AVIC Securities: The marginal growth momentum of traditional general manufacturing is weakening, while AI is reshaping technology-driven long-cycle structural growth tracks.

The industry has shifted from traditional cyclical patterns to a long-term structural growth track driven by AI technology, becoming the core investment theme throughout the year.

Zhitong FinanceMay 11 15:15

Pioneer Minerals Advances U.S. Critical Minerals Portfolio With Tungsten and Uranium Gains

TipRanksApr 30 11:48

Express News | Nonferrous Metals–Tungsten Concept Remains Strong; Xianglu Tungsten Posts Second Consecutive Limit-Up涨停

BreakingsApr 30 09:35

Comment on Zhongwu High-Tech (000657) 2025 Annual Report and 2026 Q1 Report: Steady Increase in Tungsten Self-Sufficiency Rate Highlights Growth Potential of PCB Micro-Drills

Event: The company released its 2025 annual report and the first quarter report of 2026. In 2025, total operating revenue reached 17.639 billion yuan, representing a year-on-year increase of 19.34%; net profit attributable to shareholders was 1.281 billion yuan, marking a year-on-year increase of 29.20%.

Galaxy SecuritiesApr 30 00:00

A-Share Market Review: The Shanghai Composite Index returned to 4,100 points! The ChiNext Index rose by 2.52%, with the energy storage and minor metals sectors leading the gains.

Gelonghui, April 29 | The three major A-share indices opened lower but closed higher today. By the close, the Shanghai Composite Index rose by 0.71% to 4107.51 points, the Shenzhen Component Index increased by 1.96%, the ChiNext Index surged by 2.52%, and the Beijing Stock Exchange 50 Index climbed by 0.48%. The total market turnover reached 2.6089 trillion yuan, an increase of 58.4 billion yuan compared to the previous day's turnover. Nearly 4,000 stocks across the entire market ended in positive territory. In terms of sector performance, the energy storage sector led the gains, with Rongjie Shares, Yongxing Materials, and Tianci Materials hitting their daily price limit. The minor metals and rare earth magnets sectors surged significantly, with several stocks including China Rareearth, Northern Rareearth, and Zhongtung High-Tech hitting their daily price limits. The Central Political Bureau meeting set a tone of 'stabilizing pork prices,' driving the hog

Gelonghui FinanceApr 29 16:03

Surging demand in the PCB industry drives up consumables requirements, revealing another 'pick-and-shovel' player.

① Regarding the reasons for the change in performance, Ding Tai High Technology attributed it mainly to the benefits brought by AI computing power, which has driven rapid revenue growth. ② The high-density development of PCBs has led to upgrades in substrate raw materials, with their hardness and processing difficulty increasing accordingly. ③ Data from Frost & Sullivan shows that the global PCB drill bit market size is expected to grow to 9.1 billion yuan by 2029.

cls.cnApr 29 15:15