Zheng Quan Shi Bao Wang·2025-12-28 00:27Group 1: Market Performance and Institutional Research - A total of 117 listed companies received institutional research from December 22 to December 26, with over 70% of these companies achieving positive returns [1] - Notable performers included Chaojie Co., Ltd. (301005) with a 41.6% increase, Guanglian Aerospace (300900) at 32.44%, and Demingli (001309) with a 24.97% rise [1] - Leading the research interest was Lingyi Zhi Zao (002600), which received over 100 institutional inquiries, while several other companies, including Pulite (002324) and Guangdian Measurement (002967), attracted more than 50 inquiries [1] Group 2: Lingyi Zhi Zao Acquisition - Lingyi Zhi Zao announced a significant acquisition, purchasing a 35% stake in Dongguan Limin Da Electronics Technology Co., Ltd. for 875 million yuan, gaining control over 52.78% of voting rights [3] - The acquisition is notable for its high premium, with a valuation of 2.51 billion yuan for Limin Da, representing a 3421.81% increase over its audited equity of 71.27 million yuan [3] - Limin Da specializes in thermal management products, including liquid cooling connectors and manifolds, and is recognized as a certified supplier for NVIDIA [3][4] Group 3: Pulite's Breakthroughs - Pulite received attention from 76 institutions this week, highlighting its advancements in modified materials and humanoid robotics [5] - The company has developed modified PEEK, PPS, and PA materials for use in humanoid robot components, and is collaborating with leading clients in the industry [7] - Pulite's LCP fibers have entered the supply chain for low-orbit satellites, with significant potential for growth as demand for flexible solar wings increases [7] Group 4: Guangting Information's Strategic Focus - Guangting Information engaged with 66 institutions, emphasizing its role as a "Digital Architect" in the automotive software industry [8] - The company is implementing a Super Software Workshop (SDW) model to enhance productivity and revenue stability through AI-driven software development [10] - Guangting's international strategy includes supporting domestic manufacturers in expanding abroad and providing technical services to foreign clients, aiming to alleviate domestic margin pressures [10]