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According to the AI Express of Miai, Huayuan Securities released a research report on January 15th, giving a "buy" rating to Mindtech (920394.SH). The reasons for the rating mainly include: 1) With the shortage of electricity in North America and the aging of the European power grid, China's transformers have vast overseas market space and strong demand for data center transformers, which is expected to drive the company's demand for aramid paper; 2) The company's capacity construction is continuing to progress, and its diversified downstream layout in consumer goods is continuously expanding. (Daily Economic News)
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