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Soochow: The price rebound in the photovoltaic Industry is driven by both profit recovery and technological iteration.
The bank believes that on one hand, the profitability of the main chain companies is expected to gradually recover, enabling accelerated investment in new technologies; on the other hand, there is a greater pursuit of advanced production capacity to gain a differentiated competitive advantage, which is Bullish for leading equipment manufacturers representing advanced production capacity and new technologies.
Soochow: Domestic semiconductor equipment core technology breakthroughs have received international recognition, and the related equipment chain is迎迎增量增量增机会.
Soochow Securities recommends focusing on relevant symbols in the advanced packaging equipment chain.
Insiders Are the Top Stockholders in Suzhou Maxwell Technologies Co., Ltd. (SZSE:300751), and the Recent 4.0% Drop Might Have Disappointed Them
Suzhou Maxwell Technologies (SZSE:300751) Could Be Struggling To Allocate Capital
Soochow: China Photovoltaic Equipment has significant advantages and is Bullish on new opportunities for equipment to go overseas.
Soochow Securities released a Research Report stating that domestic equipment manufacturers are closely bound to leading customers, continuously engaging in positive research and development, with technology far ahead. Additionally, labor costs in China are low, the supply system for equipment parts is well-established, and the equipment has a high cost-performance ratio, strong delivery capability, and fast after-sales response speed.
Ruiyuan Fund's quarterly report: Fu Pengbo and Zhu Lin increased their Stocks positions, Sunny Optical Technology (02382) is newly included in the top ten heavy positions.
Specifically, as of the end of the fourth quarter, the net asset value of the Ruifeng Growth Value Mixed A Fund managed by Fu Pengbo and Zhu Lin was 1.1952 yuan.
Is It Time To Consider Buying Suzhou Maxwell Technologies Co., Ltd. (SZSE:300751)?
