WOER(SZ:002130) Mei Ri Jing Ji Xin Wen·2025-07-10 23:48Group 1 - Wolong Nuclear Material expects a net profit increase of 30% to 40% for the first half of 2025, projecting a profit of 545 million to 587 million yuan, driven by rising demand in electronic materials, communication cables, power products, and new energy vehicles [1] - The company reported significant growth across all business segments, with communication cables and new energy vehicle products showing the fastest growth rates [1] - Wolong Nuclear Material's performance improvement is attributed to efficiency enhancements, cost reductions, and structural optimization, indicating strong internal growth drivers [1] Group 2 - Boqian New Materials anticipates a net profit increase of 70.40% to 101.55% for the first half of 2025, estimating a profit of 93 million to 110 million yuan, supported by the recovery in the consumer electronics market and increased demand for high-performance MLCCs from AI servers [2] - The company has seen a significant improvement in its product structure, contributing to the substantial rise in net profit [2] - Boqian New Materials is also a major producer of silver-coated copper powder for photovoltaic applications, which may benefit if the industry shifts from silver to silver-coated copper [2] Group 3 - Liansheng Technology's subsidiary, Meishan Liansheng, plans to raise 60 million yuan through a capital increase to introduce external investors, acquiring a 2.91% stake by Qiongcheng Xingdan Industrial Equity Investment Partnership [3] - The parent company Tianjin Liansheng has waived its preemptive subscription rights for this capital increase, which includes potential share buyback obligations under specific conditions [3] - This move aims to attract strategic resources, but the specific terms may impact the listed company's equity [3]