Every AI newsletter,Kaiyuan Securities issued a research report on October 31 stating that it maintains the buy rating of Jingsheng Electromechanical (300316.SZ, latest price: 76.41 yuan). The main reasons for the rating include: 1) Abundant orders in hand, a significant increase in performance, and outstanding performance; 2) Increased profit margins and outstanding competitiveness in the pan-semiconductor field; 3) Large contract orders repeatedly and sufficient orders in hand; 4) Drafting Increased 5.7 billion, increased production capacity, and strengthened the advantages of semiconductor equipment materials. Risk warning: global photovoltaic installed capacity is lower than expected; semiconductor localization is lower than expected; raw material price increase risk.
Every Jing Toutiao (nbdtoutiao)——The G20 summit was held; international oil prices hit a record high in 7 years; Microsoft returned to the world’s largest market value; Facebook changed its name; Merkel stepped down as German Chancellor |
(Reporter Wang Xiaobo)
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