Zheng Quan Shi Bao Wang·2025-10-25 04:43Core Viewpoint - The recent institutional research indicates a strong interest in various companies, with New Qianglian leading in the number of institutions conducting research, reflecting positive market sentiment and growth potential in the industry [2]. Group 1: Company Performance - New Qianglian achieved a revenue of 3.618 billion yuan in the first three quarters, representing a year-on-year growth of 84.1%, and a net profit of 582 million yuan, up 846.59% year-on-year [2]. - Multi-Fluor reported a revenue of 2.4 billion yuan in Q3 2025, a year-on-year increase of 5.18%, with a net profit of 26.72 million yuan, and a cumulative net profit of 78.05 million yuan for the first three quarters, marking a significant year-on-year growth of 407.74% [3]. - Jinli Permanent Magnet recorded a revenue of 5.373 billion yuan in the first three quarters, up 7.16% year-on-year, and a net profit of 515 million yuan, reflecting a year-on-year increase of 161.81% [3]. Group 2: Market Trends and Insights - New Qianglian is focusing on optimizing existing capacity through equipment adjustments and production line upgrades, aiming to enhance delivery capabilities and support steady business expansion [2]. - Multi-Fluor noted that the recent surge in lithium hexafluorophosphate prices is driven by explosive demand from the new energy and energy storage sectors, with a tight supply situation expected to persist until 2026, indicating potential for further price increases [3]. - The diamond composite products industry may benefit from recent export controls on superhard materials, as domestic restrictions on diamond micro-powder could lead to changes in procurement cycles and pricing for foreign manufacturers, positively impacting domestic producers [5]. Group 3: Company Strategies and Developments - New Qianglian is developing its shield machine bearing project and has established strong partnerships with industry clients, focusing on expanding its market presence in infrastructure projects [2]. - Multi-Fluor is actively monitoring downstream demand changes and leveraging its technological expertise to expand into related fields [3]. - Jinli Permanent Magnet has established a research and development center in Hong Kong for embodied robot motor rotors, indicating a strategic move towards innovation and market expansion [3].