Group 1 - The core point of the article highlights the significant stock price increase of Longyang Electronics, which closed at 51.72 yuan with a daily trading volume of 498 million yuan, driven by market enthusiasm for expected performance growth from acquisitions and technological uniqueness [1][2] Group 2 - Market enthusiasm is primarily fueled by two expectations: first, the performance growth driven by mergers and acquisitions, including the recent acquisition of 70% of Deyou New Materials and plans to acquire 51% of Changzhou Weisi Shuanglian Technology, with projected net profit growth of 72.29% in 2024 and 61.68% in January-February 2025 [2] - Second, the technological scarcity provides significant growth potential, as Longyang Electronics is one of only two companies globally capable of mass-producing HVLP5 copper foil, which supports high-frequency signal transmission above 224Gbps and is compatible with Nvidia's GB300 and Rubin architecture servers, with a value of 100-200 USD per cabinet [2] - However, after the market close, the company issued a notice clarifying that the HVLP copper foil product is still in the verification stage and has not yet generated revenue, indicating significant uncertainty regarding its industrialization and commercialization [2]
20CM涨停隆扬电子：HVLP铜箔相关产品处于验证阶段，尚未形成收入