Major positive news! Dashen Heavy Industry reaches historical high. List of institutional research stocks from the past week released (with list attached)

In the past week, over 120 institutional investigations have been conducted on individual stocks, with Dajin Heavy Industry receiving the most institutional visits.

Stocks such as Dajin Heavy Industry, Tinci Materials, and Jingchen Co., Ltd. have been investigated by more than 100 institutions each. Recently, Dajin Heavy Industry was visited twice by institutions, with a total of 181 participating organizations, including 37 fund companies, 38 securities firms, 37 private equity firms, and 7 insurance companies.

During the investigation, Dajin Heavy Industry (002487) revealed that the company’s revenue structure is primarily driven by overseas business. By the end of 2025, the company will have accumulated overseas orders exceeding 10 billion yuan, mainly scheduled for delivery over the next two years. The projects cover offshore wind farms in the North Sea and Baltic Sea, among other offshore wind power projects.

On Thursday and Friday (March 12-13), Dajin Heavy Industry’s stock price hit the daily limit-up for consecutive days, reaching a new all-time high. News-wise, the wind power industry has recently received significant positive news for overseas expansion. The UK announced the removal of 33 wind turbine component import tariffs starting April 1, with core parts like blades and cables having their tariffs reduced to zero. This move is expected to release £22 billion in investments, accelerate offshore wind installations in the North Sea, and open new development opportunities for Chinese wind power companies.

CICC Securities believes that the UK, as a leader in European offshore wind, is accelerating the development of offshore wind power. The tariff reductions cover key segments of the wind power industry chain, aligning with the upcoming peak offshore wind installation period in the UK and directly reducing costs for UK manufacturers. This allows developers using these suppliers to invest more efficiently across the supply chain.

Huatai Securities is optimistic about the recovery of OEM profits, offshore wind exports, and the operational leverage of core component manufacturers.

1. OEM profit recovery: Domestic onshore wind orders are increasing in delivery, coupled with rising offshore and export proportions, supporting profit recovery; the hydrogen ammonia business is opening a second growth curve. Recommended stocks include Goldwind, Yunda, and Sany Renewable Energy.

2. Offshore wind exports: Recent geopolitical conflicts have disrupted European energy supply. Offshore wind, as a high-quality local resource, benefits from government subsidies and support, likely leading to accelerated demand release. Europe’s local pile production capacity is tight, and demand may spill over to domestic manufacturers. Relevant companies include TianShun Wind Power and other leading pile manufacturers.

3. Operational leverage of core component manufacturers: The supply-demand balance for main shaft bearings and casting main shafts is tight, with capacity releases from leading component companies supporting continued performance growth. Recommended stocks include XinQiangLian, JinLei, and GuangDa Special Materials.

Tinci Materials recently reached a new high in stock price. During the investigation, the company stated that recent electrolyte product prices have been relatively stable. Fluctuations in the spot prices of lithium hexafluorophosphate have limited overall impact on the company. Currently, leading industry manufacturers are operating at high capacity, and future supply-demand dynamics will determine the price trend of lithium hexafluorophosphate. Changes in lithium carbonate costs can also be smoothly transmitted.

Additionally, the company’s sulfide solid-state electrolyte is in the kilogram-scale pilot testing phase, mainly for material technical validation with downstream customers. The company’s pilot production line for hundreds of tons of lithium sulfide and solid-state electrolytes is expected to be operational by Q3 2026, preparing for future solid-state battery demand. The UV glue frame used in solid-state batteries has already been sold in small batches. The company will closely follow industrialization progress to provide comprehensive solid-state battery material solutions for downstream clients.

In terms of market performance, stocks investigated by institutions over the past week averaged nearly a 1% decline, while stocks like Dajin Heavy Industry, Tinci Materials, Lanshan Medical, and CATL all rose over 10% against the trend.

Lanshan Medical stated during the investigation that the demand for gloves is mainly rigid, and price increases have limited impact on demand. The market has a stable growth foundation. The company’s high-end polyurethane gloves, developed jointly with Wanhua Chemical and launched to the market, received positive feedback and repeat orders, indicating market acceptance of glove prices. Currently, glove prices are rising, with considerable room to reach industry-expected levels.

Fujie Technology said that their leading and joint research projects aim to strengthen local biogas resource supply and high-value utilization technology innovation. They focus on breakthroughs in integrated biogas-to-green methanol processes, including anaerobic fermentation, biogas purification, gasification, and green methanol synthesis. This will significantly improve biogas raw material utilization, achieve pilot-scale validation of green methanol production from biogas, and establish advanced international technology and complete sets of equipment. It will also lay a technological foundation for future 100,000-ton green fuel industry applications.

(Source: Data Treasure)