DFD(SZ:002407) Zheng Quan Shi Bao·2025-10-24 17:34Market Overview - A-shares experienced a strong rebound this week, with the Shanghai Composite Index rising by 2.88% to close at 3950.31 points, the Shenzhen Component Index increasing by 4.73%, and the ChiNext Index surging by 8.05% [1] - As of October 24, 120 listed companies disclosed investor research summaries, with 9 companies receiving over 100 institutional investors [1] - Over 70% of the companies that were researched by institutions achieved positive returns this week, with notable gains from companies like New Strong Link (up over 28%) and Boying Special Welding (up over 23%) [1] New Strong Link - New Strong Link received two batches of institutional investor research, with a total of 189 institutions participating, driven by significant growth in Q3 performance [2] - The company reported Q3 revenue of 1.408 billion yuan, a year-on-year increase of 55.13%, and a net profit attributable to shareholders of 264 million yuan, up 308.57% year-on-year [2] - Growth was attributed to the recovery in wind power demand and high capacity utilization, with plans to further enhance production capacity through equipment upgrades and process optimization [2] Multi-Fluorine - Multi-Fluorine conducted an online survey with 183 institutions, reporting a total revenue of 6.729 billion yuan and a net profit of 78.05 million yuan for the first three quarters, reflecting a year-on-year increase of 407.74% [3] - The price of lithium hexafluorophosphate has risen significantly due to increased demand from the renewable energy and storage sectors, with a tight supply expected to persist until 2026 [3] - The company plans to produce approximately 50,000 tons of lithium hexafluorophosphate this year, with an expected output of 60,000 to 70,000 tons by 2026 [3] Baiya Co., Ltd. - Baiya Co., Ltd. received 153 institutional investors this week, focusing on its performance in Q3 2025, channel expansion, product strategy, and e-commerce platform strategies [4] - The company reported Q3 2025 revenue of 2.62 billion yuan, a year-on-year increase of 12.8%, and a net profit of 240 million yuan, up 2.5% year-on-year [4] - Baiya highlighted significant growth in instant retail channels, which are becoming increasingly important, and plans to invest more resources in this emerging channel [5]