Zheng Quan Zhi Xing·2025-09-04 00:09Group 1: Company Highlights - Lanqi Technology's main products include memory interface chips, server platforms, and consumer electronics chips, primarily used in data centers and servers [1] - Shanshi Network Technology plans to conduct its first ASIC chip technology tape-out, aiming to launch firewall products with ASIC technology in 2024; the company has established strong partnerships with major cloud service providers [1] - Zoomlion's market outlook is cautiously optimistic, with a focus on equipment replacement and growth in overseas revenue, particularly in Africa and the Middle East, which saw a year-on-year increase of approximately 15% [1] Group 2: Investment Insights - Lanqi Technology's products are positioned in high-demand sectors, indicating potential growth opportunities in the data center market [1] - Shanshi Network Technology's development of a comprehensive solution combining computing power and security applications may enhance its competitive edge in the cybersecurity market [1] - Zoomlion's commitment to increasing resource investment in Latin America, Africa, and Europe, along with a strong dividend policy, reflects a strategy aimed at long-term stability and growth [1]