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Every AI Express report, Dongwu Securities released a research report on August 19, giving a buy rating to Tianci Materials (002709.SZ). The main reasons for the rating include: 1) Performance in 2025Q2 meeting expectations, stable profit level; 2) High year-on-year growth in shipments in 2025Q2, with an expected growth of 40% in 2025; 3) Electrolyte profit remains flat in Q2, with profitability expected to improve in 2025H2 due to price increases; 4) The positive plate sector is affected by capacity utilization, leading to an expanded loss, while the daily chemical business stably contributes to profits; 5) Stable cost control, improvement in operating cash flow. (Daily Economic News)
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