Jereh Group(SZ:002353) Zheng Quan Shi Bao·2025-12-05 17:25Group 1 - This week, 223 listed companies received institutional research, with only 30% of the researched stocks achieving positive returns, highlighting a mixed performance in the market [2] - Among the top-performing stocks, Hai Xin Food surged nearly 32%, while Tongyu Communication, Jereh, and Kexiang shares rose over 20% [2] - Jereh remains the most focused company by institutions, with 176 institutions participating in its research, leading to a cumulative increase of 26.40% in its stock price [3] Group 2 - Jereh's subsidiary signed a sales contract for power generation units worth over $100 million with a global AI industry giant, marking a strategic upgrade in the North American market [3] - The company aims to deepen its involvement in data centers, industrial energy, and new power systems, focusing on technological innovation and product iteration [4] Group 3 - Tianhua New Energy received attention from 76 institutions, particularly regarding its strategic investment from CATL, which will hold 13.54% of the company post-investment [5][6] - The company plans to expand its lithium salt production capacity from 16.5 million tons/year to 25-26 million tons/year to strengthen its market position [6] Group 4 - Sanxia Tourism engaged 60 institutions, discussing the progress of its inter-provincial cruise project, with the first cruise expected to be operational by June 2026 [7] - The company has a low debt ratio of 18.81% as of Q3 2025, indicating strong financial stability and no immediate plans for equity financing [7] Group 5 - Dajin Heavy Industry welcomed 58 institutions for research, showcasing advancements in shipbuilding and overseas business expansion [8] - The company has secured a contract worth approximately 1.339 billion yuan for a project with a leading European energy company, expected to be delivered by 2027 [8][9] - Dajin Heavy Industry is focusing on enhancing its competitiveness in the European market by expanding its service offerings and local supply capabilities [9]