Guosheng Securities: Seabreeze is booming, and the development of submarine cable links has the strongest resistance to deflation

Since submarine cables require 2-3 years of quality verification and capacity construction, etc., it is expected that the competitive pattern for high-pressure/flexible submarine cables will be stable for at least 2-3 years, and the overall profitability and value of submarine cables are expected to be maintained.

Zhitong FinanceMay 23 02:02 ET

Guosheng Securities: Multiple favorable factors resonate, and the fiber optic cable industry is expected to break out of the current industry trough in 24 years

Since entering 2024, domestic ocean wind construction has gradually recovered, overseas cable demand has begun, and high-end optical fiber is expected to break out of the “cycle product” attribute under AI demand. The fiber optic cable industry is expected to break out of this industry trough and move towards recovery.

Zhitong FinanceMay 15 02:35 ET

Huachuang Securities: The wind power boom has clearly rebounded, and the profit resilience of the 24Q1 Haifeng sector is obvious

The Zhitong Finance App learned that Huachuang Securities released a research report saying that the wind power boom will recover in 2023, and it is expected to add 83 GW of installed capacity in 2024, of which the sea breeze is +46.4% compared to the same period last year. The wind power boom rebounded markedly in 2023, adding 75.9 GW of installed capacity throughout the year, +101.7%. Among them, sea/land added 6.8/69.1 GW respectively, +167.8%/+197.3%. Since 2024, several seabreeze projects in Guangdong, Zhejiang, Fujian and other places have been approved, and bids for fans/submarine cables have accelerated markedly since March. Approaching the end of the “14th Five-Year Plan”, domestic seabreeze projects are expected

Zhitong FinanceMay 13 02:17 ET

Returns On Capital At Hengtong Optic-Electric (SHSE:600487) Paint A Concerning Picture

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key financial metrics. In a perfect world, we'd like to see a company investing mor

Simply Wall StApr 27 21:24 ET

Retail Investors Among Hengtong Optic-Electric Co., Ltd.'s (SHSE:600487) Largest Stockholders and Were Hit After Last Week's 4.0% Price Drop

Key Insights Significant control over Hengtong Optic-Electric by retail investors implies that the general public has more power to influence management and governance-related decisions 41% of the b

Simply Wall StApr 10 20:07 ET

Hengtong Optoelectronics (600487.SH) has repurchased a total of 14.168,700 shares at a cost of 156 million yuan

Hengtong Optoelectronics (600487.SH) issued an announcement. As of March 31, 2024, the company has repurchased a total of shares...

Zhitong FinanceApr 1 04:59 ET