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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.
Those Who Invested in Jiangsu Zhongtian Technology (SHSE:600522) Five Years Ago Are up 70%
When we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make significant gains if you buy good quality businesses at the right price. To wit,
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.
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
Zhongtian Technology (600522.SH) has repurchased a total of 9.268,900 shares at a cost of 113 million yuan
Zhongtian Technology (600522.SH) announced that as of April 30, 2024, the company will implement the fourth phase to concentrate...
Jiangsu Zhongtian Technology's (SHSE:600522) Earnings Seem To Be Promising
Investors signalled that they were pleased with Jiangsu Zhongtian Technology Co., Ltd.'s (SHSE:600522) most recent earnings report. This reaction by the market reaction is understandable when looking
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