Lates News

22/12/2025

IIR Energy Company: The weekly production capacity of US oil refiners will increase by 41,000 barrels per day.

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2 m ago

According to the AI Newsletter of Every Day Economics, Dongwu Securities released a research report on December 21, giving Wuliangye (000858.SZ) a "buy" rating. The main reasons for the rating include: 1) In 2026, focus on channel, product, and mechanism to comprehensively implement high-quality market sales; 2) Continued deepening of marketing reforms, long-term optimization of channels. (Daily Economic News)

2 m ago

According to a report released by Dongwu Securities on December 22nd, they have given a "buy" rating to Huasheng Lithium Battery (688353.SH). The main reasons for the rating include: 1) being a leading domestic electrolyte additive supplier with industry-leading technological advantages; 2) core product technology is independently controllable, with continuously increasing market share; 3) the price of additives has rebounded from the bottom, supply and demand are in a tight balance, and prices are expected to continue rising in the future; 4) the H2 phase of the 30,000-ton VC plant is expected to start production in 2026, introducing advanced short process technology and having a cost advantage. (Daily Economic News)

3 m ago

North Glass Co., Ltd. (002613.SZ) intends to establish a new company with its employee stock ownership platform, focusing on the manufacturing of industrial equipment such as ceramics outside the construction industry.

3 m ago

According to a brief by AI, Everbright Securities issued a research report on December 22, giving Weiteng Electric (688226.SH) a "buy" rating. The main reasons for the rating include: 1) Overview: The company's main businesses include power distribution equipment (with busbars as the core), energy storage systems, and new photovoltaic materials. They are actively expanding their photovoltaic module business, which is expected to achieve synergies with existing businesses to drive continuous development. The future growth points are mainly in the strong demand for busbars in data centers, extensive overseas opportunities, profit recovery in photovoltaic welding strips, and performance growth elasticity provided by the photovoltaic module business; 2) Busbars: The continuous growth of global data center installations is driving the demand for power supply systems. Intelligent busbars are gradually becoming the mainstream choice for end-line power distribution in data center machine rooms due to their high space utilization and low TCO costs. The company has a high market share in the busbar industry and its joint venture with ABB has begun production and scale delivery, with continuously increasing shipments. It may leverage the ABB brand to expand overseas markets; 3) Photovoltaic welding strips: The global and Chinese additions to photovoltaic installations are growing. Photovoltaic welding strips are key conductive connecting components in photovoltaic modules. The cost of TOPCon double-glass integrated cost welding strips accounts for over 6%, and since the second half of 2025, the processing fees for photovoltaic welding strips have risen, benefiting the company's profit recovery; 4) Energy storage: The company's energy storage system business mainly focuses on grid-side and user-side energy storage. The scale of newly commissioned new types of energy storage projects globally is gradually increasing. The company is a strategic partner with Westinghouse Electric, which is expected to drive the exploration of high-end overseas markets; 5) Optical communication: Based on its advantages in the data center business field, the company has invested in establishing a new company to enter the optical communication business, further enriching the product line sequence related to data centers, and is expected to increase profit elasticity. (Daily Economic News)

3 m ago

Every Economics AI News, China Galaxy released a research report on December 22nd giving Sichuan Jiuzhou (000801.SZ) a "recommended" rating. The main reasons for the rating include: 1) Strengthening the core competitiveness of the microwave industry by supplementing the chain of military electronic products; 2) Focusing on upstream low-altitude testing and information infrastructure in the low-altitude economy; 3) Steady growth in intelligent terminal business, providing continuous revenue contribution. (Daily Economic News)

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