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Zhu Shaoxing has recently invested heavily in two new companies.
The latest Hold Positions of the veteran public fund manager Zhu Shaoxing has been released. As of the end of the fourth quarter of 2024, Zhu Shaoxing's only managed Fund—Fortune Growth Select Mixed Fund has a net asset value of 25.659 billion yuan. Zhu Shaoxing's latest Stock position is 94.05%, and the top ten heavyweight Stocks account for 33.44% of the Fund's net value. In terms of specific changes in Hold Positions, in the fourth quarter of last year, Yantai Jereh Oilfield Services Group and Shandong Sinocera Functional Material entered the top ten; increased positions in Bank Of Ningbo, Contemporary Amperex Technology, and Midea Group; reduced positions in Spring Airlines, Xinxiang Richful Lube Additive, Luxshare Precision Industry, and Zhejiang CFMOTO Power; Sunresin New Materials and Yealink Network Technology exited the top ten; regarding Kweichow Moutai's
Investors Don't See Light At End Of Yantai Jereh Oilfield Services Group Co., Ltd.'s (SZSE:002353) Tunnel
Research Reports Gold Digging丨CICC: Yantai Jereh Oilfield Services Group is expected to benefit from the high prosperity of gas turbines in North America, maintaining an "outperform the Industry" rating.
China International Capital Corporation's Research Reports indicate that the large-scale deployment of AI computing power has led to a surge in electricity consumption in North American data centers, resulting in a power shortage. Considering the long construction cycle of Nuclear Power and the slow integration of New energy Fund, gas turbine power generation has become a relatively optimal short-term generation method. According to Yantai Jereh Oilfield Services Group's announcement, the company has a series of 35MV level mobile gas turbine Generator units and 6MV level mobile gas turbine Generator units, and it has signed a strategic cooperation agreement for gas turbines with Siemens Energy. It is expected that Yantai Jereh Oilfield Services Group will be among the first to benefit from the high demand for gas turbines in North America. At the same time, considering the company's electric-driven fracturing in North America.
Yantai Jereh Oilfield Services Group (002353.SZ): can provide gas internal combustion Generator sets, modified aviation gas turbine Generator sets, and related power supply services, etc.
Gelonghui, January 8th丨Yantai Jereh Oilfield Services Group (002353.SZ) recently stated in investor relations activities that the company can provide Gas Internal Combustion Generator Sets, modified gas turbine Generator Sets, and related power supply services, which have already been applied domestically and internationally. In North America, the company's self-developed 35MW mobile gas turbine Generator has successfully engaged in both equipment sales and rental business models, primarily for use in the Oil & Gas development sector, but can also be utilized in other non-Oil & Gas fields. The 35MW mobile gas turbine Generator has a large single-machine power output, flexible mobility, efficient assembly, and reliable performance.
Soochow: The expansion of Global AI Datacenters drives increased power demand, Bullish on the potential benefits for Chinese equipment vendors in the supply chain.
The explosion of AI computing power has led to an increase in electricity demand, and the gas turbine power generation Industry Chain is expected to benefit significantly.
Does Yantai Jereh Oilfield Services Group (SZSE:002353) Deserve A Spot On Your Watchlist?
102884128 : getting disappointed with this counter. every day drop.