Group 1 - The core viewpoint of the report is that Yirui Technology (688301.SH) is rated as a "buy" due to its strong performance and growth potential [2] - The company disclosed its semi-annual report for the first half of 2025, highlighting significant achievements [2] - High-end dynamic detector products showed impressive performance, with new core components and solutions growing over 50% year-on-year [2] - The company is increasing its R&D efforts for various types of ball tube products, achieving key indicators that reach international leading levels, further promoting the localization of domestic ball tube products [2] - There is a continuous strengthening of global business layout and overseas market promotion, resulting in significant growth in overseas revenue [2] Group 2 - Risks mentioned include a potential slowdown in business development due to declining industry prosperity [2] - There are concerns regarding core competitiveness and risks related to the supply of certain raw materials [2] - Other risks include exchange rate fluctuations and shareholder reduction risks [2]
山西证券给予奕瑞科技买入评级,X线平板探测器龙头,CT球管国产化进程加速