Zheng Quan Shi Bao Wang·2025-11-14 07:50Group 1 - UBS has a positive outlook on deep-sea resource development, predicting global capital expenditure for deep-sea resource extraction to reach $2.7 trillion over the next decade, which will drive growth in orders for floating production storage and offloading units (FPSO) [1] - CIMC's marine engineering business has successfully transformed from traditional equipment manufacturing to a high-end marine equipment supplier, with expected incremental gross profit contribution exceeding 1.9 billion yuan in 2026-2027, leading to an upgraded rating to "Buy" and a target price of 10.50 yuan [1] - CIMC is also making strides in the energy storage sector, building integrated capabilities across the energy storage industry chain, with products covering generation, grid, and commercial energy storage systems, and establishing solid partnerships with large overseas wind power operators [1] Group 2 - CIMC's stock performance has been strong, with A-shares hitting the daily limit, a net inflow of 647 million yuan in main funds, and a trading volume of 1.866 billion yuan, while H-shares saw an intraday increase of over 10%, reflecting optimistic market expectations for the company [1]