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According to the AI Express of Every Economic, on May 15th, Tianfeng Securities issued a research report giving a recommendation to increase holdings for Shanghai Silicon Industry (688126.SH). The reasons for the recommendation include: 1) Market recovery is below expectations, 2024 performance is under short-term pressure, long-term development strategy will help future development; 2) Shanghai Xinsheng and Jinke Silicon Material's 300mm silicon wafer production capacity construction is continuously progressing, the 300mm silicon wafer production capacity upgrade project is driving further capacity release; 3) Xin Ao Technology and Okmetic's 200mm production capacity is steadily being released, Xin Ao Silicon Wings' 300mm high-end silicon-based material research and development promotion continues, and the mass production breakthrough of single crystal piezoelectric film materials. (Daily Economic News)
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