Donghai Securities: AI investment surges; infrastructure sector to benefit in the long term

The sector's high level of activity may persist until 2027, with structural growth opportunities remaining in niche segments such as AI servers and equipment materials. Given the current rapid valuation increase, a逢低关注strategy is recommended.

Zhitong FinanceJul 7 14:47

Dragon & Tiger List | Four institutional investors exited Yongding Shares, while Shanghai-Hong Kong Stock Connect absorbed the selling pressure. Zhang Mengzhu and the Wenzhou syndicate cashed out of Jianghua Micro.

The top three securities by net buying amount on the day were China Great Wall, Ailong Lithium Energy, and Huanghe Whirlwind.

Gelonghui FinanceJul 6 17:43

Research Report Insight | Zheshang Securities: Initiates Zhongshi Technology with a "Buy" rating, building AI computing thermal management as its second growth curve

Gelonghui, July 2 | A research report from Zheshang Securities notes that generational upgrades in AI computing thermal management requirements are driving Zhongshi Technology’s evolution from a leader in thermal interface materials for consumer electronics to a full-stack electronic thermal management platform. The company has established an end-to-end supply capability spanning 'core materials – functional components – thermal modules,' and has secured a strategic position in interfacial thermal materials—the 'first mile' of AI chip cooling. It is among the few domestic enterprises capable of simultaneously addressing multiple technical pathways, including optical module cooling, GPU cold plates, and CPO/NPO thermal management. As its product portfolio expands from standalone materials to system-level solutions, the company is entering a critical acceleration phase characterized by rising value content per product.

Gelonghui FinanceJul 2 13:57 · Ratings

Zhongshi Technology (300684): Full-Stack Thermal Management to Build a Second Growth Curve in AI Computing Cooling

Investment Highlights: Generational upgrades in AI computing thermal management requirements are driving the company’s strategic transition from a leader in thermal interface materials for consumer electronics to a full-stack electronic thermal management platform; the company has established end-to-end supply capabilities spanning 'core materials – functional components – thermal modules'.

Zheshang SecuritiesJul 1 00:00

Express News | The liquid-cooled server concept continues to gain momentum, with Meilixin hitting the 20% daily trading limit.

BreakingsJun 29 09:59

China Galaxy Securities: Increased capital expenditure boosts upstream AI sector sentiment; recommends focusing on five key investment themes

Numerous new products from Apple's supply chain are about to emerge; it is recommended to pay attention to foldable smartphones, AI glasses, and AI PCs.

Zhitong FinanceJun 15 09:55