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CSC Financial: Technology and scarcity drive strong growth in strategic metals and new materials.
Pay attention to new material enterprises with global niche competitiveness, such as in the fields of AI chip inductors and AI chip capacitors, as well as the investment opportunities brought by the explosive growth of MIM and powder metallurgy technologies in robotics.
Express News | Platinum New Materials: The company's chip inductors are mainly supplied in collaboration with semiconductor power supply manufacturers such as MPS and Flex, serving end customers including chipmakers and cloud providers. The company does not have a partn
Platinum New Materials Hits Record High
On May 6, Genoray reported that Puke New Materials (300811.SZ) rose by 2.24%, reaching a record high of 98.770 yuan per share, with a total market capitalization of 28.632 billion yuan.
Platinum New Materials (300811): Driven by the AI wave, the second growth curve is accelerating its realization.
Bocai New Materials released its 2025 annual and Q1 2026 reports. The company achieved revenue of approximately 1.802 billion yuan in 2025, representing a year-on-year increase of about 8.38%; net profit attributable to shareholders reached approximately 418 million yuan, showing a year-on-year increase.
Performance Review of Platcore New Materials (300811): Steady Growth in Powder Core Business, Rapid Expansion in Chip Inductors and Powder Operations
The company released its 2025 annual report: full-year revenue reached 1.802 billion yuan, a year-on-year increase of 8.38%; net profit attributable to shareholders was 418 million yuan, a year-on-year increase of 11.29%. In Q4 2025, the company achieved revenue of 501 million yuan, a year-on-year
Poco New Materials' revenue in 2025 reached 1.802 billion yuan, with a net profit of 418 million yuan, representing an 11.29% year-on-year increase.
The product mix continues to concentrate towards high-margin core materials.