Xin Lang Zheng Quan·2025-08-08 07:46Core Viewpoint - The article discusses the recent stock recommendations by analyst Sun Xiaoya from Tianfeng Securities, highlighting her influence and the market's enthusiasm for her insights, particularly in the context of a large conference that attracted significant attention [1][5]. Group 1: Stock Recommendations - Ten stocks were recommended across five industries, including Beiqi Blue Valley, Jinpan Technology, Feilong Co., Dayuan Pump Industry, and others, indicating a diverse investment opportunity [1][2]. - Beiqi Blue Valley (code: 600733) has a market value of 29.06 billion, with a projected sales increase to 18-20 million units, suggesting a target market value of 80 billion, representing an upside potential of over 80% [2]. - Jinpan Technology (code: 688676) is expected to generate 30 billion in overseas revenue and 50 billion domestically by 2025, with a year-on-year growth of 39% [2]. - The report emphasizes the importance of high-quality pumps in the cooling liquid market, with specific recommendations for Feilong Co., Dayuan Pump Industry, and Southern Pump Industry [2]. - The article notes that the semiconductor inductors market is a key focus, with significant profit contributions expected from companies like Botek New Materials and Dongmu Co. [2]. Group 2: Analyst Influence - Sun Xiaoya has gained recognition in the industry, rapidly advancing to the position of Chief Analyst at Tianfeng Securities since obtaining her analyst qualification in August 2020 [5]. - Her reports are characterized by high visibility and ambitious valuation targets, often predicting significant upside potential for recommended stocks [5]. - The recent conference led by Sun attracted around 3,000 participants, showcasing her strong influence and the market's excitement around her insights [1][5].