Dongwu Securities: Progress in the diamond-based thermal management industry has significantly accelerated, potentially driving rapid scale-up.

Although diamond-based thermal management still faces certain technical and cost challenges that need to be addressed, industry progress has clearly accelerated, paving the way for rapid scale-up.

Zhitong FinanceJun 10 23:30 ET

Tungsten Carbide Powder Prices Halve from Peak—Is the Tooling “Price Spread” Windfall Over? Manufacturers Ramp Up Drill Pins and Rods to Seek Growth | Industry Watch

① The latest quoted price for raw material tungsten carbide powder is RMB 950 per kilogram, having declined by more than 50% from its peak, with Q3 this year marking the inventory restocking window for cutting tool manufacturers; ② Tight supply of raw materials may lead overseas producers of high-end drill bits to reduce capacity in H2, prompting domestic toolmakers to accelerate capacity expansion in drill bits and rods to capture a greater share of the high-end market.

cls.cnMay 31 09:46 ET

AVIC Securities: The marginal growth momentum of traditional general manufacturing is weakening, while AI is reshaping technology-driven long-cycle structural growth tracks.

The industry has shifted from a traditional cyclical pattern to a long-term structural growth track driven by AI technology, becoming the core investment theme throughout the year.

Zhitong FinanceMay 11 03:15 ET

Surging demand in the PCB industry drives up consumables requirements, revealing another 'pick-and-shovel' player.

① Regarding the reasons for the change in performance, Ding Tai High Technology attributed it mainly to the benefits brought by AI computing power, which has driven rapid revenue growth. ② The high-density development of PCBs has led to upgrades in substrate raw materials, with their hardness and processing difficulty increasing accordingly. ③ Data from Frost & Sullivan shows that the global PCB drill bit market size is expected to grow to 9.1 billion yuan by 2029.

cls.cnApr 29 03:15 ET

Postal Securities Machinery and Equipment Industry Spring Investment Strategy: Focus on Dual Opportunities of Growth and Cyclical Layout

In terms of new technologies, solid-state batteries are entering the mass production sprint phase, with significant changes in manufacturing processes, and equipment suppliers are expected to benefit first.

Zhitong FinanceApr 28 22:14 ET

Wald: First Quarter Report for 2026

SZSIApr 28 12:00 ET · Announcements