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Market Chatter: China's Weichai Wards Off KKCG Challenge, Ends Board Clash at Italian Yachtmaker Ferretti
Dragon Tiger Board | Over 600 million yuan flowed into GCL System Integration, with Chengdu-based investors contributing 192 million yuan to push Roshow Technology to a limit-up!
The top three net buy amounts for the day were Xiejin Integrated, Lushine Technology, and Zhongchuang Special Gases.
Weichai Heavy Machinery: First Quarter Report for 2026
Founder Securities: Distributed power plants become new infrastructure in the AI era, with domestic aviation, marine, and diesel-to-gas conversions presenting excellent overseas expansion opportunities.
The 'Taihang' series and 'QD series' of aero-derivative gas turbines developed by China's Aero Engine Corporation are expected to gain opportunities for international expansion.
Express News | Gas turbine and diesel generator concepts surged amid market fluctuations, with Shuifa Gas hitting the daily price limit in a straight line.
Guojin Securities: Domestic computing power sector reaches a critical performance threshold as the wave of CPU price hikes accelerates inflation in computing power.
The bank predicts that 2026 will be a pivotal year for China's computing power demand, transitioning from 'cloud training' to a dual-driven model of 'training + inference.' The gap in computing power will rapidly expand, catalyzed by more modalities and broader application scenarios.