民生证券给予禾盛新材推荐评级，动态点评：投资熠知电子，实现AI上下游一体化

Group 1 - The core viewpoint of the article is that Minsheng Securities has given a recommendation rating to Hesheng New Materials (002290.SZ) based on several positive factors [2] - Hesheng New Materials announced an investment in a 10% stake in Yizhi Electronics, which focuses on high-end computing chips [2] - Yizhi Electronics has a strong customer base that can deeply collaborate with AI integrated machines [2] - The company is working with its subsidiary Haixi Technology to integrate the AI industry chain [2]