Sou Hu Cai Jing·2025-08-11 06:33Group 1 - Zhongyin Securities issued a report on August 11, giving Longhua New Materials (301149.SZ, latest price: 12.73 yuan) a "buy" rating [1] - The rating is based on three main reasons: 1) Soft foam polyether is a high-quality target with stable operating performance; 2) The turning point for the polyether industry is approaching, and leading companies are expected to benefit; 3) The product matrix is increasingly rich, indicating broad growth potential for new materials [1] Group 2 - The report highlights the upcoming commercialization of humanoid robots, suggesting that significant orders are breaking the ice for this sector [1] - The article discusses the timeline for humanoid robots to shed their "vase" label and achieve commercial viability [1]