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In-depth analysis report on Henan Thinker Automatic Equipment (603508): The three major products are steadily developing, and the large-scale equipment update policy is bullish for the leader of control column.
As a leading domestic locomotive and train control system provider, we help promote railroad safety and informationization. With decades of experience in train operation control systems, we provide comprehensive solutions for train operation control, railroad safety protection, high-speed railroad operation monitoring, and other information management. We are committed to becoming a national leader in this field.
Guosheng Securities: Investment in railway informatization is expected to accelerate under the wave of large-scale equipment upgrades
The smart finance app learned that Guosheng Securities released a research report saying that the large-scale equipment renewal cycle for railway rail transit is approaching, overall fixed asset investment has ushered in a turning point, and industry sentiment is expected to rise at an accelerated pace year by year. Under the wave of railway modernization, investment in information technology is an important trend, and the investment value will be concentrated in segments closely related to technological innovation and application expansion, such as intelligent equipment and operation and maintenance, technological innovation, and technological integration such as 5G+ big data+artificial intelligence. Recommended attention: Jiaxun Feihong (300213.SZ) (Railway Command and Dispatch System/Special Communications), China Express (688009.S)
Southwest Securities: Policies promote combined maintenance and maintenance, and the market volume will expand in 24-25 years or usher in a major investment year
China Railway's initial tender for advanced EMU repair reached 361 groups in '24, of which 207 were grade 5 repair groups, accounting for 57% (290 in '23, of which 108 were grade 5); subsequently, with the acceleration of equipment replacement, EMU maintenance volume, and the increase in tenders and deliveries of new locomotives, the rail transit industry may welcome a new round of growth opportunities.
Mind Control (603508.SH): Received a total of 95.815,900 yuan in dividends from subsidiaries and holding subsidiaries
Gelonghui, May 14, 丨 Thinking Control (603508.SH) announced that the company recently received a total of 95.815,900 yuan in dividends from its wholly-owned subsidiary Henan Lanxin Technology Co., Ltd. (“Lanxin Technology”) and the holding subsidiary Beijing Sivingxinke Information Technology Co., Ltd. (“Thinking Xinke”).
Express News | Thinking and control: Currently, production and operation activities are normal, and there are no important matters that should be disclosed but not disclosed
Thinking Control (603508.SH) plans to pay $0.757 per share in 2023, excluding interest on May 20
Mind Control (603508.SH) announced that the company plans to pay a cash dividend of 0.757 yuan per share in 2023...
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