securities believes that under the drive of AI, the current datacenter industry is still the main driving force for the growth of the PCB and copper interconnection industry. Recommendations include: 1) PCB: PCB has advantages such as easy installation, maintenance, and low cost, and is still one of the mainstream solutions for solving cabinet interconnection. Recommendations: Wus Printed Circuit (002463.SZ), Victory Giant Technology (300476.SZ), Shenzhen Kinwong Electronic(603228.SH), etc.; 2) Copper interconnection: High-speed copper cables can achieve low-cost, high-speed, low-power consumption acceleration card interconnection solutions for short-distance communication in AI datacenters.
Minsheng Securities: NVIDIA (NVDA.US) speech demonstrates confidence, and the US technology stocks rebound significantly.
Huang Renxun's speech at the Communacopia Tech conference demonstrated nvidia's strong confidence in computing power demand, while the company indicated smooth progress for the Blackwell product.
Gelonghui Announcement Highlights | Zhejiang Jiemei Technology: intends to invest 1.199 billion yuan to build a Zhejiang Jiemei annual production of 0.06 million tons of paper carrier production project in Jiangxi; Shenzhen V&T Technologies: controlling s
[Company Business Data] Luoniushan Co., Ltd. (000735.SZ): The hog sales revenue in August was 0.12 billion yuan. China Longyuan (001289.SZ): The electricity generation in August increased by 7.38% year-on-year. China State Construction Engineering Corporation (601668.SH): The total amount of new signed contracts from January to August was 2852.2 billion yuan, with a year-on-year growth of 6.5%. China Coal Energy (601898.SH): The commodity coal sales volume in August was 23.92 million tons, a decrease of 1.4% year-on-year. [Signed Projects] Zhejiang Narada Power Source (300068.SZ): Intends to invest in the construction of 150MW wind power project and 100MW wind power project. Zhejiang Jiemei Electronic and Technology
Shenzhen Woer Heat-Shrinkable Material (002130.SZ): Shareholder Qiu Limin and its concerted parties plan to reduce their total shareholding by no more than 1%.
On September 12th, War Nuclear Materials (002130.SZ) announced that it holds a total of 134,464,127 shares of the company (accounting for 10.79% of the total share capital of the company, calculated by excluding the number of shares in the company's latest disclosed repurchase special account of 13,565,000 shares, the same below). Ms. Qiu Limin, a shareholder of the company, and its concerted action person plan to reduce the company's shares in a centralized bidding and block trade manner within three months after the fifteenth trading day from the date of this announcement, with a total of no more than 12,463,300 shares (1% of the total share capital of the company).
Declining Stock and Solid Fundamentals: Is The Market Wrong About ShenZhen Woer Heat-Shrinkable Material Co.,Ltd. (SZSE:002130)?
Shenzhen Woer Heat-Shrinkable Material (002130.SZ): Taico is one of the important customers of the company's wire business.
On September 9, Shenzhen Woer Heat-Shrinkable Material (002130.SZ) stated on the investor interaction platform that Taike is one of the important customers of the company's wire business. The company's wire series products mainly include high-speed communication cables, auto cables, industrial cables, and consumer electronics cables.
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