Zheng Quan Zhi Xing·2025-09-03 00:06Group 1: Company Insights - Hongde Fund recently conducted research on six listed companies, including Haitai Technology, which has launched its second factory in Thailand, expected to generate an additional annual output value of approximately 100 million yuan [1] - Zhongcai International is the only company in the global cement technology equipment and engineering service market with a complete industrial chain, maintaining good cooperation with Tibetan cement enterprises [2] - Dekeli anticipates rapid growth in computing power demand by the first half of 2025, but faces challenges in capacity and supply chain resources, leading to insufficient order delivery [3] - Kebo Da achieved a revenue of 3.047 billion yuan in the first half of 2025, a year-on-year increase of 11.10%, with a net profit of 451 million yuan, up 21.34% [4] - Jinbo Co. reported a revenue of 411 million yuan in the first half of 2025, a year-on-year growth of 19.69%, with significant growth in the transportation and lithium battery sectors [5] - Xinmai Medical achieved a revenue of 714 million yuan and a net profit of 315 million yuan, with overseas revenue growing over 95% [6] Group 2: Financial Performance - Haitai Technology's modified materials, such as PEEK-CF50, are being developed for a leading humanoid robot company, although they have not yet entered the supply chain [1] - Zhongcai International has completed the localization of DeepSeek, providing large model applications and opening enterprise knowledge base scenarios [2] - Dekeli's telecom business saw a year-on-year decline of approximately 8%, but new factory operations are expected to improve performance in the second half of the year [3] - Kebo Da's main business revenue was 2.948 billion yuan, with domestic sales accounting for 1.801 billion yuan and international sales 1.148 billion yuan [4] - Jinbo Co. has completed the carbon-ceramic brake disc project and is advancing the customer validation of porous carbon products [5] - Xinmai Medical plans to maintain R&D investment at 10%-15% in the future, with high-margin products set to be launched internationally [6]