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Open Source Securities gives Tiangong Co. an "Overweight" rating. The cyclical adjustment in consumer electronics demand does not change the underlying trend, and the company's high-end titanium materials are poised for launch.
The Daily Economic News AI Express: On April 6, Kaiyuan Securities released a research report saying it gives Tian Gong Co., Ltd. (920068.SH) a “Buy” rating. The main reasons for the rating include: 1) the recovery progress of demand from consumer electronics customers is better than expected, and the revenue share of high-value-added products is expected to increase; 2) “focus on the high end and plan for the future”—the company is steadily advancing its high-end strategy, and several important developments have been successfully implemented. Risk warning: risk that construction project progress is slower than expected, competition in the industry intensifies, and major fluctuations in raw material prices.
The Daily Economic News Headline (nbdtoutiao)——absolutely wild! Quant funds are surging all together; the scale of four “top-tier” private funds is all over 80B yuan, with more than 50 already exceeding 10 billion yuan—who is investing? Industry insiders: three types of money are flowing in
(Newspaper reporter: Zeng Jianhui)
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Daily Economic News