Mei Ri Jing Ji Xin Wen·2025-08-12 09:30Group 1 - The core viewpoint of the report is that Dongwu Securities has given a "buy" rating for Yingliu Holdings (603308.SH) based on strong financial performance and growth potential [2] - The company's Q2 net profit attributable to shareholders increased by 57% year-on-year, indicating robust demand and a healthy order backlog in the "two-machine" business [2] - The company demonstrates good cost control capabilities, suggesting a long-term improvement in profitability [2] Group 2 - The "two-machine" business is seen as a new growth driver, with opportunities in nuclear energy and low-altitude sectors that could provide long-term growth potential [2] - The report highlights potential risks, including lower-than-expected capital expenditures, demand, and the pace of domestic production [2]