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Express News | Science and Technology Innovation Board review: Electromagnetic shielding concept stock Fangbang shares rise, power outages, and the new sector weakens
Nanya New Material Technology Co.,Ltd (SHSE:688519) Held Back By Insufficient Growth Even After Shares Climb 54%
Despite an already strong run, Nanya New Material Technology Co.,Ltd (SHSE:688519) shares have been powering on, with a gain of 54% in the last thirty days. Looking further back, the 25% rise over
Guosheng Securities: Copper clad plate prices are rising, and the industry's profit level continues to recover
The Zhitong Finance App learned that Guosheng Securities released a securities research report stating that the copper-clad plate industry will enter a price increase cycle against the backdrop of rising upstream prices and a recovery in downstream demand. Benefiting from a good competitive pattern and a lengthening downstream preparation cycle, profitability is expected to gradually improve. It is recommended to focus on the industry leader Jiantao Laminate Board (01888) and Jiantao Group (00148), as well as A-share leader Shengyi Technology (600183.SH). For flexible varieties, it is recommended to focus on Huazheng New Materials (603186.SH) and New South Asian Materials (688519.SH). Guosheng Securities said it is optimistic about the subsequent net price of copper-clad plates
BOC Securities: Downstream recovery drives boom recovery, PCB's “cycle+growth” dual logic is expected to continue to resonate
Bank of China Securities released a research report saying that the PCB industry is a basic industry for the manufacture of electronic information products, and is greatly affected by macroeconomic cyclical fluctuations. In 2023, the global political and economic landscape is complex and changing, and the PCB industry will also be affected accordingly. Looking ahead to 2024, along with the recovery trend of the global semiconductor cycle and the innovative launch of terminals represented by Apple XR and AI PCs, the PCB industry's dual logic of “cycle+growth” is expected to continue to resonate. Recommended targets: (1) AI computing power: Shanghai Electric Power Co., Ltd. (002463.SZ), Shennan Circuit (002916.SZ), Shenghong Technology (30)
Express News | Nanya Materials established a technology company with 200 million yuan to develop special materials for electronics
Nanya New Material Technology Co.,Ltd's (SHSE:688519) Market Cap Surged CN¥580m Last Week, Private Companies Who Have a Lot Riding on the Company Were Rewarded
Key Insights The considerable ownership by private companies in Nanya New Material TechnologyLtd indicates that they collectively have a greater say in management and business strategy Shanghai Nany
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